Hey there. Have a look at this very helpful KB article of how to connect live up to Excel. Updating Underlying Data in a Tableau Server Workbook That Uses a Live Connection to Excel | Tableau Software
Hi Jeff - thank you for your response. I have also tried this and a live connection is not efficient for my dashboard. I have several joins, SQL & excel with a lot of rows of data. A live connection would cause my dashboard to take several minutes to visualize.
Hi Laura - this is a classic problem of working with Excel in Tableau server.
You need to
1: Connect to the spreadsheet (Use UNC Path to find the file, make sure Tableau server can read from the shared drive)
2: Create the extract
3: Save the workbook as a .twbx
4: Upload the workbook
5: Test that extracting works.
I just followed the above steps and it worked.
This blogpost is quite good for understanding how packaging of extracts and files work
This post has the answer: Updating Excel Extracts on Server
Just make sure the data source is published with UNC path, not mapped drive letter. Also, you need to give your Runs As Account read permission to the folder that contains the excel file.