Knowledge Base

Refreshing an Extract

Product(s): Tableau Desktop
Version(s): All
Last Modified Date: 12 Dec 2013
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.

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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
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