Connecting to PostGres | Tableau Cloud
In this video, you will learn how to connect Tableau Desktop to an on-premise PostgreSQL Server and schedule an extract refresh in Tableau Cloud. Follow along as we guide you through the process, from setting up the connection to publishing the data source and scheduling the refresh. Enhance your data visualization skills with Tableau and unlock the power of PostgreSQL!
Connecting to PostGreSQL:
Step 1: Select PostGreSQL connector in Tableau Desktop's Connect Pane.
Step 2: Sign in to the server with the correct credentials.
Step 3: Drag desired tables to workbook and extract data.
Step 4: Publish Data Source/Workbook.
Step 5: Choose Project to save Data Source.
Step 6: Tableau Cloud shows published data source page.
Step 7: Select desired Extract Schedule.
Step 8: What if using a Live Connection to on-prem server?
Resources:
PostgreSQL
https://help.tableau.com/current/pro/...
Use Tableau Bridge to Keep Data Fresh
https://help.tableau.com/current/onli...
Install Bridge
https://help.tableau.com/current/onli...
Use Bridge for Private Cloud Data
https://help.tableau.com/current/onli...
Set Up a Bridge Refresh Schedule
https://help.tableau.com/current/onli...
Common Errors:
Error "NO_POOLED_AGENTS_ASSIGNED" Refreshing Pooled Bridge Data Sources
https://kb.tableau.com/articles/issue...
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