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1. Re: excel as a datasource,if the data changed but the format is same how to keep the dashbord refreshed as the oringinal status
Okechukwu Ossai
Aug 21, 2018 8:33 AM
Hi Wang,
You need to save a copy of the excel workbook in the same machine as the server and replace the file after each update. Remember to keep names of the excel workbook, worksheet and columns the same for each file update. The links below provide detailed instructions from Tableau and useful discussion threads .
How to update excel as data source on weekly basis and used for reporting?
auto refresh of excel data source in tableau server
Hope this helps.
Ossai