Publish to Tableau Server Tool
Use the Publish to Tableau Server tool to publish an Alteryx data stream as either a Tableau Hyper data extract (.hyper) or Tableau data extract (.tde) file.
The Publish to Tableau Server tool is now delivered with Designer. As of 2018.4, future updates are to be delivered with Designer. See Publish to Tableau Server Tool for older versions. To learn more about TDS files, visit: Tableau Online Help.
After publishing an Alteryx data stream as a Tableau
Blobs and spatial objects cannot be written to Tableau data sources and are excluded. The input must contain at least one column that contains strings, numbers, or dates.
- Use the Sign in to Tableau Server tab to create a connection, or use a saved connection.
- In Saved connections, select a connection. To remove a saved connection, select it and then select Delete.
- Enter the Username and Password used to connect to Tableau Server from a web browser.
- Enter the Server URL used to log on to Tableau Server. An example would be: https://tableau.mycompany.com.
- Enter a Site ID or leave blank to use the default site. Tableau Server is designed to host multiple sites on the same server instance. Tableau Online doesn't have a default site. Manually enter the URL. An example would be: https://10ay.online.tableau.com/#/site/mycompanysite/workbooks.
- To save the connection information as a new connection, use Add connection (optional) to type a name for the connection. Select Save to save the new connection.
- Select Connect to connect to Tableau Server.
Configure the Data Source
- Project name: Select a project name where you want to publish the new data source
- Data source name: Enter the name given to the newly created data source on Tableau Server, or select one from the list. If including
metainfo, type the name of the .tds file without any differences.
- Output options: Choose output behavior.
- Create: Create a new file in the specified project folder. If a file already exists with the same data source name, an error displays.
- Overwrite: Create a new file in the specified folder and overwrite any existing file with the same name.
- Append: Append to an existing file.
- Data source format: Select an output format.
Hyper DataExtract (*.hyper): Create a Tableau Hyper dataextract file.
- Tableau Data Extract (*.tde): Create a Tableau data extract
- Data source
metainfo(optional): If you only want to publish a .hyper or .tde file, leave this blank. To publish a Tableau data extract (.tdsx) file, which includes a Tableau data source (.tds) file, follow the instructions below to prepare the .tds file. The filename and extension must be the same as the Data source name.
Prepare the TDS File using a File Editor
The path used to publish the .tdsx file is 'Data/Extracts/[filename].hyper'.
- Using a file editor, open the .tds file that contains the
metainfofor the data source.
- Edit the
dbnamepath to match the publishing path. For example, if your hyper file is stored at: C:/temp/filename.hyper then change C:/temp/filename.hyper to Data/Extracts/filename.hyper.
- Optionally, edit the
datasourceversion to match the Tableau Server version. This process should only be used when publishing to a lower version.
- Save the changes.
The .tds file is now ready. In Data source
When you run the workflow, the Publish to Tableau Server tool combines the .tds file and upstream data (the data stream used as the input) into a .tdsx file. The .tdsx file publishes to Tableau Server, providing users with access to the data source and metainfo, such as comments and hierarchies.