Version 7 has the new Data Server feature where you can publish the extract of your Oracle data source to the server and schedule its refresh. You can then use this extract instead of your direct Oracle connection and publish your workbook without scheduling any refreshes. This way the published extract will get refreshed on its own schedule and the workbook will remain as is, i.e. it will use the updated data from the extract and unchanged data from Excel.
I am looking for this feature for a long time now. I have a workbook with 10 tabbed dashboards published to server, which uses 6 different data sources. I want to have different refresh schedules for each extract, since refreshing all at a time consumes lot of time, server resources and is not required for my dashboard. Two of my extracts require weekly full refresh & 4 require daily full refresh.
It would be a nice feature to have on Tableau server to control individual extract refreshes within the workbook instead of refreshing all at a time.
Hi Full y agree working version 8 but still does not seem to be able to define different schedules for the various datasources. Or did I miss something.
You can set up data connections to have different refresh schedules. I have 4 DB2 data sources associated with one workbook. 1 is tied to a transactional system and it is set to update every two hours during the day; while the other three are more static, and those update once a day.
While on Tableau Server 8, go to the Data Sources section and you should see each data connection listed. From there, select one and choose Scheduled Tasks at the top and choose the schedule you wish to use. If you only have one schedule to select from, then contact your system administrator for he/she has likely configured only one schedule to choose from.
Hope this helps,
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On The Server, we cannot select multiple schedules for each extract in the same workbook, Every Schedule applies to all the Extracts and you cannot pick and choose extracts to Refresh Schedules.
The only other workaround would be :
1. Export your Data source extract to server with the desired schedule
2. Then replace your local Data source Extract with the one published on the server
3. Export your workbook.
I would say having this as a Server config would be more reasonable feature