![]() Drag the facility_clients table into the query designer.Change the connection name to Facility Data Source.Be sure to check with your administrator if you do not have this information. The publisher user account should be used in this circumstance. From the PostgreSQL Connection form, enter the name of the server where the Xpress Insight server is installed (the default is localhost) and database ( insightmirror), and the username and password.To use a published data source, click Tableau Server (rather than PostgreSQL) and select the datasource from the list. You can instead use a data source configured in the companion file which is already published to Xpress Insight. To generate a datasource for this workbook, click PostgreSQL, which is the database type used by Xpress Insight. Click File > New to display the following screen:.The following instructions describe how to create a new workbook in Tableau Desktop, connect to the database, and specify the table or view to be used by Xpress Insight.
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