Tableau Desktop: Connect to a Published Data Source, Transform, and Build a Dashboard

Modified on Thu, 13 Aug at 10:48 AM

Before you start

Tableau Desktop is installed and you are signed in to your Tableau Cloud or Tableau Server account.
You have a Published Data Source with Oracle Fusion data that you can access on Tableau Cloud or Server. If not, publish the Data Source first using the steps in Connect Tableau Desktop to Oracle Fusion and Publish a Data Source.

Part A — Connect to the Published Data Source

Step 1 — Open Tableau Desktop and sign in

Open Tableau Desktop and sign in to your Tableau Cloud or Tableau Server account.

Step 2 — Connect to your server

On the Connect pane, under To a Server, click Tableau Server (or your Tableau Cloud site). Sign in if prompted.

Step 3 — Select the Published Data Source

Find and select your Published Data Source (use the search box to locate it by name), then click Connect.

Part B — Add transformations as required

Step 4 — Add calculated fields and other analysis

In the Data pane, create the transformations your analysis needs — calculated fields, groups, sets, and parameters — and apply filters as required.

Note — A Published Data Source is governed centrally, so you cannot change its underlying data model in your workbook. You can still add calculated fields, groups, sets, parameters, and filters for your own analysis.

Part C — Build the dashboard

Step 5 — Build your worksheets

Build one or more worksheets: drag fields onto Columns and Rows, choose a visualization from Show Me, and refine the marks, filters, and formatting.

Step 6 — Assemble the dashboard

Click New Dashboard. Drag your worksheets onto the canvas, then add titles, filters, and legends, and arrange the layout.

Step 7 — Save the workbook

Save your workbook from File > Save.

Part D — Publish back to Tableau Cloud or Server

Step 8 — Publish the workbook

Click Server > Publish Workbook. Choose the Project, give the workbook a clear Name, set permissions as needed, then click Publish.

Done! Your dashboard is published to Tableau Cloud or Server for your team to view, and it stays current with the underlying Published Data Source and its refresh schedule.