How to create and use Tableau Extracts: Tableau File Types Part 3

#tableau #salesforce #analytics Understanding extracts will help improve your reporting and dashboarding workflows. In this video, I cover what they are, how they work, how they've changed to reflect the data model and how to take advantage of them in your workbook.

Extract your data: https://help.tableau.com/current/pro/desktop/en-us/extracting_data.htm Extract upgrade to Hyper: https://help.tableau.com/current/pro/desktop/en-us/extracting_upgrade.htm

Tableau's release notes:

Extracts are saved subsets of data that you can use to improve performance or to take advantage of Tableau functionality not available or supported in your original data. When you create an extract of your data, you can reduce the total amount of data by using filters and configuring other limits. After you create an extract, you can refresh it with data from the original data. When refreshing the data, you have the option to either do a full refresh, which replaces all of the contents in the extract, or you can do an incremental refresh, which only adds rows that are new since the previous refresh.

-Extracts are advantageous for several reasons: -Supports large data sets: You can create extracts that contain billions of rows of data. -Fast to create: If you're working with large data sets, creating and working with extracts can be faster than working with the original data. -Help improve performance: When you interact with views that use extract data sources, you generally experience better performance than when interacting with views based on connections to the original data. -Support additional functionality: Extracts allow you to take advantage of Tableau functionality that's not available or supported by the original data, such as the ability to compute Count Distinct. -Provide offline access to your data: Extracts allow you to save and work with the data locally when the original data is not available. For example, when you are travelling.

0:00 Intro 0:35 Why use extracts 3:15 How to create an extract 5:40 Opening and connecting to an extract 8:03 Hyper Extracts vs TDE and TDE deprecation and upgrades 10:10 Extract removal: Switching the extract usage toggle. 11:11 Extract removal: remove the extract and optionally delete the extract file. 11:50 Advanced extract options: Logical & Physical tables 15:00 Extract filters 19:02 Aggregate to visible dimensions within your extract 19:40 Choose which rows are included in your extract 20:30 Incremental refresh options 22:55 Extract history 23:48 Rounding off and reviewing the documentation 26:00 Outro and the next video ... https://www.youtube.com/watch?v=P_FwfkEC9Z0