Work with Content Revisions
Note: On Tableau Server, your administrator can enable revision history for both workbooks and data sources. On Tableau Online, revision history is always enabled, but for workbooks only.
In this topic
To access revision history, you must have a site role of Publisher, plus the following permissions for different content types:
Project: View and Save
Workbooks in the project: View, Save, and Download Workbook/Save As
Data sources in the project: View, Save, and Download Data Source
In Tableau Desktop, click Server > Publish Workbook
You can also save workbook revisions by editing and saving a workbook in the web-authoring interface of Tableau Server.
Select a workbook
or data source, and from its actions menu (. . .), select Revision History.
The following image shows a workbook's revision history.
From a revision’s actions menu (. . .), select Preview.
If a preview is available, it opens in a new tab in the browser. For workbooks that you can't preview on the server, such as those with OAuth data connections, you can download the revision and open it in Tableau Desktop.
From a revision’s actions menu (. . .), select Download.
Open the downloaded file in Tableau Desktop.
In the revision history, select a revision, and then click Restore.
The restored version becomes the current version.
Note: If a revision can't be restored directly on the server, download the revision, open it in Tableau Desktop, and republish it.
When a workbook uses a live data connection that prompts for a user name and password, you have the option to embed credentials for the connection. If the workbook uses a data source with multiple connections, you might need to provide credentials for each one.
Restoring data extracts with scheduled refreshes and embedded credentials
When a workbook uses data extracts with scheduled refreshes and embedded credentials, you'll need to edit the connection to provide the credentials.
From a revision’s actions menu (. . .), select Download .
Open the downloaded file in Tableau Desktop, and then republish it with the same name, to the same location in Tableau Server (confirming that you want to overwrite the existing version).
The uploaded version becomes the most current version.
From a revision’s actions menu (. . .), select Delete.
The revision history list updates to indicate a revision has been deleted.
Tip: To delete the latest revision of a data source, republish it and then delete the second most recent revision.
Overwriting content with the same name
If a different author publishes over a workbook
Data changes and deletions
and data sourcesare downloaded with the latest configuration of their extract or data connection. If the data model or data connection has changed between revisions, you might need to update the downloaded workbook or data source.
Revisions of workbooks
and data sourcesthat use .xls or .csv data are saved with an extract of that data.
Revisions are saved for TDE files, unless they're on a refresh schedule.
If a workbook
or data sourceis deleted from a site, all revisions are also deleted.
Turning revision history on and off
If revision history is turned on and then off, saved revisions are retained, and new versions overwrite the latest version. If revision history is then turned on again, version numbering starts from the last saved revision.