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Data Sources and Tableau ServerCreating, Maintaining and Publishing Data Sourceson Tableau Server11/14/20171
Tableau File ExtensionsData Sources & ExtractsData Sources & SecurityRefreshing Data SourcesBest Practices
Workbook (.twb) Tableau workbook files have the .twb file extension.Saves all the sheets and their connection informationin a workbook file. The data is not included.Packaged Workbook (.twbx) Tableau packaged workbooks have the .twbx fileextension. Saves all the sheets, their connectioninformation and any local resources (e.g., local filedata sources, background images, customgeocoding, etc.Data Extract (.tde) Tableau data extract files have the .tde file extension.Extract files are a local copy of a subset or entire datasource that you can use to share data, work offline,and improve database performance.3
Data Source (.tds) Tableau data source files have the .tds file extension.Data source files are shortcuts for quickly connectingto data sources that you use often. Data source filesdo not contain the actual data but rather theinformation necessary to connect to the data source.Packaged Data Source (.tdsx) Tableau packaged data source files have the .tdsx fileextension. A packaged data source is a zip file thatcontains the data source file (.tds) described above aswell as any local file data sources such as Extract files(.tde), text files, Excel files, Access files, and localcube files.4
How to create data sourceCreating a custom SQL QueryEditing a custom SQL queryStoring data sources in aproject on the serverHow to create a extractConnecting to a Tableau dataextractDuplicating a Tableau dataextract5
What is a Data source? A connection to a database or other placewhere data is stored, with informationabout what data in that database to use. Users can create workbooks that point to adata source. A data source that is shared on TableauServer might contain an extract, or it mightcontain configuration information thatdescribes how to access a live connection.6
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This refers to a data source thatTableau accesses to provide real-timeor near real-time data. With a livedata source, Tableau makes queriesdirectly against the database or othersource, and returns the results of thequery for use in a workbook.This is a snapshot of data. Anextract (.tde file) might becreated from a static source ofdata, like an Excel spreadsheet.Or the extract might containdata from a relational databaseor from cloud-based data.8
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Prompt User: To maintaindata security, especially ifdata source containssensitive information, it isadvisable to ask user tosupply their owncredentials every time thedata source is to be used.Embed Credentials: If data in datasource is not sensitive andseamless automated refresh isrequired, embedding yourpersonal credentials may beappropriate. There is an option touse the system generic ID butthis can only be done by theSystem Administrator13
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Extract on Tableau ServerIt may be beneficial to create an extract based onan extract 30
1.tdsx - Path and connection details to .tdeUseful for working offline!31
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Data source securityData source certification38
Data Source Security can be implemented atthe project levelUser who publishes a data source/extractwill have complete access to edit or deletethe data sourceSite Administrator and SystemAdministrator will have access to publish,modify all data sources.39
Available in 10.4 - Read more discovery-and-governance Data source certification enables your datastewards to promote specific data sources in yourTableau deployment as trusted and ready for use. Project leaders, site admins, and Tableau Serveradministrators have permission to certify datasources. After receiving certification, certified data sourcesreceive preferential treatment in search results andstand out in data source lists in Tableau Server andTableau Desktop40
Refreshing extractsFull refreshIncremental refresh41
Refreshing extracts from Tableau Desktop Tableau Desktop users can refresh extractsthey publish and own. They can do this thefollowing ways: At publish time: When an author publishes aworkbook or data source that uses anextract, that author can add it to serverrefresh schedule. The refresh can be a fullor an incremental refresh.42
Options are seton serverCredentials willneed to beembedded forrefresh!21343
By default, extracts arefully refreshed. Thatmeans that every time yourefresh the extract, all ofthe rows are replaced withthe data in the underlyingdata source.If the extract is not set upfor incremental extract,selecting to refresh theextract will fully refreshthe extract.Default ifincrementalrefresh isunchecked44
Rather than refreshingthe entire extract, youcan set it up to only addthe rows that are newsince the last time youextracted data.For example, fall studentenrollment is updated inthe data mart in the fallof every academic year.Rather than rebuild theentire extract frequently,you can just the data forfall of the new year.45
In the Tableau Server web environment,both server and site administrators can runextract refreshes on-demand on theSchedules page.46
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ManualscheduleFrequency49
Published data source bestpracticesHelpful links50
Remove PII data to reduce risk of exposingsensitive informationRemove fields that are unlikely to be used forvisualization or analysisUse a consistent naming standards for yourdata sourcesMinimize the use of custom SQL in datasources – harder to maintain and not viewablewithout downloading locally and openingwithout Tableau desktop51
Use extracts for data that is refreshed on adaily or longer cycle – performance is muchbetter than with live connectionsSchedule extract refreshes during nonbusiness hoursConsider designating the following rolesamong Tableau users: A data steward (or team) who creates and publishesdata sources for the Tableau community A site administrator who manages publishedcontent, extract refreshes and permissions on theserver you publish to52
More Details can be found on the rstanding-tableau-dataextracts-part1Why Use Tableau Data hy-use-tableau-dataextracts-32187Tableau Data Extracts - Tips, Tricks and Best acts-part3#zvjcKX9oUWxY8SPE.99Tableau Data Extracts – Tips, Tricks and Best acts-part3Publish a Data sktop/enus/help.htm#publish Sources%2520and%2520Workbooks%7C 4Best Practices for Published Data desktop/enus/publish datasources about.htmlConnect to a Custom SQL ktop/en-us/customsql.html53
Tableau packaged workbooks have the .twbx file extension. Saves all the sheets, their connection information and any local resources (e.g., local file data sources, background images, custom geocoding, etc. Data Extract (.tde)
