/
Schedule Refresh on Tableau Cloud

Schedule Refresh on Tableau Cloud

Owned by Anna Odrynska
Last updated: Jan 15, 2024 by Liliia Ostrovska
3 min read

The workbook can be published and refreshed either from the Tableau Desktop or from the Tableau Cloud.

 

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.

Server - Publish Workbook.gif

 

  1. Select Tableau Cloud.

Tableau Cloud.gif

 

  1. Sign in to your Tableau Cloud.

Sign in to Tableau.gif

 

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

Enter the required info.gif

 

  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.

Select the required options.gif

 

  1. Select Schedule data refresh.

Schedule data refresh.gif

 

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

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

Create full refresh.gif

 

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.

Extract Refreshes.gif

 

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

  • Run Now

  • Resume

  • Change Frequency

  • Delete

Additional actions.gif

 

From Tableau Cloud

 

  1. Sign in to Tableau Cloud with your credentials.

2 - Sign in to Tableau Cloud.gif

 

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

2 - Publish as....gif

 

  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.

Publish Workbook.gif

 

  1. Select Explore.

Explore.gif

 

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

Select project.gif

 

  1. Select the workbook you want to refresh.

Select workbook.gif

 

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

2- Extract refreshes.gif

 

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

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

Set up full refresh.gif

 

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

Additional actions (1).gif

 

Related content