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Probably Tableau Server can't find the Excel file used as data source. One thing you can try is to create a live connection to your Excel file.
In Tableau Desktop, select the data source from the Data menu, and select Edit Connection.
In the Workbook Connection dialog box, type the full universal naming convention (UNC) path to the data source in the Step 1 text box.
For example, D:\datasource.xls has a UNC path that looks like the following:
\\yourworkstation\c$\yourexcelfile.xls, where "yourworkstation" is the full computer name where the Excel file is located.
Select Server > Publish Workbook.
In the Publish Workbook to Tableau Server dialog box, remove the selection from the Include External Files check box.
Click the Publish button.
In this method, Tableau server workbook establishes the connection to the file data source located at the UNC path specified.
Could you screen shot where I would actually type this because I don't see those menus in Tableau 10.
Mariano is right you need to use the UNC path to the local file. This local file (the excel file in your case) needs to be located on a local network Tableau server can access.
Have a read at this blog post that explains you the differnet scenarios and gives a good understanding on the process to follow:
Hope this helps,
So I was able to get it to connect using the UNC method - so thank you for that.
However, the problem I am still having is that when I do the "Refresh from Source" directly on my Tableau workbook, it will update successfully.
However, when I go on the Tableau Server --> Data Sources --> Refresh Data Source, it will always fail. Any ideas on what might be the road block still?
What does it say when the refresh fails?