There are times when you lot may want to update a workbook or sail to use a dissimilar information source. Rather than rebuild your workbook using a new data source, you tin supersede the information source.

Tip: All sheets that use the data source will be updated when a data source is replaced. If you wish to replace the data source for a single canvas, y'all'll demand to apply a workaround. (1) Copy the canvas to a new workbook and delete it from the old workbook. (2) In the new workbook, supercede the data source. (2) Copy the sheet back to the original workbook. The data source and all relevant items for the sheet such as parameters and sets will exist copied likewise. For more information, run across Copy and paste sheets between workbooks.

Replacing a data source does not merge or edit the information sources. Rather, replacing a data source simply redirects fields used in the worksheet to map to corresponding fields in the new information source. Whatever fields that the user creates in the original information source (for instance, calculated fields, groups, sets, etc.), that are included in the view are successfully copied over to the new data source. Fields that are not included in the view that don't exist in the new information source are not automatically copied and will need to be manually copied and pasted to the new data source before replacing the old i. Folder structures will also not exist copied over.

The two data sources practise not have to be identical, however, any differences between the data sources will affect the sheets in the workbook and the fields in the view. More specifically, whatsoever fields, groups, sets, and calculated fields that do non exist in the new data source (or have a unlike name) are removed from the Data pane. For more information about how to supersede field references to fix invalid fields, meet Edit Data Sources.

  1. Open a workbook that connects to the original data source.

  2. Select Information > New Data Source and then connect to the new data source.

  3. On the Data Source page, drag a table to the canvas to prepare up the data source (if this is not automatically washed for you).

  4. Get to the canvass tab and select Data > Replace Data Source.

    Note: You must take at least one field in the view to make the Replace Information Source selection available.

  5. In the Supplant Information Source dialog box, select the Current data source and the Replacement data source.

  6. When finished, click OK.

All worksheets, dashboards, and stories that used the original data source are updated to use the new information source. You can click Undo on the toolbar to revert the change and return to the original data source.

You tin but replace one data source with another information source when both data sources are relational data sources, or when both data sources are cube (multidimensional) data sources. In Tableau, cube data sources are supported for Windows but.

Published data sources

When y'all publish a data source from a workbook, the electric current workbook in Tableau Desktop will automatically connect to the published data source, and automatically close the local data source. So it is not necessary to replace the information source when you publish a information source. For more information, see Publish a Data Source.

In addition, replacing a data source is not currently available for web authoring in Tableau Online or Tableau Server.