I have experienced this perception with some excel data that I have loaded.
This is a perception because the data that tableau is using is sitting in an extract database in your temp directory, however the action you have done is refreshing the data in the .tde extract. There are a few ways I have found to deal with this;
- Exit tableau and restart. This will get tableau to regenerate the temp directory data
- Change your data from a live connection to an extract
- Attempt to regenerate/refresh the extract (use the right click menu on the data source)
You might need to try a few of these solutions to find the one that best suits your setup.
If you published an file into server then if it need to be updated with the new data you have to follow these steps.
- In Tableau Desktop, select the data source from the Data menu, and select Edit Connection.
- In the Excel Workbook Connection dialog box, type the full universal naming convention (UNC) path to the Excel data source.
- For example,
D:\datasource.xlshas a UNC path that looks like the following:
\\workstation1\d$\datasource.xls, where "workstation1" is the full computer name.
- Select Server > Publish Workbook.
- In the Publish Workbook to Tableau Server dialog box, uncheck Include External Files.
- Click the Publish button.
- Make sure that the Tableau Server Run As User account has access to the Excel file.
- Unchecking Include External Files ensures that Tableau Server connects directly to the original Excel file.
Thanks for the response. To clarify, the data source doesn't have any issues staying updated (the filepath is correct and Tableau's Online Sync Client successfully syncs it every day).
The problem with this data source is that new rows are updated successfully but new columns aren't added as an available dimension.
The scenario described is expected behavior when an extract is created. An addition to the original data source, such as a new column, will not be imported upon refresh. The extract structure would have to be updated to receive any new columns.
To resolve this issue, the extract should be removed, the original data source accessed or refreshed, and a new extract created to reflect the new data structure.
In the main workbook uncheck use extract
2. Edit connection and add any new information (If you are not using custom SQL you can probably just hit ok)
3. Extract data (Do not click use extract - actually re-extract and save over)
4. Optimze the extract
5. Open the other workbooks and see if it works.
I was encountering a similar issue recently with Tableau Desktop - not server - and in my case new columns were also not being brought in. Apparently when Tableau first pulls named ranges from Excel, it creates a shadow extract and hard codes the data range. Therefore, when it refreshes it does not pull new named range values from Excel, so new data columns and sometimes rows don't make it in. Thankfully, Tech Support provided a workaround that will work with any opened Tableau Desktop files: Re: Data refresh is not including new columns from Excel spreadsheet. I dont know how this workaround interacts with Server, if at all, so I am finding out and will followup if i hear something.
Hopefully they can address this issue soon.