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Publish the Tableau Workbook from Tableau Desktop to Tableau Cloud

  1. In

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  1. Tableau

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  • 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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  • 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: The Authentication drop-down option appears if login credentials are required for the OData Connector URL. Select Allow refresh access.

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If the login credentials are not required for the OData Connector URL, then the Authentication drop-down option is not displayed.

Tableau Cloud_No Authentication.jpgImage Added
  1. Click Publish.

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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 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.

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

  1. To schedule a refresh, go to the Tableau Cloud project where the workbook is located and navigate to Extract Refreshes > New Extract Refresh.

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  1. The Create Extract Refresh dialog opens. Set up the refresh frequency for a full refresh and click Create.

    1. You can set the frequency to hourly, daily, weekly, or monthly. Refer For more information, refer to Schedule Refreshes on Tableau Cloud.

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