In the Publish Workbook to Tableau Online dialog box, click Publish. Publish the workbook to Tableau Online: in Tableau Desktop, with the workbook you want to publish displayed, click Server > Publish Workbook. In Tableau Online, in the Publishing Complete dialog box, click Schedule, and follow the on-screen directions. The data source displays in Tableau Online. Select Update workbook to use the published data source.Ĭlick Publish. In the flyout box that displays, for Authentication, change Refresh not enabled to Allow refresh access.Ĭlick anywhere outside of this flyout to hide it. In the Publish Data Source to Tableau Online dialog box, next to Refresh Not Enabled, click the Edit link. If the Tableau Server Sign In dialog box displays, click the Tableau Online link, and follow the on-screen directions to sign in to Tableau Online. Publish the workbook’s data source to Tableau Online: in Tableau Desktop, click Server > Publish Data Source >. In the Extract Data dialog box, click Extract.īrowse to a location on your local machine where you want to save the extracted data, and then click Save. You need a workbook in Tableau Desktop and a Tableau Online account.Įxtract the workbook’s data from Tableau Desktop: in Tableau Desktop, with the workbook that you want to publish displayed, click Data > Extract Data. This article shows how to publish a workbook from Tableau Desktop to Tableau Online and keep it updated when the data source changes. Publish and refresh a workbook on Tableau Online The remaining information in this article covers additional information about Tableau, such as setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau. To use a Databricks username and password from the Requirements, select Username / Password and enter your username for Username and your password for Password.Īfter you successfully connect with Tableau Desktop, you can stop here. To use a Databricks personal access token from the Requirements, select Personal Access Token and enter your personal access token for Password. To change the default catalog, in the Initial SQL tab, enter USE CATALOG. In the Advanced tab, for Connection properties, add Catalog=. If Unity Catalog is enabled for your workspace, additionally set the default catalog. In the list of connectors, click Databricks.įor Authentication, choose your authentication method and enter your authentication credentials. To connect faster with Tableau Desktop, use Partner Connect. The remaining information in this article covers additional information about Tableau, such as connecting manually with Tableau Desktop, setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau. To use a Databricks username and password from the Requirements, enter your username for Username and your password for Password.Īfter you successfully connect with Tableau Desktop, you can stop here. To use a Databricks personal access token from the Requirements, enter token for Username and your personal access token for Password. In Tableau Desktop, enter your authentication credentials, and then click Sign In: Open the downloaded connection file, which starts Tableau Desktop. If your selected persona is Databricks SQL, choose a SQL warehouse. If your selected persona is Data Science & Engineering or Databricks Machine Learning, choose a cluster or SQL warehouse. In the Connect to partner dialog, for Compute, choose the name of the Databricks compute resource that you want to connect. Make sure your Databricks account, workspace, and the signed-in user all meet the requirements for Partner Connect.
You can use Databricks Partner Connect to connect a cluster or SQL warehouse with Tableau Desktop in just a few clicks. Connect with Tableau Desktop using Partner Connect
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