Last Modified Date: 10 Jan 2019
Environment
Tableau DesktopAnswer
Create a data extract with a filter set to today and incremental refresh based on date:- In Tableau Desktop, connect to a live data source.
- In the Data pane, right-click the data source name and select Extract Data.
- Under the Filters (Optional) section, click Add....
- Select the date field that will be used for filtering.
- Click OK.
- Select Relative date and click Next.
- Set Relative date to Days and select Today.
- Click OK.
- Under Number of Rows, select the Incremental Refresh check box.
- From the Identify new rows using column drop-down menu, select the date field from Step 4.
- Click Extract.
Additional Information
- The filter in the extract handles the initial extract and the incremental extract set to the date field will add new data to the extract based on the date.
- May be necessary to add a filter to the view that will filter the data in the view to only today as well.
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