Knowledge Base

Refreshing an Extract

Product(s): Tableau Desktop
Version(s): All
Last Modified Date: 19 Jun 2014

Article Note: This article is no longer actively maintained by Tableau. We continue to make it available because the information is still valuable, but some steps may vary due to product changes.


You use data extracts to improve performance, to add capabilities such as count distinct aggregation, and to be able to access your data offline. When you reopen a workbook that uses an extract, in most circumstances the data does not update automatically. If you want to refresh the data, you do it manually.

This article uses the Sample - Coffee Chain (Access) example.

Refresh a packaged workbook

Refreshing a packaged workbook (that is, a workbook saved with its data, identified by a .twbx extension) is a two-step process. First you refresh the data from which the extract is drawn, then you refresh the extract.

Step 1

Open the workbook.

Step 2

For Tableau Desktop 7.0 and later, select the data source on the Data menu, and select Refresh.
For Tableau Desktop 6.1 and earlier, select Data > Refresh.

User-added image

Step 3

For Tableau Desktop 7.0 and later, select the data source on the Data menu, and select Extract > Refresh.
For Tableau Desktop 6.1 and earlier, select Data > Extract > Refresh.

User-added image

Step 4

Save the workbook.

Important: If you do not save the workbook, the data extract will not be saved with the new data.

Refresh an unpackaged workbook

Refreshing an unpackaged workbook (that is, a workbook saved separate from its data source, identified by a .twb extension) is a simpler process because you do not have to refresh the data source.

Step 1

Open the workbook.

Step 2

For Tableau Desktop 7.0 and later, select the data soure on the Data menu, and select Extract > Refresh.
For Tableau Desktop 6.1 and earlier, select Data > Extract > Refresh.

Step 3

Save the workbook.

Important: If you do not save the workbook, the data extract will not be saved with the new data.

Refresh an extract used by a published workbook

You can schedule updates to extracts used by published workbooks. Refer to the Scheduling Updates to Published Extracts article.

Refresh an extract you used as a data connection

You cannot directly refresh an extract that you connected to as the workbook's data source (that is, a Tableau Data Extract, which has a .tde extension). Instead, refresh the data source from which the extract is taken. Then the next time you open a workbook that uses the extract, the extract has been updated.

Step 1

Open the workbook from which the extract was created.

Step 2

For Tableau Desktop 7.0 and later, select the data source on the Data menu, and select Extract > Refresh.
For Tableau Desktop 6.1 and earlier, select Data > Extract > Refresh.

Step 3

Save the workbook.

NOTE: If you do not save the workbook, the data extract will not be saved with the new data.

Refresh an extract you used as a data connection without the original workbook

You cannot directly refresh an extract that you connected to as the workbook's data source (that is, a Tableau Data Extract, which has a .tde extension). If you do not have the original workbook, you can create a new workbook and rebuild the extract.

Step 1

Open a new workbook.

Step 2

Connect to the original data source.

Step 3

For Tableau Desktop 7.0 and later, select the data source on the Data menu, and select Extract Data.
For Tableau Desktop 6.1 and earlier, select Data > Extract > Extract Data .

Be sure to overwrite the existing .tde file with the new extract.

Step 4

Open the existing workbook. Now the extract has been refreshed.

Alternate Search Terms: How To Data Sources
Did this article resolve the issue?

Attachments

Search Knowledge Base