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This page details describes how to publish a workbook from Tableau Desktop on Tableau Cloud or Tableau Server and setting up schedule data refreshes.

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Publish the workbook from Tableau Desktop to Tableau Cloud

  1. In Tableau Desktop, create the workbook that 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

2. In Tableau Desktop, navigate Navigate to Server > Publish Workbook.

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7. The Tableau Cloud opens in the internet browser, and the Publishing Complete dialog box is displayed.

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To view the published workbook, under the View tab, click on the sheet.

Schedule refresh on Tableau Cloud

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

    • 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.

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

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  1. To view the refreshed data, navigate to the Tableau Cloud project and click on the Workbook. Then, under Under the Views tab, click on the workbook to view the data.

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  • To run the refresh for a data source scheduled manually on demand, under Actions, choose select Run Now.

  • To change the schedule frequency, under Actions, choose Change Frequency.

Refresh_RunManually.jpg

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