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
#Tableau prep update update
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.
#Tableau prep update how to
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. | Phillip Lowe Why won’t Tableau refresh my data?
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