DRAFT: Updating Source Fields in Tableau Extracts
How to Add Fields to a Tableau Extract. In most scenarios, any new fields introduced to the source tables that supply data to a Tableau extract will be automatically included in the Tableau extract. n most cases when a new field is added to a source table that field will be automatically added to the next extract.
Needs review. Especially note red text.
Does the Tableau data source determine what is included in the Tableau extract process and extract file?
When new fields are added to the source tables of a Tableau data source (file) does Tableau automatically update the Tableau data source to include the new field?
New Fields in Source Tables: Included in Extracts?
If a new field is added to the source table that feeds a Tableau extract, will that field automatically be included in the Tableau extract? In most cases, yes. With the exception noted below, when new fields are added to source tables feeding a Tableau data source, the new field will be automatically be added to the Tableau data source and therefor the new field will be included in the next Tableau extract.
Exception - New Hidden Fields
If a source field was available during the extract creation but was set to hidden and not used in formulas, Tableau will NOT bring in its data automatically.
Add Fields to a Tableau Extract
How to edit the Tableau data source to add fields to a Tableau extract on the Tableau Server.
Open Tableau Desktop.
Select Tableau Server under Connect.
Double-click the desired data source from the Search for Data window.
Right-click the data source → Create Local Copy → Save.
Right-click the original data source > Close.
Right-click the locally saved data source → Extract → Remove → Select Remove the extract and delete the extract file → Ok.
Now you should have access to all fields feeding into this data source.
Click the downward arrow button by the Search box → Show Hidden Fields.
Select the field you wish to add from the list under Folders.
If the field is grayed-out, click the down arrow > Unhide.
Click the downward arrow button by the Search box → Show Hidden Fields to clear the option.
Right-click on the locally saved data source → Extract Data → Extract → Save.
Tableau Desktop requires direct access to your data warehouse to perform this task. It might take some time to load the extract data.
Publish the local copy of the data source from Tableau Desktop to Tableau Server.
Right-click the data source again (now it’s an extract) → Publish to Server
Select the appropriate Project and data source name. Desktop should show a “Data source name is already in use.” message.
Click Publish.