The best practices for published data sources and embedded data in tableau.
Maintaining a single source for your data is dependent on publishing data sources.It is possible to share data among colleagues if you have permission to use the web editing environment.
Whether the workbooks themselves are published or not, updates to a published data source flow to all connected workbooks.
The connection information describes what data you want to bring in.You can join tables from different data types when you connect to the data in Tableau Desktop.You can change the fields on the Data Source page to better describe the people who work with it.
If you decide to make one.Guidelines for when to create an extract are included in the additional resources.
There is information about how to access the data.Access information is included in the connection.This type of information can be used.
No credentials, so that users are prompted to enter them when they want to access the data.
Cleanup helps you and others use the data source more efficiently.You can add calculations, sets, groups, bins, and parameters when you work with your view.
The data source that you publish and maintain includes all of these refinements.
If you want to use the data source efficiently, you need to create a connection for it.
You should create an extract of the data you want to publish.When to use an extract can be found in the following section.
You can't rename a data source after publishing it.You need to publish a new copy with the new name and update all the connections.A naming convention can help other users figure out which data source to connect to.
A data steward creates and publishes the data sources that meet your organization's data requirements.
A site administrator manages the published content on the server you publish to.
Data source proliferation can be avoided by central management.Authors can be confident that the answers they find in managed data reflect the current state of the business.
You can choose to publish an extract or connect live.
You can't use the cloud to reach data sources on your network.Depending on the connection, you might have to publish an extract and set up a refresh schedule.
extracts are always required for some cloud-hosted data sources.These include some data sources.You can set refresh schedules for some of these data sources on the internet.
Data sources need extracts.You can refresh the data source using Tableau Bridge if you connect using a standard user name and password.You will need to use an alternative method to refresh the WDC data source if you connect using OAuth.
You can use the Tableau Bridge to expand data freshness options by clicking on the link open in a new window.
An extract might make more sense if the server supports live connections.You can extract a subset if the database is large or the connection is slow.It is easier to work with the extract than it is to connect live.
If you can use a live connection or an extract that you refresh on a schedule, you might want to experiment with both options to see which works best for you.
You can either publish the data sources as stand-alone resources or include them in the workbooks.
If any connection specifies anything other than a data source published to the same project, the data is published as part of the workbook.
You can only see the data source in the workbook that you published it in.Users can't connect to that data from another workbook.
There are advantages to each way of publishing.There are a few points of comparison in the table.These are generalizations, and it is not a comprehensive list.Your environment affects how these and other factors apply to you.
Centralizing data management involves publishing data sources.Policies can be created to help people find the right data for their work.
Data source proliferation is common and each has the potential to show something different than the other at any given time.
It is not possible for other users to connect to the data inside the workbook.
A long list of data sources to connect to can be confusing to users who rely on the data to do their work, and is more difficult to manage on a server.
Changes to a shared data source can have an effect on connected workbooks.
Updating connected workbooks is difficult even if effects of data source changes are planned.
It might be worth connecting to a published data source if multiple workbooks use the same data and need to be updated.
On a schedule, extracts can be refreshed.When you set up a refresh schedule for the extract, all the workbooks that connect to it show the most current data.
When the server contains multiple workbooks that connect to the same data and each one has its own refresh schedule, performance might be affected.
You can refresh a data source on a schedule when you publish it with an extract.Depending on the data source you're publishing to, the way you schedule the refresh depends on that.
There is a helpful overview of data sources and publishing in the training video.
Gordon Rose wrote a series on version-agnostic.Guidelines for when to use extracts, best practices, and an in-depth look at the extract's file structure are included.