⦿ How to set up a Scheduled Refresh in Tableau Server (for a Data Extract created using the Cognetik Cloud Connector)

In order to run scheduled refreshes using Tableau Server, you first need to whitelist the connector. Here’s how you do that. 

After whitelisting the connector, open the Connector in Tableau and submit your query.

We went for a basic query in Google Analytics.

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In Tableau, update your query.

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View your data in a worksheet.

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Log in to your Tableau server.

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Click 'Publish Workbook'. 

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Name your extract and Embed your password.

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Publish the workbook. This will prompt Tableau Server to open.

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 Click 'Schedule a Refresh'.

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Open the refresh options and choose one of the available schedules.

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Now your scheduled refresh will run as selected.

To view your scheduled refreshes, go to 'Tasks'  in the upper menu bar.

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