Not aware of your situation , but usually if you start tableau after you update data in Excel it Works fine. Until and Unless you are using the DELETED COLUMN IN TABLEAU, you should be fine.
Hi Richard, for the last part of your query, please try:
- Saving the Excel workbook after making changes to it
- Right clicking on the data source in Tableau and clicking "Refresh" (2nd option)
The updated contents of the Excel file should then be reflected in the Tableau workbook (without having to restart Tableau)
Hi, thanks for the reply. I am unable to save the Excel workbook after making changes to it as it appears to be locked by Tableau. I have a live connection to the Excel worksheet and can only complete the save if I close Tableau first. This makes it impossible for me to change the Excel sheet unless Tableau is closed and Tableau crashes when opening, if I remove the column from Excel.
I am able to save another Excel sheet that the same Tableau story is connected to so I don't know whya this worksheet gets locked. Any ideas?
I had the same issue regarding the deleted column. For me it worked when I did the following:
1 - restore the deleted column in Excel and save the file
2 - open Tableau, make sure the field is not used and delete all calculated fields that make use of the column you want to delete in Excel
3 - go back to Excel, delete the column and save the file again
4 - in Tableau, go to tab 'Data Source' and click now on the 'Refresh Data Source' button (even if you have a live connection)
The columns will disappear in Tableau and everything should work fine now.