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I want to refresh my data in the beginning of the month but daily which means that the data of the previous day should be taken to be refreshed but the problem is when the previous day is the last day of the previous month e.g. (31/3) while the needed data is 1/4.

How can I solve the problem

4 answers
  1. Apr 12, 2022, 11:01 AM

    This sounds like it's going to require more logic to make these determinations, something the scheduler isn't equipped for.

    I recommend an automated solution here - both for your case, and in general to prevent against data drop-outs.

     

    You can use tabcmd to refresh embedded and published extracts, which when coupled to a logic solution such as sql, python or even a scripting tool, can be used with a 3rd-party scheduler to handle this kind of refresh.

    As a general rule, I tend to avoid the scheduler, adding a refresh to the back of my warehouse and table refresh routines: this would work really well for your problem too.

    You can read more in my articles on this here: Datawonders | Tableau Server Automation

     

    Its a large section, covering four sub-parts too, where I demonstrate designing and configuring a complete solution, I recommend the Topic page, and Part 2 to help you with your situation.

     

    Steve

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