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Error "Errors occurred while loading the data source" Connecting to XLS Files


Published: 10 Jul 2014
Last Modified Date: 11 Jun 2020

Issue

When you try to connect to Excel files from Tableau Desktop, the following error might occur:
 
An error occurred while communicating with data source '<data source name>'.
Errors occurred while loading the data source.
Unable to connect to the server. Check that the server is running and that you have have access privileges to the requested data base.

In addition, when you try to open the Excel file in Microsoft Excel, the following warning might appear:
 
The file you are trying to open, '<file name>.xls', is in a different format than specified by the file extension. Verify that the file is not corrupted and is from a trusted source before opening the file. Do you want to open the file now?

Environment

  • Tableau Desktop
  • Microsoft Excel
  • .xls file

Resolution

Option 1

Change the File Extension from .xls to .xlsx.  
  1. Open the Excel file in Microsoft Excel, and then save it with the .xlsx extension.  
  2. Open Tableau Desktop, and reconnect to the .xlsx file.  

Option 2

Ensure that the file path of the Excel file has not changed  
  1. Open the Tableau Desktop workbook.
  2. Right-click on the data source in the Data pane on the top left of the window and select Edit Data Source... 
  3. Click on the Excel file name and ensure that the connection is pointing to the right file path. This option can be found under Connections > <data source> drop down menu > Edit Connection...
  4. If the file path is wrong, then re-establish a connection to the Excel file located at the correct file path.

Cause

If the file was created in Microsoft Excel 2003 or earlier, it is using a proprietary binary format that is no longer supported. If your file was created in Excel 2003 or earlier, please convert the file to a new format using the .xlsx format (Option 1). 
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