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Getting Started with Tableau 2018.x by Tristan Guillevin

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Why and how to publish a data source

Tableau Desktop is the only tool that allows you to connect to a Dataset, create an Extract, publish it to Tableau Server, and schedule an automatic refresh. Publishing a Data Source offers multiple advantages:

  • All the customization (aliases, default properties, hidden or renamed fields, and so on) is saved. If you, or another Tableau Server User, uses the published Data Sources, all the customization work is already done.
  • All the newly created fields (Calculated Field, Sets, Groups, Parameters, Bins, and so on) are also saved. All Workbooks based on the same published Data Source use the same calculation. If, for any reason, a calculation needs to change, all the Workbooks are impacted at the same time. ...

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