1 of 1 people found this helpful
As an alternative to having an embedded extract, can you decouple the extract into a published datasource (which is scheduled on the last day of the month), and then have the workbook point at this published datasource? This may be the most straight forward method for accomplishing this.
Where are you displaying the extract data date ?
You mean @ the title because that does changes with the refresh ?
I am not sure if I have understood but if your case is similar to below then you can make use of a dimension such as last updated date & display that instead which will will update according to actual update (NOTE: You should have a dimension like last updated date )
If I decouple the extract to a published datasource...what impact would there be on publishing this visual to the Tableau public site?
Our current process is to publish the visual to our local server where we archive them for reference. Then, we publish the interactive visual out to Tableau public. OF course, the embedded datasource makes that straight forward.
I am not displaying the date anywhere inside the visual. For administrative purposes I see the extract date thru my web-browser view onto the server site.
For historical/reference/administrative purposes should anyone ask (or I look back) I want to see the exact time of the valid data connected with any one of our monthly visuals/workbooks.
Jeff, I have reconsidered... the idea is to keep the exact date of the data directly connected to the workbook. Using an external data source...the source will be updated each month.
I think the real answer is to tell Tableau not to try to reconnect/refresh the datasource when publishing. That seems like a simple solution. Then, the embedded datasource would keep it's "last extract" time of 11:55 PM 30 Jun and that would accompany the workbook when we publish it to our server.
Decoupling the extract essentially means that two publish events will be required. One for the extract itself. And then one for the workbook that points at the published datasource on the Tableau Server.