This page details 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.
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.
2. In Tableau Desktop, navigate Navigate to Server > Publish Workbook.
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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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To connect to Tableau Cloud, enter your Username and Password.
In the Publish Workbook to Tableau Cloud dialog, provide the publishing details.
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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.
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 Server Ingres rules.
In the below following scenario, the extract refresh is scheduled from the Jira Cloud.
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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.
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