Can we combine Tableau Extract and live data? - amazon-redshift

I have a billing data set that ranges from 2017 to 2019 (until current). Data doesn't change for 2017,2018 and till November, 2019. It changes either for the current month or for the complete ongoing month..
I want to create one .hyper extract and store the static data in local server for the data that doesn't change and if needed also publish it for other users to use.
How to append the new data to extract? Can we union it with a live connection or append the data to the extract?

Depending on datasource compatibility, you can do this with Tableau Prep or the new Hyper API. Links as of 12/2019 are below.
Tableau Prep
Hyper API (Python)

If you have a twbx (tableau packaged workbook) file on your local system open that and change the data source connection to live and click update.
Then publish this dashboard with the "same name" which has the latest data, tableau server will ask you if you want to replace the existing dashboard -> click yes
Not sure if you're using a database. If yes, you can create views and then connect them
1.live to tableau dashboard which will get you the latest data all the time
2.Extract mode to refresh based on a set frequency
Hope this helps!

Related

How to run the Tableau workbook with .hyper extracts in Tableau Online?

I am familiar with Tableau dev and developed a report that uses 2 .hyper extracts and one Excel file and it is running fine with correct data. This is from Dev environment.
But client need to run from Tableau Online, now I am not aware (in fact no knowledge) on how run a workbook on tableau online with this setup.
I am trying to get answers to the below points:
How to refresh Tableau .hyper extracts?
How to specify Excel location (to pick new one every time workbook is refreshed)
Refresh Tableau workbook to show new data every time.
Currently Tableau Online cannot reach files on a local network.
Tableau Online in the cloud cannot reach data sources that you
maintain on your local network. Depending on the connection, you might
be required to publish an extract and set up a refresh schedule using
Tableau Bridge. Source:
https://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm
If by "Online" you mean Tableau Server, then there is a way to refresh the data from an Excel data source. Please, check this official link: https://kb.tableau.com/articles/howto/automatically-updating-data-in-server-workbook-that-uses-live-connection-to-excel
Could you give more details about your extracts? If your hyper extracts are from a published datasource, then you can refresh them easily. You just need to create a schedule for the workbook, after publishing it. It is necessary to "allow refresh access" like shown in the screenshot below.

Tableau doesn't shows latest data

newbie to tableau since 2 weeks
i created dashboard in tableau and it shows schedule
i published dashboard but it does not shows latest data in database
so how to show latest data on browser refresh as soon as database is updated ?
Note: not talking about live data streaming
When you use Extract and don't set refresh schedule then you won't be able to see the latest data.
You should keep a Refresh Schedule if you are using an Extract. For example, you can keep a Daily Night Schedule for refresh.
You can check the Last extract status or refresh schedule in server under the specific workbook.
If you have created a data extract then the data will appear on the page after extract has run successfully. Check the schedule status to see if the schedule was successfully completed. You can manually run the task after creating a schedule for it also.
After 5 days found solution buried in tableau documentation
By Tableau Bridge you can maintain fresh data all the time
Tableau Bridge Example Video
To promote their product, Tableau have hidden fresh data documentation deep down, that no one could find

How can I change a Tableau data source used by multiple workbooks from live to extract?

I have a Tableau server with 5 data sources. I have 15 workbooks that use the data sources. Today the data sources have live connections to the back-end databases. I want to use extracts instead of live connections, in order to reduce traffic on the databases. How can I change a Tableau data source used by multiple workbooks from live to extract?
Using Tableau Desktop,
Connect to the published data source on Tableau Server
Create a local copy of the data source (right click on the data source to seen that option)
Make whatever changes you wish to the local data source, including creating an extract
Publish the revised data source to Tableau Server replacing the original published data source.

Live/Extract: How to change Tabelau data source connection from live to extract on the server?

I created a tableau report, with custom SQL query, and used a live connection to connect to my database. I have published a tableau report. Is there a way to change the connection now to extract, via browser?
As far as I know, there is no such option. You have to create a local extract first and then publish it to the server.
I didn't find a way to publish without extract and change it from live to extract online.
I created an empty extract instead and populated it online as a work-around.

Published Workbook or Dashboards takes quite long time to open in Tableau server

I am using Tableau Desktop 8.2 and Tableau server 8.2 (Licensed versions) , the workbook created in Tableau are successfully published to Tableau server.
But when the user want to see the views or workbooks it takes a very long time to preview or open?
The Workbooks are created with Amazon RedShift Database having (>5 million records)
Could somebody guide me on this? like what is it taking a long to preview or open even after being published to Tableau server?
First question, are the views performant when opened using only Tableau Desktop? Get them working well on Desktop before introducing Server into the mix.
then look at the logs in My Tableau Repository which include query strings and timing info to see if you can narrow down the cause. You can also try the Performance Recorder feature.
A typical problem is an overly expensive query just to display a dashboard. In that case, simplify. Start with a simple high level summary viz and the introduce complexity testing the impact on performance. If one viz is too slow, there are usually alternative approaches available
Completely agree with Alex; I had a similar issue with HP Vertica. I had lot of action set on the dashboard. Considering the database structure is final, I did created the tableau extract and used the Online tableau extract in place of live connection. Vola! that solved my problem and the users are happy with the response time as well. Hope this helps you too..
Tableau provides two mode of data refreshes:
Live : Tableau will execute underlying queries every time the
dashboard is referred / refreshed. Apart from badly formulated
queries, this is one of the reason why your dashboard on Tableau Online
might take forever to load.
Extract : Query will be executed once, according to (your) specified
schedule and same data will reflect everytime the dashboard is
refreshed.
In extract mode, the time is taken only when the extract is being refreshed. However, if the extract is not refreshed periodically, the same, stale data will reflect on the dashboard. Thus, extract view is not recommended for representations of live data.
You can toggle Live <--> Extract from the Data Source pane of Tableau Desktop. (refer top right of the snapshot).