Navigate to Tableau Cloud and log in with Tableau Cloud credentials.
Create a Workbook or select the one that to be refreshed and publish it to Tableau Cloud.
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The workbookcan be published and refreshed either from the Tableau Desktop or |
from the Tableau Cloud. |
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From Tableau Desktop
:Navigate to Server → Publish Workbook
In the “Publish Workbook to Tableau Cloud” dialog box, configure the various options for your data source like
Select the LocationOpen your Tableau Desktop/Public, select or create the workbook you want to refresh, select Server, and then select Publish Workbook.
Select Tableau Cloud.
Sign in to your Tableau Cloud.
In the Location field, select location where you’d like to publish the
Give it a Name and description (optionally)
Click Edit link next to the Data Source to manage the data source publish type and authentication
set the Publish type = “Embedded in workbook” and Authentication = Allow refresh access
Click Publish to publish the Workbook
Sign in with the email associated with Jira as a Username and the Access Token as a Password.
3.2. In Tableau Cloud:
Click the Publish As button
In the “Publish Workbook” dialog box, configure the options for your Workbook like
Give it a Name
Select the Location the Workbook is to be published
Put a checkmark in the “Embed password for data source” option
Click Publish to publish the Workbook
Navigate to the published Workbook → Extract Refreshes tab and click New Extract Refresh
In the “Create Extract Refresh” dialog box configure refresh time according to your requirements and click Create.
As a result, the published Workbook will be refreshed according to the configured schedule. The time of the last refreshment may be checked in the Last update column. There are available options to Run the Refresh now, Change the Frequency or even Delete the refresh in the Actions column.
workbook.
In the Name field, provide name of your workbook.
[Optional] In the Description field, provide description for your workbook.
Under the Data Source section, select Edit.
In the Publish Type field, select Embedded in workbook.
In the Authentication field, select Allow refresh access.
Select Publish.
You will be automatically redirected to your Tableau Cloud.
Select Schedule data refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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The published workbook will be refreshed according to the configured schedule. You can check Last update and Next update. Select Explore → Select your project → Select your workbook you configured refresh for → Select Extract Refresh. |
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Here you can also perform the following action with your scheduled refresh:
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From Tableau Cloud
Sign in to Tableau Cloud with your credentials.
Select or create the workbook you want to refresh, and then select Publish As….
In the Name field, provide name of your workbook.
In the Location field, select location where you’d like to publish the workbook.
Check the Embed password for data source box.
Select Publish.
Select Explore.
Select the project where you have published your workbook.
Select workbook you want to refresh.
Select Extract Refreshes, and then select New Extract Refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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Here you can check Last Update and Next Update. You can Run Now, Resume, Change Frequency, and Delete your scheduled refresh. |
