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Sign in to Tableau Server. Enter server access credentials in the browser tab and check if you logged in successfully.
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In Tableau Desktop, create a new workbook or select the existing one to be refreshed. Publish it to Tableau Server.
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Adjust all the needed information, such as:
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Select the Location where you would like to publish the workbook;
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Give it a Name and Description (optionally);
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Add a scheduled period (optionally);
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Click the Edit link next to the Data Sources section to manage the data source publish type and authentication;
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Set the Publish type = “Embedded in workbook” and Authentication = "Allow refresh access";
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Click Publish to publish the workbook.
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In Tableau Server, navigate to the published workbook. Check your existing scheduled refreshes in Extract Refreshes. Use New Extract Refresh to create a new one.
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Determine a schedule for Full Refresh and press Schedule Refresh.
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Examine the scheduled refresh progress in Jobs.
