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Sometimes, you or your enterprise will need to phase out old data sources for new ones. The method that should minimize disruption to existing Tableau workbooks and dashboards is for users to replace the existing data source with a new version, and re-point data fields as recommended. |
On this page, we describe how to replace a data source with a newer version.
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We recommend replacing data source(s) in Tableau using a few steps:
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With the new data source added, right-click on a data source in the pane, or open the Data menu, and then select Replace Data Source… from the menu that pops up (you will need to do this from a sheet rather than a dashboard):
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After selecting this value, a new window should pop-up that lets you select which Data Source to replace. Make sure the “old” data source is listed first (as “Current”), and the “new” data source is listed in the “Replacement” drop-down, and click OK.
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Alternatively, build a calculated field, and simply drag that field over the red pill to replace it in-place.
Close the Old Data Source
Once you have confirmed that the new data source fulfills your needs, close the old data source.
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