On Tableau Desktop you have to set your dataset in extract mode, selecting the incremental refresh (with a specific column to be considered as reference, such as ID or date).
Once you're done, you can publish that datasource in order to let Tableau server know how you want to handle data.
Basically, the first thing you need to do is setting the datasource and evaluate if you want to publish it on server (so other workbook can connect to it) or just publish that datasource "inside" a specific workbook.
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