Live vs Extract Data Connections in Tableau

The fact that Tableau can connect to a wide variety of data sources is one of the factors contributing to its popularity. It may link to a variety of data sources, from a straightforward text file to something as large and intricate as Hadoop.

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To a File:

To a Server:

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There are 2 modes of connections one can make to these data sources.

• Live
• Extract

Live Mode: A direct link is established with the date that is contained in the data source in this mode.

Any modifications made to the data in the data source will automatically be reflected in the charts.

Benefits: We have current information. The Dashboard will always show the most recent data whenever we access the spreadsheet.

Disadvantages: Performance may suffer due to potential network delays. The charts also won't be able to load if there is a network outage. Data cannot be accessed offline.

Consider a "Live" connection as making an online purchase and paying for it with an online transaction. Consider the requirements for it.

Internet access is required (you must be online).

The Bank Server must be operational when you are carrying out the Transaction.

The payment will not be processed if the server goes down at that moment. Similar to "Live" Connection, we require a network connection in order to access data that is stored on data servers. If the server connection is lost, we won't be able to continue working since we won't have access to the data.

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Analogy: Think of a “Live” connection as making an online purchase through an online payment. Think of the prerequisites for it

• You will need Internet Access (Need to be Online)
• While you are performing the Transaction, the Bank Server should be up and active.

If the server goes down at that time, the payment will not get through Similarly, in “Live” Connection, to access data present on the Data Servers, we need to have a network connection, and if the server connection is interrupted, our work will halt as we wouldn’t have access to the data.

Extract Mode: We can create the extract simply by choosing the “Extract” radio button on the “Data Source” page.

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Or we can right click on the name of the data source and choose the option to “Extract Data”.

In this mode, Tableau will fetch a copy of the data from the data source and store it locally on our machine (we can choose the location) or on a shared folder in the organization’s network, which can then be accessed by the rest of the team.

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Advantages:

Disadvantages:

We are stuck with the data that is Extracted, and live updates will not happen to the data (until and unless it is refreshed). So, we might be stuck with outdated information in the charts.

Analogy:

Consider this link to be similar to taking money out of your account and storing it in your wallet. Wherever you are, even without a network connection, you can still make a cash purchase of whatever you desire. But ultimately, we will need to replenish our wallet with cash, therefore we will need to return to the bank or ATM (in a similar manner, we refresh the extract to receive the most recent data into the Tableau Data Extract (. hyper) file).

In the following blog, we'll talk more about the data extraction procedure and refreshing the extract.

We can access the data offline.

Since the data will already be on our system, there won't be any network delays, which would result in high speed.

More about the process of Data Extraction and Refreshing the extract in the next blog.

• We get Offline access to the data
• The performance will be good as there will not be any network delay as data would be present on our machine.