Background: I have an excel file stored on a folder within the Tableau Server that is used as a data source for a Tableau Workbook currently published on my company's tableau site. The connection between the two files is not live.
Problem: Every Monday I get a newly updated data set from another employee that would update the excel sheet on the Tableau Server. When I either opened the file to make changes and then simply save, or tried to overwrite the file on the server, I get "Excel cannot save this file because the file is currently in use."
Temporary Solution: I rebuilt the data connection and closed the old connection and everything seemed to work fine.
This seems overly complicated to simply update and excel sheet. Is there anyway to find out what is keeping the excel sheet in use when nothing should be (excel is closed, tableau is closed, no one accessing the View/Project on the site)?
Same issue here. I have not had the issue at all until recently and now it pops up. In my case, I can save and exit the Tableau file and then I can save the Excel file and then reopen the Tableau file and apply the updates. But not an efficient way of working.