Versions Compared

Version Old Version 1 New Version Current
Changes made by

Viktoriia Yevhrafova

Liliia Ostrovska

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

To set up and refresh published extracts on a schedule you should use Tableau Bridge to keep data fresh.

Tableau Bridge works

in conjunction

together with Tableau Cloud to

keep

ensure the timely updates of Web Data Connectors

, which Tableau Cloud can't reach directly, up to date

that are not directly accessible by Tableau Cloud.

  1. Go to the Tableau Bridge Downloads and Release Notes page, and then download the current version.

Image RemovedImage Added

2.

  1. Install the Tableau Bridge on your computer by executing the downloaded file.

Info

Please follow the simple installer instructions to complete the installation.

For more information, please refer to the Tableau Cloud Help article Install Bridge.

3.

  1. After the Tableau Bridge has been installed,

it will ask you to

  1. sign in to the Tableau Bridge

using

  1. with your Tableau Cloud credentials

.

4.

In Tableau Desktop prepare

  1. Prepare the Workbook

you’d

  1. you'd like to publish to Tableau Cloud.

Then in the main navigation menu of Tableau Desktop select Server and choose

  1. Select Server, and then select Publish Workbook.

5.

Click the link

  1. Select Tableau Cloud to connect.

Info

It will open Sign in window. Sign in with your Tableau Cloud credentials.

6.

In the “Publish Workbook to Tableau Cloud” dialog box, configure the various options for your data source like

  1. Select the Project 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 data source publish type and authentication

    1. .

    2. Provide the name of your workbook.

    3. [Optional] Provide a description for your workbook.

    4. Under the Data Sources section, select Edit.

    5. In the Publish Type field, select Published separately.

    6. In the Authentication field, select Embedded password.

    7. Select Publish.

    Info

    Since the Bridge keeps data fresh for published data sources only, i.e., data sources published separately from workbooks, and Bridge can't keep data fresh in data sources embedded in workbooks, that’s why it’s required to set the

    Publish type = “Published separately” and Authentication =

    publish type to Published separately and authentication type to Embedded password.

    Click Publish to publish the Workbook.

    Image Removed

    7.

    To set up scheduled refresh go to Tableau Cloud, click Explore at the left navigation panel, and Image Added

    1. Select Explore, select the project

    you chose for publishing the Workbook. At the project page select Extract

    1. where you have published your workbook, and then select Extract.

    8. Click

    1. Select Extract ellipsis, and select Schedule with Bridge (Legacy).

    9.

    At Create Extract Refresh

    Choose

    1. Select a computer on your network where a Bridge client is installed and

    you are

    1. you’re signed in.

    2. Configure the refresh schedule

    . Monthly, Weekly, Daily, and Hourly refreshes are available with the set of additional settings like day and time.Click Create button

    1. , and then select Create.

    Since you use the Bridge (legacy) schedule to refresh your data sources, you must embed the Tableau Connector credentials for your shop 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:

    1. Open the Windows system tray, and

    click

    1. then select the Bridge icon to open the client.

    2. Point to the data source, and then

    click

    1. select the Edit icon.

    2. In the dialog box, enter the Tableau Connector credentials for your shop that are required for accessing the data, and then click Save.