Is there any way you can use a network path to a server that hosts the Excel file (e.g. \\server01\Data\Document.xls)? As long as that path is accessible locally and from the Tableau server, you shouldn't have any issues.
The other possibility I can think of is to keep the path consistent either C:\Data\Document.xls or D:\Data\Document.xls. This isn't ideal for a few reasons, but it would work.
Both viable options I've already considered, but was hoping this could be set in some config file on the server. Tableau Server and local Tableau Desktop are on totally seperate networks, unfortunately.
If Desktop and Server are one different networks, how are you publishing the workbook to Server in the first place?
There is a new feature in v8 which will allow you to refresh an extract on Tableau Server using a local copy of Desktop, but that won't help you either if Desktop doesn't have direct connectivity to Server.
Can you explain how you publish now?
I publish the workbooks over the internet. The Tableau server is located outside my office network. So I think I'm unable to map as a drive without setting up some sort of VPN. If that makes more sense.
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Until v8 arrives, you'll need to follow Joshua's suggestions.
However, Tableau version 8 (due very soon) will allow you to refresh an extract sitting on server directly from Desktop. This suits your needs exactly. Here's how it works.
Rather than creating a "live" connection, you'll create an extract of your workbook. You'll then publish the data source to your server:
At this point, reports will now created from the Data Source on server - not directly from the Excel workbook:
Once the Excel workbook (which the extract uses to refresh itself) has been updated, you remotely refresh the extract on the Server using the new functionality:
And, you're done. New rows are sitting in the server:
You'll also be able to do this refreshing from the command-line, and therefore schedule it via Windows Scheduler or whatever.
Hope this helps!
Okay, I thought so too. Thanks.
This looks really great. But I won't update the source file or the extract from my desktop. The source file needs to be an Excel-sheet that sits on the server. Then another program on the server will regularly download and replace this Excel-file to update the data source. Would this also work with the new v8 feature?
To clarify...I won't be able to refresh the extract manually from the desktop.
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Sure. You'd just need Desktop installed on the Server, too - and then use a scheduled-driven batch file to tell desktop to refresh.
Frankly, I'd probably try to turn this whole proposition on it's head and do this:
1. Create the report on my local desktop
2. Beg / borow / steal a remote desktop connection to the remote Tableau Server
3. Copy my report to the Server (like any other file)
4 Use a copy of Desktop installed on the Server to modify the report so that it points to the "local" excel file
5. Extract / Publish with a schedule to refresh....
Hi Russell ,
Can you please explain point # 2 and 4 , how can we execute these two steps .
Thanks and Regards,
I dont get the 'Tableau Data Server' option when i right-click on the data source ( which i tried after publishing the data source to Tableau Server. How can i get that option?
thank you for the tip. I got the option when i opened the published data source in a new workbook