You connect live to a SQL Server table, then add an Excel worksheet as a second connection and create an inner join between the two tables in the same Tableau data source. Before you begin building views, what does Tableau do?
Tableau leaves the SQL table live but turns the Excel data into an extract, producing a single hybrid data source.
Tableau prompts you to convert the entire data source to a .hyper extract before analysis can continue.
Tableau keeps the data source live and automatically decides whether the join runs in the SQL database or in Hyper, without asking you to make an extract.
Tableau forces you to replace the join with data blending because joins cannot cross connections.
Tableau supports cross-database joins in either live or extract mode. When you join a single SQL connection with a file-based connection such as Excel, the data source stays live; Tableau automatically decides at query time whether to execute the join in the SQL database (by loading the file data into a temporary table) or in the Hyper engine. Because the connection is already live, Tableau does not prompt you to create a permanent extract. Blending is unnecessary because both tables reside in one data source, and a single data source cannot mix live and extract modes.
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Tableau Desktop Foundations
Connecting to and Preparing Data
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