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1. Re: Keep groups intact when refreshing extracts?
Shawn Goicoechea Jul 17, 2013 9:51 AM (in response to Sai Li)(I'm using Tableau 8)
I am having a similar problem, unfortunately for me it seems intermittent because I've refreshed this extract (Excel) and it worked fine for over a month. The last time I refreshed it one of my group fields that I had created ceased to exist giving me the dreaded red exclamation mark.
Were you able to find a solution to your issue? I've tried to recreate this issue in a data set, but have not been successful - so I can't actually figure out what is causing me to have this problem. I just hate the thought that I'd randomly have to remake a bunch of these groups as it sort of defeats the purpose in this example.
Sorry this isn't an answer!
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2. Re: Keep groups intact when refreshing extracts?
Allison Brown Mar 18, 2014 12:53 PM (in response to Shawn Goicoechea)Has anyone found an answer to this?
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3. Re: Keep groups intact when refreshing extracts?
Matt LuttonMar 18, 2014 1:18 PM (in response to Sai Li)
My suggestion would be to always use calculations or some other data-driven method for creating your groups. The ad-hoc groupings in Tableau are not very useful, unless you only plan to use them for a one-time analysis. Just my two cents, but pretty much any grouping can be created via a calculated field, like (very simple example)
IF STARTSWITH([Name], "J") then "J Names"
elseif STARTSWITH([Name], "M") then "M Names"
etc, etc.
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