Extract Refresh Schedules
Tableau Desktop authors and data stewards can create and publish data extracts. Extracts are copies or subsets of the original data connection. Because extracted data is imported into the Tableau data engine, workbooks that connect to extracts generally perform faster than those that use live database connections. Extracts can also increase functionality.
Setting up refresh schedules
As a server administrator, you can enable scheduling for extract refresh tasks, and then create, change, and reassign schedules. General scheduling options you change on the server are available as part of the publishing process when a Tableau Desktop user publishes an extract.
Schedules that you create have the following options:
The priority determines the order in which refresh tasks are run, where 0 is the highest priority and 100 is the lowest priority. The priority is set to 50 by default.
The execution mode indicates to the Tableau Server backgrounder processes whether to run refreshes in parallel or serially. Schedules that run in parallel use all available backgrounder processes, even if the schedule contains only one refresh task. Serial schedules run on only one backgrounder process.
By default, the execution mode is set to parallel, so that refresh tasks finish as quickly as possible. You might want to set the execution mode to serial (and set a lower priority) if you have a very large schedule that prevents other schedules from running.
You can set the frequency to hourly, daily, weekly, or monthly.
For information, see Create or Modify a Schedule.
Refreshing extracts manually
In the Tableau Server web environment, both server and site administrators can run extract refreshes on-demand on the Schedules page:
Select the schedule and click Actions > Run Now.
You can also refresh extracts from the command line using the tabcmd
refreshextracts command. For more information, see tabcmd Commands.
Refreshing extracts from Tableau Desktop
Tableau Desktop users can refresh extracts they publish and own. They can do this the following ways:
At publish time: When an author publishes a workbook or data source that uses an extract, that author can add it to server refresh schedule. The refresh can be a full or an incremental refresh.
Incremental refreshes reference a column in the extract that has a data type of date, date/time, or integer; such as a timestamp. Tableau uses this column to identify new rows that need to be added to the extract. For more information, see Refreshing Extracts and Schedule Extract Refreshes as You Publish a Workbook in the Tableau Help.
User interface: In Tableau Desktop, you can use the Refresh from Source, Add Data From File, and Add Data From Data Source commands to upload an addition to or refresh an extract on Tableau Server. A user might want to do this if Tableau Server doesn’t have sufficient credentials to access the underlying data. For more information, see Updating Extracts on Tableau Server in the Tableau Help.
Data Extract command line utility: The Data Extract command line utility installs with Tableau Desktop. You can use it to append to or refresh a published extract. For more information, see Tableau Data Extract Command Line Utility in the Tableau Help.