KNOWLEDGE BASE

Scheduling and Authentication Option Is Not Available


Published: 25 Aug 2014
Last Modified Date: 30 Aug 2016

Issue

The "Scheduling and Authentication" option is not displayed when publishing a workbook.
 
Scheduling and Authentication Option Missing

Environment

Tableau Desktop

Resolution

Option One:

Use an extract as a data source.

Option Two: 

Use a data source where logging in is necessary to access the data.

Cause

The option to to embed authentication and schedule refreshes is only available when an extract is being used and log in credentials are needed to refresh the extract on Tableau Server.

Additional Information

If a live connection to the data source is being used and authentication is required, the available option will be Authentication only.

 
Authentication Only.
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