2 Replies Latest reply on Mar 30, 2018 10:24 AM by Andrew Lloyd

    Let anyone manually refresh a server extract?

    Andrew Lloyd

      We have several dashboards on Server that are powered by data extracts. The extracts are giant and refresh every morning which works great. But, oftentimes we do some data manipulation and need to manually trigger the extract refresh. The only way we are able to accomplish this is if I personally (as the one that originally created the extract) goes into server and manually refreshes. Anyone else on our team that tries to refresh does not see the refresh extract option (or it is grayed out), presumably because they are not the owners of the extract. Is there a way to grant them access to refresh the extract? Or is there a different method that we can use to refresh that would allow anyone to?

        • 1. Re: Let anyone manually refresh a server extract?
          Ritesh Bisht

          Option 1

          The Tableau Server Administrator or Owner must grant Editor access to the workbook or data source. To change owner, download the workbook or data source, republish to the same site and project with the same name, and choose Yes

          when prompted with Would you like to Overwrite?

          .

          Option 2

          The Tableau Server Administrator or Owner must grant Editor access to the workbook. To change owner, open the workbook in Tableau Server and click Edit

          . While in web edit mode, click Save As

          and enter the same workbook name. When prompted with Would you like to Overwrite?

          select Yes

          .

          Option 3

          Grant Tableau Server user Project Leader permissions to the Project. The Project Leader can change the Owner of a workbook or data source, and then refresh the extract. Note:

          the Project Leader cannot refresh the data until they have assumed ownership of the workbook or data source.

           

          Additional Information

          Only Administrators or Owners can refresh data. Overwriting a workbook changes the owner to the most recently person to publish the workbook. Starting with Tableau Server 9.3, Project Leaders are able to change ownership of workbooks and data sources.

           

          Check here --->Refreshing a Data Source Published By Another User | Tableau Software

           

          Please mark this answer as correct/helpful if it really helped you so that it can help others as well.

           

          Thanks,

          Ritesh

          • 2. Re: Let anyone manually refresh a server extract?
            Andrew Lloyd

            so long story short, it's a wonky work around.