KNOWLEDGE BASE

Workbooks Connected to Published Data Sources Lose Custom Fiscal Year or Week Start After Publishing


Published: 19 Sep 2014
Last Modified Date: 07 Mar 2017

Issue

When a custom fiscal year or week start is set in a workbook connected to a published data source, the custom fiscal year or week start is lost after the workbook is published.

Environment

  • Tableau Desktop
  • Tableau Server
  • Tableau Online
  • Published data sources

Resolution

Option 1

Create a workbook-local version of the field that is being customized. 
  1. Right click on the date field of the published data source and "make local copy".
  2. Adjust the fiscal year or week start date of the copied field.

Option 2

Include the custom fiscal year or week start date with the original published data source. For more information about editing published data sources, see Editing a Published Data Source.

Option 3

Set a custom month for the Fiscal Year Start setting in the Date Properties settings. For more information, see Fiscal Dates

Cause

During publishing the data source sync will prioritize the published data source properties of any shared fields over the workbook properties. Therefore, permanent changes to a published data source field can only be committed by localizing a copy of the field to the workbook (ie create a workbook-only field which does not sync with the published data source) or editing and republishing the data source itself (so that the desired properties are part of the data source).
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