Tableau Cloud Help

Tableau Bridge, Data Connect, and Private Connect all satisfy security and network requirements that are common when working with Tableau Cloud and private data. In some cases, Private Connect offers a simpler and lower maintenance solution than Tableau Bridge or Data Connect, and you may want to update a workbook or data source so that it uses Private Connect instead of Tableau Bridge or Data Connect. You can update a workbook or data source to use Private Connect by changing the connection server name (and port if required).

Update a data source or workbook to use a private connection

Prerequisites

You need to know the following:

• The Connection Address for the private connection. The site administrator and cloud administrator have access to the connection address.
• The port number for the database, if different than the current one. The port number depends on the configuration of the endpoint service in AWS, and the person who configured it (or interacted with the party that did) should know if a different port number is required. The site administrator and cloud administrator should also know.

Update the connection information

1. In the left navigation, select Explore.
2. Go to the published data source or workbook.
3. If it's a data source, go to the Connections tab. If it's a workbook, go to the Data Sources tab.
4. Select the Actions menu (...) for the connection or data source, then select Edit Connection.
5. Change Server name to the private connection Connection Address.
6. Change Server port to the new port (if a change is required).
7. Change Network type to Tableau Cloud.
8. Select Save.

Considerations for assets with scheduled extract refreshes

• Changing the Network Type from Private Network to Tableau Cloud does not change the network type used by existing extract refresh schedules. If you change the network type for an asset that has an existing extract refresh schedule associated with it, you must create a new extract refresh schedule.
• Extract refreshes over private connections count towards concurrent refreshes(Link opens in a new window), whereas some extract refreshes using Tableau Bridge don't.