try right clicking on the data source within the navigation window and then hit refresh. It should refresh the column names and then you may have to remap any vizzes that you have mapped to the old dimension.
Thanks for the reply Jeff.
Just for clarification, you want this to be done on Tableau Desktop, right ?
But, my problem is there are like 15-20 reports which have stopped working as the name of the column has been changed. Is there a way to fix all of them in one go ?
yes, Tableau desktop for the published datasource and then republish it. I'm not sure about all the reports that are connected to the published datasource as there may be local metadata to each report, so my only advice is to try refreshing the central published datasource and then if this works, then great, otherwise refresh each workbook too.
1 of 1 people found this helpful
I just contacted Tableau Support for a similar question. I was told that changes to data sources will only be reflected if the connection is re-established in the workbook, meaning that you need to open every workbook and manually reconnect to the data source. See the notes below. This is not good news for us - some of our data sources are connected to 50+ workbooks, so if we need to change a data source (which we often do) then all of those workbooks need to be touched.
At this time, the only way to update a workbook that is connected to datasources that have changed is to re-establish the connection.
The only way to re-establish the connection and to publish the workbook with all of the information needed to have the workbook function as expected is to re-publish the workbook from Tableau Desktop.
In the future, the best practice would be to re-publish the workbook every time after the workbook is changed, or if the schema of the connected datasource is changed. If there are different rows and columns in the datasource, Tableau Server will not connect to the workbook as expected. The connection is predicated upon the format of the workbook and of the datasource. Once either of these are changed, a new version will need to be published.
This is a huge bottleneck and Tableau should come up with a way for an enterprise to centrally manage changes to data sources without having to manually reconnect to data sources in every single workbook.
I've submitted an Idea to Tableau for adding a way to centrally manage changes to data sources without having to reconnect to data sources in every workbook. http://community.tableau.com/ideas/4813
This sucks. This is a great concern, I think. You cannot really go republishing a workbook each time the column name has been changed.
Just to understand. I downloaded the workbook which had the problem. Then connected to the new Data source I had published on the Tableau Server. Doesn't seem to work.
Looks like I have to delete the earlier column name, select the new one and then republish. (PFA)
Data Source test.PNG 25.5 KB
Yeah you might need to replace references if that earlier field is still appearing.
Hopefully they'll come up with a way to edit data sources without having to republish each workbook.