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Refresh Data on a Schedule

Tableau Server on Windows now includes Tableau Services Manager (TSM), which replaces the Configuration Utility and the tabadmin command line tool. If you need help for an earlier version of Tableau Server, see the Tableau Help page.

You can schedule refresh tasks for published extract data sources and published workbooks that connect to extracts.

Note: When a refresh is performed on extracts created in Tableau 10.4 and earlier (that is, a .tde extract), the extract is upgraded to .hyper extract automatically. While there are many benefits of upgrading to a .hyper extract, your users won't be able open the extract with earlier versions of Tableau Desktop. For more information, see Extract Upgrade to .hyper Format.

For information on how to refresh flow outputs, see Schedule a Flow Task.

  1. When you’re signed in to Tableau Server, go to Content > Data Sources or Content > Workbooks, depending on the type of content you want to refresh.

  2. Select the check box for the data source or workbook you want to refresh, and then select ActionsExtract Refresh.

  3. In the Refresh Extracts dialog, select Schedule a Refresh, and complete the following steps:

    • Select the schedule you want.

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

      By default, and if this option is not shown, a full refresh is performed. 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 the Schedule Refresh button.

Note: If you want to add a new schedule, you can do so on the Schedules page.