It seems far too difficult to make a graph online that gets data from a local csv file, and have that graph update when the csv updates. I have tried to accomplish this task in 20 different ways, each failing for one reason or another. There seems to be no clear conclusion on the forums for how to accomplish this -- I have read to put the file in an unc file path, publish the data source, extract your data, don't extract your data, publish the extract....... etc.
What I am wondering is what is the simplest best way to create a workbook that gets new data added to it daily. The data comes from several csvs, completely regenerated daily. Due to various limitations with using either data blending or database like joins, I had to use both methods to combine all of the data in my workbook.
Various things I have tried:
-live connection to files on a file share (uncheck "include external files" when uploading) -- this worked (very well, I might add) for about a week until I updated to tableau 2018.3.2 (from 10.4), after which I repetitively got errors that were of the format "An error occurred while communicating with the data source ..... No such table ......". The errors would come and go, affecting one data source, and five minutes later not affecting the same data source, but affecting 3 different ones. These errors did not go away until I changed all of the data sources to look locally again instead of on the file share, which stopped the auto-updating that was occurring when viewing the graph online.
-extract connection to files; both extracts and data files located on a file share. Set up the workbook to refresh, but tableau appeared to be looking to some local file path instead of the file share where the data/extracts were located, so the refreshes failed every time.
-published data sources separately to tableau server vs allowing them to be embedded in the workbook. Set up a refresh schedule for the data source, and also for the workbook. Got things working manually so if I updated the data in the csv, then refreshed the data source, then refreshed the workbook, the graph would update. The double refresh schedule seemed annoying, but it worked. Manually, for one day. I assumed the nightly auto refresh would work, but it failed for two of the data sources (out of 6 total). The only feedback provided is "if the information on the data connection page is up-to-date, try republishing the workbook or data source" -- I republished the workbook many times and have manually tried to refresh the data source to no avail. It seems the context menu for publishing a data source disappears after it is published, so I am not aware how to republish the data source. In switching between "live" and "extract" for one of the failing sources in an attempt to regenerate the extract, tableau decided to change the icon next to the data source to a tableau logo (indicating the source is now located on the server?).
Tableau seems to have a ton going on behind the scenes that is hidden from the user, making understanding this process very difficult. I simply have a workbook that digests around 10 csvs. How can I make it so when I regenerate one or more of these csvs, the workbook, hosted on tableau server, updates with the new data without manual intervention.
Currently using version 2018.3.2. I appreciate any help.