If I follow your scenario correctly, you have a data source "DS" on the server, and your workbook is pointing to it, but the workbook is also configured to use an extract of it.
It sounds like you just need to configure your workbook to "Live" so that it uses the "DS" server data source without extracting its own copy.
Then, when you publish updates to the "DS" data source, the workbook should immediately see the new data as well.
Did I overlook anything about your scenario?
Yes, you understood correctly. I did convert it to "Live" but wanted to use "Extract" while on the server because it seemed like the "extract" version performed better.
So, if I use "Extract" of DS in the workbook, how would one update or refresh that extract. The refresh action on the server didn't seem to work although that was the instruction given in one of the help resource.
Thanks for replying.
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It's kind of hard to visualize, but here's what you have:
- "DS" the local TDE file
- "DS" the server data source (published from the TDE file)
- "DS" the local extract used by the workbook (extracted from the server data source)
It's important to note that the extract is a local extract. So even though you've published the data source, your workbook is still using a local copy (or embedded copy when you publish the workbook). So essentially, your published workbook is not using your published data source at all.
Once you publish your workbook, the difference between Live and Extract will be non-existent, because both versions boil down to an extract. So you really should use Live. Honestly, Live vs. Extract shouldn't matter even when you're editing the workbook on your Tableau Desktop, unless your TDE data source is absolutely enormous. If that's that case, you can always switch to Extract to make your edits, but switch it back to Live before you publish it.
With this workflow, you should be able to publish updates to the TDE file completely independent of the workbook.
Thanks. You correctly described the scenario. I will use "extract" while editing and convert to "live" just before publishing. Thanks for your patience.
And yes, am publishing the tde file on a schedule independently and might occasionally "edit" the workbook in the future but for daily production, the workbook is it. Only the .tde file will change daily.