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Editing a Published Data Source On Tableau Server


Published: 06 Jan 2014
Last Modified Date: 05 Jan 2022

Question

How to edit a published data source on Tableau Server.

Environment

  • Tableau Server
  • Tableau Desktop

Answer

Option One

Upgrade to Tableau 2021.4 or later.
With the release of Tableau Online and Tableau Server 2021.4 it became possible to edit published data sources. See Edit published data sources.

Option Two

If you cannot upgrade to Tableau 2021.4 or later, the following workaround is still a good option.
  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. Make sure to leave Update workbook to use the published data source selected. 
To edit data source connections on Tableau server, refer to the Edit Connections documentation.
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