Schedule Refresh on Tableau Cloud

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

2. Create a new workbook or select the existing one to be refreshed. Publish it to Tableau Cloud.

3. A workbook can be published either from Tableau Desktop or through Tableau Cloud.

3.1. In Tableau Desktop:

• Navigate to Server → Publish Workbook.

• In the Publish Workbook to Tableau Cloud dialog box, configure various options for your connector like:

  • Select the Location where you would like to publish the workbook;

  • Give it a Name and Description (optionally);

  • Click the Edit link next to the Data Sources section 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.

3.2. In Tableau Cloud:

• Access your workbook and click the Publish As… button.

• In the Publish Workbook dialog box, configure 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.

4. Navigate to the published workbook → the Extract Refreshes tab and click New Extract Refresh.

5. In the Create Extract Refresh dialog box, set up refresh frequency according to your requirements and press Create.

6. 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. The following options are available under the Actions column: "Run Now...", "Change Frequency..." or even "Delete...".