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It's all in the documentation. What Donna suggested is a must-read then there is this:
and everything in the green box below:
The Tableau Server can refresh extracts on a schedule.
You might need some background educations, Please check this videos for better understanding.
For sure, you wont get updates using LIVE Connections, you need to create an Extract and them publish that extract to Production server. Make sure Excel file should be in the Prod Server is pointing to Share Drive or Perfect Location to Pick from production server.
Juhn Mer wrote:
Basically, I want my workbook to update and the production server to update, too, whenever I do a change in my excel file data source. I am also okay with the option of clicking Refresh button in the production server.
Tableau is not a real-time reporting so this cannot be expected out of the box. You can have a Live connection to your Excel data source but in order to see the updated viz you will need to click the Refresh icon for the workbook, NOT THE REFRESH BUTTON FOR THE BROWSER. I've found that the data update in the viz isn't always instant after an update is made to the Excel data source -- for data sources on a network shared drive (where I work) the delay can be up to 2 minutes before it will show up in the Tableau viz.