1 of 1 people found this helpful
Publishing is always tricky and difficult to investigate the best solution from outside because it depends on the environment.
Anyways one of the key is "publish Data source" to server.
This allows server can store the query to connect to the original file.
And don't include the external files.
Instead, you need to set right permission on the excel file and the folder (shared location) to the Tableau server.
Then, Server try to connect to original file in designated location as live, which you can update separately.
Thanks for the help. Almost got to what I want, but getting an error when trying to connect my workbook to the data source on the server.
I get the error "The directory is missing or has been moved" which links to my file path. Followed by "Unable to connect to the server. Check that the server is running and that you have access privileges to the requested Database."
The account I'm using has admin privileges. When I try creating a new data connection with the files on the Tableau server, the "Tableau Server" option in Add connection is grayed out. Any clue why?
My goal is to have a file on my local machine and have the Tableau server (which is hosted on AWS) schedule an extract update once a week.
Hi Chris Keeney
If you have further questions, please reply here.
If the post helped to solve your issue, please mark my answer as CORRECT / HELPED to close the thread, not from inbox but from original post.