To enable incremental extracts on Tableau Server, you need to:
- Configure the data source for incremental extracts.
- Publish the data source to Tableau Server.
- Create an extract refresh schedule.
Configure the data source for incremental extracts
To configure the data source for incremental extracts, open the data source in Tableau Desktop and select Data > Extract Data.
In the Extract Data dialog box, select Incremental refresh and then select a column in the database that will be used to identify new rows. This column should be a unique identifier for each row in the database.
Publish the data source to Tableau Server
Once you have configured the data source for incremental extracts, you need to publish it to Tableau Server. To do this, select File > Publish Data Source.
In the Publish Data Source dialog box, select the appropriate Tableau Server site and project, and then click Publish.
Create an extract refresh schedule
Once the data source has been published to Tableau Server, you need to create an extract refresh schedule. To do this, navigate to the Data Sources page on Tableau Server and click the More actions menu (three dots) next to the data source that you want to create an extract refresh schedule for.
Select Edit Extract Refresh Schedule.
In the Extract Refresh Schedule dialog box, select the Enable extract refresh checkbox.
You can then configure the extract refresh schedule to run on a regular basis, such as every day or every hour.
Once you have configured the extract refresh schedule, click Save.
That's it! You have now enabled incremental extracts on Tableau Server.
Here are some additional tips for using incremental extracts:
- Incremental extracts can only be used with data sources that are connected to a relational database.
- The column that you select for the incremental extract must be a unique identifier for each row in the database.
- If you are using a live connection to the data source, you need to make sure that the data source is configured to allow incremental extracts.
- Incremental extracts can improve the performance of Tableau dashboards and workbooks, but they can also increase the amount of disk space required to store the extract.
If you have any questions about using incremental extracts on Tableau Server, please contact Tableau Support.