This page details how to publish data a workbook from Tableau Desktop on Tableau Cloud and schedule data refreshes.
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Publish the Tableau Workbook from Tableau Desktop to Tableau Cloud
In Tableau Desktop, create the workbook you want to publish. To import the data using the OData connector and create the workbook
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, refer to Import into Tableau - OData.
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2. In Tableau Desktop, navigate to Server > Publish Workbook.
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The Share via Tableau Server or Tableau Cloud dialog opens. To publish the workbook on Tableau Cloud, click Tableau Cloud.
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To connect to Tableau Cloud, enter your Username
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and Password.
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In the Publish Workbook to Tableau Cloud dialog
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, provide the publishing details.
Location: Select the Tableau project where you would like to publish the workbook.
Name: Enter a name for the workbook.
Description: Provide a description for the workbook.
Data
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Sources: To change whether the data is embedded in the workbook, published separately, or how to authenticate with data sources, click Edit.
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If you are publishing an extract and want to set up a refresh schedule, select:
Publish Type: Embedded in workbook
Authentication: Allow refresh access
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Click Publish.
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7. The workbook is published on Tableau Cloud opens in the internet browser, and the Publishing Complete dialog box is displayed.
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To view the published workbook
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, under the View tab, click on the sheet.
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Schedule refresh on Tableau Cloud
To schedule a refresh, go to the Tableau Cloud project where the workbook is located and navigate to Extract Refreshes > New Extract Refresh.
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The Create Extract Refresh dialog opens. Set up the refresh
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Details to be explained
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Refresh created
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Manual Refresh
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Refresh complete
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frequency for a full refresh and click Create.
You can set the frequency to hourly, daily, weekly, or monthly. Refer to Schedule Refreshes on Tableau Cloud.
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3. The refresh is created, and the workbook will be refreshed according to the set schedule.
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To view the scheduled refresh details of all the data sources, in the left navigation, click Tasks.
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To view the status of all the scheduled refresh tasks, in the left navigation, click Jobs.
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To view the refreshed data, navigate to the Tableau Cloud project and click on the Workbook. Then, under the Views tab, click on the workbook to view the data.
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To run the refresh for a data source scheduled on demand, under Actions, choose Run Now.
To change the schedule frequency, under Actions, choose Change Frequency.
