I'm experiencing an issue regarding auto-refreshing a workbook in Tableau Online.
I have a Tableau workbook (.twb) with as data-source an Excel file stored locally on my laptop. The data-source has an Extract Connection.
When I publish the workbook to Tableau Server (see also attached the screenshot 'Issue-Tableau-Publishing-Complete'), I'd like to auto-refresh both the data-source and the data in the workbook every hour. So when I open the workbook all data should be refreshed. The data-source is published separately from the workbook, otherwise I can't use the Tableau Online Sync Client.
So I use the Tableau Online Sync Client to auto-refresh the data-source (see also attached the screenshot 'Issue-Tableau-Workbook-Scheduling-AutoRefresh-Data-Source'), and this works perfectly for the data-source itself. See for the settings also attached the screenshots 'Issue-Tableau-DataSource-Settings-Connections-Tab' and 'Issue-Tableau-DataSource-Settings-RefreshSchedules-Tab'.
However, the issue is that I can't auto refresh the workbook itself (see also attached the screenshot 'Issue-Tableau-Workbook-Settings-No-AutoRefresh' where it can be seen there is no tab like 'Refresh Schedules'). The only thing I can do is opening the workbook, and manually click on 'Refresh' (see also attached the screenshot 'Issue-Tableau-Workbook-Manual-Refresh'), which works; changes in the data-source are coming through in the data in the workbook. However, this is just a manual method. Auto-refresh is of course preferred. Note that the data in the workbook is NOT updated/refreshed automatically if the data-source is refreshed.
- I also tried to switch to a Live Connection with the local Excel file (set from Tableau Desktop), but the issue remains.
- I also tried to publish the workbook and data-source together. However, then I can't use the Tableau Online Sync Client anymore. Setting auto-refreshment doesn't work.
Anyone who knows how to fix the issue?
Thanks a lot in advance!
Timo Rietveld (NL)