Tableau Connector for Jira (DC)
Tableau Connector for Jira (DC)
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Setting Up Incremental Refresh on Tableau Cloud

You can configure an incremental refresh on Tableau Cloud by following these steps.

📘 Instructions for WDC (web data connector) with Tableau Bridge

  1. In Tableau Desktop, make sure to sign in to your Tableau Cloud account and publish your data source there:

    Tableau_Cloud_Publish_data_source.png

  2. Use the Embedded password option within the Authentication field and enter the credentials associated with your source (Jira username and password or PAT (Personal Access Token)). Click Publish:

    Tableau_Cloud_Publish_data_source_settings.png

  3. After successful publishing, proceed to the installation and initial setup of Tableau Bridge, as shown here.

  4. In Tableau Cloud, go to Settings > Bridge and add a new empty pool of clients:

    Tableau_Cloud_Bridge_Add_new_pool.png

  5. Then scroll down to the Private Network Allowlist section and add your Jira Server/Data Center domain name or IP address to the allowlist of Tableau Bridge. During the process, select the newly-created pool:

    Tableau_Cloud_Bridge_Add_new_domain.png

  6. Under the Default Pool section, find the machine where the Tableau Bridge client is installed and add it to the same pool you configured before:

    Tableau_Cloud_Bridge_Default_pool.png

  7. This way, you redirect the pool from your current machine to the required Jira instance.

  • Remove the added pool and domain/IP to return a default pool to the present machine;

  • Update the chosen instance by editing the domain/IP and assigning the appropriate pool to it;

  • Add another instance to the existing pool and refresh data from the same Tableau Bridge client.

  1. Once it is done, go to Explore > your project (like default) > your data source > Connections > the More button (…) > Edit Connection… and double-check the details. Make certain the Private network option is chosen under the Network type section:

    Tableau_Cloud_Bridge_Connections.png

  2. Schedule an incremental refresh in Extract Refreshes > New Extract Refresh:

    Tableau_Cloud_Bridge_Extract_Refresh_new.png

  3. Select Incremental Refresh, determine the schedule, and press Create:

    Tableau_Cloud_Bridge_Extract_Refresh.png

  4. View the incremental refresh progress in Jobs:

    Tableau_Cloud_Jobs.png