Publishing Data Sources to Tableau Cloud

The following Tableau Cloud data source publishing guidelines apply to both tds and tdsx (extracts) when they extract data from a MS SQL data warehouse or database without using Tableau Bridge:

• Create the new Tableau data source for MS SQL:

  • Server: must be a public IP or a URL.

  • Database:

  • Authentication: Use a specific username and password

    • Enter username and password.

  • In most cases, checking the Require SSL and Read uncommitted data checkboxes is optional.

• If the data source will use a live connection (tds):

  • In most cases, publish the data source with the Authentication = Embedded password.

• If the data source will be an extract (tdsx): If you want the extract refresh to happen without human inputting the password (such as for scheduled refreshes)

  • Publish the data source with the Authentication = Allow refresh access.

  • If it prompts you to confirm that you want to embed the password, click Yes.

• Learn about other requirements for Refreshing Extracts in Tableau Cloud here. This also applies to live data sources.