About Tableau extracts

• Overview
• Use a Tableau extract
• Tableau extract schedules
  • DSS1PRD
  • Other data sources in production
• Background tasks and resource availability

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Overview

Tableau extracts, a method of supplying data to a Tableau workbook, can improve performance for large data sets. If your live connection is not performing adequately, consider changing the connection in your workbook or published data source to use an extract. The potential tradeoff is data latency; if you use an extract and the data is changing rapidly, your workbook may provide stale data. With slowly changing data, such as the Data Warehouse Oracle database DSS1PRD (updated only once per day), data latency is not an issue when a daily update is scheduled.

Use a Tableau extract

To set up a Tableau extract to refresh your data on a schedule:

1. In Tableau Desktop, select the Data Source tab; alternatively, on the command bar, click Data and navigate to the data source that you wish to change.
2. Click the Extract radio button.
3. When you upload the workbook to Tableau Server, you will be prompted to schedule an extract refresh.

If your workbook is already published with a live connection, to change it to an extract:

1. On Tableau Server, navigate to the workbook and select the Data Sources tab.
2. Under "Actions", next to the data source name, click the ellipsis (...) and choose Extract. Tableau Server will create an initial extract, but you'll need to schedule a refresh.
3. Click the Extract Refreshes tab, which will have a number to the right of the name.
4. Click New Extract Refresh and select a schedule.

   When you have successfully created a new extract refresh, the number on the right of the Extract Refreshes tab will be incremented.

Tableau extract schedules

When you're scheduling an extract refresh, make sure you don't run the refresh any more frequently than is useful or necessary based on the nature of your data source and the user's requirements. Be sure to honor notations reserving a schedule for a specific team.

DSS1PRD

For DSS1PRD there are three specific schedules:

Other data sources in production

For other data sources in production, schedules are as follows:

If none of these schedules meets your requirements, fill out the EDSD Support Form to create a support ticket to investigate creating a new schedule.

Background tasks and resource availability

Limited resources are available for running extract refreshes, and not all refreshes scheduled at a particular time will start simultaneously. Extract refreshes are run as background tasks in Tableau Server. Background tasks are assigned a priority ranging from 1 to 100, and those with priority 1 are started first. By default, each new extract refresh is assigned priority 50. If your refresh is not meeting a critical deadline, fill out the EDSD Support Form to create a support ticket to investigate assigning a higher priority.