The changes on Desktop need to be published to the server to bring the server up to date. This can either be by updating data source or the whole workbook.
Are you making changes to the workbook at all, or just the data?
If you are making changes to the workbook you will need to re-publish the workbook, which will replace the view on the server, including any links/subscriptions that people have set up.
If it is just the data that you are updating then you can publish the data source separate to the workbook, so when you get a new sheet you can open this in tableau and overwrite the sheet, which will then be picked up on the server version.
Another option would be to keep the workbook in Google Sheets, which Tableau can connect directly though, which would mean you would just need to update the sheet for the changes to pick up.
Thanks for your quick reply Chris.
I suppose it is the data source that I am updating, as extra month's data gets included on the monthly basis. The workbook format itself should not need to change (however I've had some small edits to make to an axis once the data has changed). But it changes in the sense that the graphs change based on the updated data source.
I've tried to summarise my understanding so far - have I understood this correctly?
- On first publishing my workbook to Tableau Online, when choosing the 'Data Sources' option, I should select 'Published separately'
- Then, where I have changes just to the workbook format (but not the data), I will re-publish the workbook.
- Each month when the data is updated, I re-publish the data source. Will this then update the workbooks on Tableau Online?
That's correct. When you publish a data source you get the option to change the connection to that workbook to the online datasource. Once this is done the workbook on desktop will also connect to Tableau server.
After this is done you can replace the data source, as long as the workbook is the same layout, and the online workbook will pick up these changes.
If possible I'd recommend trying with a test workbook if you can.