Share data with your team in just a few clicks using published data connections. After connecting to a data source in Tableau Desktop, you can publish the connection to Tableau Online for other users to access, just like they would a published workbook.
In Tableau 9.3, a new interface guides you through the process of publishing these data source connections.
The new workflow also simplifies the publishing process. If your data source requires an extract to work with Tableau Online, Tableau automatically creates the extract. If you’re replacing an existing data source connection, simply check a box in the new interface and Tableau reconnects all workbooks that use the data source.
Once published, your Tableau Online site will open and guide you to set up a refresh schedule to keep your data connection fresh. If your data is located on-premise, Tableau’s sync client will automatically launch.
We’ve added a number of under-the-hood improvements to the sync client in Tableau 9.3. When setting refresh schedules, sync checks for any additional information needed to run refreshes, including user credentials and updated file paths. Sync also now runs as a service and can be configured to be “always on.” When set up, sync runs continuously so that your data stays fresh even when you’re signed out of the sync computer.
For more details on Tableau 9.3’s new publish workflow, check out our blog post.