2 Replies Latest reply on Dec 14, 2016 11:17 AM by Stephen Rizzo

    Automating Updates

    Donald Wilson

      Hi Group,

       

      Can Tableau automatically update saved reports with new data?

       

      I've created a handful of reports each morning that currently are being refreshed manually.  In fact I do two things with each report:

      1) The report is opened and the extract is updated and saved.

      2) A copy of the report is saved with the same name but has a date extension added (ex. FileA121416).

       

      Is there a way for Tableau to do these tasks at a given time each day on its own?  If so, how is this done.

       

      FYI.... we are using Tableau Desktop 10.0.

       

      In advance, thanks for your help.