You can't directly edit a Tableau extract file. Extracts are essentially snapshots of your data, and they're designed to be read-only. However, you can refresh or update your extract to reflect any changes in your data source.
Here's how to update your Tableau extract:
- Open your Tableau workbook containing the extract you want to update.
- Navigate to the Data pane.
- Right-click on the extract you want to refresh.
- Select "Refresh".
- Choose the desired refresh options:
- Full refresh: This option downloads all data from your source and overwrites the existing extract.
- Incremental refresh: This option only downloads new or changed data, which can be faster for large data sets.
- Click "OK".
Tableau will then refresh your extract, and any changes in your data source will be reflected in your workbook.
If you need to make changes to your data before it's extracted, you need to modify your data source directly. Once you've made the changes, you can then refresh your extract to incorporate them.
Example:
Let's say you have an extract of sales data that you're using to create a dashboard in Tableau. You notice that there's a mistake in the sales figures for a particular product.
To correct this, you would need to:
- Access the original sales data source.
- Correct the sales figures for the product.
- Save the changes to the data source.
- Refresh your Tableau extract.
After refreshing the extract, the corrected sales figures will be reflected in your Tableau dashboard.
