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How to publish data on Tableau Cloud and create a scheduled task

  1. Navigate to Tableau Cloud and log in with Tableau Cloud credentials.

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  1. Create a Workbook or select the one that to be refreshed and publish it to Tableau Cloud.

 

A Workbook
Info

The workbookcan be published and refreshed either from the Tableau Desktop or

through

from the Tableau Cloud.

 

In the “Publish Workbook to Tableau Cloud” dialog box, configure the various options for your data source like

Select the Location
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3.1. In Tableau Desktop:

  • Navigate to Server Publish Workbook

 

 

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From Tableau Desktop

  1. Open your Tableau Desktop/Public, select or create the workbook you want to refresh, select Server, and then select Publish Workbook.

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  1. Select Tableau Cloud.

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  1. Sign in to your Tableau Cloud.

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  1. In the Location field, select location where you’d like to publish the

Workbook
  • 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

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    • Sign in with any text (token, username, any) as a Username and the Access Token as a Password.

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    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

     

     

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    1. Navigate to the published WorkbookExtract Refreshes tab and click New Extract Refresh

     

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    1. In the “Create Extract Refresh” dialog box configure refresh time according to your requirements and click Create.

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    1. 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.

     

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    1. workbook.

    2. In the Name field, provide name of your workbook.

    3. [Optional] In the Description field, provide a description for your workbook.

    4. Under the Data Source section, select Edit.

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    1. In the Publish Type field, select Embedded in workbook.

    2. In the Authentication field, select Allow refresh access.

    3. Select Publish.

    You will be automatically redirected to your Tableau Cloud.

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    1. Select Schedule data refresh.

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    1. Configure all required fields, and then select Create.

    Info

    If you need detailed information on each field, refer to the article.

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    Info

    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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    Info

    Here you can also perform the following action with your scheduled refresh:

    • Run Now

    • Resume

    • Change Frequency

    • Delete

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    From Tableau Cloud

    1. Sign in to Tableau Cloud with your credentials.

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    1. Select or create the workbook you want to refresh, and then select Publish As….

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    1. In the Name field, provide name of your workbook.

    2. In the Location field, select location where you’d like to publish the workbook.

    3. Check the Embed password for data source box.

    4. Select Publish.

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    1. Select Explore.

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    1. Select the project where you have published your workbook.

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    1. Select the workbook you want to refresh.

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    1. Select Extract Refreshes, and then select New Extract Refresh.

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    1. Configure all required fields, and then select Create.

    Info

    If you need detailed information on each field, refer to the article.

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    Info

    Here you can check Last Update and Next Update. You can Run Now, Resume, Change Frequency, and Delete your scheduled refresh.

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