Adding Questions to Survey with Tableau Integration | XM Community
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Hi all,
I've got a survey in Qualtrics that is linked to Tableau using the integration. A question was recently added to my survey, but isn't showing up in my Tableau workbook. I've got a bunch of calculated formulas set up in my Tableau workbook that I'd love to not have to completely redo.
I've got a pre- and a post- survey, and right now they are connected on the same data source with a relationship. So I can't use the "replace data source" feature, because that wants to replace the entire data source rather than individual tables part of a single data source.
So, I have two questions:

  1.  Do I create a new data source with the updated data, or do I add a connection to my existing data source?

  2. Should I make a relationship or a join between the old dataset and the new? The only join options available to me are left join and inner join, which I presume would exclude my new question column, which is no good because that is kind of the whole point.

I've also posted this question in the Tableau Community forum (https://community.tableau.com/s/question/0D58b00009y6TQ0CAM/new-question-added-to-qualtrics-web-data-connection), but I wanted to check here as well.

Thank you,
Catherine

I haven't used it in a while because i got frustrated with it (truncation/updating/etc), but i think you can rebuild the data join as a new data source and then replace it as you mentioned. By the way, I now use the API to pull data on my own basis and then query that with Tableau - its way more flexible.
I'd recommend opening a whole new Tableau instance and building it there. I don't think a new column of data should prevent your join type there - unless you are somehow joining on that which it didn't seem like. Once you feel comfortable with the mimicked data there, you can copy/paste a sheet with anything on it form the new data set to the old work book. Once pasted, you can replace the data source as mentioned.
You could do this in the old Tableau instance likely but a fresh instance may be easier to deal with. Copying and pasting between workbooks is super handy.

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