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.
6. In the “Publish Workbook to Tableau Online” dialog dialog box, configure the various options for your data source like
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The workbookcan be published and refreshed either from the Tableau Desktop or from the Tableau Cloud. |
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From Tableau Desktop
Open your Tableau Desktop/Public, select or create the workbook you want to refresh, select Server, and then select Publish Workbook.
Select Tableau Cloud.
Sign in to your Tableau Cloud.
In the Location field, select 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 data source publish type and authentication
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, set the Publish type = “Published separately” and Authentication = Embedded password.
Click Publish to publish the Workbook.
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 Extract Refreshes tab and click New Extract Refresh button.
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.
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In the Name field, provide name of your workbook.
[Optional] In the Description field, provide a description for your workbook.
Under the Data Source section, select Edit.
In the Publish Type field, select Embedded in workbook.
In the Authentication field, select Allow refresh access.
Select Publish.
You will be automatically redirected to your Tableau Cloud.
Select Schedule data refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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The published workbook will be refreshed according to the configured schedule. You can check Last update and Next update. Select Explore → Select your project → Select your workbook you configured refresh for → Select Extract Refresh. |
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Here you can also perform the following action with your scheduled refresh:
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From Tableau Cloud
Sign in to Tableau Cloud with your credentials.
Select or create the workbook you want to refresh, and then select Publish As….
In the Name field, provide name of your workbook.
In the Location field, select location where you’d like to publish the workbook.
Check the Embed password for data source box.
Select Publish.
Select Explore.
Select the project where you have published your workbook.
Select the workbook you want to refresh.
Select Extract Refreshes, and then select New Extract Refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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Here you can check Last Update and Next Update. You can Run Now, Resume, Change Frequency, and Delete your scheduled refresh. |
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