When using a MySQL-based connector, the default behavior is that the connection is secure when SSL is enabled. However, Tableau Prep Builder does not support custom certificate-based SSL connections for MySQL-based connectors. Some connectors, detailed in the sections below, have different requirements when using them with Tableau Prep Builder. You can connect to cloud data sources in Tableau Prep just like Tableau Desktop, but if you plan to publish flows that connect to cloud data sources and run them on a schedule in your server, you'll need to configure your credentials in Tableau Server or Tableau Online. You set up your credentials in the Settings tab in the My Account Settings page and connect to your cloud connector input using these same credentials. When publishing the flow, on the Publish dialog, click Edit to edit the connection, then in the Authentication drop-down, select Embed. You can also add credentials right from the publish dialog ( Tableau Prep Builder version 2020.1.1 and later) when publishing your flow and then automatically embed them in your flow when you publish. For more information, see Publish a flow from Tableau Prep Builder. If you don't have saved credentials set up and select Prompt user in the Authentication drop-down, after you publish the flow you must edit the connection and enter your credentials in the Connections tab in Tableau Server or Tableau Online or the flow will fail when run. In web authoring, you can embed credentials from the top menu under File > Connection Credentials. For more information, see Publishing flows (Link opens in a new window) in the Tableau Server help.
TABLEAU PREP BUILDER 2021.1 HOW TO
In Tableau Prep Builder version 2019.4.1, the following cloud connectors were added and are also available when creating or editing flows on the web:įor more information about how to connect to your data using these connectors, see the connector-specific (Link opens in a new window) help topic in the Tableau Desktop help.
Supported in Tableau Prep Builder version 2020.2.1 and later and when authoring flows on the web starting in Tableau Server and Tableau Online version 2020.4. Custom SQL can be created in Tableau Prep Builder 2022.1.1 or later.Tableau Prep Builder supports any join type you want to do.Tableau Prep Builder supports connecting to data using the Salesforce connector, just like Tableau Desktop, but with a few differences. If you plan to publish flows on Tableau Server and want to use saved credentials, the server administrator must configure Tableau Server with an OAuth client ID and secret on the connector.You can't change the default data source name to be something unique or custom.Using a standard connection to create your own custom connection isn't currently supported.Flows that use custom SQL can be run and existing steps can be edited in 2020.2.1 or later. To run incremental refresh on flow inputs that use the Salesforce connector, you must be using Tableau Prep Builder version 2021.1.2 or later.For more information, see Change OAuth to Saved Credentials (Link opens in a new window) in the Tableau Server help. For more information about using incremental refresh, see Refresh Flow Data Using Incremental Refresh. Tableau Prep imports the data by creating an extract. Only extracts are currently supported for Salesforce.
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