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How will you publish and schedule a workbook in Tableau Server?

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  • First, create a schedule for a particular time and then create Extract for the data source and publish the workbook on the server.
  • Before we publish it, there is an option called ‘Scheduling and Authentication’. Click on that and select the schedule from the drop-down and then publish. Also publish data source and assign the schedule. This schedule will automatically run for the assigned time and the workbook will get refreshed on a regular basis.