Are you out of luck if you have data residing behind a firewall that you want to automatically refresh? Absolutely not. With the Tableau Online sync client, you can set up refresh schedules for on-premise data sources.
The sync client securely connects your computer to Tableau Online. This connection allows the sync client to check for and run refresh tasks you have set in Tableau Online.
When a refresh runs, it sends the data from your local computer to the extract located in Tableau Online and replaces it with the fresh data contained in your new extract. When scheduling refreshes with the sync client, you can run refreshes as often as every 15 minutes.
In addition to extract refreshes for on-premise data, the sync client can also be used to refresh Oracle, Odata, and some ODBC data—even when hosted on a cloud platform. You can also use the sync client to automate refreshes of Web Data Connector (WDC) extracts. For other considerations, refer to our Online Help guide.
Now, let's walk through the process of setting up a refresh schedule with the sync client.
Note that Tableau's sync client is only compatible with Windows and is not available for Mac.
1. In Tableau Desktop, connect to your Tableau Online site and the on-premise data source that you'd like to publish. Select Server in the toolbar, then Start Tableau Online sync client. You'll then be prompted to log in to your Tableau Online site via the sync client.
2. Next, under the Server menu, select the data source that you'd like to publish from the Publish data source sub-menu.
3. Select the project you'd like to publish to, and name your data source. Include tags to help you and your end users find, filter, and categorize content in Tableau Online. Select Publish. Notice that Tableau Online will create an extract of your data source since it won't be able to query it via a live connection.
4. Tableau Online will automatically open in your web browser. You'll then be prompted to set up a refresh schedule using the Tableau Online sync client. Select Schedule using sync client.
5. Select the computer that you'd like to run the refresh on, then specify the intervals at which you'd like to run the extract refreshes.
6. Now the refresh schedule of your on-prem data source extract is set up in Tableau Online!