I've recently started using Tableau Server, and I can't figure out how to get my data file to refresh on server, without having to republish the whole workbook.
My normal process for creating a workbook is:
1. Prepare data in Alteryx
2. Output as a .tde file
3. In Tableau Desktop, connect to the .tde as a live connection and build a workbook
I would then use Alteryx to refresh the data in the tde as often as needed and whenever I open Tableau Desktop it has the latest version of the data.
I am hoping that when I publish a workbook to Server, I can simply refresh the data file on a regular basis, without having to re-publish the workbook each time. However, I can't get this to work, even though it says the connection is 'live', when I refresh the data file, nothing changes on server.
This is how my extract appears in server (filenames hidden):
When I upload to server, I choose the options
Having read this article:
It seems like I might actually be in a better position if I build my workbooks on a csv or Excel file instead of a tde? Then I could set a schedule (e.g. once a day) and Tableau Server would refresh the extract. Is this really the solution - can I not get server to refresh the tde file automatically?