1. Creating extracts
Hi, in this demo I will show you how to create an extract. Please note we are in Tableau Desktop as toggling between a live connection and an extract is not available in Tableau public currently.
So here we are where we last left off, with Orders 2016-2020 made up of unions and joins, and the relationship to Manufacturers.csv. We are currently using a live connection, so Tableau is querying these files on my local desktop. If I select extract, Tableau works to load the extract and switch away from the live connection.
If I go to a worksheet, Tableau prompts me to save the extract so that the sheets can pull from it. I can give it a name and select which folder to save it in. Once I do, it creates the extracts which may take some time since it needs to query the data, create the extract database, and copy it over to save it.
Once you do this, you can start making visualizations. YOu can always go back to the datasource if you wanted to switch back to a live connection,
And Tableau keeps the timestamp of the last refresh here. There are also options to edit the extract if you only want to work with a portion of the data. This is beyond the scope of the course, so I won’t go into too much detail.
Finally, you can always refresh your extract here!
2. Let's practice!