Having issues with your data connection on Tableau?

If you’re experiencing data connection issues in Tallyfy, follow these steps:

1. Open your Tableau Workbook with the data and graphs.

2. Change the data connection to blank files. This step may not be necessary unless you want to hide file names.

3. Save the file and exit Tableau.

4. Move the file to a different directory, simulating the transfer of the file to someone else.

5. Open the file from the new directory. You may encounter an error message if the attached data sources are not in the new directory or filepath.

6. Select “Show Details” to understand the error.

7. Choose “Yes” to connect to your data.

8. Select “Edit Connection” if needed.

9. If “Edit Connection” doesn’t work, you may need to remove the connection and add a new one. Unfortunately, there’s no clear explanation why this occurs.

10. Once the connection is established, you’ll see the same information in the dashboard with the new data.

11. Don’t forget to adjust the data type of the fields “due_by” and “completed_on” if necessary.

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