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Renamed Field Is Not Retained After Establishing A New Connection To Extract


Published: 25 Mar 2021
Last Modified Date: 25 Mar 2021

Question

Renamed field is not retained after establishing a new connection to extract i.e. Renaming a field, creating an extract and making a new connection to this extract does not retain the renamed field.

Environment

  • Tableau Desktop

Answer

Save the data source as tdsx as this will retain the name and keep the fields unhidden.

Packaged Data Source (.tdsx) - contains all information in the data source (.tds) file, as well as a copy of any local file-based data or extracts.

A packaged data source is a single zipped file. Use this format if you want to share your data source with people who do not have access to the underlying data that is defined in the connection information

Save a data source

  1. In Tableau Desktop, open the workbook that has the connection to the data you want to save as a file.

  2. At the top of the Data pane, right-click (Control-click on Mac) the name of the data source, and then select Add to Saved Data Sources.

  3. Enter a file name, select the file type (.tds or .tdsx), and then click Save.

Additional Information

Don't connect directly to the extract

Because extracts are saved to your file system, it is possible to connect directly to them with a new Tableau Desktop instance. This is not recommended for a few reasons:

  • The table names will be different. Tables stored in your extract use special naming to guarantee name uniqueness, and it may not be human-readable.
  • You cannot refresh the extract. When connecting directly to an extract, Tableau treats that file as the true source, as opposed to a clone of underlying data. So, it's not possible to relate it back to your source data.
  • The data model and relationships will be lost. The data model and relationships between the tables is stored in the .tds file and not in the .hyper file, so this information is lost when connecting directly to the .hyper file. Additionally, if you extract using logical tables storage, you will not see any references to the original underlying physical tables.
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