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Getting Started with Tableau 2019.2 - Second Edition

You're reading from  Getting Started with Tableau 2019.2 - Second Edition

Product type Book
Published in Jun 2019
Publisher Packt
ISBN-13 9781838553067
Pages 260 pages
Edition 2nd Edition
Languages
Author (1):
Tristan Guillevin Tristan Guillevin
Profile icon Tristan Guillevin
Toc

Table of Contents (16) Chapters close

Preface 1. Catching Up with Tableau 2019 2. The Tableau Core 3. Getting Started with Tableau Desktop 4. Connecting to Data and Simple Transformations 5. Building an Efficient Data Source 6. Design Insightful Visualizations 7. Powerful Dashboards, Stories, and Actions 8. Publishing and Interacting in Tableau Server 9. An Introduction to Calculations 10. Analytics and Parameters 11. Advanced Data Connections 12. Dealing with Security 13. How to Keep Growing Your Skills A. Other Books You May Enjoy Index

Refreshing a data source and dealing with changes

Data lives and changes. Any analysis tool, such as Tableau, needs to allow users to refresh data and deal with changes as easily as possible.

Note

In this section, we won't talk about the published data source on Tableau Server. The way in which to refresh or modify a published data source is different and is explained in more detail in Chapter 8, Publishing and Interacting in Tableau Server.

The following section describes how to refresh a data source.

How to refresh a data source

Refreshing a data source is simple for both Live and Extract data sources.

For a Live connection, right-click on the data source and click on Refresh—that's it!

For an Extract, clicking on Refresh won't work because the extracted data (in the hyper file) hasn't changed. Remember that when you create an Extract, you create a copy of your dataset. To refresh an Extract data source, you first need to refresh the extracted data. To do so, right...

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