I am about to deploy my Tableau Work book from Dev to Production and i was wondering if some one can provide me some guidance on the steps to deploy the workbook to production
change the data source with out loosing the dashboard structure,loose calculations, loosing renamed fields.
I have seen that i lost the Dashboard structure , calculations and some renamed fields when i do a data refresh.
How can i avoid this when i publish the dashboard in production and use the new data source and set up a automatic data refresh everyday.
Is the solution publishing a packaged workbook instead of .twb?
Thank you !
A link for your reference.
A Tableau Champion's Guide to Migrating Workbooks and Data Sources | Tableau Software
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