How to Set Up an Incremental Refresh on Tableau Server

Owned by Daniel Belevtsov, created
Last updated: Nov 30, 2023 by Liliia Ostrovska
2 min read

You can configure an incremental refresh on Tableau Server by following these steps.

It is necessary to add WDC connector URL links to the safe list on the side of Tableau Server before proceeding with further setup. To do so, refer to this tutorial.

 Instructions for WDC (web data connector)

  1. In Tableau Desktop, make sure to sign in to your Tableau Server account and publish your data source there:

  2. Use the Embedded password option within the Authentication field and enter the credentials associated with your source (Jira username and password or PAT (Personal Access Token)). Optionally, you can select a schedule for your incremental refreshes at this point. Click Publish:

  3. After successful publishing, go to Tableau Server > Explore > your project (like Default) > your data source > Connections > the More button (…) > Edit Connection… and double-check the details:

  4. Check your existing scheduled refreshes in Extract Refreshes. Use New Extract Refresh to create a new one:

  5. Select Incremental Refresh, determine the schedule, and press Schedule Refresh:

  6. View the incremental refresh progress in Jobs: