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Custom Views Lost after Editing Workbook


Publicado: 20 Aug 2020
Data da última modificação: 31 Mar 2023

Problemas

After updates are published for a workbook, custom views are lost.

Ambiente

Tableau Server 
Tableau Cloud

Resolução

Use one of the following workarounds:
  • Change names of worksheets using web edit only, rather than Tableau Desktop. 
  • Do not change worksheet names. 

Causa

Custom views use the worksheet or dashboard name to map the custom view to the worksheet or dashboard it is based on. If the name changes, the custom view has no worksheet or dashboard to to refer to and is deleted.

Informações adicionais

The above scenario is specific to custom views being "lost" as a result of the worksheet name change, but please note the custom views can be broken or influenced if, for example the field(s) used for making the custom view is changed or deleted from the data source used. If there is a filter using "sub category" field to define a custom view and if it's removed/changed for any reasons, the custom view itself may still exist but the viz/view is likely changed and may not be displayed properly as expected.

Please make sure the fields/columns, calc field, parameter, etc. used to define a custom view still exists and functions as expected. 
 
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