Tableau Prep Builder supports connecting to data using the Salesforce connector, just like Tableau Desktop, but with a few differences. Supported in Tableau Prep Builder version 2020.2.1 and later and when authoring flows on the web starting in Tableau Server and Tableau Cloud version 2020.4. 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. For more information, see Publishing flows (Link opens in a new window) in the Tableau Server help. ![]() In web authoring, you can embed credentials from the top menu under File > Connection Credentials. 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 Cloud or the flow will fail when run. For more information, see Publish a flow from Tableau Prep Builder. 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. When publishing the flow, on the Publish dialog, click Edit to edit the connection, then in the Authentication drop-down, select Embed. 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. 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 Cloud. Some connectors, detailed in the sections below, have different requirements when using them with Tableau Prep Builder. However, Tableau Prep Builder does not support custom certificate-based SSL connections for MySQL-based connectors. When using a MySQL-based connector, the default behavior is that the connection is secure when SSL is enabled.If you open a flow in a version where the connector isn't supported, the flow may open but might have errors or won't run unless the data connections are removed. Considerations when using built-in connectors Most built-in connectors work the same across all of our platforms and are described in the Supported Connectors (Link opens in a new window) topic in the Tableau Desktop Help. For a list of availableīutton to see available connectors listed under Connect in the left pane. These are available for most popular data types, and new connectors are added frequently with new versions of Tableau Prep Builder. The most common way to connect to data is to use the built-in connectors in Tableau Prep Builder. Built-in connectors for popular data typesĬonnect via built-in connectors for popular data types.You can connect to your data using any of the following: For more information about authoring flows on the web, see Tableau Prep on the Web (Link opens in a new window) in the Tableau Server help. Information in this topic applies to all platforms, unless specifically noted. Note: Starting in version 2020.4.1, you can also create and edit flows in Tableau Server and Tableau Cloud. The first step in this process is to identify the data you'll work with. For more information, click here.Tableau Prep helps you clean and shape your data for analysis. I understand that these countries may not have the same data protection laws as the country from which I provide my personal information. In particular, I consent to the transfer of my personal information to other countries, including the United States, for the purpose of hosting and processing the information as set forth in the Privacy Statement. I agree to the Privacy Statement and to the handling of my personal information. ![]() By submitting this form, you confirm that you agree to the storing and processing of your personal data by Salesforce as described in the Privacy Statement. By submitting this form, you acknowledge and agree that your personal data may be transferred to, stored, and processed on servers located outside of the People's Republic of China and that your personal data will be processed by Salesforce in accordance with the Privacy Statement. ![]()
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