Publishing and modifying contents
On Tableau Desktop, you can connect to Tableau Server from the Sign In... option on the Server menu, highlighted in the following screenshot:
Then, you can publish the Data Source and the Workbook individually. The most common way to work with Tableau Server is first to publish the Data Source (usually an Extract), then the Workbook.
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 (aliases, default properties, hidden or renamed fields, and so on) is saved. If you, or another Tableau Server User, uses the published Data Sources, all the customization work is already done.
- All the newly created fields (Calculated Field, Sets, Groups, Parameters, Bins, and so on) are also saved. All Workbooks based on the same published Data Source use the same...
