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Troubleshoot data connection issues

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

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

    Tableau Workbook with data and graphs

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

    Changing data connection to blank files

  3. Save the file and exit Tableau.

    Saving the file and exiting 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.

    Error message when data sources are not found

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

    Error details description

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

    Connecting to data

  8. Select “Edit Connection” if needed.

    Selecting Edit Connection

  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.

    Removing and adding a new connection

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

    Dashboard with updated data

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

    Adjusting data type