[TABLEAU] Extracting Data

Extracting Data

Extracts are saved subsets of the whole data source that you can use to improve performance, to upgrade your data to allow for more advanced capabilities, and to perform offline analysis. Follow the instructions below to create an extract. Creating an Extract Step 1 Select the data source in the Data menu and then select Extract Data. Step 2 In the Extract Data dialog box, click Add, and then in the Add Filter dialog box, select a field to filter. Add as many filters as you need before extracting the data. Define all the values you want to include in the extract, and then click OK. Step 3 In the Extract Data dialog box, click Extract. In the Save As dialog box, select a location to save the extract, and click Save.   Step 4 After you create an extract, Tableau selects it by default. You can easily switch between using the extract and using the entire data source by selecting Data > [your data source] > and clearing or selecting Use Extract. Note : You can remove the extract at any time by selecting Data > [your data source] > Extract > Remove. If you move or rename the extract file and then open a workbook connected to that extract file, you must modify the file  path to point to the new location. Tableau prompts you to browse to the new file location when you open the workbook. Limiting your Extracts You can also extract samples of your data without defining specific filters. Use the options in the Extract Data dialog box under Number of Rows to extract either a percentage of the records or a specified number of rows. If you have added any filters, these limits are applied to the filtered data.