Schedule Extract Refreshes in the Sync Client
After you publish data extracts to Tableau Online, use the Tableau Online sync client to keep them fresh. Using the sync client, you can schedule refreshes for extracts for which Tableau Online cannot reach the source data directly, such as data that you maintain on-premises, some web data connector data, or Oracle data hosted on a cloud platform.
Note: To use the sync client, you must have the appropriate permissions and Tableau license level, as well as the 64-bit version of Tableau Desktop on Windows. For information, see Sync client requirements.
1 Publish an extract of your data
Before you can use the sync client to keep data fresh, you need to publish the data to Tableau Online.
In Tableau Desktop, connect to the data, and on the Server menu, select Publish Data Source.
If you need to sign in, enter https://online.tableau.com, and then enter your Tableau Online credentials. For more help with publishing, see Publish a Data Source in the Tableau Desktop Help.
2 Start the sync client
In Tableau Desktop, select Server > Start Tableau Online Sync Client.
If you’re prompted to sign in, use your Tableau Online credentials. Signing in links your computer to Tableau Online and runs the sync client in the Windows system tray.
3 Open the data source’s Refresh Schedule page
Display the sync client and select Go to Tableau Online. (This link appears only if you have no linked data sources.)
On the Data Sources page on Tableau Online, click the name of the data source you want to refresh (not the check box), and then click Refresh Schedule.
4 Schedule the refresh with your sync client
On the Refresh Schedule page, for Refresh this extract on, click the button that shows a location. If you have not set up the sync client yet, the button might show Tableau Online.
In the dialog box, select A computer on my network, select your computer, and then click Save.
Click New Extract Refresh, and set up the schedule.
For schedule options, see Create a Schedule for a Sync Client Data Source.
If you need to provide a user name and password to access the data source you selected, you also need to embed your database credentials in the sync client’s connection. For information, see Embed or update database credentials. You need to do this even if you embedded credentials when you published the data.
If you have existing workbooks that use the same data, and you want them to be refreshed on the same schedule as the published and synced extract, you need to edit the workbooks to use the published extract instead of their own static (embedded) data sources. For information, see Replacing Data Sources in the Tableau Desktop Help.
If you use Tableau Desktop on a Mac, or you want the sync client to run at all times but don’t want to keep your computer on, you can run the sync client continuously on a computer that is always on. For more information, see Change Sync Client Connection or Refresh Settings.