Use Bridge for Private Cloud Data

This topic describes how a data source owner can publish a data source that connects to cloud data, such as Amazon Redshift and Snowflake, that can only be accessed from a private network.

Data sources that connect to private cloud data rely on Tableau Bridge to keep data fresh. In most cases, Tableau Online will automatically detect that Bridge is required as part of the publishing process. However, in some cases, you might need to manually configure your connection to ensure that Bridge is used.

The tasks described in this topic assume Bridge has already been set up and is being maintained by your site admin.

Note: Bridge keeps data fresh for published data sources only, i.e., data sources published separately from workbooks. Bridge can't keep data fresh in data sources embedded in workbooks.

Set up schedules for private cloud-based data sources

Use the following procedure to ensure that Bridge schedules are used to keep your private cloud-based data sources up to date.

  1. Follow steps 1-7 in the Publish a Data Source(Link opens in a new window) topic in the Tableau User Help.

  2. If not already signed in to Tableau Online, sign in and navigate to your data source.

  3. From the data source page, click the Connections tab and select the check box next to the connection.

  4. From the Actions drop-down menu next to the connection, select Edit Connection.

  5. In the dialog box next to Network type, select the Private Network radio button and click Save.

    Note: Changing the network type does not change the network type used by existing schedules for the data source.

    For example, if you created a refresh schedule prior to changing the network type, you must delete it before using the Run Now option. Alternatively, proceed to the next step so that a previous Online refresh schedule is automatically deleted when you create a new Bridge-dependent refresh schedule. For more information about deleting a refresh schedule, see Delete a refresh schedule.

  6. Follow one of the steps below depending on the schedule you need to configure:

    Note: If you had previously set up a Tableau Online refresh schedule, it will be deleted automatically when you save the Bridge-dependent schedule.

  7. Click the Schedule Refresh button.

Publish private cloud-based data sources that use live connections

Use the following procedure to ensure that Bridge is used to keep private cloud-based data sources up to data.

  1. In Tableau Desktop, create your data source.

  2. Select Server > Publish Data Source to begin the publishing process. If you haven't already signed in to Tableau Online, you will be prompted to.
  3. In the Publish Data Source to Tableau Online dialog box, configure the various options for your data source and ensure you do the following:

    • Under Authentication, click Edit and select Embedded password.
    • Depending on the data that the data source is connected to or how you've configured the data source, the dialog can default to publishing a live connection or give you the option to publish a live connection or extract. If you are provided with options, select Maintain a live connection.
  4. Click the Publish button. This opens a dialog box.

  5. In the dialog box, click the Publish with Bridge button. This opens a browser window to Tableau Online.

  6. In the Publishing Complete dialog box, click the Done button.
  7. From the data source page, click the Connections tab and select the check box next to the connection.

  8. In the dialog box next to Network type, if not selected automatically, select the Private Network radio button and click Save.

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