In order to get the best Tableau performance your data connection needs to be fast. Tableau Data Extracts (TDE) are a highly optimised local data source that enables the fastest user experience. Tableau Zen Master Matt Francis explains how to create a TDE from a live data source, how to optimise it, refresh the data in it and some tips on how to make the best of TDE’s
- [Instructor] When we connect to a data source in Tableau,…one of the options given to us is to…have a live connection or an extract.…Now, which one we choose depends on a couple of factors.…And we're gonna look at some of the differences now.…So first of all, let's connect to some data.…So for this example we're gonna connect to an Excel file…you can find in your exorcise folder.…We're gonna look at the Sample - Superstore.xls.…Then we connect to our data,…and we drag the sheet that we're interested in,…in this case, orders, onto the pane.…
Now at the top right it shows the connection type,…so we've got a live connection to the database.…Now this means that we are…directly connected to the Excel sheet…that's held on the file system.…Any change that are made to that file…are gonna be updated straight away…in our Tableau visualization.…So if somebody changes one of the values…we're gonna set that reflected…when we refresh the data and reload it.…The change will be carried over into the viz.…This is great, because it means that…
Author
Matt Francis
Updated
4/21/2017Released
9/12/2016The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.
- Green vs. blue pills
- Using filters, colors, and dates
- Connecting to data
- Extracting data
- Cleaning and prepping data
- Pivoting data
- Merging and joining data
- Highlighting data
- Using the Analytics pane
- Creating new maps
- Creating calculations based on parameters
- Designing dashboards
Skill Level Intermediate
Duration
Views
Q. Thise course was updated 04/21/2017. What changed?
A. Videos were added to cover features in Tableau 10.2.
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Introduction
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Welcome1m 19s
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Exercise files42s
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1. Green and Blue Pills
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Discrete versus continuous3m 35s
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Rows and columns2m 57s
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Filters1m 50s
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Colors3m 37s
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Dates3m 5s
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Pills: Challenge38s
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Pills: Solution1m 30s
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2. Connect and Extract Data
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Connect to data2m 44s
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How to create a data extract3m 35s
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Filter extract3m 34s
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Extract: Solution1m 28s
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3. Transform Data
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Clean and prep your data2m 49s
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Split fields3m 16s
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Pivoting the data3m 28s
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Merge data using unions2m 32s
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Cross database joins2m 46s
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Join transformations3m 25s
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Join: Challenge42s
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Join: Solution2m 33s
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4. Analytics
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Colors to highlight data4m 7s
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Visual highlighter1m 52s
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The Analytics pane3m 47s
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Cross-database filtering1m 53s
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Analytics: Solution1m 11s
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5. Map Your Data
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When to map your data4m 1s
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Create new maps using MapBox2m 38s
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Create custom territories2m 31s
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Mapping: Solution1m 12s
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6. Parameters
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Top N analysis1m 43s
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Parameters: Solution1m 49s
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7. Dashboard Design
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Dashboard layout tips3m 15s
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Layout containers3m 9s
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Filter actions3m 19s
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Highlight actions2m 5s
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URL actions2m 22s
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Formats2m 3s
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Tooltips2m 32s
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Device-specific dashboards1m 43s
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Dashboard: Solution3m 27s
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8. Useful Calculations
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Convert strings to dates1m 49s
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Calculate time durations2m 30s
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9. Tableau 10.2 Updates
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Conclusion
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Next steps34s
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Video: How to create a data extract