4 Replies Latest reply on Oct 21, 2017 6:09 AM by Tushar More

    Tableau to Excel link

    Katherine Hayes

      I'm working with the new Tableau, I believe version 10.3. I created a workbook that links to excel files that contain the data. A coworker needs to modify one of the sheets, but it won't let him connect to the excel files. Is there a setting I need to change so others can access these excel files?

        • 1. Re: Tableau to Excel link
          Shawn Wallwork

          How are you sharing your work with the co-worker?

           

          • 2. Re: Tableau to Excel link
            Katherine Hayes

            The Tableau workbook is in a shared drive that we both have access to. If I export the packaged workbook to the shared drive, will that do anything? It just won't let him connect to the excel documents I created.

            • 3. Re: Tableau to Excel link
              Shawn Wallwork

              OK, so at packaged workbook (twbx) is actually a zip file. You can open it with any zip utility. Tableau collects all the files it needs to recreate your visualization, creates a file structure, and zips this all up into the Package workbook. In the case of flat files (Excel, etc.) Tableau makes a copy of your Excel file and includes that in the Zip file. So at this point if you make changes to the original Excel file, these changes won't be reflected in the packaged workbook because it is looking at a copy of the file not the original.

               

              But this probably doesn’t resolve your issue.

               

              When you say ‘he needs to modify one of the sheets’, is this one of the Excel sheets, or one of the Tableau sheets. When you say ‘It won’t let him connect to the Excel file’ are you saying he is getting an error (what does the error say) or is he not able to see the file on the drive?

               

              If you can explain a bit about what is happening when he tries to connect to your workbook, then we can probably sort this out.

               

              • 4. Re: Tableau to Excel link
                Tushar  More

                Hi Katherine,

                 

                Not sure but I think you need set up the unc path if the excel file is on shared drive too:

                 

                for example

                \\computer-name\share-location-name.

                 

                 

                ~Tushar