The data required for the sheets and dashboards is fetched from this source file under the temp folder.Īt this point, the original source file or the database remains isolated and disconnected from the Tableau workbook. This file under the temp folder becomes the source for the tableau workbook as long as the workbook is open. When a TWBX file is opened in Tableau Desktop, the copy of the data stored under the TWBX file (either the source file or the TDE file) is extracted and saved temporarily under the predefined TEMP folder on the machine where Tableau Desktop is running. What happens when a packaged workbook is opened in Tableau Desktop? In all the cases above the packaged workbook is a single file which contains all the necessary information. Irrespective of any data source being connected to, if a data extract is enabled, the copy of this TDE file will be saved under the packaged workbook. While saving the file as the packaged workbook, Tableau Desktop creates the copy of this TDE file under the packaged workbook. If the workbook has a live connection to a database, it is mandatory to first create a tableau data extract (TDE). When a workbook has a live connection to a file-based data source, such as CSV/text files, Excel files, and statistical files etc., Tableau Desktop creates the copy of the source file directly under the packaged workbook. Where does the TWBX get the copy of data from? So, for everyone who has reported the problem of refreshing as mentioned above, and had saved their work as “ packaged workbook”, let’s take a look at what went wrong and why you were not able to refresh your dashboards This aspect is the main culprit of the data refresh issues being discussed. That’s why it is called as the packaged workbook.įor this post, I will highlight a basic and very important aspect of the TWBX files, which is either not known or ignored by the Tableau users. Tableau Packaged Workbook (TWBX): A TWBX takes the original TWB and also the copy of the data from the data sources that the TWB connects to, and packages it together.Tableau Workbook (TWB): A TWB contains information about the data source, the sheets, dashboards, and stories without the data.Let=’us take a quick look at the definition of these file types. There are several ways to save your files in Tableau desktop, with “Tableau Workbook (TWB)” and “Tableau Packaged Workbook (TWBX)” being the most common. #Tableau public issues how to#How to Resolve the Data Refresh Issue in Tableau Desktop Views and Dashboards I decided to troubleshoot the problem and were able to find the solution for everybody. It is understanding that this is very frustrating. They are instinctively selecting the right options but are not getting the desired output. If we look at the above scenario from the user’s perspective, it is clear they are simply following the basics. To solve this problem, the users have to always select the ‘Edit Connection’ option and select the source file again, and then perform the refresh.” The result is the same even when the workbook is closed and reopened. “With a Tableau Data Extract (TDE) enabled, when the “Extract refresh” option is selected, the TDE file does not refresh to capture the changes in the data sources. The users have to always select the ‘Edit Connection’ option, select the source file and only after that the refresh takes place” Even if the workbook is closed and reopened, the changes from the data sources are not reflected. “With a ‘Live connection’, when any changes are made in the data sources, the views or dashboards do not reflect the changes after refreshing. “Why am I not able to refresh my Tableau Desktop Views and Dashboards?” We work with many companies using Tableau for their analytical requirement and even those with advanced product knowledge are still frequently asking the following question related to data refreshing in views or dashboards.
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