1 of 1 people found this helpful
For the data to be extracted on the server, the file needs to be accessible from the Tableau Server. Since the server is on the cloud, it cannot access your local folder and hence the refresh won't work.
Makes sense. So the only work around is to have a shared drive that the Tableau server can Access?
Yes. In your current scenario, you may want to use Google Sheets rather than an Excel file. Tableau Server can connect to it and refresh your data as long as the password is embedded.
To expand on Hari's advice:
Tableau Server needs to be able to connect to the Excel file for the refresh to work. Options:
1) Put the Excel file somewhere in the cloud (e.g., an AWS S3 bucket) that is visible to Tableau.
2) Punch a hole in your firewall to allow Tableau Server to reach back into your on-premise network to the Excel file.
I would NOT ever recommend that a source file for a Tableau Server extract be located on a desktop PC. There are too many things that can wrong with the process for that to be a reliable, stable solution. It's fine for proof-of-concept testing, but for live production purposes, put a good solid reliable process in place to get that source data onto a server-based file share (on-prem, cloud, whatever).