3 Replies Latest reply on Feb 29, 2016 10:59 PM by Nagarajan R

    How to disable refresh for one data source (extract) inside workbook

    Nagarajan R

      Workbook includes 5 datasources, all as extracts locally inside the workbook (Extracts are not published separately to Tableau Server and cannot be seen under data sources)

      4 data sources are created as extracts by refreshing data from relational database and one data source is created as extract by refreshing data from Excel File.

      Note: Excel file data is in an individuals local machine and its path cannot be accessed now. However excel data is static and will not change over time so i am not interested in refreshing the excel file extract inside the workbook.

      I wish to set up a refresh schedule for this workbook in a way that it refreshes 4 of the 5 data sources EXCLUDING excel data extract refresh.

      Is it possible to set up a schedule like that?

       

      Issue: Currently the workbook refresh fails as it not able to find the source path of that Excel file extract inside the workbook

       

      Thanks

        • 1. Re: How to disable refresh for one data source (extract) inside workbook
          Tharashasank Davuluru

          Hi,

          You need to publish all of the data sources you have used in your workbook to server. Other wise your refresh will fail and will give you out of date error.

           

          first question is your workbook is making use of any calculations which consists of data from excel file?

          • 2. Re: How to disable refresh for one data source (extract) inside workbook
            Tharashasank Davuluru

             

            Hi,

             

            This post by one of the community member:

             

            A Workbook that uses a live connection to a Microsoft Excel file data source or any other file based data source, there are two ways you can update them on the server:

            Specifying full universal naming convention (UNC) Path

            1. In Tableau Desktop, select the data source from the Data menu, and select Edit Connection.
            2. In the Workbook Connection dialog box, type the full universal naming convention (UNC) path to the data source in the Step 1 text box.

            For example,  D:\datasource.xls has a UNC path that looks like the following:\\workstation1\d$\datasource.xls, where "workstation1" is the full computer name.

            1. Select Server > Publish Workbook.
            2. In the Publish Workbook to Tableau Server dialog box, remove the selection from the Include External Files check box.
            3. Click the Publish button.

            In this method, Tableau server workbook establishes the connection to the file data source located at the UNC path specified.

            Similar Folder Structure on Tableau Server

            1. A similar folder structure is created on Tableau server where the file is copied manually.
            2. Let us assume that the file data source is located at D:\databases\datasource.xls and this path is specified in the Edit Connection from Data Menu.
            3. On Tableau server, on the D drive a folder needs to be created with the name as “databases”.
            4. The file “datasource.xls” needs to be copied manually in the “databases” folder on Tableau server.
            5. Select Server > Publish Workbook.
            6. In the Publish Workbook to Tableau Server dialog box, remove the selection from the Include External Files check box.
            7. Click the Publish button.

            In this method, Tableau server workbook will establish the connection to the file, with respect to the path specified in the local drives where Tableau server is running.

            Note: In both the methods above, the Tableau Server Run-As User must have appropriate permissions for the file data source to which the workbook will connect to.

            1 of 1 people found this helpful
            • 3. Re: How to disable refresh for one data source (extract) inside workbook
              Nagarajan R

              Thank you for the response Tharashasank Davuluru

              I understand both UNC and local in server solutions. I believe both your solutions are steps to execute after you have or found the original excel file.

              However the issue is I am unable to retrieve/locate the original excel file and its a great challenge to recreate that excel file.

              And in addition this extract (from excel file) is blended with all other 4 data sources inside the workbook and calculated fields are created on this excel data as well.

              So I was trying to figure out if there is an option to select data sources inside a workbook while setting up a workbook refresh schedule.

              Again publishing all data sources may be an option here but did not want to clutter the data source tab inside Tableau server with these data sources as it will never be used as stand alone extracts even for self service by users.