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  1. How to replace data source without affecting sheets and dashboards?

    How to replace data source without affecting sheets and dashboards? I have a Tableau workbook that uses a local copy of a Microsoft Excel spreadsheet as a data source. This data source was trimmed …

  2. why is the "replace data source" option greyed out in Tableau Desktop ...

    Now I want to replace the Tableau Sever data source with my .tde file. I took both the connection in Tableau Desktop but I am getting the "Replace data source' option grayed out/disabled.

  3. Replacing Identical Data Source Without Losing ... - Tableau Community

    After making a copy of the extract, bringing it into the workbook as a New Data Source then doing a Replace Data Source, he loses calculated fields and groups that were created. Any advice on how to …

  4. Change the datasource from one database to another - The Tableau …

    Hi @Rupali Jain (Member) , You can replace a data source by connecting the workbook with the old source to the new source and then on a worksheet right clicking the current source and choosing the …

  5. Change data source without destroying the formatting

    To do that you need to edit the connection of the Tableau data source, change to other database/server (or browse to another excel file). If the data source or workbook already publish to server, there is an …

  6. Workaround to replace data source in tableau server

    Mar 29, 2023 · Workaround to replace data source in tableau server Dear Community, I am running into a problem regarding the replacement of the data source in Tableau Server. The situation is the …

  7. How to replace data source without resetting the formatting (colors ...

    Nov 23, 2022 · I tried downloading the data source, publishing it with a different name and then replacing the workbook data source in Tableau dekstop but this erased all the color and formatting …

  8. Replace Data Source - from one Tableau Server site to another

    Replace Data Source - from one Tableau Server site to another Hi Tableau Gurus.... I have some workbooks that are built off a Tableau Data Source on Tableau Server Site A. I want to replace the …

  9. How to replace a data source in Tableau Prep (Answered)

    "Insert Step" after the data source you want to replace Add replacement data source to your Flow pane (white space) Delete original data source and drag replacement data source to the "Add" button on …

  10. When to use "Edit connection" and when to use "Replace data source"?

    Jul 20, 2017 · In that case, Edit Connection is the right choice: I'm just pointing Tableau at a new location for the data. 2) Replace data source is more appropriate when there are more significant …