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. 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.
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.