4 Replies Latest reply on Feb 5, 2014 7:39 AM by Benjamin Fox

    Refreshing Published Datasource Extracts

    Andrew Murphy

      I am trying to convert some reports from live connections to published data sources (running from extracts).

       

      The steps I have taken to do this are:

      1. Duplicate the existing data source report
      2. Extract data
      3. Publish to server
      4. Add new published data source from the server.
      5. Replace the existing live connection data source with the published data source
      6. Delete the old live connection data source.

       

      To schedule I have added the data source to the End of the Month schedule

       

      Now if I refresh the datasource from within Tableau desktop, the data refreshed as expected.

       

      However, if I run the schedule, the report connected to the data source comes back empty, even though maintenance log show that the task was completed successfully. 

       

      Any ideas what I am doing wrong here?

       

       

       

      Andrew

        • 1. Re: Refreshing Published Datasource Extracts
          Andrew Murphy

          After researching a bit more about this I found that published data sources using extracts cannot be used in this way.  This is a massive let down but still need to find the best solution.

           

          My understanding now is that I can publish reports with their own extracts and refresh these individually. 

           

          So I have repeated the above steps but not created a published data source.

          I am then using the following script to refresh using tabcmd:

           

          E:\Program Files (x86)\Tableau\Tableau Server\8.0\bin>tabcmd refreshextracts --project "Group WIP" --workbook "KPI - Actual vs Plan (Extract)"

           

          This returns successful but if I then try to run the report all the data has vanished.  Only after republishing the workbook is the issue resolved.

           

          Any advise would be appreciated.

           

          Thanks

           

           

          Andrew

          • 2. Re: Refreshing Published Datasource Extracts
            viraj gholap

            As I understand, there are two ways.

            1. You create  a workbook with live db connection or extract data in same workbook. You publish the workbook with db credentials (Embed password). Now publish the workbook. In this case, the data source is either a live connection or a connection + extract associated with the workbook. Such workbook works fine and you can schedule the refresh for the entire workbook.

             

            2. Other way is create a data connection with database from Tableau desktop. It creates a TDS. Publish this TDS. OR After creating the data connection, extract the data and publish TDS + TDE combination (TDSX). No workbook is published in this case yet. You can schedule refresh for this TDS or TDSX.

            Now you can open a new workbook. Connect to the data source on the server and build the dashboard. Publish the dashboard. Such dashboard need not be refreshed. It gets refreshed automatically when the data source is refreshed.

             

            Hope it helps.

             

            Viraj

            • 3. Re: Refreshing Published Datasource Extracts
              Andrew Murphy

              Hi Viraj

               

              Thanks for your reply.

              I am confused.

               

              So, if I understand correctly, is there is no way to refresh the extract for a published datasource except refreshing each workbook that uses the source

              Or

              Does refreshing a workbook based on the published data source update the data for all workbooks that use it?

              • 4. Re: Refreshing Published Datasource Extracts
                Benjamin Fox

                I'm likely confused by this question, but from what I read in your first post this should do exactly what you are wanting done.

                 

                A few questions. Do you have admin access to your tableau server so that you can see if the schedule is running and if your refresh was successful? Where is this data you are putting into an extract coming from originally?

                 

                I manage several extracts and have them all running on different schedules. These extracts are all coming from a SQL server database. But having them as extracts not only gets the data to people faster but makes 20 people hit an extract instead of 20 people hitting the ever slowing SQL server.

                 

                One thing that may be making your extract be empty is if you have any data source filters on it. If you do, no matter what kind of data is in your extract, it will only show you what the data source filter allows in.