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Unable to Upgrade Excel or Text Files Data Source


Published: 28 Apr 2017
Last Modified Date: 18 Jul 2017

Issue

After you upgrade Microsoft Excel and text data sources in Tableau Desktop, you might notice some changes to your workbook. If you experience any of the following issues, review the respective sections to help resolve your issue:
  • Changes to the workbook:
    • Red fields
    • Fields with exclamation points
    • The view looks different or shows different data
  • A notification that some of the data sources could not be upgraded

Environment

  • Tableau Desktop
  • Text files
  • Excel

Resolution

Changes to the workbook after upgrading data sources

Changes to your workbook can occur after upgrading Excel and text file data sources. Refer to the following table for some common changes that you might see after a data source upgrade and some suggested solutions to help resolve any discrepancies in your workbook.

Change in the workbookExampleCommon causeSuggested resolution
Red field with exclamation pointn/aField name has changed.Right-click the red field and select Replace References to replace the invalid field with a valid field.
Red calculated fieldYou are using a calculation that multiplies a field that is a number data type.Data type has changed – the field was previously treated as a number but is now treated as a string data type.Try removing calculation from the view or rewriting the calculation.
View looks different or shows different dataA calculated field in the view is used to convert a field that is a number data type to a string data type.Data type has changed – the field was previously treated as a number but is now treated as a string data type.Try deleting the calculation.
A calculated field in the view is used to convert a field that is a string data type to a date data type.Data type has changed - the string field was previously treated as a string but is now treated as a date data type.You can ignore the change or try deleting the calculation.
The marks in your view rely on an Excel file that contains a #N/A error that is treated as a string data type.Data type has changed – a #N/A error was previously treated as a string but is now treated as a null.Try removing filters or calculations that might depend on field that contains the #N/A error.

Notification about data sources that could not be upgraded

To resolve issues that prevent data source upgrades, evaluate whether one of the conditions listed below applies to one of the affected data sources in your workbook and try the suggested resolution. Depending on your needs, you might consider not upgrading the data source.

Missing information

Tableau Desktop is unable to upgrade a data source if information has changed or missing from the underlying data source.

ProblemAdditional informationSuggested resolution
Expected Excel or text file not being usedExpected Excel or text file not being usedThe directory path to the Excel or text file is different from the path specified in the workbook. Right-click the data source in the Data window, and then select Properties to check the directory path expected by the workbook.Specify a new location for the underlying data source in the workbook by editing the data source. If you need to use this workbook on the Mac, edit the data source and upgrade the data source.
Fields in the file are missing or changedn/aFix the Excel or text file. Reopen the Tableau workbook and try upgrading the data source again.
Missing a sheetThe Excel file is missing a worksheet that the Tableau Desktop workbook needs.
Data source uses joins that rely on missing fields or files whose names have changedn/a

 

Data source contains functionality only supported by legacy connections

Tableau Desktop is unable to upgrade the data source if the data source contains legacy-specific functionality.

You data source uses...Suggested resolution on the MacSuggested resolution on Windows
Custom SQLOpen the workbook on Windows, create an extract, and then reopen the workbook on the Mac.Do not upgrade the data source.
RAWSQL
Right or full join type
Join that does not use the equal (=) sign operator
Schema.ini for fixed width text files
Excel Binary Workbook (XLSB)Resave the file as the Excel 97-2003 Workbook (xls) or Excel Workbook (xlsx) file format.
Excel 3.0, 4.0, or 5.0/95 file

 

Cause

If Excel and text file data sources cannot be upgraded, you will see a notification that lists the data sources that could not be upgraded. In most cases, a data source cannot be upgraded because the information in the underlying data source has changed or is missing, or the data source uses functionality that is currently supported only by legacy Excel and text connections.
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