This is the normal Tableau behavior.
The data source that is connected to the Excel spreadsheet is automatically updated when the Excel spreadsheet is updated.
Any visualizations connected to that data source are NOT automatically updated, however. They use cached data (until the cache expires) or until you click the "refresh" button.
You can adjust the cache settings on Tableau Server to force the vizzes to reload the data whenever someone access the viz; this is a GLOBAL setting however, and applies to all the data sources and workbooks published on the server.
There is also a new "cache warming" setting in 2018.1/2018.2 that will help with this - I have not personally used it but it appears to work based on what I've read.
Lastly, you can set up a subscription to the entire workbook to run just after the Excel data source is updated. This will force the workbook to refresh its data cache as well. This only works if the Excel data is updated at a predictable time, though - if there are ad-hoc updates to the data, then this isn't very useful.
Hi Michael, I am fine with refreshing it once after the update; however, in this case, every time I visit the report on the server, I have to click on refresh to see the updated data. For example, I make changes to spreadsheet, then I go to report on the server, I see stale data. I click on refresh button and report starts to show me new data. After this, I go to another dashboard and come back to Excel dashboard again. I continue to see stale data. Shouldn't I be seeing updated data since I already clicked on refresh button once? If I need to see the previously updated data, again I have to click on Refresh button.
Yes, that is odd behavior. What version of Server are you on?
You CAN see odd behavior sometimes if the Excel file is open in Excel for editing AND you are trying to refresh the worksheet using the Excel data.
I would suggest opening a case with Tableau Support - that sounds like a bug.
Hi Ahmed ,
That is due to cache server settings, because your server cache setting are set to refresh less often
thats why until unless you hit the refresh button , new data is coming up
Ask the tableau Admin team to change the settings from Refresh less often to more often so whenver user opens the report automatically all the updated data will come up
or append the url with ?refres=yes it will give the full data
Hope this helps
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