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Location: Select the Tableau project where you would like to publish the workbook.
Name: Enter a name for the workbook.
Description: Provide a description for the workbook.
Data Sources: To change whether the data is embedded in the workbook, published separately, or how to authenticate with data sources, click Edit.
If you are publishing an extract and want to set up a refresh schedule, select:
Publish Type: Embedded in workbook
Authentication: The Authentication drop-down option appears if If the login credentials are required set for the OData Connector URL, then the Authentication drop-down option appears. Select Allow refresh access.
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If the login credentials are not required set for the OData Connector URL, then the Authentication drop-down option is not displayed.
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