Hi
I have to create a report once a week
I have 3 data source:
So I created all the worksheets
Now, next week, I don't want to recreate all from scratch, I would like just to replace the data sources (with the ones of the next week) and let Tableau recalculate the worksheet.
In Data tab, is not available the data replace option.
How can I manage this?
click on individual connection and edit connection. This is applicable if your files have different naming conventions
if you want to make this process smooth and if possible try to create a process where latest files have same name and older files are archived as per your need. With proper process in place you wont have to do anything just hit refresh.
Hi,
Please refer the below links i hope it is helpful for you. Marked as Correct or Helpful if it is working.
Link 1:-Turn off Automatic Updates to Boost Performance - Tableau
Link 2:-Filter Data Across Multiple Data Sources - Tableau
Thanks,
Amar D. Savale
I am assuming some system or you are manually creating weekly data snapshots. Lets say you have data files as
DataFile1_week1 , DataFile2_week1, DataFile3_week1
if you are using file names with date/timestamp then you need to update/edit connections.
But if your file Names are exactly same as earlier. Tableau will fetch new data once you just hit refresh. In this case you need not even edit the connection as Tableau know where files are located.
The problem is that I need to have all the reports and not overwrite them.
So at the end of a period of 2 months I need to have all the 8 reports (with the same template, just different data sources).