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To set up a scheduled refresh in Tableau, follow these steps:
Once you have exported a data source into Tableau, proceed to connect it to your Tableau Cloud account by going to the 'Server' option and then selecting 'Sign In…'.
From the list of options in a pop-up window, select 'Tableau Cloud' and then click on 'Connect', or use the provided link to establish a connection.
To access your Tableau Cloud, enter your credentials, including email and password, in the sign-in section.
Click the 'Share' button located on the upper toolbar, or alternatively, navigate through Server ➡️ Publish Workbook…
In the upcoming dialog:
Choose the desired location for your Workbook's publication.
Assign a name to your Workbook and, optionally, add a description.
Click on the 'Edit' in the Data Source section to adjust its publish type and authentication settings.
Set the Publish Type to "Embedded in workbook" and select "Allow refresh access" for Authentication.
Finally, click 'Publish' to complete the process and publish your Workbook to the selected location in Tableau Cloud.
After successfully publishing your Workbook to Tableau Cloud, a pop-up will appear, offering you the option to immediately schedule a data refresh. This feature allows you to set up automatic updates for your data, ensuring your Workbook remains up-to-date in Tableau Cloud. To proceed, simply click on the provided link.
In the "Create Extract Refresh" dialog box that appears next, set up the refresh schedule to suit your needs. Adjust the time settings for when you want the data refresh to occur, and once you're satisfied with the configuration, click 'Create' to establish the scheduled extract refresh for your Workbook.
To verify that your refresh schedule has been correctly saved in Tableau Cloud, go to the Explore section via the left sidebar. There, find and select your Workbook. Under the 'Extract Refreshes' tab, you can view details of the recently created Extract Refresh. This tab also allows you to modify or delete it through the Actions section. Additionally, you have the option to set up a new Extract Refresh by clicking the corresponding button.
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