The New Sales is a live connection, so pressing F5 should update that. All the other data sources are extracts, you'll need to either use Data->Refresh All Extracts... or select each extract and right-click to do Extract->Refresh.
I was having the same issue, my data is a live connection. I right clicked on the data and clicked refresh and it didn't pull in the new column headings I put into the spreadhseet. I tried pressing F5 like you said above and it didn't pull it in either.
I am having the same issue as Amanda. All my data sources (excel files) are a live connection, however when i refresh the data, nothing happens. I tried saving the file and reopening it. Again nothing changes. Am I missing something?
Should work. I typically make sure I'm in the worksheet that uses the live datasource (to excel), hit F5 and it refreshes.
Occasionally..I make changes to the excel file and forget to save the changes before refreshing Tableau, but that will surely result in what you're seeing.
I have a similar issue. I have been saving my files as packaged workbooks and wondering if that is part of the problem. I fixed it finally by replacing the old data source with the same data source, and the changes that i made to the excel sheet showed up in the analysis. The part I do not like about that is that it changes some of how my analysis looks and I am not sure if it is changing other aspects that I cannot see behind the scenes. I would much prefer to be able to press F5 and refresh without having to replace the data source.
I was having similar issue and 2 things finally helped me.
First, right click data source, under Tableau data server choose Refresh from Source
Second, when the refresh is done, right click and Add to Saved Data Sources.
This works for me. Not sure if it will help.
We're having the same issue. Everything is connected to an Access database and when new records are added to a data source they do not come in after refreshing the data soure. I've have had to go back and reconnect to the database a couple times in order to get the queries to refresh. Why is this necessary?
I am facing the similar issue.
I am connected to an excel file as live connection.
When i make changes to excel files, the changes are not reflecting in the data source.
Every time as suggested i have to replace the data sources with the same data source in order to reflect the changes.
Having the same issue as many other posters. Tableau not updating after data refresh of excel file and I have to basically add a new data source of a new file for it to actually work. Which Tab Delvs could look into?
We are also having this issue. Is there a fix yet? None of the suggestions above have worked. We use Macs, so the F5 feature doesn't work for us. Is there a similar shortcut for a Mac? We have tried updating the data source, replacing the file, refreshing the data. Nothing seems to work. Help?
The only thing I've found that works all the time is to save, exit and reload the workbook I'm working on. This reloads the data and brings in the new columns.
FYI - I'm working with a live connection to MS SQL Server.
This thread has to do with people connected to excel files... not MS SQL Server...
Locking this post because:
- it's very old technologically speaking and
- people claim they are saying they're having the same issue but not providing enough details (e.g. new or legacy Excel) to and experiencing it with different data sources.
In this situation it's best if people start a new thread with the specifics to their particular situation. We need details.