You are correct that only an Admin or the owner can refresh an extract. I will include some documentation here, but it does not come right out and say that no one else can refresh them it just tells you who can.http://onlinehelp.tableau.com/current/server/en-us/help.htm#publish.htm
You would need to test that action because even though you might give a user editor rights to a data source, I am not sure if that includes the action of setting a refresh schedule.
Has anyone been able to understand the user type and permissions necessary to enable users to directly refresh extracts via browser, with button "Refresh now"?
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What I have found is that the user must be set with all the maximum permissions to be allowed to do this.
He must be a Publisher in the site, a Project Leader of the project, and an Editor of the datasource.
If anyone figure out how to grant this type of access with less permissions, please let me know!
I have exactly the same problem. I want my user to view, filter and update the extract manually (on top of a hourly refresh).
Ideally the site role could be viewer, project tool and data source could have "connector" rights.
Does that make sense?
Ditto Harold! Just want a user to be able to refresh their dashboard whether it's live or extract.
After some research and testing (10.3), found that the user must either be 1.) owner of data source (extract), 2.) project leader (permissions), or 3.) site administrator (role).
Providing user with 'Editor' permission on data source (or project) allows the user to delete the data source, but does not allow user to refresh extracts.
I am posting the current version documentation for Onlie permissions. I will post them in the order which best helps describe this discussion.
Hope this helps describe what the permissions do and at which level they should be applied.