Schedule refresh from Excel file

tableaucommunity@tableau.com — Mon, 07 Feb 2011 21:51:36 GMT

Hello.

I'm struggling with Tableau concepts a bit.

Is it possible to create a workbook where the datasource is an Excel file on a network share, publish it, and tell the server to use the same Excel file on the share as the datasource?

Ideally we'd like our morning batch processes to replace the Excel file and thus refresh the data.

I've had a go and can get the workbook to use Excel as the datasource and have no problem publishing this to the server. Am I right in thinking this takes the data and stores in in the SQL database on the server, rather than reading the Excel file?

Also, it seems I can only schedule a refresh if I'm using an Extract. This is fione, but I don't want to have to go in to Tableau and recreate the extract each day, then publish it again.

Am I missing something?

Please advise.

Cheers,

Ben

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Schedule refresh from Excel file