Analytics-DA-201 - Publish and Manage Content on Tableau Server and Tableau Cloud (9% of the exam) - Section 4.2
Schedule data extract refreshes on Tableau Cloud and Tableau Server.
Practice question for this objective
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A data analyst has published a workbook backed by an extract to Tableau Cloud and wants the extract data to be brought up to date automatically every morning before the team starts work. Which action makes the extract refresh on a recurring basis without anyone clicking refresh manually?
AOpen the workbook each morning and use the keep-only filter so the latest rows load into the view.
BCreate a refresh schedule on Tableau Cloud and assign the extract to it so it runs at the chosen time each day.check_circle Correct
CSwitch the data source from an extract to a live connection so the schedule applies automatically.
DDownload the workbook locally each day and republish it so the bundled extract is updated.
Recognise that assigning an extract to a refresh schedule on Tableau Cloud is what automates recurring extract updates. Scheduled extract refreshes work because Tableau Cloud runs the refresh job at the configured cadence on its own backgrounder resources, updating the stored extract so published content shows current data without manual intervention.
Why A is wrong: A keep-only filter only restricts which marks are shown and still relies on someone opening the workbook manually, so it neither refreshes the extract nor removes the manual step.
Why B is correct: A refresh schedule is the recurring job that tells Tableau Cloud when to update the extract, so attaching the data source to a daily schedule produces the automatic morning refresh the analyst wants.
Why C is wrong: A live connection queries the source on each load and has no extract to refresh, so it is a different choice entirely and does not satisfy the requirement to schedule an extract refresh.
Why D is wrong: Republishing a locally refreshed workbook does update the data but is a manual daily chore, which is exactly the repetitive task a refresh schedule is meant to remove.
Exam traps in Publish and Manage Content on Tableau Server and Tableau Cloud
Answers that look right on this material and are not. Each one is a distractor from a different question in the Analytics-DA-201 bank for this domain.
On Tableau Cloud an administrator defines named schedules centrally, while on Tableau Server frequency is chosen per task from preset options.
errorWhy it is wrong: This swaps the two platforms; the central named-schedule model is the Server behaviour, not the Cloud behaviour, so the assignment is reversed.
Inside Tableau Desktop on the Data menu before the data source is published.
errorWhy it is wrong: Tableau Desktop can create and refresh a local extract, but it does not host the server-side schedules that run unattended, so a reusable nightly server schedule cannot be defined there.
Include the external files with the workbook so a static copy of each spreadsheet is uploaded at publish time.
errorWhy it is wrong: Including external files uploads a fixed copy at publish, so the published workbook would read that frozen snapshot rather than the changing files, which contradicts the live requirement.