Moshe- It is possible, but I don't understand what you're trying to achieve here. Here's why,
1) If you create multiple extracts off the same data source, create and publish workbooks with those extracts then wouldn't it clutter your server with N number of Extracts all having the same data?
2) If you're trying to create a new workbook with data from Feb, and still trying to preserve workbook from Jan isn't that just redundant work? You can just use filters to switch back to Jan to see the data through January right?
Why don't you just create and publish workbooks, make use of Tableau date filters and go back in time to see historical data? With data, it is best practice to have one version of truth. This is my suggestion and I might be missing something here.
Let me know.
Thanks for much for your thoughtful response!
Your points are valid except that our situation requires us to snapshot both the workbooks and the data every month. For workbooks some logic in the workbook may change from month to month but we can't have that logic change applied to earlier workbooks. Likewise the data may even change retroactively, ie in Feb some data for Jan might have been updated and we don't want that change to flow through to the Jan workbooks.
To your point of cluttering the server with N extracts many of which will contain the same data - maybe a better solution is to "snapshot" the Jan datasource and keep that as the January source of truth and then begin using a new datasource which was refreshed to be current, for Feb. And so on...
We now end up cluttering the number of datasources. It will be less clutter than workbook extracts but maybe multiple published datasources is worse?
Moshe- If that's the business requirement then there's no other way than getting hands dirty. Here's something you could do,
1) Publish the data source and keep it live.
2) Connect to the published data source, create the workbook, create an extract, save the extract, publish the workbook along with the Extract. Do not publish the extracts separately. Because this is a monthly snapshot, I assume you don't have to bother about setting up a refresh schedule.
3) Next month, when you'd have the new data and have to update the workbook, open the previously created workbook and switch connection to Live, make changes, validate and extract with Feb data and re-publish.
Just to avoid additional headaches I'd save a live version of the workbook in addition to an extract version, just in case.
Hope this helps. Let me know if you have further questions.
Thanks so much for the ideas and approach. it makes a lot of sense.
Your point about switching the datasource in the wookbook and triggering the extract, i am actually trying to do via code.
Do you know if thats possible.
I just asked the question here