Tableau Connector for monday.com
Breadcrumbs

Schedule a Refresh on Tableau Server

Create a Data Source via Tableau Connector by Alpha Serve on monday.com side. Export the data into Tableau Desktop Worksheet.

How to publish data on Tableau server and create a scheduled task


  1. Sign in Tableau server. Enter server access credentials on the browser tab and check if you signed in successfully.

image-20230516-114908.png

2. Create a workbook and hit the Share button.

image-20230517-141902.png


3. Adjust all needed information, such as a project, a workbook name, and a scheduled period, and publish the data to the server.

image-20230517-142150.png


4. The workbook should be published on the server

image-20230517-142607.png
image-20230517-142649.png


5. You can check scheduled actions under the Schedules tab.

image-20230517-142909.png


6. Also, you can apply a manual data refresh.

image-20230517-143056.png