Tableau manual refresh

Overview

overview

Step 1: Receive E-Mail attachments

You receive the raw files through E-Mail.

Thunderbird

Open your Mail program and download the e-mail attachments (.zip file) of all three e-mails (dashboard 1 to 3) to any location on your local machine.

Save

Step 2: Extract .zip file

Extract the .zip files by right-click on it and click on "extract here".

extract extract_2 extract_3

Step 3: Upload to Tableauconv

Open Firefox or Chrome and go to Tableauconv.

website

Click on "Browse" and select the first .xls file. Click on "File valid. Press to process" button.

website_2 website_3

A download dialog should appear.

  • In Chrome, the download starts autamtic.
  • In Firefox, you need to click on "save file"

In the default configuration, both Chrome and Firefox save files in the directory "Downloads" in your home folder.

Repeat this step to process the .xls files for dashboard 2 and 3.

Step 4: Copy to project folder

Go to the "Downloads" folder on your machine and move the downloaded files to the same folder that contains the Tableau project file.

move move_2

Confirm the warning that the old files in the folder will be overwritten.

move_3

Step 5: Open Tableau project

Double click the Tableau project file to open Tableau and refresh the output dashboards.

project

Check if all Dashboards have been succesfully updated by clicking on Dashboard 1 to 3 in the lower tab field.

project_2

Step 6:

Click on "Server" and select "Publish worksheet"

project_3

Change the Fiel "Name" according to the current date to "dbnetwork_dd.mm.yy"

publish

Confirm and wait for the process to finish.

finish