Schedule Refresh on Tableau Server
- Daniel Belevtsov
- Liliia Ostrovska
How to publish data on Tableau Server and create a scheduled task
Sign in to Tableau Server. Enter server access credentials in the browser tab and check if you logged in successfully.
In Tableau Desktop, create a new workbook or select the existing one to be refreshed. Publish it to Tableau Server.
Adjust all the needed information, such as:
Select the Location where you would like to publish the workbook;
Give it a Name and Description (optionally);
Add a scheduled period (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.
In Tableau Server, navigate to the published workbook. Check your existing scheduled refreshes in Extract Refreshes. Use New Extract Refresh to create a new one.
Determine a schedule for Full Refresh and press Schedule Refresh.
Examine the scheduled refresh progress in Jobs.