How to Schedule Refresh in Tableau

Owned by Liubov Topchyi
Last updated: Dec 04, 2024 by Liliia Ostrovska
1 min read

Users can publish workbooks to Tableau Server or Tableau Online, but extracts won’t refresh automatically unless a scheduled refresh is applied.

Scheduled Refresh automates data updates, so users don’t need to republish workbooks every time data changes. For example, you can schedule a refresh at 7 a.m. to ensure your Jira reports are updated by 9 a.m.

With Tableau Connector for Jira Cloud you can schedule refreshes to get the actual Jira data.

It is impossible to stream live Jira data to Tableau and have a real-time synchronization.

Based on the information from Tableau community, not all sources allow streaming live and real-time data in Tableau at the moment. Based on our customers' best practices, we kindly recommend using a scheduled refresh to get actual Jira reports in Tableau.