Last Modified Date: 15 Feb 2021
Environment
- Tableau Server
- Tableau Desktop
Answer
It is not currently possible to edit a published data source directly. This includes published calculations, which will show only the "Edit Copy..." option.
To edit or modify an existing data source published on Tableau Server, use the following workaround.
To edit or modify an existing data source published on Tableau Server, use the following workaround.
- Connect to the published data source from Tableau Desktop.
- Navigate to a worksheet that uses the desired data source.
- Create a local copy of the data source by selecting Data > <data source> > Create Local Copy.
- Save the local copy of the data source.
- Replace the published data source with the new local data source by selecting Data > Replace data source....
- Right-click the published data source and then select Close to close the published data source.
- Make the desired changes to the local copy of the data source.
- Select Data > <data source> > Publish to Server to overwrite the original published data source on Tableau Server.
- 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.
Additional Information
To voice your support for the inclusion of this enhancement in a future product release, add your vote to the following Community Ideas:Edit data source directly on server
Edit alias of table calculation title on a published data source
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