To set up and refresh published extracts on a schedule, you should use Tableau Bridge to keep data fresh.
Tableau Bridge works in conjunction with Tableau Online to keep Web Data Connectors, which Tableau Online can't reach directly, up to date.
Go to the Tableau Bridge Downloads and Release Notes page and download the current version.
2. Install the Tableau Bridge on your computer by executing downloaded file. Please follow the simple installer instructions to complete the installation.
For more information, please refer to the Tableau Online Help article Install Bridge.
3. After Tableau Bridge has been installed, it will ask you to sign in to Tableau Bridge using your Tableau Online credentials.
4. In Tableau Desktop prepare the Workbook you’d like to publish to Tableau Online.
Then in main navigation menu of Tableau Desktop select Server and choose Publish Workbook.
5. Click link Tableau Online to connect. It will open Sign in window. Sign in with your Tableau Online credentials.
How to publish data on Tableau Cloud and create a scheduled task
Navigate to Tableau Cloud and log in with Tableau Cloud credentials.
Create a Workbook or select the one that to be refreshed and publish it to Tableau Cloud.
A Workbook can be published either from the Tableau Desktop or through Tableau Cloud.
3.1. In Tableau Desktop:
Navigate to Server → Publish Workbook
In the “Publish Workbook to Tableau
Cloud” dialog
box, configure the various options for your data source like
Select the
Location where you’d like to publish the
Workbook
Give it a
Name and description (optionally)
Click Edit link next to the Data Source to manage the data source publish type and authentication
set the Publish type =
“Embedded in workbook” and Authentication =
Allow refresh access
Click Publish to publish the Workbook
Sign in with any text (token, username, any) as a Username and the Access Token as a Password.
7. To set up scheduled refresh go to the Tableau Online, click Explore at the left navigation panel and select the project you chose for publishing the Workbook. At the project page select Extract
8. Switch to the 3.2. In Tableau Cloud:
Click the Publish As button
In the “Publish Workbook” dialog box, configure the options for your Workbook like
Give it a Name
Select the Location the Workbook is to be published
Put a checkmark in the “Embed password for data source” option
Click Publish to publish the Workbook
Navigate to the published Workbook → Extract Refreshes tab and click New Extract Refresh
In opened window
Switch to the Bridge(legacy) tab
Choose a computer on your network where a Bridge client is installed and you are signed in
Configure the refresh schedule. Monthly, Weekly, Daily and Hourly refreshes are available with the set of additional settings like day and time.
Click Schedule Refresh button.
9. Since you use the Bridge (legacy) schedule to refresh your data sources, you must embed the Jira user credentials in the connection information in the Bridge client. This task must be done even if you embedded the database credentials at publishing time on Tableau Desktop.
Do the following:
Open the Windows system tray and click the Bridge icon to open the client.
Point to the data source, and then click the Edit icon.
In the “Create Extract Refresh” dialog box configure refresh time according to your requirements and click Create.
As a result, the published Workbook will be refreshed according to the configured schedule. The time of the last refreshment may be checked in the Last update column. There are available options to Run the Refresh now, Change the Frequency or even Delete the refresh in the Actions column.
