Welcome to the Alteryx Knowledge Base
Created/Edited -
- Alteryx Designer
- Version >= 2021.4
- Tableau Output Tool
- Version: All
Uploading a new Data Source to Tableau Server
- For uploading a new data source to Tableau Server, you will need to create a .hyper file locally first using Tableau Output tool. Use the Local Output option to create the .hyper file locally.
- Once the .hyper file is created, open it in Tableau Desktop.
- Create a workbook for this data source.
- Create the .tds file in the workbook by any of the following actions:
Example:
b. Right-click on the data source in the Data tab and select Add to Saved Data Sources.
Editing an existing Data Source in Tableau Server
- Open Tableau Desktop.
- If you have a workbook connecting to the local data extract (.hyper) that you will be using, open this workbook and skip to step 6.
- If you do not have a workbook connecting to the local data extract (.hyper), open the local extract of the data source you will be using and skip to step 5.
- If you do not have the local extract, connect to the Tableau Server and extract the data by doing any of the following actions:
Example:
Example:
- Create a workbook for this data source.
- Create the .tds file in the workbook by any of the following actions:
b. Right-click on the data source in the Data tab and select Add to Saved Data Sources.
Please refer to Tableau documentation here for further details on creating .tds file.
NOTE: The .tds file must contain the following elements to be considered a valid .tds file in the Tableau Output tool:
Configure the Tableau Output Tool
Once your .tds file has been created, reference it in the Tableau Output Tool configuration.
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Add the Tableau Output Tool to your workflow.
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In the configuration window, once your connection is set up, go to Data Source MetaInfo
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Select the .tds file you created in Tableau Desktop. This tells Designer which data source metadata to use when publishing the data.
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Complete the remaining Tableau Output configuration options (for example, selecting the Tableau Server or Tableau Online connection, and specifying whether to create or overwrite a data source).
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Run the workflow to publish the data source using the .tds metadata.