In the Data Sources window, click the Create Data Source button and select the Tableau option to create a data source. The user can either Create New Connection, or Use Existing Connection to connect to the Tableau server.
Create New Connection
Tableau connects and extracts the data stored in various places. Tableau can extract data from any database, be it Excel, PDF, Oracle, or even Amazon Web Services. To create a new connection, enter the following parameters:
| Parameter | Description |
|---|---|
| Connection Name | Specify the name for the connection. It is a required field which is not case sensitive and must be unique in the domain. It should not exceed 128 characters and can contain special characters as well. |
| Description | Describe the purpose of the connection. The description cannot exceed 4000 characters. |
| Personal AccessToken Name(PAT) | Fill in the Personal Access Token Name. |
| Personal AccessToken Secret | Fill in the Personal Access Token Secret. |
| Tableau Server Host | Host name of Tableau server. |
| Tableau Site ID | Tableau site ID. |
Click Test Connection to check if the connection created is working.
Use Existing Connection
To use an existing connection, click Use Existing Connection tab to select an existing connection from the drop-down list.
Data Source Configuration
Specify a name and description for the data source configuration. Click Next.
Crawler Execution Schedule
Click Use automated execution checkbox to schedule a time for Torch to run metadata crawlers to fetch meta information of the data source. To schedule, select any tag like minute, hour, day, week, month, or year.
Click Save button. The data source is saved.