Can we place an excel file in a shared location and use it to develop a report a

Can we place an excel file in a shared location and use it to develop a report and refresh it at regular intervals?

Question Posted / amit kumar

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Can we place an excel file in a shared location and use it to develop a report and refresh it at reg..

Answer / priyanka akadi

Yes, you can place an Excel file in a shared location and use it to develop a report in Tableau, and then schedule the report to refresh at regular intervals.

To do this, you would first need to connect to the Excel file as a data source in Tableau, either by selecting "Excel" as the data source type and selecting the file, or by selecting "Connect to Data" and browsing to the file location. Once connected, you can develop your report in Tableau using the Excel data source.

Next, you can set up a refresh schedule for the report by creating a Tableau Data Source Extract (.tde) file and publishing it to Tableau Server or Tableau Online. When you publish the .tde file, you can set up a refresh schedule for the data source, such as daily, weekly, or monthly.

Alternatively, if you have Tableau Desktop Professional or higher, you can use Tableau's "Scheduled Refresh" feature to schedule the report to refresh at regular intervals without having to publish it to Tableau Server or Online. To do this, go to the "Data" menu, select "Scheduled Refresh", and set up the refresh schedule for the Excel data source.

Note that in order to refresh the data in the Excel file, the file must be accessible from the location where the report is being refreshed, and the credentials used to access the file must be valid at the time of refresh. Additionally, any changes to the data structure or schema in the Excel file may require updates to the Tableau report in order for it to refresh correctly.

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