Schedule Refresh on Tableau Cloud
- Viktoriia Yevhrafova
- Liliia Ostrovska
How to publish data on Tableau Cloud and create a scheduled task
Navigate to Tableau Cloud and log in with Tableau Cloud credentials.
Create a Workbook or select the one that to be refreshed and publish it to Tableau Cloud.
A Workbook can be published either from the 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 the various options for your data source like
Select the Location where you’d like to publish the Workbook
Give it a Name and description (optionally)
Click Edit link next to the Data Source 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
Sign in with the email associated with Jira as a Username and the Access Token as a Password.
3.2. In Tableau Cloud:
Click the Publish As button
In the “Publish Workbook” dialog box, configure the 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
Navigate to the published Workbook → Extract Refreshes tab and click New Extract Refresh
In the “Create Extract Refresh” dialog box configure refresh time according to your requirements and click Create.
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. There are available options to Run the Refresh now, Change the Frequency or even Delete the refresh in the Actions column.