In Tableau Online, in the Publishing Complete dialog box, click Schedule, and follow the on-screen directions. The data source displays in Tableau Online. Select Update workbook to use the published data source.Ĭlick Publish. In the flyout box that displays, for Authentication, change Refresh not enabled to Allow refresh access.Ĭlick anywhere outside of this flyout to hide it. In the Publish Data Source to Tableau Online dialog box, next to Refresh Not Enabled, click the Edit link. If the Tableau Server Sign In dialog box displays, click the Tableau Online link, and follow the on-screen directions to sign in to Tableau Online. Publish the workbook’s data source to Tableau Online: in Tableau Desktop, click Server > Publish Data Source >. In the Extract Data dialog box, click Extract.īrowse to a location on your local machine where you want to save the extracted data, and then click Save. You need a workbook in Tableau Desktop and a Tableau Online account.Įxtract the workbook’s data from Tableau Desktop: in Tableau Desktop, with the workbook that you want to publish displayed, click Data > Extract Data. This article shows how to publish a workbook from Tableau Desktop to Tableau Online and keep it updated when the data source changes. Publish and refresh a workbook on Tableau Online The remaining information in this article covers additional information about Tableau, such as setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau. Īfter you successfully connect with Tableau Desktop, you can stop here. To change the default catalog, in the Initial SQL tab, enter USE CATALOG. In the Advanced tab, for Connection properties, add Catalog=. If Unity Catalog is enabled for your workspace, additionally set the default catalog. Workspace-level SSO does not affect Databricks OAuth and can be configured for SAML, but we recommend using the same SSO configuration at both the workspace level and the account level.Ī browser window opens and prompts you to sign in to your IdP. For more information about configuring account-level SSO, see Set up SSO for your Databricks account console. If your identity provider supports OpenID Connect (OIDC), consider switching your account-level SSO configuration from SAML to OIDC. The remaining information in this article covers additional information about Tableau, such as connecting manually with Tableau Desktop, setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau.įor customers using SAML for account-level single sign-on (SSO), Databricks OAuth does not currently support SAML for OAuth tokens. To use a Databricks username and password, enter your username for Username and your password for Password.Īfter you successfully connect with Tableau Desktop, you can stop here. To use a Databricks personal access token, enter token for Username and your personal access token for Password. In Tableau Desktop, enter your authentication credentials, and then click Sign In: Open the downloaded connection file, which starts Tableau Desktop. If your selected persona is Databricks SQL, choose a SQL warehouse. If your selected persona is Data Science & Engineering or Databricks Machine Learning, choose a cluster or SQL warehouse. In the Connect to partner dialog, for Compute, choose the name of the Databricks compute resource that you want to connect. Make sure your Databricks account, workspace, and the signed-in user all meet the requirements for Partner Connect. You can use Partner Connect to connect a cluster or SQL warehouse with Tableau Desktop in just a few clicks. Connect to Databricks from Microsoft ExcelĬonnect to Tableau Desktop using Partner Connect.
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