Create or Modify a Schedule

The Schedules page is accessible only by Tableau Server Administrators. It shows a list of schedules, including their name, type, what they’re for (scope), the number of tasks, behavior (concurrent or serial processing), and when they are scheduled to run.

Note: If you enable custom schedules for subscriptions on one or more sites, users will control schedules for their subscriptions on those sites. To learn more, see Enable Custom Schedules for Subscriptions.

To create a new schedule

  1. In a site, click Schedules.

  2. Click New Schedule.

  3. Specify a descriptive Name for the schedule.

  4. Select a Task type the schedule will handle—refreshing extracts, running flows, or delivering subscriptions.

  5. You must define a priority from 1 to 100, where 1 is the highest priority. This is the priority that will be assigned to the tasks by default. If two tasks are pending in the queue, the backgrounder will evaluate the task priority for extract refreshes and flows, and the schedule priority for subscriptions to determine which one runs first. For more information, see How Scheduled Server Jobs are Prioritized.

  6. Execution: choose whether a schedule will run in parallel or serially. Schedules that run in parallel run on all available backgrounder processes so that they can complete faster.

    Note: Schedules for the same workbook will always run serially, even if you set this option to parallel.

  7. Finish defining the schedule. You can define an hourly, daily, weekly, or monthly schedule. The Frequency is populated automatically based on the selections you make.

  8. Click Create.

To modify an existing schedule

  1. Navigate to the Schedules page.

  2. Select an existing schedule, click the Actions drop-down arrow, and then select Edit Settings.

  3. Finish editing the schedule, and click Save.

Rules for Creating or Modifying Schedules

Following are rules you must follow when creating new or modifying existing schedules.

Note: If you have existing schedules that do not follow these rules, you must modify them accordingly. Not doing so, may result in unexpected behavior and the tasks may not run at the scheduled time.

  • Schedules that run every 15 or 30 minutes must have start and end times that are on the hour. Examples of on the hour: 5:00 AM to 6:00 AM.

  • Daily schedules on any recurrence must have the same start and end minute. For example, 10:35 am to 4:35 pm. The hour can be different. However, if the daily schedule is set to only happen once a day, it needs only a start time and not an end time.

See also

Manage Refresh Tasks

Extract Refresh Schedules

Schedule a flow task

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