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 this and the other topics listed below to help establish clear guidelines for getting your data to Tableau Online and keeping it fresh.
Start with the following topics:
Basic steps: Quick Start: Publish a Data Source to Tableau Online (Tableau Online Help)
In this topic
When you use direct (live) connections, you don’t need to publish extracts or schedule refresh tasks for them. Your workbooks always show the most current data. Tableau Online supports live connections to:
Google BigQuery or Amazon Redshift data.
This option is available by default.
MySQL, PostgreSQL, and SQL Server data hosted on a web service; for example, Amazon RDS, Microsoft SQL Azure, or similar service.
This option requires a site administrator to enable it. See Allow Direct Connections to Data Hosted on a Cloud Platform.
When you want to maintain a direct connection, you might need to add Tableau Online to your data provider's authorized list. For information, see Keep Data Fresh.
For data types that require an extract, if you didn't create one before publishing, Tableau does so during the publishing process. After Tableau completes the publishing step, it guides you through the steps for setting up a refresh schedule. Depending on the connection type, it directs you either to the sync client or the scheduling area of Tableau Online.
Schedule refreshes in the sync client
For extracts of data you maintain inside your organization, or cloud-hosted data that Tableau Online cannot reach directly, the publishing process prompts you to set up a refresh schedule using the Tableau Online sync client.
For more information, see:
Schedule refreshes directly on Tableau Online
For extracts of many cloud data sources, the publishing process directs you to Tableau Online, where you can create the schedule. When you schedule extract refreshes on Tableau Online, you also might need to add Tableau Online to your data provider’s authorized list.
For more information, see:
When you publish a workbook, its data connections are published as metadata in the workbook. If any connection is to data that is not published to Tableau Online, the data is published as part of the workbook (sometimes referred to as embedded in the workbook).
When data is embedded in a workbook:
Access to the data source is limited to the workbook in which you published it. Neither you nor other users can connect to that data from another workbook.
You can set up extract refresh schedules as you do for data sources that you publish separately.