4 of 4 people found this helpful
Hi Mihail Mitev,
If is Tableau Online :-
Refer to Tableau Bridge Document, it might be of little help.
If Tableau Server :
1) Place the excel file in shared path
2) The run as user should have access to that folder
a) Right Click on the Folder where excel located
b) Select Properties
c) click on @security
d) Click on Edit
e) Provide the runas username
f) check names
g) Click ok
h) Select the "runas" user name in group or username section and provide the full control in “permissions for authenticated users”
i) click Apply
j) Click ok
3) Now connect to your excel , create your report and publish the workbook to server while publishing “Uncheck include external files”
4) Automatically your extracts will get succeed
"Run as User" is the User ID where tableau admin team used to install Tableau Server they will help you with this
Let me know if any issues
Thank you Suraj!!
I just have one more question. I will be updating the data that feeds into Tableau on a weekly basis. What should I do in order for the Published Dashboards on Tableau Server to get updated with the latest data as I run the update?
5 of 5 people found this helpful
run a scheduler on weekly basis . thats setting is available in Tableau Server.
Just make sure, the data gets totally updated before scheduler runs on tableau server.
Hope this helps you.
Thank you Suraj!