Data is an integral part of every organization, and they have loads of it. That is why organizations undertake certain measures, such as protocols and authentications to preserve the integrity and consistency of the data. However, periodic amendments and additions pose a threat to the consistency and integrity of the data. Thus, in such situations organizations and people responsible for maintaining the uniformity of the data ponder over ways to secure and preserve the data. We discuss one such situation in this blog post and how organizations can brush aside the threats to the uniformity of the data.
There’s a workbook with multiple worksheets, all using the same data source. Due to change in data requirement, there’s a need to replace the data source for only one worksheet. The change would affect all the other worksheets, which can be prevented. How? Let’s find out!
We can replace the data source for one sheet without affecting other sheets in the workbook in two ways:
1st method: Using new dummy workbook
Let’s consider a situation where three sheets are using the same data source and we need to change the data source of one sheet only. The three sheets are displayed in figure 1, 2, and 3.
We need to change the data source for third worksheet (Figure 3). It can be done through the following procedure:
- Open a new workbook and copy the chart or sheet in new workbook. It will include the data source as well.
- In the new workbook, add a new data source then right- click on main data source and select ‘Replace data source’. There, select current data source for replacement as shown below.
- This will replace the main data source and you may close the old data source.
- Now copy this worksheet to the main workbook and delete the old worksheet.
- This new data source would not affect the other worksheets.
Although the method is easy to implement, it requires use of another dummy workbook.
2nd method: Using bookmarks
Let’s consider the same situation of three sheets are using the same data source and we need to change the data source of one sheet only (third one). The three sheets too are the same as before, figure 1, 2, and 3.
- Open the third sheet and in menu bar navigate to :-> Window -> Bookmark -> Create Bookmark, as depicted in figure 8.
- This will create a bookmark in below location by default
C:\Users\Username\Documents\My Tableau Repository\Bookmarks
Let’s give the name for this bookmark as “BOX”
- Now, rename the data source “1” to “MAIN”
- Again navigate to :-> Window -> Bookmark and open the bookmark “BOX”
- It will open a duplicate worksheet with the different data source (old data source name), as depicted in figure 9
- Now, right click on “1” and select ‘Replace Data Source’ and select current data source for replacement.
- Delete the old worksheet “Sheet3” and close the old data source “1”.
- These steps help replace the data source in only one worksheet (worksheet 3)
The biggest advantage of using bookmark method is that the bookmarked sheet could be used in other workbooks as well. That said, one needs to be cautious about the names of the bookmarks and data sources, and not mix them up.
As we can see both the methods help eliminate the risk of replacing data source for one sheet, that’s being shared by all sheets in the workbook, without affecting them. So, choose any of the two methods to preserve the integrity of the data.
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