Shape Assignments Reset When Data Source is Replaced
Published: 28 Nov 2019 Last Modified Date: 08 Jul 2022
Issue
Shape assignments for calculated fields are reset to the default assignment when the data source is replaced.
Environment
Tableau Desktop
Resolution
Try the following workaround options:
Option 1
Instead of replacing a data source, edit the the data source connection details:
On the Data menu, select a data source, and then select Edit Data Source.
Right-click (control-click on a Mac) the data source in the Data pane and then select Edit Connection.
In the dialog box that appears, update the connection details, and then click Sign In (for non-file-based data sources) or Open (for file-based data sources).
Option 2
Copy the calculated fields used for shape marks over to the new data source before replacing the data source. For each calculated field, do the following:
After adding the new data source, select the original data source in the Data pane.
For the shape assignments to be copied over when replacing a data source, the calculated fields must already be present in the replacement data source.
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