![]() ![]() In the flow pane, right-click the Input step you want to refresh and select Remove from the menu. Reconfigure any settings and fix any error as needed. and later)įrom the Connections pane, drag the new table to the flow pane on top of the input step you want to replace and drop it on the Replace option. Depending on your Tableau Prep version, you can drag and drop a new data source over your old data source or manually disconnect and reconnect your data source.ĭrag and drop to replace the input connection (version 20224. ![]() Re-establish your connection by signing into the database or re-selecting the file or Tableau extract.Įasily replace an existing data source in your flow with any new data source without breaking the flow connection. In the Connections pane, right-click or Ctrl-click (MacOS) on the data source and select Edit. For more information about setting your data sample size, see Set your data sample size (Link opens in a new window). You can change the settings for how your data is sampled in the Data Sample tab in the Input step, but it may impact performance. If your data is sampled, you may or may not see your new data in the profile pane. Note: To maintain performance, Tableau Prep samples large data sets. ![]() Use this option to easily refresh your credentials or replace the data source with the same data source type. Refresh your data source by editing individual input connections or replacing individual flow data sources with a different data source. To refresh a single Input step, click the drop-down arrow next to the refresh button and select the Input step from the list.Īpplies to file types, data sources and extracts in Tableau Prep Builder and on the web. In the flow pane on the top menu, click the Refresh button to refresh all Input steps. In the flow pane, right-click the Input step you want to refresh and select Refresh from the menu. Refresh your data sourceĪpplies to file types. If data changes in your input files or tables after you begin working with your flow, you can refresh the Input step to bring in the new data or you can easily change and update individual input step connections without breaking your flow. Refresh input step data or change your connection You can also join or union data sets in the input step to make working with larger data sources more efficient. ![]() For more information about authoring flows on the web, see Tableau Prep on the Web in the Tableau Server (Link opens in a new window) and Tableau Cloud (Link opens in a new window) help.Īfter you connect to your data sources and begin to build your flow you may want to refresh your data connections as new data comes in. The content in this topic applies to all platforms, unless specifically noted. Essentially this can be used with any data where you have a ‘start’ and ‘end’ date to see the change in number of in progress items across a time period.Note: Starting in version 2020.4.1, you can now create and edit flows in Tableau Server and Tableau Cloud. We’ve even see this used in airlines to see how many customers have booked flights but those flights haven’t yet departed to help with their risk metrics. Seeing how many active customers you have each week to understand churn, or tracking progress through your customer onboarding process. Seeing the value of potential sales opportunities that are open each week to see if enough new opportunities are being created to back fill won or lost opportunities. How many tickets or jobs were open, or at a given status, each day and how this changes over time. This is a pretty typical request and is usually along the lines of ‘show me the number of these items that were open each week’, examples of where you might use this include seeing: ![]()
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