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June 28, 2024

How to Replace a Datasource & Fields in Tableau

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Need to change a datasource but don't want to rebuild the workbook? Has a field name changed? 

It can be a real pain to update each sheet in a workbook one by one. 

Conveniently, Tableau allows you to change the entire datasource with the "Replace Datasource" option.

Or, if you only need to change a field, Tableau has an option called "Replace References" that allows you to swap one field out for another all in one shot. 

In this example, I take you through the whole process. 

You could also apply this method when you simply want to swap out all existences of one field for another. 

For example, you want to change all used of Order Date to Ship Date. 

Easy peasy!

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