Tableau quick tip: saving time when connecting to a server

by Blair Alagoa

When connecting to data sources that require authentication for access, you’re required to input credentials. For example, when connecting to a PostgreSQL data base you’ll be presented with this view.

While it’s not too much information to input, every time you try to add another data source you’ll have to do it again. If your data needs to be combined in joins or relationships in multiple different instances it can become cumbersome to have to repeat said process repeatedly.

A very quick solution is to duplicate data sources. You do this by going on to a sheet, right clicking the data source and selecting duplicate. The duplicated data source will have the same access as the original so you won’t need to input credentials again.

Hopefully this helps eliminate some repetition when connecting to a data source multiple times.

Thu 03 Sep 2020

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