Imagine that you've published a information source, and your squad is using the data source across a number of workbooks. This is a good start, but yous accept some changes in mind that will make your data source keen. Earlier you implement these changes, y'all want to see how your proposed changes expect in Tableau. And most chiefly, you need to exam your changes to ensure they won't negatively impact whatever existing workbooks that use the data source.

Editing a published data source allows you to test changes and make improvements to your data source while maintaining it as a single source of data.

Edit and test changes

Whether you're creating a new published data source or editing an existing published data source, you tin create joins and edit the schema from the Data Source page without leaving your browser. Then use the Scratchpad to test your changes, create folders, organize hierarchies, and rename fields and aliases before publishing your data source. While editing your information source, you'll have all the aforementioned features and functionality that you accept when authoring in Tableau Online. For more information, see Web Authoring and Tableau Desktop Feature Comparison.

To edit a published data source:

  1. From the Offset or Explore page, navigate to the information source you want to edit.

  2. Click Edit Data Source.
    Edit Data Source button

  3. Click the Data Source page to brand joins or edit the schema.

  4. Click the Scratchpad canvas.

  5. From the Data pane, create folders, organize hierarchies, rename fields and their aliases, or update metadata that are saved with the published data source.

  6. Drag and drop fields onto the scratchpad to make sure your changes are working equally expected.

  7. Click Publish.

Just like you tin can with workbooks, y'all can besides Publish As if you want to make a copy of the data source.

Note: Personal Spaces don't support published data sources.

Ringlet back changes

To revert to the last version of the published data source:

  1. Navigate to the information source that y'all want to revert.
  2. Click File.
  3. Choose Revert to Published.

File dropdown menu, Revert to Published option

This reverts to the latest published version of that data source.

Understand supported connections

Editing published data sources doesn't support:

  • Tableau Bridge connectors in Tableau Online.
  • Data sources that use embedded passwords in Tableau Online and Tableau Server.
  • Databases that use OAuth, including Databricks and Snowflake, aren't nevertheless supported in Tableau Server.

As well, the Data Source page isn't available for published data source connection types that aren't supported, including merely not limited to .tde and .hyper file types. To come across which connection types are supported, run across Creators: Connect to Data on the Web.

Acquire nigh permissions

To edit a published data source, you'll demand a Creator license that has Save or Save Equally permissions for information sources in the corresponding folder. For more than data, encounter Permissions.

Edit data sources published by a flow

If yous make edits to a data source that was published by a catamenia, the changes will exist overwritten during the next scheduled period. Instead, edit the data source in the flow. For more information, see Publish a Menstruum to Tableau Server or Tableau Online.