Hey Lionel -
What do you mean by a shadow copy? To me, that infers a Tableau Extract may be in play. If that is the case, you'll be working off data in the Extract, which will only be updated from the Live data source when your scheduled extract refresh finishes.
Hey Russell, what I mean by shadow copy is, when selecting "Edit Data Source," I select a data source with "Live" and pull in the data. 5 minutes later maybe, a shadow copy will be created which replaces the live data source connection, which means whenever I edit the original data source, Tableau will not see the updates.
Sorry, still don't quite understand. Can you give me a numbered, step--by-step walk through of what you're doing, what you expect to happen, and what actually happens? Example:
- My data source connects live to SQL Server and does not use a Tableau data extract.
- Even though I know data has been updated in SQL Server, I don't see the new rows in Tableau
- Clicking the the refresh button doesn't make new rows appear. I expect new rows to appear but none do
- I must actually physically edit the the data connection for new rows to appear
Your reference to "5 minutes later a shadow copy gets created" is still confusing to me. I think you mean a Tableau Data Extract, but I want to make sure.
Sorry - I am referring to the desktop version of Tableau, not the server version.
Here are the steps:
1. I select an excel data source using a Live connection, not Extract
2. The data populates my Tableau file.
3. I make changes to the excel data source immediately
4. My Tableau file updates
5. 5 minutes later, I make more changes to the excel data source
6. My Tableau file no longer updates, because it is now linking to a shadow copy created in a temp folder on my desktop, rather than the original excel data source.
7. In order to update, I have to go back into "edit data connections" and maneuver the connection back to my original excel data source's location (i.e. on a shared drive).
Now I understand. This is expected. Just right-click the data source and choose "Refresh". The Refresh Toolbar button doesn't do what you need to, but there's no need to edit the data source itself.
The thing is, pressing refresh doesn't work, regardless if I press F5 or right click.
There is a bug on 8.2.0 about this. It's fixed in 8.2.2. Specific to Excel.
See the 8.2.2 release notes.
(If you're on 8.1.x, I'm not sure if this applies.)