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. Here’s how you do that:

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

We went for a basic query in Google Analytics.

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In Tableau, update your query.

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View your data in a worksheet.

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Log in to your Tableau server.

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Click 'Publish Workbook.'

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Name your extract and embed your password.

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

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Click 'Schedule a Refresh.'

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

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Now your scheduled refresh will run as selected.

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

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