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Update Excel Information in a Workbook


When Tableau Desktop computer is open as well as linked to an Excel file, the Tableau workbook could not automatically upgrade to reflect the modifications made to the information in the Excel documents.

Typically this problem takes place because of either reasons:

Tableau is making use of a shadow duplicate: Tableau is using a shadow duplicate of the values in the Excel file. Tableau produces a shadow duplicate of the information in the Excel file to stay clear of a file lock need by Excel whenever one more process or application is accessing the Excel report.
Excel file is locked: Excel locks the file if it consists of more than 10,000 rows of information. In this case, Tableau is not able to avoid the documents lock requirement by Excel. To fix this issue, consider conserving the Excel file in CSV format or relocating your information to a Microsoft Gain access to documents, and after that reconnect to the brand-new data.

Update Excel data in a Tableau workbook.
Close your workbook and leave Tableau Desktop.
Shut the Excel documents as well as leave Excel.
Open up the Excel report and also upgrade it.Save the Excel file and close Excel once more.
Open up Tableau Desktop and the workbook that makes use of the Excel file that you merely updated in step 3.
( Optional) If you produced an essence, freshen the extract by picking the data source from the Data food selection, and after that picking
Verify that the data is updated.
( Optional) If the upgraded day in the Excel file is not shown in the Tableau workbook

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