How to Refresh Data on a Schedule?

How to Refresh Data on a Schedule
How to Refresh Data on a Schedule?

­­EXPLANATION

You can set scheduled refresh tasks for published data source extracts and published workbooks that connect to data extracts.

How to Refresh Data on a Schedule

When you’re signed in to Tableau Server, display Content > Data Sources or Content > Workbooks, depending on the type of content you want to refresh.

Select the check box for the data source or workbook you want to refresh, and then select Actions > Extract Refresh.

In the Refresh Extracts dialog, select Schedule a Refresh, and complete the following steps:

Select the schedule you want.

If available, specify whether you want a full or incremental refresh.

By default, and if this option is not shown, a full refresh is run. Incremental refresh is available only if you configured it in Tableau Desktop before publishing the extract

 

Click the Schedule Refresh button.

 

 

 

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