Summary

In this chapter, we took the time to understand live connections and extracts and when to use each. We looked at data source filters and extract filters and how each is used in the Tableau order or operations.

Then, we looked at both embedded data sources and published data sources. We created and published both types to our Tableau Server or Cloud and explored the use cases for each approach. We also created a published data source from the web interface of Tableau Server or Cloud.

In the last section of this chapter, we looked at extending the Tableau data model with calculations, folders, hierarchies, grouping, and descriptions. We also looked at how to update published data sources once they are already being used in others’ workbooks and what an analyst can and can’t do to extend the data model in their workbooks that use published data sources.

In the next chapter, we are going to look at the options available to us to secure our data models in...