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.
Thanks for the advice David!
So I did the following:
- Opened my workbook that's connected to the data source
- Open a new connection to Tableau Server
- Select the data source on Tableau Server
- Replace the existing data source in the workbook with the data source I just connected to on Tableau Server
- 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?
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.
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!