![]() So if the data source is saved at C:\data.xls then the UNC path will be something like \\workstation1\c$\data.xls To refresh a file that is saved on a local machine or on a shared drive you need to upload the data source to TS using the UNC path. Now when you upload the workbook to TS, if you select refresh, a connection to the database will be made and the extract will be updated, along with any workbooks connected to it. This will automatically update the icon and the workbook will now be connected to the extract on the TS. In Tableau v9.3 you will be prompted to switch the data source to the extract on TS (Before 9.3, you have to connect to the extract on TS and select ‘Replace Data Source’ to change from the local extract to the one on TS). The easiest way to do this is to publish an extract of the data source and make sure to enter the credentials to access the data base. In order to be able to refresh a data source on TS you have to first upload the data source to TS. Therefore, any changes to the original data source will NOT be seen in the workbooks. Refreshing the data sources on TS will connect to the packaged data source and NOT the original data source. If a workbook is uploaded to TS and is connected to a local extract or live to a local data source then the data source will be packaged with the workbook when uploaded. a tde)Īgain, the most common issue with refreshing data sources on TS is not being directly connected to the data source that has been updated. TIP: In TD you can press F5 to refresh the connection to a data source (e.g. TIP: Clicking on “Properties” under the data source menu will show you the location of the data source To update the data in the extract you can go to “Refresh from source” OR you can “Edit data source” and refresh the extract To update the data in the extract you can go to “Refresh from source”ĭownloaded extract from TS refreshing will connect to the extract saved on the server NOT the original data source. Therefore, to update the data in TD you need to refresh the extract.Įxtract on TS refreshing will connect to the extract saved on the server NOT the original data source. So, if you are connected to an extract, the refresh button will only connect to the snapshot created when the extract was initially run. Locally created extract refreshing will connect to the locally saved extract NOT the original data source. Packaged workbooks do not have a connection to the original data source. If you are in a packaged workbook (.twbx) you may see a local data source, however this file will be saved in a ‘Temp’ location. Locally connected files refreshing will load new data from the file that the connection was made with. The main clue for how to tell what you’re refreshing in TD is the icons in the Data Source window: Then I’m going to run through how Tableau Server (TS) can be used to refresh data sources. I’m going to begin by outlining how you refresh data using Tableau Desktop (TD). This is usually due to Tableau not being directly connected to the data source that has been updated. It can be frustrating when using the refresh button as sometimes new data will not update in Tableau, as expected. This is a common issue that people are faced with too, Google searching for “why won’t Tableau refresh my data” returns the following results: Refreshing in Tableau can get a bit confusing, mainly due to the fact that there are a few different places that data can be refreshed. See the latest Redfin reports about monthly housing market performance.| Phillip Lowe Why won’t Tableau refresh my data? New data will be released monthly, typically during the third full week of the month. Download region data here: National, Metro, State, County, City, Zip Code, Neighborhood. ![]()
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