I've read through other threads on this but can't find how to edit custom sql in a Dashboard I've created. It has three datasources, all Live connections using Custom SQL (Oracle). How do I edit it and make changes? I'm on desktop 10.0.5.
**UPDATE** I no sooner posted this and found a way to edit, but guessing on how to update.
Just open the datasource (.tdsx) file through Tableau without opening the workbook. Then you will see "Custom SQL Query" and can edit it. But since my dashboard is connected to a published datasource, I suspect what I'll need to do is ..
1. Update the SQL
2. Create a temporary workbook using this datasource
3. Publish the datasource to enterprise server overwriting the old one.
As we are moving from enterprise server to the cloud, this all needs to be taken into that context because it is not recommended you use a LIVE connection in the cloud, otherwise you will need to open up your DB server firewall to cloud.
Then just to keep blabbering away, our issue with using extract refresh is you can only refresh every 15 minutes and we need it more often. I have read that some have used tabcmd to accomplish this, but suddenly this is involving too much work!
Hi Dean,
We also use Oracle at the workplace.
All you have to do it
go to Data pane and select the datasource, right click on it, click on the edit datasource, (FYI..i am in extract mode and using the actual datasource, not the published datasource, but the process is same for published datasource that is using Live/extract conenction)
Provide your user id and password for the datasource to connect to your oracle database. Right corner of custom sql query you will see the down arrow mark, click on it and select edit custom sql query.
You have to re-publish this again back to tableau server. Please let me know, if you need more details
Thanks
Madhu K