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Tableau Help > Tableau Online Help > 

Create a Schedule for a Tableau Bridge Data Source

This topic describes how to set up or change a refresh schedule for data extracts you keep fresh using a Tableau Bridge client.

Tableau Bridge refresh schedules can complete successfully only if you embed your database credentials in the connection in Tableau Bridge. For steps, see Embed or update database credentials.

Schedules and time zones

When you schedule a refresh in Tableau Bridge, the time of day that appears there and on the Tableau Online schedule list reflects the time zone of the computer on which you are running Tableau Bridge.

Create or change a refresh schedule

  1. While you are signed in to Tableau Bridge, open it by selecting its icon in the system tray.

  2. Point to the data source you want to schedule, and then click the Schedule icon.

    This opens a browser window to the Refresh Schedule page in your Tableau Online account.

  3. To create a new schedule, click New Extract Refresh.

    To edit an existing schedule, select the check box next to it, and then on the Actions drop-down list, select Change Schedule.

  4. In the schedule dialog box, set the new schedule.

    • To refresh at a specific time on selected days: Select Daily, select the days of the week, and then select the time of day from the drop-down lists.

    • To refresh at an interval on selected days: Select Hourly. Then you can specify the days of the week, the frequency within the day, and the times of day.

      For example, refresh Monday–Friday, hourly between 8:00 and 5:00.

      Note: To optimize performance on the server, refresh tasks are distributed within a range of up to five minutes of the time of day you specify. For example, if you set an hourly schedule, the occurrence set to run at 1:00 AM could run any time between 1:00 and 1:05 AM.

    • If available, specify whether you want a full or incremental refresh.

      By default, Tableau Online runs a full refresh. Incremental refresh is available only if you configured it in Tableau Desktop before publishing the extract. For information, see Refreshing Extracts in the Tableau Help.

    • Click Schedule Refresh or Change Schedule.

You can also schedule refreshes when you're signed in to Tableau Online. Select the Data Sources tab, select the name of the data source, and then select the Refresh Schedule tab.