Tableau Server Data Sources

  • Connection information to a database, e.g. Oracle connection to a view in data warehouse database for OTR (Data in Oracle database)
  • Extracted data from Excel file or a database and converted into Tableau Data Extract (Data on Tableau Server, can schedule to refresh from source)
  • Web Data Connector, e.g. extracted data from web-based data source like Google Analytics or Qualtrics survey data (Data on Tableau Server, refresh from schedule server)
Permissions on data sources
  • Permissions for data sources are set as connectors or editors.
  • Permissions on data sources are set by ‘Project_Leader’ or the data source owner
User Filters
  • 5 min video on how to set up user filters
  • Two approaches to set up user filters:
    • Manually: manually creating user filters that define the specific data each user can access – a convenient method, but not automated.
    • Automatically: by creating a calculated field that automatically defines whether a user can access the data. This method requires that the underlying data source already has row-level security information.

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