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Hmmm ... if you skip Step 4 you should have a TDE but it knows that the real source is the XLS. That way you have the benefits of the TDE and you can update from the XLS and get new data.
I think you're missing a simple step. If you create a new workbook and attach to the XLS you will this icon:
but after you create the extract the icon changes to this :
see the "double cylinder" icon ? that means that you're using an extract.
So I wouldn't be doing Step 4, check that you've got a "double cylinder" icon and go from there
Hi Community, As for the extract creation, can we assume that Tableau can create 'Extract' from all the available data sources that it connects to?
Definitely, but please start a new thread to ask a new question