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1. Re: Changing the underlying data source without destroying the entire workbook.
If you change the data source type, you run into problems, but if they are the same it should work okay. For the renamed fields, you can right click and "Replace References"
Did it wipe all the charts?
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2. Re: Changing the underlying data source without destroying the entire workbook.
I don't know what you mean by "data source type". I created a new view. I added the new view as a datasource to the workbook. Then I removed the old view. Even though almost all the field names were the same in the two views Tableau wiped all the charts.
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3. Re: Changing the underlying data source without destroying the entire workbook.
I don't do this (I change data sources the whole time). I create a copy of the workbook tbw then edit the source. Be sure to remove the extract first otherwise it can get confusing.
All of your charts are based off a data source with specific references to that source. This is why your method of swapping sources doesn't work.
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4. Re: Changing the underlying data source without destroying the entire workbook.
It seems to me that tableau needs a more fine grained understanding of data sources. Right now it seems to conflate a data source and a dataset as the same object and then bounds it tightly to the workbooks. Data Source = server + database login. Data set = table/view/query
Anyway I will use the same data source and change it.
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5. Re: Changing the underlying data source without destroying the entire workbook.
Well, maybe there needs to be more explanation as to why this doesn't work, but it doesn't for a very good reason - Tableau works very well with multiple data sources. Calculated fields I make must only reference one of those - there can be no ambiguity.