Setting Up a Scheduled Refresh in the Tableau Server

How to set up a scheduled refresh in the Tableau Server for a data extract created using the Cognetik Cloud Connector

In order to run scheduled refreshes using the Tableau Server, you first need to whitelist the connector.

After whitelisting the connector, open the Connector in Tableau and submit your query.

We went for a basic query in Google Analytics.

2019-07-16_1810-2

In Tableau, update your query.

2018-12-13_1742_001

 

View your data in a worksheet.

2018-12-13_1742_002

 

Log in to your Tableau server.

2018-12-13_1743

 

Click 'Publish Workbook.'

2018-12-13_1743_001

 

Name your extract and embed your password.

2018-12-13_1743_002

 

Publish the workbook. This will prompt the Tableau Server to open.

2018-12-13_1744

 

Click 'Schedule a Refresh.'

2018-12-13_1744_001

 

Open the refresh options and choose one of the available schedules.

2018-12-13_1744_002-1

Now your scheduled refresh will run as selected.

To view your scheduled refreshes, go to 'Tasks'  in the upper menu bar.

2018-12-13_1745

 

 Setting up a scheduled refresh (video)

 

refreshh