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How to Create Data Source

How to Create Data Source

Owned by Liliia Ostrovska
Last updated: Jun 03, 2024
2 min read

  1. Being signed in to your monday account, select your Tableau Connector widget, and then select + Create your first Data Source now.

tableau_user_guide_create_first_data_source.gif

 

  1. In the Name* field, enter the data source name.

  2. In the Description field, enter the data source description.

tableau-create-data-source-name-and-description.gif

 

  1. In the Users field, select the user(s) you want to share the data source with.

  2. In the Teams field, select the team(s) you want to share the data source with.

To read more about share settings.

tableau-create-data-source-teams-and-users.gif

 

  1. Select filters if needed.

The detailed description of all fields, filters, and buttons, please read in this article.

tableau-create-data-source-filters.gif

 

  1. Select all tables and fields you want to be in your data source.

tableau-create-data-source-tables.gif

 

  1. Select + Save.

create-data-source-save.gif

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