Get your Data to Tableau Online
To get your Tableau data sources and workbooks to Tableau Online, you publish them from Tableau Desktop, using the appropriate command on the Server menu.
The Tableau Online address for sign-in and publishing is https://online.tableau.com.
The publishing process requires you to make decisions related to how you and others in your organization will access your data source or workbook. Use the topics listed below to help establish clear guidelines for getting your data to Tableau Online and keeping it fresh.
Start with the following topics (links take you to Tableau Desktop Help in a new browser tab):
You can publish data sources and workbooks using direct (live) or extract connections to your underlying database. You can also publish multi-connection data sources that use either or both types of connection. The database connections defined in the workbook or data source determines how you can publish and keep the data fresh on Tableau Online.
If you’re familiar with connection types and want a more specific list of data types and their supported connections, see Keep Data Fresh.
When you use direct (live) connections, published workbooks and data sources always reflect what is current in the underlying database.
Tableau Online supports live connections to:
Google BigQuery, Amazon Redshift data, or SQL-based data hosted on a cloud platform; for example, Amazon RDS, Microsoft SQL Azure, or similar service.
For direct connections to cloud data, you usually need to add Tableau Online to your data provider’s authorized list.
On-premises relational data, such as SQL Server or Oracle, when you use Tableau Bridge to maintain the connection.
You can embed database credentials in live connections, so all users who have access to the published content can see the underlying data. Or you can require users to provide their own database credentials. In that case, even if they can open the published content on the server, they need to sign in to the underlying database to see it.
For any type of data, you can publish an extract and set up a refresh schedule. Refreshes can complete successfully only when you embed database credentials in the connection.
You can create an extract before you initiate the publishing process, to have finer control over the connection definition. You might do this if you want to publish a sampling of the data, or to set up the ability to refresh incrementally. Otherwise, Tableau creates the extract during publishing, and you can do full refreshes only.
After Tableau completes the publishing step, it guides you through the steps for setting up a refresh schedule, through either Tableau Bridge or Tableau Online.
To learn more about Tableau Bridge, see Use Tableau Bridge to Expand Data Freshness Options.