A couple of questions:
1) How does the Google sheet get updated? Is it an automatic process? How often does this happen?
2) How does the Tableau workbook get updated? How often?
Seeing a sample of the data and the workbook would definitely be helpful, even if it's out-of-date.
Hi Ken Flerlage, Thanks for responding and apologies for the late response.
I have attached the workbook, just updated. So it works for the data for the previous complete month.
For the questions
1) The google sheets update automatically using the GA add on. Have set it to refresh everyday (1AM)
2) Tableau workbook daily at 4AM.
I have some other questions:
- do you need to use Data Interpreter ? (and why ?)
- what exactly "breaks" - can you explain or screenshot the error ?
- I'm assuming it's a live connection, or are you extracting the data ?
I had a similar issue updating the Google Sheets file manually. When I was using the File > Import to replace the GS with a new file from my computer, the recreation of the file in GS resulted in breaking the connection with the workbook.
The only way I was able to make it work consistently was to replace only the content of the same file without changing its structure, column headers etc. So basically I was copy and pasting the content of the local file on top of the content that existed.
I am not sure if this is possible via the API you are using but maybe this can give you an opportunity to test a manual copy and paste procedure like this one to check if this keeps the connection between GS and Tableau Online. If it does then maybe you need to review the update method and check other options in the API that won't replace the file itself as I believe this is what is happening behind the scenes.
I hope this helps
Thanks Chris McClellan, for looking into the problem.
1) I use data interpreter, as the output file from the GS add-on has several table format and with data interpreter it helped me get the right data set. Screenshot as below
2) As the no. of rows change from month to month e.g. this month it is F1537, next month that no. could be e.g. F1500. Somehow this change is not automatically identified.
I have to download the workbook, Use the data interpreter, pull in the right set of rows (for this example it will be A14:F1500) and then it works fine and I have to publish the workbook again.
3) Live connection to the google sheets (Extract for the database)
Hi Rodrigo, Thanks for sharing your experience. I am looking for a solution which puts the thing on auto mode. As per your suggestion, it will require manually updating the sheet every month? This in a way I am doing right now, every time the visualisation breaks.
Ah, that's understandable
With 2) that's why you have to do it this way, because the Data Interpreter won't re-check automatically.
I think the only way around this is to process the data before using Tableau. If you can get a sheet with ONLY the relevant data then you're closer to a nice solution
My idea is first to check if the manual replacement of the file content also breaks it. Of course you want it to be automatic but first I believe you need to narrow down the causes of the problem to then tackle it.
Based on the suggestions, used this method: imported the data to another worksheet using "importrange" and used that as the datasource.
Tested for 2 runs now, is working fine till now. Thanks again all.