How to Set Up an Incremental Refresh on Tableau Cloud

Owned by Daniel Belevtsov, created
Last updated: Nov 30, 2023 by Liliia Ostrovska
3 min read

You can configure an incremental refresh on Tableau Cloud by following these steps.

 Instructions for WDC (web data connector) with Tableau Bridge

  1. In Tableau Desktop, make sure to sign in to your Tableau Cloud account and publish your data source there:

  2. Use the Embedded password option within the Authentication field and enter the credentials associated with your source (Jira username and password or PAT (Personal Access Token)). Click Publish:

  3. After successful publishing, proceed to the installation and initial setup of Tableau Bridge, as shown here.

  4. In Tableau Cloud, go to Settings > Bridge and add a new empty pool of clients:

  5. Then scroll down to the Private Network Allowlist section and add your Jira Server/Data Center domain name or IP address to the allowlist of Tableau Bridge. During the process, select the newly-created pool:

  6. Under the Default Pool section, find the machine where the Tableau Bridge client is installed and add it to the same pool you configured before:

  7. This way, you redirect the pool from your current machine to the required Jira instance.

  • Remove the added pool and domain/IP to return a default pool to the present machine;

  • Update the chosen instance by editing the domain/IP and assigning the appropriate pool to it;

  • Add another instance to the existing pool and refresh data from the same Tableau Bridge client.

  1. Once it is done, go to Explore > your project (like default) > your data source > Connections > the More button (…) > Edit Connection… and double-check the details. Make certain the Private network option is chosen under the Network type section:

  2. Schedule an incremental refresh in Extract Refreshes > New Extract Refresh:

  3. Select Incremental Refresh, determine the schedule, and press Create:

  4. View the incremental refresh progress in Jobs: