Refreshing your data

As you learned in Chapter 1, What is Tableau Server?, an extract is a subset of your data that has been optimized for Tableau using the Tableau Data Engine. When you go to publish a workbook to Tableau Server, data extracts and live connections will be embedded in the workbook. Unlike published data sources, embedded data sources can only be used in the workbook in which they are published.

Choosing a data connection type

If you choose to embed a data extract in your workbook, and you publish it to Tableau Server, you can create extract refresh schedules so that the data will refresh automatically according to the selected date and time. You can even create multiple refresh schedules for a single workbook or data source, such as every month on the first day of the month and every Wednesday.

Note

You can create a data extract in a workbook and then publish only the data source to Tableau Server to create a published data source. Just like any data extract...