Determine the frequency of scheduled refreshes?
Refreshing an extract can be resource heavy, especially if you’re trying to run multiple extract refreshes at once. Therefore, it’s generally a good idea to run extract refreshes during non-business hours, and to schedule them as far apart as your business needs allow. A common approach for large extracts is to run incremental refreshes every night during non-business hours, and then run a full refresh over the weekend.
Configure data connection caching
As you plan your data source strategy, you should know how Tableau Server caches workbook data that’s hosted on the server. Understanding data connection caching is especially important for organizations that rely on real-time or near real-time data analysis.
Consider a workbook that has a live connection to a database. As users interact with this workbook in a web browser, Tableau Server stores the data that’s returned by queries in a cache. That way, if user interaction in the workbook results in a query that’s already been issued, Tableau can try to read the data from the cache. Getting data from the cache is usually faster than rerunning a query, which helps the user stay in the flow of their data analysis.
To configure caching behavior for all data connections, follow these steps:
Open the Tableau Server Configuration utility (search for Configure Tableau Server in the Windows Start menu).
Click the Data Connections tab.
Select a caching option:
Refresh Less Often. Data is cached and reused whenever it’s available, regardless of when it was added to the cache. This option minimizes the number of queries sent to the database. Select this option when data is not changing frequently. Refreshing less often may improve performance.
Balanced. Data is removed from the cache after a specified number of minutes. If the data has been added to the cache within the specified time range, the cached data is used; otherwise, Tableau sends a new query to the database. We recommend starting with a value of 1440 minutes (24 hours). This sets the cache to refresh once a day.
Refresh More Often. The database is queried each time the workbook or view is loaded. The data is cached and is reused until the user reloads the workbook or view. This option ensures that users see the most up-to-date data. But it can decrease performance under heavy load or if your server is not adequately sized and tuned.
In all cases, regardless of how caching is configured, users in Tableau Desktop can click Refresh Dataon the toolbar to force the server to send a new query and retrieve the latest data. And users accessing data through a web browser can append the :refresh parameter to their URL.