Replacing Data Source from one Server to Another

0 votes

We are deploying Tableau for a bank.
We had created 6 test dashboards using dummy data on a staging data base using sql connection and lets say has an ip 10.10.10.10.

Now we need to use the same view we had used with the dummy data on Live data but using a different connection which is again an sql engine & IP lets say as 20.20.20.20. All the variable names and other properties are the same, not difference is that the Live data would not have calculated fields which we can deploy on the Live environment.

The challenge is: the LIVE data being of a bank is highly confidential and cannot be used from outside operations site rather we need to deploy it from an ODC [restricted environment]. Hence we simply cannot do a replace data source.
Hence we are planning to move twbx files and data extracts for each of these views using a shared folder to the ODC. 
Then the process would be like below:

  1. As the LIVE sql data base is different from the dummy sql we will get error
  2. We will select edit data connection
  3. Will select tableau data extract for each sheet and dashboard
  4. Will then select the option of replace data source and select LIVE SQL database
  5. Will extract the new data
  6. The visualization should work fine

Earlier we had just moved TWBX files hence it failed. Is there a different approach to it? Thanks in advance.

Sep 20, 2018 in Tableau by Nitish
• 630 points
1,183 views

1 answer to this question.

0 votes

I did something similar to it For that, you must have

  1. same schema as of Live database and dummy database

  2. do not change name of any source table or column

  3. create your viz

  4. send it in the .tbw form which is editable HTML format

  5. Now the hard part- open your tbw in notepad and replace all connection details to new one

  6. save and open in the tableau

There is also a Python library called the Tableau Document API that you can use for step 5. Posted on Tableau’s github.com site
Hope this works!

answered Sep 20, 2018 by Naruto
• 710 points

Related Questions In Tableau

0 votes
1 answer

How to get past N months date from data source?

Hi, this is a one solution to your ...READ MORE

answered Mar 1, 2019 in Tableau by Cherukuri
• 33,030 points
836 views
0 votes
1 answer

Create global filter from single/multiple data source to multiple data sources on dashboard.

Hi Sindhu, You can use filters from worksheets in ...READ MORE

answered Mar 11, 2019 in Tableau by Cherukuri
• 33,030 points
2,245 views
0 votes
1 answer

Go from one sheet to another on any selection on chart.

Hi Nithin, Follow these steps to make the ...READ MORE

answered Mar 29, 2019 in Tableau by Cherukuri
• 33,030 points
1,263 views
0 votes
0 answers

Is there a possibility to generate a live reporting in tableau from jira source data?

I'm searching for a way to generate ...READ MORE

Apr 25, 2022 in Tableau by Neha
• 9,020 points
1,325 views
+2 votes
1 answer
0 votes
1 answer

Tableau Desktop- Tableau Server

No, you don't necessarily need to purchase ...READ MORE

answered Apr 4, 2018 in Tableau by QueenBee
• 1,820 points
752 views
0 votes
1 answer

Tableau Desktop or Tableau server?

A clear introduction to what both of ...READ MORE

answered Apr 7, 2018 in Tableau by QueenBee
• 1,820 points
891 views
0 votes
1 answer

How to get Tableau results in python?

Well even I was looking for the ...READ MORE

answered Apr 9, 2018 in Tableau by ffdfd
• 5,550 points
929 views
0 votes
1 answer

How to refresh the extracted data source automatically in Tableau Desktop?

Hi AwesomeSauce, This comes up every so often!  Tableau ...READ MORE

answered Aug 14, 2018 in Tableau by Naruto
• 710 points
4,686 views
0 votes
1 answer
webinar REGISTER FOR FREE WEBINAR X
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP