Migrating reports to Tableau Online & automated refresh

In this post I will describe how to create or migrate a report to Tableau Online (cloud) and how to automatically refresh the data source in a scenario where Tableau Online does not have direct access to the source database.

  1. Creating/Migrating Report
    1. Using Tableau Desktop – open an existing Tableau report or create a new report
    2. Login to Tableau Online
      1
      2
    3. Publish used extract to Tableau Online
      3
      4
      Provide required project and permissions
      5
      6
    4. Connect to published data source
      7
      8
      9
      Note that because the new data source has the same name as the existing extract, Tableau will automatically show the name with _1 in the name
      10
    5. If you have existing filters in your report, it is best to cache the filters in order to avoid loosing the filters in the next step.
      Open each sheet/dashboard which contains filters and wait for the page to load until the filters are properly cached.
      Repeat this step for any sheet with filters.
    6. Replace the current data source with the published version
      11
      12
    7. Close the unused data source
      13
    8. Publish your workbook to Tableau Online
      14
  2. Schedule Data Source Refresh
    1. In order to automate the refreshing of the data source we will use a windows task with the command: tableau.com.
      You can automate the task from any machine that has access to both Tableau Online & the source database.
      The command used can be found in the folder of Tableau Desktop:
      C:\Program Files\Tableau\Tableau 8.2\bin\tableau.com
    2. In this example we will use a windows scheduled task to refresh the extracts:
      15a
      15

      Program/script:
      "c:\Program Files\Tableau\Tableau 8.2\bin\tableau.com"
      
      Add arguments:
      refreshextract --server https://online.tableau.com --username  <user@domain.com> --password <password> --site <site> --project <"Project"> --datasource "CustomSQL_Extract" –source-username <DB_User>--source-password <DB_Password>
    3. Example of execution in command line
      16
    4. Please note that for proper secure connectivity to Tableau Online you need to apply the root certificate:
      Thawte Primary Root CA – G3 (SHA256)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s