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Tableau Online works with data stored anywhere, in the cloud and on-premises, and gives you a variety of options to connect to your data sources and keep your data fresh.
Whether by connecting live to your data as it’s collected, or updating through snapshots of your data (Tableau Data Extracts), Tableau Online gives you the flexibility to leverage your data, keep it fresh, and bring visual analytics to your users securely.
Read this whitepaper to see how Tableau Online keeps your data fresh across a variety of data sources.
Tableau Online is a secure, cloud-based solution for sharing, distributing, and collaborating on the web or mobile devices. Tableau Online works with data stored anywhere – in the cloud and on-premises. You can connect in real-time to cloud data sources leveraging your security rules. You can schedule data refreshes for cloud and on-premises data easily for data sources that aren’t available from the cloud or that require additional performance enhancements.
There are three ways to keep your data fresh in Tableau Online. This document provides an overview and information for connecting to and scheduling updates for your data using Tableau Online for each of these scenarios:
Tableau Online provides live connectivity to cloud-based databases including Google BigQuery, Amazon Redshift, SQL Azure and cloud-hosted databases such as SQL Server, MySQL, and PostgreSQL. This means that published views and dashboards always reflect the most up-to-date data in your database and do not require a data extract.
For security reasons, an Administrator must first enable live connectivity within the settings of your Tableau Online site. Once enabled, your Tableau Online users can publish workbooks and data sources without first creating an extract. In some instances, your database administrator will need to whitelist the IP address for Tableau Online.
Tableau Online offers different authentication options for live connections. You can embed your credentials when publishing, or you can prompt users to enter their database credentials when viewing a workbook. Tableau Online also offers oAuth support for some databases. With multiple options for connecting live, you have control over your level of security.
You can create extracts from cloud applications like Google Analytics and Salesforce.com, and refresh them on a schedule using Tableau Online. You have control over the schedule to use to refresh the data based on your needs.
The refresh schedules are daily, weekly, and monthly. Tableau supports both full and incremental data extract refreshes. You can also manually refresh extracts between scheduled refreshes. This lets your organization control the freshness of your data and the amount of data transferred from the source application as some applications provide data transfer quotas.
You have the flexibility to embed your credentials and schedule extracts either from Tableau Desktop while publishing your view, or directly in Tableau Online. You can further control who can access the extract by setting user permissions for a published extract, and user filters that set permissions at the level of the data. You can also control the data that is published by filtering dimensions and measures when you create a connection. This limits the data published to Tableau Online, for example, to a range of years, or a country of your choosing.
Even when your data is behind your firewall, you can keep it fresh in Tableau Online. Tableau offers a client sync agent called Tableau Online Sync. This agent runs on a computer within your firewall and securely manages the communications with Tableau Online.
This agent will ‘push’ extracts of your on-premises data up to Tableau Online on a given schedule. You can choose which agent to run the data updates and can control the schedule directly. When the agent is running, it will connect to your data source; extract the data and publish it to Tableau Online.
Tableau Online gives you a variety of options to connect to your data sources and keep your data fresh. No matter if your data is in the cloud or behind your firewall, Tableau Online gives you the flexibility to leverage your data, keep it fresh, and bring visual analytics to your users securely.
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