- First, right click data source, under Tableau data server choose Refresh from Source
- Second, when the refresh is done, right click and Add to Saved Data Sources.
Let me know if it solved your issue
Lénaïc RIÉDINGER, Global Community Engineer Tableau
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If the data is embedded in the workbook then there is no Live connection. If you wish to use the Excel/CSV file as a Live data source then when you publish you will:
- deselect the checkbox "Include external files"
- click the "Yes" button
- You will need to place that data source file in a location that the Tableau Server can access, like a network folder.
- The folder must allow Read access for the Tableau Server's "Run As User" account.
- When you open the file in order to connect to it and thus use it as your data source you MUST use UNC (Uniform/Universal Naming Convention) file paths, NOT MAPPED DRIVES!
This will then allow you to publish the workbook and use your CSV file as you want, as a Live connection. I don't have experience with CSV data sources but I know for Excel data sources in our corporate environment there can be up to a minute delay of when you update/save the Excel workbook and when clicking Refresh on the report [on Tableau Server] the data actually shows up. YMMV (Your Mileage May Vary)