---
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id: b918abc36d94b370018c0cd856ef31d84a597f2d7c1580192dadc5d398b73802
title: "Quick Start: Refresh Extracts on a Schedule"
collection: tableau
version: current
locale: en-us
portal_url: https://docs.salesforce.com/tableau/current/en-us/server/qs_refresh_extracts.md
canonical_url: https://help.tableau.com/current/server/en-us/qs_refresh_extracts.htm
source_site: help.tableau.com
content_type: documentation
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description: "Quick start: refresh extracts on a schedule on Tableau Server."
---
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# Quick Start: Refresh Extracts on a Schedule

For published workbooks that connect to data extracts, you can set up the server to refresh the extracts on a recurring schedule, so all workbooks connected to them always show the most up-to-date data.

To schedule refreshes you need to have administrator or data owner permissions.

**Note:** This topic applies to extracts published to Tableau Server. For Tableau Cloud, how you refresh extracts depends on the underlying data they connect to. For more information, see [Keep Data Fresh](https://help.tableau.com/current/online/en-us/to_keep_data_fresh.htm).

## 1 Set up a schedule on the server

Sign in to the server, go to the Schedules page, and click **New Schedule**.

![List of scheduled extract refreshes.](/tableau/current/en-us/server/en-us/Img/refresh_extracts1.png)

Tableau provides a few refresh schedules. You create additional schedules you need.

## 2 Enable scheduled extract refreshes and failure emails

As a server or site administrator, you can enable schedules, as well as email notification when extract refreshes fail.

Select Settings, and then go to the General page.

- Under Email Notification, select Send email to data source and workbook owners when scheduled refreshes fail.
- Under Embedded Credentials, select both check boxes to allow publishers to embed credentials and schedule extract refreshes.
    
    ![General settings with checkboxes for email notifications and embedded credentials.](/tableau/current/en-us/server/en-us/Img/refresh_extracts2.png)

## 3 Publish a workbook with an extract

In Tableau Desktop, select **Server** > **Publish Workbook**. Sign in to the server if you’re not already. In the **Publish Workbook to Tableau Server** dialog box , click **Schedules & Authentication**. Under **Extract Schedule**, select the schedule from the list.

![A form for publishing a workbook to Tableau Server with options to set a refresh schedule.](/tableau/current/en-us/server/en-us/Img/refresh_extracts3.png)

If the original data requires authentication, you will also need to select how you want people to access it.

## 4 Monitor refresh performance

You can monitor scheduled tasks by viewing **Background Tasks for Extracts** on the **Status** page.

![A list of server status items, including background tasks for extracts.](/tableau/current/en-us/server/en-us/Img/refresh_extracts4.png)