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Publish the Tableau Workbook from Tableau Desktop to Tableau Cloud

In the below scenario, the extract refresh is scheduled from the Jira Cloud.

  • If you want to schedule the extract refresh from the Jira Server, then you need to Whitelist the IP of Tableau Cloud in the Jira server.

    • If the Jira Server is Cloud hosted - Update the In Ingres rules.

    • If the Jira Server is on-premises- Update the network rules to allow incoming traffic.

  1. In Tableau Desktop, create the workbook you want to publish. To import the data using the OData connector and create the workbook, refer to Import into Tableau - OData.

    Tableau desktop workbook.jpg

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  1. The Share via Tableau Server or Tableau Cloud dialog opens. To publish the workbook on Tableau Cloud, click Tableau Cloud.

    TableauDesktop_select_cloud.jpg
  2. To connect to Tableau Cloud, enter your Username and Password.

    TableauCloud_enterpwd.jpgImage Modified
  3. In the Publish Workbook to Tableau Cloud dialog, provide the publishing details.

  • Location: Select the Tableau project where you would like to publish the workbook.

  • Name: Enter a name for the workbook.

  • Description: Provide a description for the workbook.

  • Data Sources: To change whether the data is embedded in the workbook, published separately, or how to authenticate with data sources, click Edit.

    • If you are publishing an extract and want to set up a refresh schedule, select:

      • Publish Type: Embedded in workbook

      • Authentication: Allow refresh access

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