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Change Tableau Bridge Connection or Refresh Settings

This topic describes how to view status information and update data source information in Tableau Bridge.

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Verify the last or next refresh date and time

  1. Open Tableau Bridge from the Windows system tray on your computer.

  2. In the list of data sources, select the one for which you want to view the refresh times.

    Tableau Bridge shows the last actual updated time and next scheduled update time.

Embed or update database credentials

If you want to send scheduled updates to SQL Server, Oracle, or other data sources that require user authentication, you need to store those credentials in the connection information in Tableau Bridge.

Note: For extracts that you refresh through Tableau Bridge, you need to do this even if you embedded credentials when you published the data source, or otherwise added them directly to the Data Connection page on Tableau Online. (For these extracts, you do not need to store credentials on Tableau Online.)

  1. Open Tableau Bridge, point to the data source, and click the Edit icon () that appears.

  2. Enter the user name and password for accessing the data, and click Save.

Change the file path for a linked data source

If you send data updates from a Microsoft Excel workbook, or a .csv or .txt file, you will need to update the file location in Tableau Bridge if you move that file.

  1. Open Tableau Bridge, point to the data source, and click the Edit icon () that appears.

  2. In the file path dialog box, provide the updated information and click Save.

Change the connection type

You can change the way a Tableau Bridge data source is kept up-to-date. That is, use a live connection instead of an extract, or vice-versa.

To change the connection type, re-publish the data source from Tableau Desktop, and select your connection preference in the Publish Data Source dialog box. The publishing process assigns your data source to Bridge appropriately. If you switched from live connection to extract, it leads you through setting up a refresh schedule.