Schedule Extract Refreshes as You Publish a Workbook

When you publish workbooks that connect to extracts, you can set up a schedule for updates (refreshes) for those extracts, so the views in those workbooks stay current.

The ways you can set up and manage extract refresh schedules depends on where you publish and on the original data type.

  • When you publish to Tableau Server, the schedule runs and is managed on the server.

  • When you publish to Tableau Cloud:

    • If extracts are from cloud data (for example, Google Analytics or Salesforce), schedules run and are managed on Tableau Cloud.

    • If extracts are from on-premises or web data connector (WDC) data, you set up and manage refresh schedules using Tableau Bridge.

Note: In many organisations a server content manager or administrator manages all refresh schedules. We recommend that, before you publish, you find out from your administrator whether they have guidelines for these schedules.

Set up a schedule as you publish content

During the publishing process, after you click the Publish button, the scheduling options appropriate for your data types and publishing destination appear.

If you are publishing a multi-connection data source, you need to set a refresh schedule for each extract connection in the data source.

To use refresh schedules with connections to a database that requires you to sign in to it, you must store (embed) a database user’s credentials with the connection. For more information, see Set Credentials for Accessing Your Published Data.

Publish and refresh on Tableau Cloud 

For the subtleties around refreshing each type of data you publish to Tableau Cloud, see Keep Data Fresh(Link opens in a new window). Here are examples of things you need to know:

  • If your workbook connects to cloud data, add Tableau Cloud to your cloud data provider’s authorised list (allowlist). The IP address range for your site location is listed in Authorise Access to Cloud Data Published to Tableau Cloud.

  • Tableau Bridge starts during the publishing process if your data source or workbook connects to on-premises data.

    Tableau Bridge supports standard database authorisation and cannot refresh data you connect to through OAuth. To learn more, see Use Tableau Bridge to Expand Data Freshness Options(Link opens in a new window).

  • When you publish a multi-connection data source to Tableau Cloud, if any one connection requires using Tableau Bridge, you must use Bridge to refresh all connections in the data source.

    For example, say you publish a data source with an extract connection to a MySQL data hosted in the cloud, and a live connection to an on-premises SQL Server database. Although Tableau Cloud supports refreshing hosted MySQL data, in this case, you would need to use the Bridge client to keep both the SQL Server and MySQL connections fresh.

    For information about using both live and extract connections in a data source, see About working with multi-connection data sources.

Refreshing web data connector extracts

When you publish a workbook with a web data connector (WDC) data source, you must import the web data connector to Tableau Server before you can set up a refresh schedule. You can do this only on Tableau Server. For information, see Web Data Connectors in Tableau Server(Link opens in a new window) in the Tableau Server Help.

For information about refreshing web data connector data sources published to Tableau Cloud, see Use Tableau Bridge to Expand Data Freshness Options(Link opens in a new window) in the Tableau Cloud Help.

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