You can plan the excerpts to be refreshed automatically when publishing workbooks that relate to excerpts. In this way, every time your underlying data are updated, you do not have to republish the workbook and still have the performance of a data extract. Let's say you have for instance a workbook that is updated on a weekly basis with a big data warehouse. You can create an extract INCLUDING only the necessary data instead of publishing a workbook which queries the live data. This improves performance and prevents live database queries. This workbook can then be added to a timetable to refresh the extract at periodic intervals with updated information from the data store. Timetables are established and managed by an administrator on the server. However, when you post from Tableau Desktop, an administrator can add a workbook to a timetable.

• When you publish a workbook, press on Scheduling and Authentication in the Publish Workbook to Tableau Server dialog box. 
• You can also publish Tableau Server information sources in relation to publishing workbooks in the Scheduling & Authentication dialog box to choose which timetable for the Publishing Data Sources workbook. A reusable link to the information is a data source. You can centrally handle and store information sources by publishing information sources. Published information can be found in the information engine (extracts) of Tableau, or in a live and related database. The published source of information also includes field-level adaptations, such as calculations, groups, sets, and default. This subject explains how to publish a Tableau Server information source. Publishing a Tableau Server information source:
  • Choose the data source in the menu Data and then choose to Publish to Server: 
  • You will see the Tableau Server login dialog if you have not already signed up to Tableau Server. Type the server NAME or URL (SALES server, for instance) and click Connect. Simply click Connect. 
  • Next, type and press Sign In, your user name & password. Type your Windows user name (not needed–except for multi-domain environments where the user does not default) if the Tableau Server is configured for using the Active Directory; else enter your Tableau Server user name. The above dialog will not be displayed if Tableau Server is set up to use SAML for user authentication. You will instead see an immediate sign in from an external supplier of identity. 
  • Now, you see the Tableau Server dialog box- Publish the Data Source. 
• Please specify: A project is like a folder containing workbooks and information sources. Project. One project named Default is provided on the Tableau Server. It is necessary to publish all workbooks in a project. 
• Name: Enter the workbook name in the text box Name. Name: To pick a workbook from the server, use the drop-down list. The workbook on the server is overwritten with your workbook when you publish it with the name of a current workbook. As a license to overwrite workbooks on a server, you must be permitted to Write/Web Save. 
• Authentication: If you need a username and password from your source, you can specify how to manage authentication when it is posted on the server. The accessible alternatives rely on your sort of information source
• Add Tags: One or more keywords can be typed in the Tags text box describing a workbook. Tags assist you and others when browsing the server discover associated workbooks. It should be divided into a COMMA or a room for each tag. If space is on the tag, type a quote tag in the tag (e.g. "Sales Quotes")
  • ALLOWANCE for or denying access to the workbook on the server can be specified. Standardly, everyone can communicate with the workbook and all functions are permitted as a publisher. See Setting Permit for more details and see Permit for data on user and group capacities.
  • Select Include External Files if you publish an external file information source and/or information source on a mapped cart. A copy of the information source is released when you include external documents. Excel Access, Text, Data Extract, and Image File external information sources include. Others may not be able to see the worksheets online if you do not include these documents. Change the link data to ensure that the workbook refers to the entire UNC path if you do not want to release the external server documents. You would connect to \\filesrv\datasource.xls instead of linking to D:\datasource.xls, for instance. 
  • Click Publish. To publish.