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You're reading from  Getting Started with Tableau 2018.x

Product typeBook
Published inSep 2018
PublisherPackt
ISBN-139781788838689
Edition1st Edition
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Tristan Guillevin
Tristan Guillevin
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Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin

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Refresh a Data Source and deal 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 to refresh or modifying a published Data Source is different and explained inChapter 9, Publish and Interact 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 data in the extract file (.hyper) hasn't changed. Remember that when you create an Extract, you create a copy of your dataset in a Hyper file. Even if the data changes in the dataset, the data in the Hyper doesn't. To refresh an Extract, you need to refresh the Hyper file. To do so, right...

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Getting Started with Tableau 2018.x
Published in: Sep 2018Publisher: PacktISBN-13: 9781788838689
© 2018 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin

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