How to create and use Tableau Extracts

0:00Hey, it's Tim here and this is the third

0:01video in my series talking about Tableau

0:04file types.

0:04Today we're talking about the Tableau data

0:06extract. Now this is actually an

0:07interesting

0:08file type because it's had a little bit of

0:09a change over the last couple of years,

0:11we're going to cover that in a little bit,

0:13but otherwise you can really improve the

0:15quality of

0:15your workflow working in Tableau if you

0:17fully understand what extracts are, how to

0:19create them,

0:20some of the benefits of having an extract

0:22and also some nuances to watch out when

0:24creating an extract.

0:25Add to that the recent changes to the Table

0:27au data model and there's also a few new

0:29things

0:29that you might not be aware of with Tableau

0:31extracts that I'm also going to cover in

0:33this

0:33video. Okay let's get stuck in. Okay so in

0:35front of me right now I have four different

0:38file types,

0:38so I've already done a video on a TDS and

0:40the TDSX, these are these two files that I

0:43'm clicking

0:43right now. We did a video on Tableau book

0:46marks as well but the Tableau data extracts

0:49or otherwise

0:49called a TDE in the past or hyper in the

0:52present world is over here on the right

0:54hand side,

0:54it's actually this icon here with a little

0:57sort of database icon with an arrow going

0:59from one to the

1:00other. Now it's a really important file

1:02type to be aware of because if you're

1:04working with data sets

1:05such as databases or really cumbersome

1:07excel files, when you create an extract it

1:09can actually

1:10improve the performance of what you're

1:12doing in Tableau. So what exactly does an

1:14extract do,

1:15what are the benefits and what are they?

1:17Well as ever as I pretty much do in every

1:19single video,

1:20I don't just sort of talk to you from

1:21experience, I refer to the documentation.

1:23Tableau documentation

1:24is really really good in this field. So the

1:27Tableau data extracts has several benefits.

1:29Number one if you're working with large

1:31files it can optimize those large files and

1:33make it

1:33much faster and easier to work with that

1:35data. Number two it lets you take a

1:37snapshot of the

1:38data set that you're working with so that

1:40you can essentially work on a smaller set

1:42of the data

1:43or let's say you're connecting to a

1:45database that is maybe far away

1:47geographically or is very slow

1:49or maybe is changing because it's still in

1:50development, you can take a snapshot at a

1:52point

1:53in time save that locally on your laptop

1:55and so that allows you to carry on with

1:57your build process

1:58and develop your workbook but then when you

2:00're ready you can then switch back to a live

2:02connection

2:02to the database and improve the quality of

2:04what you're doing without having to wait

2:06for things

2:06to get into sort of a stable state. The

2:08other benefit is that occasionally there

2:10are some

2:11computations that are much faster done

2:13inside of an extract than natively inside

2:15of a database.

2:16This is a sort of very nuanced aspect we

2:18won't go into too much of that into this

2:20video but I

2:20will highlight to you where this is

2:22highlighted by Tableau and how to find out

2:24those instances

2:25in use cases. The very last benefit is of

2:28course an extract allows you to take a

2:30snapshot which

2:31you can then of course share with someone

2:33so if you maybe want to take a snapshot of

2:35data to give

2:36to let's say a consultant who is coming on

2:38site for just one day you can give them an

2:40extract

2:40they can build off that extract and then

2:41when you're ready you can connect it back

2:43to your

2:43database many days or many months after

2:45they've gone and delivered the work. So

2:48those are some

2:48of the high level benefits and those

2:50benefits are sometimes not really worth

2:52considering when you

2:54create a new workbook or start out with a

2:56new file because fundamentally my viewpoint

3:00is if you want

3:00the best performance typically always work

3:02with an extract unless you're connecting to

3:04a published

3:04data source or you're working with a

3:06database that is designed to deliver those

3:08speeds. One thing you

3:10can then do is get those extracts to update

3:12and refresh so let's get stuck into Tableau

3:14I've talked

3:15way too much let's dive into the product

3:17and find out how it all works. So I'm going

3:19to switch over

3:20to Tableau here I've got a very simple

3:22Tableau instance open here and what I'm

3:24going to do is

3:25I'm going to connect to the superstore file

3:27now this is a very standard file in Tableau

3:29you can

3:29also connect to a database if you're

3:31following along that's perfectly fine too

3:32this will work

3:33exactly the same way. I'm going to go and

3:35select the sample superstore the second

3:37saved data source

3:38here and I'm just going to click on that on

3:40the bottom left here and it opens up a new

3:42Tableau

3:42instance now this is great because what

3:44this does is it connects us to the excel

3:46file that's located

3:47in our documents folder which has all the

3:49data sources that Tableau uses so if I just

3:51go here to

3:52properties you'll see that it's actually an

3:54excel file that I'm connected to and I know

3:56that this is

3:57a live connection because if I just focus

3:59in on this cylinder here at the top because

4:02it's just

4:03the cylinder and nothing else I know that

4:04this is a live connection. Let's go ahead

4:07and create an

4:07extract so to do that we just right click

4:10on the data source and as we go down you'll

4:13see this

4:13option here to extract the data go ahead

4:15and click on that and then you get this

4:18option. Now I'm going

4:19to come back to this page in a second what

4:21I want to do is just show you the process

4:23of creating an

4:24extract then I'll explain each of these

4:25features here on this page in more detail

4:27so let's carry

4:28on through leave everything as it is all

4:30the defaults let's just create an extract

4:32now the

4:32second thing it's going to ask you is where

4:34do you want to save that extract so the

4:36extract this time

4:37I'd like to save it in my Tableau file type

4:40folder and I'll call this version two so

4:42that it

4:42doesn't overwrite the previous one and I'll

4:45go ahead and click save and normally

4:46depending on

4:47the size of the file you might not even see

4:49a window saying that the extract is being

4:51created

4:51so really small files that will just happen

4:53instantaneously the way you know that it's

4:55now

4:56an extract is twofold number one you'll see

4:58this icon here on the top left has changed

5:01also if you

5:01right click on this data source you now get

5:04the options to change whether this is using

5:07an extract

5:07or not so you can see here that before

5:09these options were grayed out and now I can

5:11actually

5:12use them and there's a big tick next to the

5:14use extract option and there's also some

5:17options now

5:17available for me because I'm working with

5:19an extract one of those being a refresh and

5:22also

5:22the ability to understand the history and

5:24the properties of the extracts again I won

5:26't dive

5:26into too much of that into this video I'm

5:28just trying to show you how it works that's

5:30basically

5:31it that's an that's an extract in a

5:32nutshell let's go ahead and find the

5:34extract and see what happens

5:35when you open it so let's just go back here

5:37to my file browser and you'll see here that

5:40I have the

5:41two files that I have previously I have the

5:43original one that we had in the folder then

5:45the

5:45one that I just created called v2 and you

5:47will notice here that it has an extension

5:49called dot

5:50hyper I'll come back to this very very

5:52shortly but now that we have the extract

5:53here if I just

5:54double click the one that I created what

5:58should happen is it will open up a new copy

6:01of tableau

6:02and it will already have the data source

6:04already connected now interestingly here

6:06our extract

6:07although it's been created it's just a data

6:09source so it essentially captured all the

6:11information

6:11about the data and so what I still need to

6:14do here is bring it in and there we go we

6:16pretty

6:16much have a data source ready to go now if

6:19I just close this and let me just open the

6:21previous one

6:21you'll see some slightly different behavior

6:23so let's just open up this first one that I

6:26created

6:26and let's just double click that this is

6:29actually an eu superstore file rather than

6:32the american

6:33one and when I double click this one again

6:35tableau opens up but you'll notice that it

6:37has

6:38a data model here that says extract so the

6:40key thing to remember here is that because

6:44of the

6:44additions to the data model extracts have

6:46become a little bit more complicated but

6:49also it's still

6:49as simple as it used to be I know it's a

6:51slightly sort of weird way of talking about

6:53it but if I

6:53open up this sort of logical layer here and

6:55go into the physical layer you'll see that

6:57it's

6:58still an extract and it's all the same

6:59information it's nothing really sort of

7:01that different now if

7:03I close this as well and I go back and I

7:06just drag one of these hyper files into the

7:09canvas you will

7:10notice a different behavior which is it

7:12will add this connection to the existing

7:14workbook so it

7:15will open up the connection window if I go

7:17back to sheet one you will see that I'm now

7:19connected

7:20to my extract it's got the single cylinder

7:22okay and this is always a really confusing

7:25aspect of

7:25tableau if you connect to an extract well

7:28tableau thinks you're connecting to a data

7:30source of course

7:31it shows it as a live connection to the

7:33extract so if I right click on here and I

7:36go to properties

7:37you'll see this is actually a hyper file

7:39but it treats it like a live connection so

7:41sometimes that

7:41can be confusing you're working with an

7:43extract but you've only got the single

7:45cylinder icon that's

7:45just something sort of to get your head

7:47around and to be aware of you can then of

7:49course take

7:50an extract of the extract it just gets

7:51really complicated very quickly so I think

7:54that could

7:54be improved but just bear in mind if you

7:56want to work with an extract you just drag

7:58it in and it

7:59will come into the existing workbook that

8:00you've got open now let me just close this

8:02connection

8:03and go back to the file types now you'll

8:05see here that it says sample e superstore

8:08dot hyper or

8:10sample superstore v2 dot hyper now

8:12depending on the version of tableau that

8:14you're using

8:15this actually used to be called something

8:16slightly different it used to be called a

8:18tableau data

8:19extract a dot tde file and in tableau 10.5

8:23tableau introduced the new file format for

8:26hyper

8:27and the key thing here is if you're using a

8:29version that is older or is 2020.3 sorry

8:34newer

8:35or is 2020.3 then essentially what will

8:38happen is that every time you open a dot t

8:40de extract or

8:42tableau data extract with a dot tde format

8:45it will be automatically upgraded to a

8:47hyper

8:48file so let me just show you the

8:49documentation on this particular capability

8:51you'll see here

8:52that if I just go back specifically in 2020

8:56.3 extracts will get upgraded to the new

8:59format

8:59they're essentially trying to deprecate the

9:01dot tde format so appreciate a lot of

9:03people watching

9:04these videos are sometimes using older

9:06versions of tableau and so that's just

9:08something to be aware

9:09of now that said pretty much most of the

9:11features of an extract still exist between

9:15a tde and a dot

9:16hyper they're essentially the same thing I

9:18've actually got a podcast with a friend r

9:20avi mystery

9:21and also zen master I'll put a link in the

9:23description or pop up on screen at the

9:25moment

9:25but essentially you get all the same

9:27functionality you don't need to think too

9:29much about the

9:30differences between them unless you're

9:32using something very specific for example

9:35if you use

9:35a hyper file you'll get better performance

9:37you'll see much more improved capabilities

9:40and so

9:40it's actually a desirable format to be

9:43using rarely with tdes do you actually want

9:46to be

9:46using them if you've got the latest and

9:48best of tableau okay so let's just carry on

9:50with the video

9:51and I'll just sort of keep talking as if

9:53hypers and tdes are the same thing if I

9:55mention hyper

9:56just loosely be aware that it will

9:58generally work with the tde file as well

10:01and if we get into

10:02nuances this video will get too long so

10:05that's pretty much the sort of the bare

10:07bones of an

10:08extract now what I didn't do is explain

10:10some of the options around extract so if I

10:13just go back to

10:14our file you'll see that I've got the

10:16extract here on my desktop and if I go back

10:18and I remove the

10:20extract and there's two ways to do this you

10:22can just untick this option here that says

10:24use extract

10:25and when you do that the cylinder switches

10:27to a single cylinder right so you get that

10:30double icon cylinder removed and you go

10:31back to a single this essentially means

10:33that instead of

10:34pointing to my dot hyper file in my folder

10:37here it's actually pointing back to the

10:40excel file

10:41okay and then if I go back to this view and

10:44I right click and I say use the extract

10:46it switches back to the hyper file so you

10:48can essentially switch between a live

10:51connection

10:51and the snapshot as it were or the snapshot

10:54and the database whatever it is you can

10:56switch between

10:57those just to make sure everything is

10:58working really really well this is great if

11:00you're

11:00building something and it's maybe

11:02development or prod and you can just switch

11:04to the live database

11:05to make sure that the data is coming

11:07through properly maybe it doesn't work I

11:09find the switch

11:10it back to an extract and you're all good

11:12okay so that's pretty much it so what I

11:13actually want to

11:14do now is remove the extract I want to get

11:16rid of the extract altogether so actually

11:19if I go here to

11:19the extract option and I go remove what tab

11:22li will do is it will just remove the

11:24extract okay

11:25and you can also ask you to delete the

11:26extract so this will go ahead and delete

11:28the file so let's go

11:29ahead and do that click okay so now it's

11:31removed the extract it's deleted it if I go

11:34back to the

11:34file folder you'll see here that the v2

11:37file has disappeared so it's sort of

11:40cleaning up after

11:41itself when it's removed the extract which

11:42is a great sort of capability now the

11:44reason I did

11:45that is because now I want to create an

11:47extract and go through some of those

11:49details in more

11:49detail so let's go in here and let's go to

11:52extract data and let's look at the first

11:56key thing that

11:56you're faced with which is the logical

11:58tables at the top and physical tables now

12:00if you're not

12:01familiar with these terms highly advise you

12:04check out my video on the data model I've

12:06done really

12:07sort of concise summary of what the data

12:09model is and in that video I talk about

12:11logical and physical

12:13layers there's a terminology that tableau

12:15uses to help explain how the data model

12:17works and

12:19fundamentally the data model brings a few

12:21complexities to extracts because up until

12:24the data model 2020.2 there used to be a

12:27capability to do multi-file extracts okay

12:30and

12:31multi-file extracts it's actually probably

12:33better just to show you what I mean okay so

12:35let's let's

12:36make this simpler so at the moment you can

12:38see the logical tables option is ticked

12:39there is no

12:41physical tables options capable to me okay

12:43so there's nothing I can do to tick this so

12:46again watch my data model video to

12:48understand more on that so let's go in here

12:50and edit the

12:51data source and what you'll see is that I

12:53have orders people and returns so this is

12:56just a

12:56standard data model okay nothing too

12:59complex and the reason this is behaving

13:01this way is because

13:02I haven't got any sort of physical tables

13:05beyond these logical tables that need to be

13:08worked in so

13:09tablet looks at the data source and

13:10realizes hey the only thing you need here

13:12are logical tables

13:13orders peoples and returns so if I go into

13:16orders and I open that up and then what I

13:19do in here is

13:20I create a join on returns it's going to

13:23complain a little bit so let's just say

13:25order id and

13:27this should be returns yeah let's just let

13:32's just create create it like that and just

13:34do a left join

13:35I think the returns data set is a little

13:38bit weird but we'll just close this and we

13:40'll leave it like

13:41that so here we are we've got the basic

13:43information here about the returns and now

13:46I go back close

13:47that and then go back to my sheet that

13:50change has taken place it's still a live

13:52connection

13:53but now if I right click go to extract data

13:56you'll see that I now get the option for a

13:58physical table

13:59okay so that's the key thing to be aware of

14:02okay the physical table option will only

14:04appear

14:05when you actually have physical tables and

14:08joins inside of the logical layer as it

14:11were okay so it's

14:12a slight sort of complexity to be

14:14complexity to be aware of again if you

14:16check out the documentation

14:17it goes into examples and instances where

14:19this is going to specifically happen a good

14:21use case is for

14:23example row level security when you do

14:25probably actually want a physical table so

14:28that the join

14:29is done in real time rather than being pre-

14:31computed and blowing up your data set into

14:34this sort of

14:34really tall sort of duplicated data set

14:37okay so that's probably an example where

14:40you want to be

14:40able to do that if what I just said sounds

14:43like alien whatever just don't worry about

14:46it and

14:46honestly there's lots of blog posts you can

14:48google and when you come across the feature

14:50you worry

14:50about it then but just remember to enable

14:53these physical table option you need to

14:55have a physical

14:56table inside of your data model okay but I

14:58'll stick to logical tables and I'll go to

15:01the next

15:01option which is filters so filters allow

15:04you to do exactly that they allow you to

15:06filter your data set

15:08before you take the extract okay so

15:10extracts are an important part of the flow

15:13if you think about

15:14the order of operations for example and

15:17where if you exclude a bit of information

15:19from your extract

15:20then it's not going to be available from

15:22that point onwards if you're working with

15:24that extract

15:25so if I go in here and I add a city extract

15:27and I just say that I'm only looking at

15:30Aberdeen

15:31and I click at okay I'm working with the

15:33European data set you'll see here that it's

15:35the city keeps Aberdeen so when I create my

15:37extract it will remove this from my

15:40snapshot

15:41so my snapshot will shrink in size and I'll

15:43only be working with data from the city of

15:46Aberdeen

15:46okay you can add multiple conditions as

15:49well so maybe I only want to look at

15:52Aberdeen and I only

15:53want to look at furniture cells in Aberdeen

15:56so you can see that I'm now building sort

15:58of a nice sort

15:59of set of conditions and this is great

16:01especially if you're building like an ad

16:03hoc report you just

16:04need to filter a large database down to

16:06maybe a small customer or particular area

16:09and so you take

16:10an extract you filter it down and then you

16:12just build with that locally on your

16:13machine okay so

16:15that's basically what the filter option

16:17does the next thing is aggregation okay so

16:20let's just take

16:21this extract now and then we'll take a look

16:23at it and see what happens when we change

16:24the aggregation

16:25option so let's just take an extract again

16:27it's going to ask us where to save that we

16:29'll just call

16:30this Aberdeen furniture I really hope we

16:33have furniture being sold in Aberdeen

16:37otherwise this

16:38is going to return next to no data in my

16:40extract so there we go it's done the

16:42extract and surprise

16:43surprise there's no furniture being sold in

16:46Aberdeen what I'll do is I'll fix that by

16:48removing the extract we'll do this again

16:51for the benefit of the demo and we'll go

16:54back in

16:54we'll extract the data and this time we'll

16:57just add the city of Aberdeen as an example

17:00okay so

17:01we know Aberdeen exists there's definitely

17:04cells we'll do extracts again and call

17:06Aberdeen only

17:07hit save and now if I go look at the

17:12summary of the data I have one row of data

17:16okay so this is a

17:18very sort of small subset of data but this

17:21is the only data available in the whole

17:24entire

17:25workbox just single right if I then remove

17:28that again let's remove and delete that

17:30again and let's

17:31just change this extract data I'm just

17:33repeating this for the benefit of the video

17:36and let's say

17:37this time for the category I'm only going

17:39to analyze technology cells okay let's

17:41click okay

17:42click extract and then call this technology

17:46okay now that's gone ahead and done that

17:50and if I go

17:51and do the preview you'll get a lot more

17:53rows 1847 but notice that every single one

17:56here category is

17:58just technology if you don't believe me let

18:01's drag the category item from the product

18:04hierarchy and

18:05the only thing we'll get back is technology

18:07now watch what happens when I switch back

18:09to the live

18:10connection by unticking this use extract

18:13you see the other categories come in

18:15because in my main

18:16data source of course I haven't filtered

18:18this I haven't filtered this from the data

18:19source you

18:20do that with a data source filter but we

18:22haven't done that here so if I switch back

18:24to my extract

18:25it's just looking at a subset of data so

18:27now you can see how extracts are useful

18:29especially when

18:30you're creating snapshots okay we've only

18:32got a couple more things to cover off the

18:34next thing I

18:34want to show you is the aggregation option

18:37so let's just right click on this and if I

18:40make sure I'm

18:40actually in here and then remove the

18:42extract again we're going to delete the

18:44extracts while we do this

18:46right click and let's go to extract and you

18:49'll see that we have the option that we've

18:51had all along

18:52I'm going to go ahead and add the same

18:55category and technology section just so we

18:57can sort of

18:58build on our previous understanding but now

19:00you'll see this option to aggregate data to

19:02visible

19:02dimensions so what does this actually mean

19:04essentially what tablet will do is it will

19:06analyze your data set and figure out which

19:08dimensions are being used and which ones

19:09aren't

19:10then having done that it will essentially

19:12try and group the data up so instead of

19:14maybe saying having

19:15a million rows at the day level or at the

19:17time level you know and the level of detail

19:19that you're

19:20not analyzing it will look at the data see

19:22what you are analyzing and try and reduce

19:24the number

19:24of rows by adding up the rows where

19:26possible so let's say you're counting the

19:28number of cells or

19:29the amount of profit it will aggregate that

19:31up so that you just get maybe one line

19:33where there

19:34were previously two lines essentially so it

19:36makes your data set a little bit more

19:37compact

19:38the other option is the ability to choose

19:40which rows you bring in so there is an

19:43option here at

19:43the top called an incremental refresh I'll

19:45come to this in a second but you can also

19:47choose which

19:48subset of data to bring in so maybe you

19:51just want the top you know orders by a

19:53specific sort of

19:54condition so if I say top you can obviously

19:57change this and notice these are actually

20:01based on my

20:02logical data model okay so these options

20:05here are reflecting my logical layers in my

20:08data set not

20:09specifically columns in my data set okay

20:11and I can just say bring in the top 100

20:14rows in the

20:14orders tables okay or I can sample it

20:16instead so instead I can say okay look at

20:19the orders table

20:20and bring in the random sample of 100 rows

20:23or I can bring in a certain percentage of

20:26data depending

20:27on how that works okay so that's a really

20:29really cool feature the last thing is an

20:31incremental

20:32refresh so if I click on incremental

20:34refresh I actually get some new options if

20:36I just bring

20:37this up so that it's all in the screen here

20:40the options I get are essentially going to

20:43ask me

20:43which table I'd like to refresh okay so in

20:45this case previously in the past you never

20:48really had

20:48to worry about this because you had a

20:50physical layer so everything in a physical

20:52layer just gets

20:53updated wholesale essentially it's checking

20:55everything in that single layer to see what

20:57's fresh

20:58in a logical layer you actually have to be

21:00a little bit more specific because the

21:02logical

21:02layer is driving the rest of the behavior

21:05in the data source and in the workbook so

21:07if I select

21:08orders here I then have to tell it how to

21:10identify new rows so in the typical

21:12database this might be

21:14a creation date or modified date or it

21:16might be something like a transaction date

21:18essentially you

21:18always want to make sure there's something

21:20unique every time a transaction is changed

21:22or updated

21:23and then tableau will bring it in and so

21:25that's how you can choose here you'll see

21:27that it

21:28it only lets you choose specific things and

21:30typically these tend to be the measures

21:32okay

21:33and dates again tend to work a lot better

21:35here so if you choose order date it's

21:37basically going to

21:37look for new orders beyond a certain date

21:39we're making the assumption that the order

21:41information

21:42can't be changed once the order is made

21:44okay if there's a return for example that

21:46was actually

21:47created in a separate database right so we

21:49get a fresh set of data even if an order is

21:51returned

21:52you can't edit something or transaction

21:54once the transaction is taking place so

21:56there we have it

21:57if I click incremental refresh by order day

21:59and then choose extract what will happen is

22:02next time

22:02I go to refresh this data it will actually

22:05only update to see new rows so let's just

22:08go ahead and

22:08create this so let's say technology

22:10incremental and click save so now we have

22:16that if I right

22:18click on this and I go to extract you'll

22:20see here that I have the option now to do

22:22an incremental

22:23refresh which will only look for new rows

22:25using the orders table based on order date

22:28or I can do

22:29a full refresh which is essentially the

22:31ability to just expunge the whole lot and

22:33start again these

22:34are the same options you get on tableau

22:36server when you publish this to tableau

22:38server via

22:39workbook or tableau online and essentially

22:41those options sort of persist all the way

22:43through you'll

22:43also see some of those terminology in table

22:45au prep with the ability to update data

22:47sources

22:47incrementally as well okay so that's pretty

22:50much all the options in the extract

22:52capabilities

22:52obviously there's a couple more things we

22:54haven't covered here for example the

22:56history gives you some

22:57sort of context as to how many rows were

22:59updated so if you're constantly updating

23:01the extract and

23:02you start to put a build out history you

23:04can actually see when the last action was

23:06taken

23:07and what happens if I just close this right

23:09click extract refresh incremental it's

23:12going to do that

23:13in the background it will happen so quickly

23:14it doesn't even pop up a dialogue window

23:16but now if

23:16I go back to the properties I have to say

23:19history sorry you'll see that the first

23:21thing I did was a

23:22full refresh and more recently I've done an

23:24incremental refresh here so it's actually

23:27working

23:27really really nicely so you can actually

23:30trace what is new and what's been added in

23:33so you can

23:33see here this time around I added 446 rows

23:36reason being is the previous refresh was a

23:38full refresh

23:39when we had changed sort of the subset of

23:41what was required so it's brought in an

23:42additional 446

23:44based on the way I wrote the condition okay

23:47so that's pretty much extracts in a

23:49nutshell there's

23:50plenty more we can cover here of course I

23:51don't want to make this video too long it's

23:53already

23:53long enough and the best thing to do is to

23:55check out the tablet documentation there

23:57are also a

23:58whole series of great blog posts out there

24:00in the tablet community if you just go to

24:01google type in

24:02tablet extracts what are they you'll find a

24:04whole bunch of great resources but this

24:06video is

24:06primarily just a basic introduction to show

24:09you sort of where to go and these two pages

24:11by tableau

24:12I'm going to put them in the description

24:13are really really fundamental sort of

24:15understanding

24:15if you're working with tableau every single

24:17day and you haven't had the opportunity to

24:19spend some

24:20time really understanding the nooks and cr

24:22annies of extracts then this is a really

24:23good place to go

24:25and I want to call out some specific things

24:27to be aware of so there are sometimes

24:30quirks that you

24:30come across and actually it's to do with

24:32things like how data is interpreted in the

24:34extract

24:35so things like dates and formats things

24:38like when the extract is taken and where

24:40the database is

24:41when the extract is taken can do things

24:43like change dates and so on and so forth

24:45the other

24:45thing is computations some computations are

24:48better and more optimized in an extract

24:50environment

24:51compared to a database and again you really

24:53need to use tableau for some time to really

24:56start to

24:56get to the nuances of how that works okay

24:59and the other thing is you know if you're

25:01working with

25:02this a lot you'll sometimes actually come

25:04up against edge cases where it's actually

25:06better

25:06to do things that are slightly

25:08unconventional so again this this post here

25:11by tableau goes into the

25:12details of that the other thing is extract

25:15upgrade so if you're using a tde and you

25:18are you know

25:19transitioning to a newer version of tableau

25:22it's worth understanding what happens to a

25:24tde

25:24when you start to use it in a new version

25:26of tableau because it is not possible to

25:29downgrade

25:30a workbook from hyper to a tde format so

25:32once you have that extract then it's been

25:34upgraded you

25:35can't go back so what does that actually

25:36mean well if you want to share data maybe

25:38it's a tde file

25:39you update it turns into a hyper file now

25:41you can't share that data source with

25:44someone who was

25:45using a version of tableau that only relied

25:47on tde so that's just something to be aware

25:49of okay

25:50just make sure you don't break your

25:51workflow because there is no way of sort of

25:54going back

25:54and so i'll put these uh blogs or these

25:56articles and documentation in the

25:58description below

25:59and definitely check them out and this is

26:02probably the third video actually now in

26:04the series about

26:04file types in the next video what we'll do

26:06is we'll talk about the most obvious one

26:08which is

26:09the tableau workbook what is a workbook

26:11what's a package workbook and that will

26:13sort of conclude

26:13the series on different file types okay

26:15thanks for watching if you've enjoyed the

26:17video you know what

26:17to do if not let us know in the comments

26:19below and what you'd like to see instead

26:21all right take it