5 Replies Latest reply on Oct 4, 2016 12:48 PM by David Li

    Data Source Dimension Default Sort

    andy.yu

      Hello,

       

      We are currently on Tableau 9.3.6

       

      • I have a data source that I published to Tableau Server
      • There is a dimension field where I set the default sort to manual and I manually sort the values
        • I then republish the data source back to have the new sort order I just did
      • When I open up a workbook that uses this data source
        • I notice that the manual sort that I just updated is not reflected, even when I click on refresh to refresh the data source

       

      Is there a reason why it's not showing my new manual sort?

       

      Any help or advice would be greatly appreciated!

        • 1. Re: Data Source Dimension Default Sort
          David Li

          Hi Andy, have you tried connecting to the Tableau Server data source again, then replacing the data source in the workbook to the new connection and closing the old one? The manual sort should come through as long as you overwrote the old data source correctly.

          • 2. Re: Data Source Dimension Default Sort
            andy.yu

            Thanks for the advice David!

             

            So I did the following:

            1. Opened my workbook that's connected to the data source
            2. Open a new connection to Tableau Server
            3. Select the data source on Tableau Server
            4. Replace the existing data source in the workbook with the data source I just connected to on Tableau Server
            5. Close the old data source

             

            After that it worked and I saw the new sort order

             

            Why is it that we need to do the steps above, why can the data source not just automatically have the manual sort come through?

            • 3. Re: Data Source Dimension Default Sort
              David Li

              You're welcome! This might actually be a bug in Tableau that could be worth reporting.

               

              My guess is that this happens because Tableau Desktop doesn't refresh everything when you tell it to refresh. It might only refresh the recordset and select metadata, and thus it may miss things like changes in defaults. Creating a new data source forces Tableau to start from scratch, so it'll capture everything.

              • 4. Re: Data Source Dimension Default Sort
                andy.yu

                Thanks, yeah when I click on refresh I see the dataset being updated and also some metadata (e.g., updated labels for dimensions)

                 

                But for some reason the manual sort I did was not

                 

                At least I know for next time, again appreciate the help!

                • 5. Re: Data Source Dimension Default Sort
                  David Li

                  You're welcome!