Tableau Data Extract – How to do Data Extraction in Tableau

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1. Tableau Data Extract – Objective

In this tutorial for Tableau, we are going to learn about Tableau data extract in, how to create data extract in Tableau, applying extract filters to Tableau data extract, adding data and the various options available to extract data in a tableau.

So, let us start with Tableau data extract tutorial.

What is Tableau Data Extract

Introduction – Tableau Data Extract

2. What is Tableau Data Extract?

To improve performance and data to allow for more advanced capabilities and to analyze offline you can use extracts which are saved subsets of a data source. The extraction of a file can be done by defining filters and limits to the data containing the file.
Follow this link to know about Tableau file types & Tableau Navigation

3. How to Create an Extract in Tableau?

Tableau Data Extract - Create an Extract

How to Create Tableau Data Extract?

Tableau Data Extract - Create an Extract 1

Tableau Data Extract – Create an Extract 1

Tableau Data Extract - Create an Extract 2

Tableau Data Extract – Create an Extract 2

 Select the filters which we need.

4. How to Apply Filters in Tableau Data Extract?

To expel a subset of data from the data source, you can make stations which will return only the material segments. We should consider the sample superstore educational accumulation and make a think. In the channel elective, pick select from once-over and tick stamp the checkbox regard for which you need to pull the data from the source.

Tableau Data Extract - Create an Extract 2

Tableau Data Extract – Create an Extract 2

5. Adding New Data to Tableau Data Extract

To include more information for an as of now made concentrate, you can pick the alternative Data → Extract → Append Data from a file. For this situation, peruse the document containing the information and snap OK to wrap up. Obviously, the number and datatype of segments in the document ought to be in a state of harmony with the current information.

Tableau Data Extract - Adding New Data 1

Tableau Data Extract – Adding New Data 1

Options provided by data extract in Tableau are given below. Before we proceed let’s revise Tableau Design Flow & Tableau Data Types

a. Refresh

Refresh option is used to refresh the update the changes we do in extraction.

b. Append data from file

Append data from a file is used if we want to add some data from outsides.

c. Optimize

This option is used to rearrange or rewrite to improve the efficiency of retrieval or processing.

d. Remove

It use to remove any specific extract from a worksheet.

e. History

History option provides us each and every specific detail which happen at the worksheet.

Adding New Data to Tableau Data Extract

Adding New Data 2

f. Properties

Properties provide detail data information about extractions. In which it includes properties, database, extract aggregation, extract filters, extract limits, table, and types.

 Tableau Data Extract - Adding New Data 3

Adding New Data 3

6. Why Tableau Data Extract?

Data extraction in Tableau helps us in following manners:

  • Improves performance.
  • Tableau data extraction helps to add functionality to the files. For example, we can compute the count district with this feature.
  • Provide offline access to your data
  • Creating an extract
  • Using extracts
  • Refreshing extracts
  • Adding rows from a File
  • Upgrading legacy extracts
  • Optimizing extracts

7. Conclusion

In this Tableau data extract tutorial, we learned about the various methods that we can use in Tableau data extraction, how to create data extract in Tableau and many other facts about data extraction. With this we complete another step to master Tableau.

Furthermore, if you feel any query, feel free to ask in the comment section.

See Also- Tableau Free Installation & Best Books to Learn Tableau

For reference

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