I've got a Tableau report that extracts data from a csv file on a network drive. That data is refreshed through an SAP scheduled report.
I set up my Tableau report to extract, and I published the datasource to the server. I refresh that datasource every hour.
After a refresh of that datasource occurs I expect to go into the report and see new data, but I don't. If I hit refresh it does.
Does this mean I also have to schedule the report? It seems to me that I can't refresh the report when I set up its associated datasource as extract.
What am I not getting?
Thanks..
If you're publishing the extract to the server as a Published Data Source and with a Schedule
then there is no need to publish your workbook to the server with a schedule also. This is because the extract is already scheduled to update.
When dealing with a live connection your workbook goes directly to the data source instead of an extract. That's it. So, in order to connect to the live data source you need to embed credentials (if necessary...your .csv won't have this issue) AND the Tableau Server must have access, meaning, proper drivers (Oracle, Excel, etc.) and if the data source is on a network drive/folder the admin of the network folder will need to give the Tableau Server permission to Read the contents (Run As account used by the Tableau Server).
Tableau does not proactively refresh a workbook when the data changes, you need to tell it to refresh e.g. refresh the browser.
