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This page describes how to publish a workbook (using OData connector) from Tableau Desktop on to Tableau Cloud or Tableau Server and schedule data refreshes.

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Publish the workbook from Tableau Desktop to Tableau Cloud

In the following scenario, the workbook is published 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

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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.

If you want to publish the workbook to Tableau Server, choose Server and log in by providing the details. For more information, refer to Sign in to Tableau Server or Tableau Cloud.

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  1. To connect to Tableau Cloud, enter your Username and Password.

    TableauCloud_enterpwd.jpg
  2. In the Publish Workbook to Tableau Cloud dialog, provide the publishing details.

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  • If you want to schedule the extract refresh from the Jira Server, you need to Whitelist the IP of the 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.

  • Tableau Cloud IPs are as per Authorize Access to Cloud Data Published to Tableau Cloud.

  • For reference, If the Tableau Cloud is hosted in the region prod-apnortheast-a.online.tableau.com, then you need to whitelist the IP 18.176.203.96/28 in the Jira Server Ingres rules.

    Jira Server_Authorise access.jpg

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

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