So, you are connected to extract using live connection. That is the reason the icon is grayed out. I'd suggest extract your original file (.twb/twbx) that contains the viz. Save and close the file so that it starts using the extract. Then, publish your file including extract in it.
Let me know if you have any query.
I see. I thought Tableau Desktop was clever enough to let me refresh an existing extract, seems that is not the case.
The issue with doing this: "I'd suggest extract your original file (.twb/twbx) that contains the viz." is that the original file was updated to use the published data source - so reverting to using the local extract is not possible to my knowledge.
What I did was:
- Open the local data extract
- Instead of connecting Live to it, I "Extracted the extract" to a new TDE. This gave me the possibility to refresh the data, but created a new TDE (so at this stage I had 3; local old, local new and published)
- After refreshing the new extract I could update my definitions, but for all sheets using this source I had to manually update to use the new, updated source.
- Close the old (published) data source
- Re-publish the new data source and delete the old local and old published extracts.
Perhaps step 3,4, 5 were unnecessary - I could have published my new data extract and written over the old - hoping that all the updates would propagate down to my local workbook when the data source changed online. But I didn't realize that before now so I haven't tried if that works - might just have messed up my visualizations making the change to the new TDE more tedious.
I'll keep the question open for a day or two in case anyone has any better solutions to this problem, then I'll give you the correct answer.
Thanks a lot for the assistance, Tushar!