On the Data Source page after connecting Tableau Desktop to a SQL Server database, you want the workbook to query the database directly each time it is opened. Which action establishes a live connection before you begin building views?
Check Include external files when saving the workbook as a packaged file.
Save the data source as a .hyper file and then open a worksheet.
Create an extract of the tables and enable incremental refresh.
Select the Live option in the Connection toggle and click Sheet to start analysis.
The Connection section of the Data Source page contains a toggle that lets you choose Live or Extract. Selecting Live and then proceeding to a worksheet keeps the connection pointing at the underlying database, so every query is sent to the source in real time. Creating an extract, saving a .hyper file, or packaging external files all generate a local copy of the data and therefore do not leave the workbook connected live to the database.
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What is the difference between a Live connection and an Extract in Tableau?
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What is a .hyper file in Tableau?
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Why should you use the 'Include external files' option when saving a packaged workbook?
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What is the difference between a Live connection and an Extract in Tableau?
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What are .hyper files, and how are they different from a Live connection?
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What happens if I select 'Include external files' when saving a packaged workbook?
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Tableau Desktop Foundations
Connecting to and Preparing Data
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