Connecting Tableau to a data share

This guide explains how to connect to your data share from Tableau.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

Setting up an OData connection to the data share from Tableau

To set up the connection from Tableau to your data share, follow these steps:

  1. Select the OData connection type.

  2. In Server, enter the data share's URL.

  3. In Authentication, select the Username and password authentication type.

  4. In Username and Password, enter the data share's credentials.

For more information, see the Tableau documentation.

Configuring a scheduled refresh in Tableau

To keep your data up-to-date in Tableau without needing to manually refresh the data, schedule a refresh in Tableau.

To do so, follow these steps:

  1. Publish a workbook using the Tableau desktop version.

  2. Go to your Tableau online version.

  3. Find your workbook.

  4. Configure the refresh settings. For more information, see the Tableau documentation.