Publish and Manage Content on Tableau Server and Tableau Cloud9% of the exam

Scheduling full and incremental extract refreshes

Full versus incremental extract refresh and why incremental must be set up in Desktop before publishing, how refresh schedules are created on Tableau Server and Tableau Cloud, the 7,200-second Cloud timeout, refreshing from Desktop, and who can be given the Refresh Extracts capability.

Official exam objective
Schedule data updates: Schedule data extract refreshes.

~8 min read · 5 practice questions ·

What the exam expects

  • Choose between a full and an incremental refresh and configure incremental refresh in the Extract Data dialog before publishing.
  • Schedule a refresh for a published workbook or data source on Tableau Server or Tableau Cloud, during or after publishing.
  • Keep a Tableau Cloud refresh inside the 7,200-second timeout by shrinking the extract or refreshing incrementally.
  • Refresh a published extract of local-network data from Tableau Desktop, and know who can be given the Refresh Extracts capability.
  • Key terms: full refresh (replaces every row with the source's current data); incremental refresh (adds rows newer than the last refresh, identified by a column); refresh schedule (a recurring refresh task on the site); timeout limit (the longest a single Cloud refresh may run before it's canceled); Refresh Extracts capability (lets a non-owner trigger a refresh).

Key facts

Default refresh type
Detail
Full refresh
Incremental refresh on the server
Detail
Only if configured in Desktop or web authoring before publishing
Incremental prerequisites
Detail
All rows; not a sample; Aggregation off
Source structure changed
Detail
Full refresh before incremental resumes
Cloud refresh timeout
Detail
7200 seconds (two hours), not configurable
Several schedules on one data source
Detail
Run serially, one waits for the other
Refresh Schedule in Publish Data Source
Detail
Not available to Tableau Cloud or from the Data Source page
Scheduled refresh of a database that needs sign-in
Detail
Embed the credentials
Refresh from Source
Detail
Needs the extract's connection to the original data
Refresh Extracts capability
Detail
Explorer (can publish) or higher
Sources for this section (7)
  • Why can a datetime column with more precision than milliseconds produce duplicate rows in an incremental refresh?
  • When does an incremental extract need a full refresh before incremental refreshes can continue?
  • Where do you see whether each past refresh was full or incremental?
  • When can Append Data from File add rows to a published extract?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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