Publishing and modifying the content
On Tableau Desktop, you can connect to Tableau Server with from the Sign In... option in the Server top menu. When signed in, you are able to publish data source and workbooks.
Before we start this section, first, create a new project on Tableau Server and name it World Indicators Tutorial
– we'll publish our work here.
Why and how to publish a data source
Tableau Desktop is the only tool that allows you to connect to a dataset, create an extract, publish it to Tableau Server, and schedule an automatic refresh. Publishing a data source offers multiple advantages:
- All the customization (such as aliases, default properties, hidden or renamed fields, and more) is saved. If you or another Tableau Server user uses a published data source, all the customization work is already done.
- All the newly created fields (such as the calculated field, sets, groups, parameters, bins, and more) are also saved. All workbooks that are based on the same published...