KNOWLEDGE BASE

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


Published: 19 Sep 2014
Last Modified Date: 09 Feb 2020

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: Duplicate Date Field

  1. Right-click the date field in the data pane and select Duplicate...
  2. Right-click the duplicate date field, and select Default Properties > Fiscal Year Start > check desired fiscal year start
NOTE: Tableau will not use the data source fiscal year start for a date field unless that is the checked option.

Option 2: Create a Local Copy of the Data Source

  1. Navigate to Data > {data source name} > Create Local Copy...
  2. Navigate to Data > Replace Data Source...
  3. In the Replace Data Source dialog, replace the published data source with the local copy
  4. Right-click the date field in the data pane for the local data source, and select Default Properties > Fiscal Year Start > check desired fiscal year start
NOTE: Once the change has been created in the local copy of the data source, the data can be republished and will retain the fiscal year start. See Editing a Published Data Source.

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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