If you're lucky this is fairly simple!
1) The new table you want to use has the same column names as the old table.
2) All the columns that exist in the old table exist in the new table (it's OK if the new table has MORE columns than the old one, but if there is a missing column your dashboards will break).
Follow these steps:
1) Create a brand new data source in the existing workbook
2) That data source will point to the new table you want to use
3) Once the data source is created, go to a WORKSHEET page in your workbook (NOT a dashboard page)
4) Validate that you can see 2 data sources in the workbook: the old one and the new one you just created
5) Right-click on either of the data sources and select "Replace data source" from the menu
6) In the TOP drop-down box of the resulting dialog box, select the OLD data source name
7) In the BOTTOM drop-down, select the NEW data source name
8) Click "OK"
That's it - you're done.
If your new table is very different from your existing table, then this won't be as simple, but if the situation is as you have described, this will do it.
Thanks for your quick reply.
adding to that
If i add a schema like with one more tables with joines also the same as above.
craete a dashabord with abc table
remove the abc and
DEF join GHI joi JKL
how it will work?
Tableau Options.xlsx 11.7 KB
1 of 1 people found this helpful
As long as the column names stay the same you ought to be fine.
There is a possibility that some calculated fields will break because a column moved from the original single table to the new joined table but that's easy to fix.
If you do this as a Tableau JOIN, then Tableau Desktop and the worksheets in the workbook will see the data as a single entity. On the other hand, if you do this as a Tableau BLEND, you run the risk of breaking things, as Tableau will NOT see the data as coming from a single source. But it sounds like you're planning a JOIN not a BLEND - again, you should be fine.
- New table should have same column names as in old table.
- There may be more columns in new table.
- There may be some change in data type, if some calculation failed you need to check the data type in old table and change accordingly in new data source.
- Create a new data source in the existing workbook.
Then the data source will point to the new table you want to use
2. Go to a worksheet page in your workbook (NOT a dashboard page)
3. Check that you can see 2 data sources (Old and new) in the workbook
4. Right-click on either of the data sources and select "Replace data source" from the menu
5. In the top drop-down box of the resulting dialog box, select the OLD data source name
6. In the bottom drop-down, select the new data source name and click Ok.