Create Extracts on the Web

You can extract your data sources in the web (without using Tableau Desktop) to improve data source performance and support additional analytical functions. When you extract your data source, Tableau will copy the data from your remote data store to Tableau Server or Online. To learn more about the benefits of extracting your data, see Extract Your Data. In the web, you can extract while in Web Authoring or while in Content Server.

Create extracts in Web Authoring

You can create extracts directly in web authoring with default extract settings.

Extract an Embedded Data Source in Web Authoring

Data source page showing the extract connection type

To create an extract in web authoring:

Tip: It is recommended to finalize your data model before you create the extract. Extract creation may take a long time and any changes to your data model, such as adding new logical tables, will invalidate the extract.

  1. Click the Data Source tab in the bottom left corner of the web authoring pane. For new workbooks, you will start in the Data Source tab.
  2. In the top-right corner, change the connection type from Live to Extract.
  3. Click Create Extract. You will see the Creating Extract dialog box.

Extract creation might take a long time and you can close your authoring session while the extract is being created. To ensure your extract creation is not lost, in the dialog box, click Notify Me When Complete to specify a location for the extracted workbook to be saved. If your extract succeeds, your workbook will be saved to the specified location and you will be notified that you can continue your web authoring session. If your extract creation fails, you will be notified that the extract could not be created and you can restore your unsaved changes by reopening the original workbook in web authoring.

Limitations

  • In the web, you can't specify extract settings like incremental refresh and extract filters.
  • You can't create extracts for embedded data sources that reference published data sources. As a workaround, create the extract directly on the published data source. For more information, see Extract a Published Data Source on Content Server.
  • You can't create extracts for file-based data sources. File-based data sources already have special performance features and adding extraction will have no performance benefit.
  • This feature does not apply to bridge-based data sources in Tableau Online.

Create extracts in Content Server

Extract a Published Data Source on Content Server

Data sources page showing the extract option in the menu

To extract a published data source:

  1. On the Content tab, select Explore > Data sources.
  2. Select a data source by clicking on the Data Source name.
  3. At the top of the screen, under the Data Source name, select the drop-down menu that says Live.
  4. Change the connection type from Live to Extract. If the extract encryption at rest feature is enabled on the site, select either Encrypted or Unencrypted.
  5. If you see an error message about embedded credentials, embed your credentials in the data source. To do this, click Edit Connection. Select "Embedded password in connection” and then click Save.

Extract an Embedded Data Source on Content Server

The extract option in the actions menu on the data sources page

To extract one or more data sources that are embedded in a published workbook:

  1. Navigate to the published workbook.
  2. Navigate to the Data Sources tab
  3. Select one or more of the data sources.
  4. Click the Action button.
  5. Click Extract. If the extract encryption at rest feature is enabled on the site, select either Encrypted or Unencrypted.

Limitations

  • Your connection credentials must be embedded in the data source.
  • In the web, you can't specify extract settings like incremental refresh and extract filters.
  • You can't create extracts for embedded data sources that reference published data sources. As a workaround, create the extract directly on the published data source.
  • You can't create extracts for file-based data sources. File-based data sources already have special performance features and adding extraction will have no performance benefit.
  • This feature does not apply to bridge-based data sources in Tableau Online.

Keep Extracted Data Fresh

After data is extracted, you can optionally set up an extract refresh schedule to keep the data fresh. For more information, see Schedule Refreshes on Tableau Online.

Monitor and Manage Extracts

Server administrators can monitor extract creation on the Background Tasks for Extracts admin view. For more information, see Background Tasks for Extracts.

Server administrators can manage extracts on the Jobs page. For more information, see Managing Background Jobs in Tableau Online.

Thanks for your feedback! There was an error submitting your feedback. Please try again.