Tableau is aware and working on the problem--thanks for pointing it out!
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The builds did get pulled, we have the following added to the Release Notes:
In the Tableau 9.3.10, 10.0.4, and 10.1.2 updates, data from Excel connections are inadvertently being treated as case-sensitive, causing many existing views to return incorrectly sorted data. This change will be reverted and thus repaired in 9.3.11, 10.0.5, and 10.1.3.
So basically we're doing a rekit of the builds and they'll be trying to get these out as soon as possible.
10.1.3 is out!!!