When export a worksheet into tableau server how to give a connection to database to run that report in server?

When you publish workbooks that connect to extracts you can schedule the extracts to be refreshed automatically. That way you don't have to republish the workbook every time the underlying data has updated and you can still get the performance of a data extract. For example, let's say you have a workbook that connects to a large data warehouse that is updated weekly. Instead of publishing a workbook that queries the live data, you can create an extract including just the data necessary. This increases performance and avoids queries to the live database. Then you can add that workbook to a Schedule so that the extract is refreshed at regular intervals with updated data from the data warehouse. Schedules are created and managed on the server by an administrator. However, an administrator can allow you to add a workbook to a schedule when you are publishing from Tableau Desktop.

1. As you are publishing a workbook, in the Publish Workbook to Tableau Server dialog box, click Scheduling & Authentication. 

2. In the Scheduling & Authentication dialog box, select a schedule for the workbook 

Publishing Data Sources In addition to publishing workbooks, you can also publish data sources to Tableau Server. A data source is a reusable connection to data. Publishing data sources allows you to centrally manage and store data sources. The published data can be located in Tableau’s data engine (extracts) or in a live, relational database. The published data source also contains field level customization such as calculations, groups, sets and default properties. This topic describes how to publish a data source to Tableau Server. To publish a data source to Tableau Server: 

1. Select the data source on the Data menu and then select Publish to Server

2. If you are not already signed in to Tableau Server, you see the Tableau Server Sign In dialog box. Type the server name or URL (for example, sales_server, or https://sales_server) and click Connect

3. Next, type your user name and password and click Sign In. If Tableau Server is configured to use Active Directory, type your Windows user name (the domain is not required—except in multi-domain environments where the user is not in the default domain); otherwise, type your Tableau Server user name. If Tableau Server is configured to use SAML for user authentication, you won't see the above dialog box. Instead, you'll see a sign in prompt from an external identity provider

4. You now see the Publish Data Source to Tableau Server dialog box. Specify the following: 

Project: 

A project is like a folder that can contain workbooks and data sources. Tableau Server comes with one project called Default. All workbooks must be published into a project. 

Name: 

Provide a name for the workbook in the Name text box. Use the drop-down list to select an existing workbook on the server. When you publish using an existing workbook name, the workbook on the server is overwritten with your workbook. You must be allowed the Write/Web Save As permission to overwrite workbooks on the server. 

Authentication: 

If your data source requires a user name and password, you can specify how authentication should be handled when it is published to the server. The options available depend on the type of data source you are publishing. 

Add Tags: 

You can type one or more keywords that describe the workbook into the Tags text box. Tags help you and others find related workbooks when browsing the server. Each tag should be separated by either a comma or a space. If the tag contains a space, type the tag surrounded by quote marks (e.g., “Sales Quotes”). 

5. You can specify permissions to allow or deny access to the workbook on the server. By default all users can interact with the workbook and you, as the publisher, are allowed all capabilities. See Setting Permissions for details, and see Permissions for information on the capabilities you can assign to users and groups. 

6. If you are publishing an external file data source or a data source that is on a mapped drive select Include External Files. When you include external files, a copy of the data source is published. External file data sources include Excel, Access, Text, Data Extract, and image files. If you don’t include these files, others may not be able to see the worksheets online. If you do not want to publish the external files to the server, change the connection information so that the workbook references a full UNC path. For example rather than connecting to D:\datasource.xls, you would connect to \\filesrv\datasource.xls. 7. Click Publish.

Share this

Sharath