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New from Report button is located on the Dashboard page and visible for ServiceNow Admin, Tableau Admin and Tableau Editor roles.

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In some cases, reports do not contain fields, so it will be necessary to select preferred fields in order to be able to save data source and export data:

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Please NOTE: Before exporting user need to check if all necessary permissions for data export are assigned. In case if not - the user will be not able to create Data Source:

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Info

The Save button is inactive (during data source creation) if:

  • no *Name and Export config is entered

  • no *Name or Export config is entered

  • no fields are selected from at least one table

The Save button is inactive (during data source editing) if:

  • data source open but no edits have been made (it becomes active only when at least one change is made, such as changes in fields: add, remove referenced fields, check-uncheck use display value etc.)

The Save button is inactive (during data source creation from Report) if:

  • selected report doesn’t contain any fields

The Save button is inactive if a user doesn’t have permission for a table (yellow message indicates it).