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Manage Data > Refresh Data from a Local Computer > Create a Schedule for a Sync Client Data Source

Create a Schedule for a Sync Client Data Source

This topic describes how to set up or change a schedule for refreshing data sources you add to the Tableau Online sync client.

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

Schedules and time zones

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

Sync client refresh process during publishing

The following steps describe the refresh phase of the publishing process, starting at the point when you receive confirmation that the data source is published.

  1. On the confirmation message, click the button to begin the scheduling process.

  2. For Start sync client on, select My Computer and click Set schedule.

    Alternatively, you can select another computer. You might do this if you published from a Mac, for example.

    Note: When you click Set schedule, you might see an alert from your web browser, letting you know it has received a request from Tableau Online to start an external application. The external application refers to the sync client. Allow the browser to start the application.

  3. When the sync client starts, sign in using your Tableau Online credentials.

    You must sign in explicitly to connect the sync client.

    If your organization uses more than one site, select the site you want to publish to.

    After you sign in, the sync client window opens near the Windows system tray with your data source listed.

  4. If your local data source requires a user name and password, add your credentials to the data source's settings in the sync client, even if you selected the Embedded password authentication type during publishing.

    For detailed steps, see Embed or update database credentials.

Set a refresh schedule for a data extract any time

  1. While you are signed in to the sync client, 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 Desktop 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.