Friday, August 12, 2016

Cloning a Data Connection in Tableau

This may be obvious to others, but not to me. Only up to recently, I had to
- Click Add a New Data Source
- Refill server address, port number, database name, username, password
so that I can connect to a data source that I already have. Tableau never offers the option of saving those details, obviously for the sake of security.
What a hassle! And we don't have to.

Here are the steps to clone a connection:
- Right click a data source and select Duplicate
- Right click the new copy and select Edit Data Source
- In the Edit Data Source window, select a different table and rename the connection
Voila! This works with all databases, flat files, and web connectors, Google Analytics ... that Tableau offers in adding a new data source.

Hope this saves you a few minutes and a few memory cells, if you didn't know this before.

No comments:

Post a Comment