KNOWLEDGE BASE

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


Published: 19 Sep 2014
Last Modified Date: 17 Nov 2016

Issue

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

 

Cause

Changes to published data source fields are not retained - once Tableau Desktop or Tableau Server re-syncs with the published data source, the published properties, formatting, etc., will be restored.
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