2 Replies Latest reply on May 7, 2018 1:46 PM by Ravi Teja Jagarapu

    Dashboard refresh and deployment for multiple clients

    Ravi Teja Jagarapu

      Hello All,

       

      Our team develops visualization reports for various clients. We have a number of clients because of which we face the following issues:

       

      • When we develop a new dashboard and say that we need to deploy it for 20 clients, we create 20 copies and change the connection for each client manually.
      • We deploy all the 20 copies manually on to the Tableau server
      • We need to do monthly refresh, but the problem is that the we don't schedule an automatic refresh as the data is not loaded on a certain day every month. So, we manually refresh the dashboards for those 20 clients whenever the data gets loaded and again publish them to the server.

       

      Can anyone please let me know what is the best way to automate the entire process?

       

      Thanks,

      Ravi