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Refreshing a Data Source Published By Another User


Published: 12 May 2016
Last Modified Date: 28 Jul 2016

Question

How to refresh a data source or workbook that was published by another Tableau Server user.

Environment

Tableau Server

Answer

Option 1

The Tableau Server Administrator or Owner must grant Editor access to the workbook or data source. To change owner, download the workbook or data source, republish to the same site and project with the same name, and choose Yes when prompted with Would you like to Overwrite?

Option 2 

The Tableau Server Administrator or Owner must grant Editor access to the workbook. To change owner, open the workbook in Tableau Server and click Edit. While in web edit mode, click Save As and enter the same workbook name. When prompted with Would you like to Overwrite? select Yes

Option 3

Grant Tableau Server user Project Leader permissions to the Project. The Project Leader can change the Owner of a workbook or data source, and then refresh the extract. Note: the Project Leader cannot refresh the data until they have assumed ownership of the workbook or data source. 

 

Additional Information

Only Administrators or Owners can refresh data. Overwriting a workbook changes the owner to the most recently person to publish the workbook. Starting with Tableau Server 9.3, Project Leaders are able to change ownership of workbooks and data sources.
 
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