Exporting to Tableau Server

Monarch Classic now supports exports to and updates of existing worksheets in Tableau Server. Access to Tableau Server may be configured through the Security tab of the Options window.

 

The following items must be supplied to establish a connection to Tableau Server.

Field	Description
Path to TABCMD	The folder in which TABCMD, a command line utility supplied by Tableau that performs various operations in Tableau Server, is installed. Note: This utility must be installed to access Tableau Server.
Username	The username of a person accessing Tableau Server
Password	The password of this user
Server address	The URL of Tableau Server
Site	The site to be accessed in Tableau Server
Proxy Address	The IP of your proxy server if you are using one

 

Steps:

1. Create an export and select Tableau Data Extracts (.tde) as an export file type.

2. If you created your export via the Create Export dialog, select Edit Advanced Options. If you created your export via Export design, you will not need to perform this step.

3. Check the box for Publish to Tableau Server.

   The information you entered to access Tableau Server in the Security tab of the Options window displays. If you did not provide the necessary information in this tab, you can do so now.

   

 

4. Enter a data source name into the field provided and select a publish type.

   • Overwrite Data Source - This option will erase the existing data source and replace it with a new one containing the newly exported data.

   • Replace Data - This option will erase all previous data in the data source and replace it with the newly exported data.

   • Append Data - This option will append the newly exported data to the data in the existing data source.

5. Select Accept when you are finished to close Export Design view and add your newly defined export to the Export selector in Export view.

6. Run the export as usual.