When deciding between maintaining a live connection to a production database and creating a Tableau extract, which of the following scenarios makes an extract the better choice?
The database is behind a corporate VPN that field sales staff cannot access while traveling, and dashboards must work offline.
You need to preserve the source database's built-in row-level security rules automatically.
The underlying data set refreshes every few seconds and users must see real-time results.
The source is a small local Excel file already stored on every user's computer.
An extract is a snapshot of the data stored in a highly-compressed .hyper file. Because the data are packaged inside the workbook or a separate extract file, users can open and query the dashboard without needing a direct network path back to the source system. This is particularly useful when the source database sits behind a corporate VPN that travelling or offline users cannot reach. By contrast, requirements for real-time data, preservation of database-enforced row-level security, or use of a local Excel file that is already accessible do not, by themselves, mandate an extract.
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Why does a Tableau extract enable offline or mobile usage in scenarios like a corporate VPN restriction?
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What are the trade-offs of using a live connection instead of an extract in scenarios like this?
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How frequently can a Tableau extract be refreshed to stay up to date?
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Tableau Desktop Foundations
Connecting to and Preparing Data
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