4 Replies Latest reply on Sep 17, 2009 7:15 AM by Elizabeth Coleman

    Data Refresh

    Elizabeth Coleman

      Hello,

       

      My data isn't reflected the most recent data that I added to my file.  In the past when I've added data to my Excel file - it automatically refreshed Tableau when I opened my workbook.  I deleted some columns in my Excel file that I wasn't using in my Tableau workbook - could it be causing the problem?  I removed my data extracts and now I'm working with the raw data; I closed all instances of Tableau that I had opened - that didn't resolve the issue.  I'm at a lost of what I should try next. 

        • 1. Re: Data Refresh
          Michael Cristiani

          Elizabeth,

           

          Not saying this will work, but, did you save the Tableau workbook as a .twb (Tableau workbook) or as a .twbx (Tableau Packaged Workbook) after removing the Extracts and some columns?  The .twbx stores the data (extract or not) in its own data folder, so if you saved it as a .twbx, and are then re-opening that file, perhaps you are getting a reference to that datasource instead of the "raw data."  No editing of the original datasource will be reflected in the .twbx.  If you want to use the .twbx at this point, you will have to re-point to the original datasource location. You could also edit the copy of it in the Packaged Workbook's data folder.  Even then, you will have to edit the data connection to point it to this data folder, I think.

           

          If you did save the file as a .twbx, open the .twbx, then File > Save As > chose "Tableau Workbook (*.twb) from the Save as type input drop-down, and click Save.  Close the .twb file and reopen it. You can now do Data > Edit Try the Data > Refresh again. Please report back your results. 

           

          The true Tableauians who monitor this forum will correct and gross errors in this post, hopefully.

           

          MANY BLESSINGS!

          Peace and All Good!

          Michael W Cristiani

          Market Intelligence Group, LLC

          • 2. Re: Data Refresh
            Elizabeth Coleman

            Hello mcristia,

             

            It does appear that the problem I'm having has something to do with the revised Excel file that is stored on my desktop as it has been since I started using Tableau.  Last month I saved my Tableau file as a packaged workbook when I distributed it to my audience - before I edited the workbook - I saved it with "twb" extension. 

             

            I found files with "tds" extension that are included in my workbook stored in C:\Documents and Settings\usd02744\My Documents\My Tableau Repository\Datasources - the files have the most recent data in them. The files that are stored in the Datasources folder all have file extension of "tds". 

             

            How do I point my workbook to those files? 

            • 3. Re: Data Refresh
              James Baker

              tds files don't contain any actual data, they should be very small.  Do you intend to say that you are opening up a tds file (by double-clicking, for example) and finding your latest data?

               

              There are just a few things to check.  First, in the Data menu, there are 5 options relating to Extracts.  If only the first is available (2-5 are grayed out), you can be sure you're not hitting an extract.  2nd, check Data -> Data Connection -> Properties.  Is the file name pointing to where you think it should be?

              • 4. Re: Data Refresh
                Elizabeth Coleman

                Thank you.  That was the problem.  What a relief - I was concerned that I would have to start from scratch.