Updating for Tableau Monthly Runs

1
votes

I have a Tableau dashboard file that I need to run on a monthly basis for data that is rolling twelve months.

The data is housed in an Excel worksheet. When I created the Tableau dashboard, I did not use a Custom SQL Query but rather imported the entire sheet.

The problem I am running into is the following - last month, the Excel sheet contained data starting from January 2017 to December 2017. However, this month's iteration contains data from February 2017 to January 2018 since the file is a rolling twelve months. Since Tableau can no longer find data for January 2017, it keeps giving me an error when I am trying to update the dashboard. I should add that I am only using the Total and Average columns in the file so I don't actually need the individual month columns.

Any ideas how to fix this other than recreating the entire dashboard using custom SQL?

1
exceltableau-apidashboard
"I hope this is an easy fix" and "thank you" are unnecessary banter. It's nice to be polite, but this is a Q&A site, not a discussion forum. In the future, keep your questions clear, concise, and professional. And you can banter as you wish in the comments. Thanks! – chharvey
does the excel sheet has data for jan 2017? – Siva
You say an error is being thrown when you try to update the dashboard--what does the error say? – S. User18

1 Answers

0
votes

You should convert your data source to a Tableau Extract by going to Data Source, Edit Data Source, Extract. Then you can select Extract, Append Data from File... and add the data from January.

Screenshot from Data Extract menu