Creating a workbook data extract
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
If your data is coming from some connected data sources, extracting such data from a workbook will let you work on that data even if you are disconnected. The extracts are also useful when dealing with large data files as you can apply filters to select only a few rows (based on conditions).
Let's use the sample file Sample – Coffee Chain (Access). Open a new worksheet and select Sample – Coffee Chain (Access) as the data source.
Once the data is loaded on the worksheet, perform the following steps to extract the data:
- From the main menu toolbar, select Data.
- Under Data, expand Sample - Coffee Chain (Access), and select Extract Data as shown in the following screenshot:
- To select all rows, keep the All rows option selected as shown in the following screenshot:
- Hit Extract.
- In the Save As dialog box, select a desired location to save the extract.
- Enter the filename of the Tableau data extract file in the File name box in the Save As dialog box.
- Hit Save.
Robin Kennedy from the The Information Lab Team, a Tableau consulting firm, has written a great insightful blog article about the reasons for a Tableau data extract. You can find this blog post at http://www.theinformationlab.co.uk/2011/01/20/tableau-extracts-what-why-how-etc/.
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