Tableau Desktop - Extract Does Not Update with New Data when 'Extract > Refresh (Incremental)' is Used with a Subrange in Units other than Years

Tableau / Tableau Desktop
Working as Expected

Created

Sep 11, 2024

Found in Release

2024.2

Last Updated

Sep 13, 2024

Reference ID

W-16716404

Summary

When using the subrange incremental refresh feature in Tableau Desktop 2024.2.x, the extract will not update with new data when the 'Extract > Refresh (Incremental)' option is used if the unit of 'Minimum date to refresh' is set to a value other than Years (such as Month or Day).

Steps to Reproduce

  1. Launch Tableau Desktop 2024.2.1.
  2. Connect to a data source. In this example, we use the Excel sheet for Sample - Superstore.
    1. Drag Orders sheet to the canvas.
    2. Click Extract.
    3. Click Edit for filters.
    4. Click Incremental Refresh.
      1. Table to refresh: Orders.
      2. Identify New rows using column: Order Date.
      3. Minimum date to refresh set to 1 year(s).
      4. Click to Sheet 1 to create extract (In this example, name this datasource Year).
  3. Create sheet using MDY(order date) on column and sum(sales) on rows.
  4. Repeat the steps above but instead of using year, use 12 months (In this example, name this datasource Month)
  5. Verify that Sheet 1 is using the Year for the view, Sheet 2 is using Month.
  6. In Excel, change the Sales for most of the Orders in 2023 and 2024 to 0.
  7. Save the sheet in Excel so the new 0 values are in place.
  8. In the Year view, right click the datasource > Extract > Refresh (Incremental).
  9. Allow extract to refresh.
  10. Notice view changes to reflect the 0 data as expected.
  11. Switch to Month view (i.e. Sheet 2).
  12. Right click datasource > Extract > Refresh (Incremental).
  13. Notice no change in view.


This issue reproduces in all current releases of 2024.2.x.

Workaround

  1. In Tableau Desktop, navigate to the data source page for the connected data source.
  2. Click the "extract" radio button in the top-right.
  3. This opens the 'Extract Data...' dialog box.
  4. Click Save Settings.
  5. The extract and workbook will update as expected.
Reference IDW-16716404
Working as Expected

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