You tin connect to data from either Tableau Desktop or a web browser by using Tableau Server or Tableau Online. The process differs slightly for each.

Starting in 2019.3, Tableau Itemize is bachelor in the Data Management Add-on to Tableau Server and Tableau Online. When Tableau Catalog is enabled in your environment, in addition to connecting to published information sources from Tableau Server or Tableau Online, you lot can connect to databases and tables from the Search for Information results on Tableau Desktop. For more information nigh Tableau Itemize, come across "Nearly Tableau Catalog" in the Tableau Server or Tableau Online Assistance. Starting in 2021.4, the Data Management Add together-on includes virtual connections, a central access signal to data. For more information, encounter "Most Virtual Connections and Data Policies" in the Tableau Server(Link opens in a new window) or Tableau Online(Link opens in a new window) help.

Tableau Prep Builder tin connect to published data sources and you can use them as an input information source for your flow starting in version 2019.3.1. If you have the Data Management Add-on with Tableau Itemize enabled, starting in version 2020.2.2, you lot tin can also connect to databases and tables from the Search for Data results, just like Tableau Desktop. For more information, run into Connecting to published data sources(Link opens in a new window) in the Tableau Prep Builder help.

Connect from Tableau Desktop

Note: Starting 2019.3, on the Connect pane, Tableau Server has moved to the top of the pane under Search for Information. Select this pick to connect to Tableau Server or Tableau Online from Tableau Desktop.

  1. First Tableau Desktop and on the Connect pane, under Search for Data, select Tableau Server.
  2. To connect to Tableau Server, enter the name of the server and then select Connect.

    To connect to Tableau Online, select Tableau Online under Quick Connect.

    Tableau Server Sign In dialog box

    Tip: If you don't sign out, Tableau Desktop saves your server connection, then you can skip pace 3. You can also skip information technology if Kerberos is enabled on Tableau Server and your computer has valid credentials. For more information, see Automatically keep Tableau Desktop continued to Tableau Server or Online.

  3. To sign in:
    • For Tableau Server, enter your user name and password.
    • For Tableau Online, enter your email address and countersign.

  4. Select a data source from the list of published information sources. (Data that you don't have Connect permissions for is grayed out.)

    Annotation: If y'all select a cube (multidimensional) data source, the Create Local Re-create dialog box appears, and you must create a local copy of the data before you lot can start your analysis.

    Search for Data page

    Search for data past using the Search box. Or you lot can sort the list by selecting the column headers. Column headers that support sorting are underlined when y'all hover over the header. You can too select the filter icon to filter data by Connection Type and by Certified.

    Filter options

    In addition to connecting to data sources, when y'all have the Data Direction Addition, y'all can connect to data using a virtual connection. When Tableau Catalog is enabled you can also connect to databases, files, and tables.

    • You can select from Data Sources, Virtual Connections, Databases and Files, or Tables to search for data.

      • Shows Content Type drop-down menu options

    • Y'all can filter assets by several options including Tag, Data Quality Alert, Certified, and more.
      Filter options for external assets

    Note: From the Search for Data results, you lot can make a connectedness with a subset of the data connectors that Tableau Desktop supports. If a data source, database, file, or table is grayed out, yous tin't connect from Tableau Server or Tableau Online. You tin can, yet, connect from the Tableau Desktop Connect pane, if you have the correct permissions.

  5. Subsequently you select the information you desire to connect to, click Connect.
  6. Select the sheet tab to offset your assay.

Information sources published to Tableau Server or Tableau Online are shown in theData pane with a Tableau icon.

Example of Tableau icon

Yous might want to download a local re-create of the data source so that you can, for instance, work offline or brand changes to a data source without modifying the original. To download a local re-create, on the Data menu, select the information source, and then select Create Local Copy. A indistinguishable of the data source is added to the Data pane.

Sign in on a Mac

If y'all use Tableau Desktop on a Mac, when you enter the server proper noun to connect, utilise a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such every bit mydb or mydb.examination.

Alternatively, you can add the domain to the listing of Search Domains for the Mac computer so that when you connect, you lot demand to provide only the server name. To update the list of Search Domains, get to System Preferences > Network > Advanced, and then open the DNS tab.

Tableau Desktop users who create and customize data connections for Tableau apply can publish their information sources to Tableau Server or Tableau Online. Publishing enables sharing data among colleagues, including those who don't utilize Tableau Desktop, but have permission to edit workbooks in the web editing environs.

If you have permission to edit workbooks in a browser, follow these steps to connect to published data sources when y'all're signed in to Tableau Server or Tableau Online. For more information run into Edit Tableau Views on the Web and Using Tableau on the Web.

Annotation: To connect to data, you demand permission to create and edit views.

Add together more data to an existing view

  1. On a Tableau Server or Tableau Online site, select a view to edit.
  2. In editing fashion, click the New Data Source icon .
  3. In the Connect to Data page, the options you tin see and select from depend on your permissions:
    • On this site. Select a published data source from the list, and then select Add together data source.

      When Tableau Catalog is enabled in your surroundings, you tin can select Data Sources, Databases and Files, or Tables from the Content Type drop-down list. So select the data you lot desire to connect to and click Connect.

    • Files. Elevate and drop a file or upload one from your computer.
    • Connectors. Connect to your data using i of the connectors listed.

Create a workbook with a published information source

You can as well connect to a published information source when creating a new workbook:

  1. On a Tableau Server or Tableau Online site, navigate to the Explore page, and select All Data Sources from the drop-downwards list.
  2. In the list, select the cheque box side by side to the data you desire to use.
  3. At the top of the page, from the Actions drop-downwards menu, select New Workbook.

For information about connecting to data when you're authoring on the web, run into Creators: Connect to Information on the Spider web.