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nameTableau - Replace

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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Overview

We recommend replacing data source(s) in Tableau using a few steps:

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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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