Looks like you opened the Excel datasource and view the data first.
Then you updated your excel data.
Now, you are verifying it got updated in the View Data pane or not by keeping the data conneciton 'LIVE'.
Also, you are verifying by going to the worksheets and see if the updated data is reflecting or not.
If yes, then you have to manually refresh the data source to see the updated data even though you are using Live connection.
Please try and let me know, if this worked for you.
No. I have done what you suggest more than a dozen times. Thanks anyway.
Is your workbook saved as a packaged (twbx) or an unpackaged (twb) file. When you package a workbook Tableau makes a copy of your Excel file and includes this in the package (zip file). At that point there is no connection between the original Excel file and the one that is in the packaged.
To reestablish the connection, just save your file as an unpackaged (twb) file. Tableau will ask you where the data is, at which point you can point it at the original file.
Thank you for trying to help. After an hour of testing (basically recreating the connection). I solved my own problem! If you take a look at the way my data is connected in the image, you will notice that I have a UNION connection to the "Notes" worksheet. This was the problem because that data is joined by a specific row number identifier. So, if the same row numbers do not exist in both sheets, then missing row numbers in one will cause the rows in the other to be excluded ("includes only values with matches in both tables"). Duh! I changed the connection to a full outer join. Null values will remind me when data is missing until I can figure out how to make certain fields required in my spreadsheet. I am a rooky at this sort of thing but thought I would share the solution with those who could learn from my mistake or use a laugh for the day.