KNOWLEDGE BASE

Editing a Published Data Source


Published: 06 Jan 2014
Last Modified Date: 07 Apr 2017

Question

How to edit a published data source.

Environment

  • Tableau Server
  • Tableau Desktop

Answer

Use the following workaround.
  1. Connect to the published data source from Tableau Desktop.
  2. Navigate to a worksheet that uses the desired data source.
  3. Create a local copy of the data source by selecting Data > <data source> > Create Local Copy.
  4. Save the local copy of the data source.
  5. Replace the published data source with the new local data source by selecting Data > Replace data source....
  6. Right-click the published data source and then select Close to close the published data source.
  7. Make the desired changes to the local copy of the data source.
  8. Select Data > <data source> > Publish to Server to overwrite the original published data source on Tableau Server.
  9. Select Data > New Data Source to connect to the newly published data source.
  10. Select Data > Replace Data Source to replace the local data source with the published data source.
  11. Right-click the local data source and then select Close to close the local data source.
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