If you’ve been using Tableau for a while, it’s likely that you’ve collected workbook files that were created/saved in different versions. Over time, it can be challenging to keep up with which workbooks need to be opened in which versions of Tableau. We’ve now got a new feature in Power Tools: Desktop that will open Tableau Workbooks in the correct version, and all you have to do is double click on the workbook! We call it the File Handler.
The Old Way
When you get an error message about the file version (shown below), you have to go figure out the version of the workbook and open the particular version of Tableau for that workbook. Then you have to go to File > Open in order to browse to the file.
The latest version of Tableau will tell the user which version the workbook was created in, but you still have to go open that version of Tableau and do the same File > Open routine mentioned above.
It can also be a tedious process to get an older file to open with the correct version of Tableau. When this takes place on a broader scale, sometimes users attempt to hack their workbook XML (which, of course, is not supported by Tableau).
Enter the File Handler
Our Power Tools for Tableau have been built to address several of the common issues that arise in the daily use of Tableau. Since we were hearing a lot of comments about this scenario, we decided to enhance our Power Tools: Desktop application with a feature that easily takes care of this situation for you. Once the application is installed, all you have to do is double-click on the file and it opens in the correct version for you automatically.
Supported file types include: .twb, .twbx, .tds, .tdsx
For Tableau users that are new to this application, you can go here to download a free trial of this tool: http://powertoolsfortableau.com/tools/desktop/trial.
When you open up the application, you’ll see this home screen:
The application will prompt the user with an option to automatically open files in the version they were created (or in the latest installed version of Tableau). After making your selection, you’ll hit the OK button and you’re good to go. No more guessing which workbook goes with which version of Tableau!
Later on, the user can decide to change this setting. Let’s say (for instance) you always want to open workbooks in a specific version of Tableau that is installed on your machine. If you go to the Settings menu in the application, you’ll find the option to select a specific version of Tableau if necessary (in the Advanced section):
If you have any related questions, always feel free to shoot us an email at firstname.lastname@example.org.