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Data Modeling with Tableau

You're reading from  Data Modeling with Tableau

Product type Book
Published in Dec 2022
Publisher Packt
ISBN-13 9781803248028
Pages 356 pages
Edition 1st Edition
Languages
Author (1):
Kirk Munroe Kirk Munroe
Profile icon Kirk Munroe
Toc

Table of Contents (22) Chapters close

Preface 1. Part 1: Data Modeling on the Tableau Platform
2. Chapter 1: Introducing Data Modeling in Tableau 3. Chapter 2: Licensing Considerations and Types of Data Models 4. Part 2: Tableau Prep Builder for Data Modeling
5. Chapter 3: Data Preparation with Tableau Prep Builder 6. Chapter 4: Data Modeling Functions with Tableau Prep Builder 7. Chapter 5: Advanced Modeling Functions in Tableau Prep Builder 8. Chapter 6: Data Output from Tableau Prep Builder 9. Part 3: Tableau Desktop for Data Modeling
10. Chapter 7: Connecting to Data in Tableau Desktop 11. Chapter 8: Building Data Models Using Relationships 12. Chapter 9: Building Data Models at the Physical Level 13. Chapter 10: Sharing and Extending Tableau Data Models 14. Part 4: Data Modeling with Tableau Server and Online
15. Chapter 11: Securing Data 16. Chapter 12: Data Modeling Considerations for Ask Data and Explain Data 17. Chapter 13: Data Management with Tableau Prep Conductor 18. Chapter 14: Scheduling Extract Refreshes 19. Chapter 15: Data Modeling Strategies by Audience and Use Case 20. Index 21. Other Books You May Enjoy

Understanding extracts and data source filters

In the previous two sections of this chapter, we learned about live and extract connections. We also looked at both data source and extract filters. In this section, we will look at how they work in more detail:

  1. Continuing from the previous exercise, notice the top right-hand corner of the canvas, as seen in Figure 10.9:
Figure 10.9 – Extract and data source filters

Figure 10.9 – Extract and data source filters

  1. When an extract is selected, we notice that Tableau will tell us when the extract was last run and if it includes all or some of the data from the underlying data source. Clicking on Refresh will load our extract based on the settings that we specify in the extract settings dialog. Clicking on Edit will take us to that dialog, as we detailed in the previous section. One of the options in the dialog box is to filter the rows in the extract based on one or more fields, as illustrated in step 5 of the exercise in the previous...
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