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Converting a Published Extract to a Live Connection


Published: 14 Oct 2014
Last Modified Date: 27 Dec 2016

Question

How to convert a published extract to a live connection.

Environment

  • Tableau Desktop
  • Tableau Server

Answer

Option 1

  1. Log in to Tableau Server.
  2. Select Data Sources.
  3. Select the desired extract to be converted.
  4. Select Download.
  5. Open the extract in Tableau Desktop.
  6. In the Data pane, right-click the extract and clear the Use Extract option.

Option 2

  1. In Tableau Desktop, open a workbook which uses the published extract as a data source.
  2. In the Data pane, right-click the extract and select Create Local Copy.
  3. Select Data > Replace Data Source.
  4. Replace the extract with the local copy.
  5. In the Data pane, right-click the extract and clear the Use Extract option.

Additional Information

Each workbook that is connected to the extract will need to be downloaded and their data source replaced with the new live connection.
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