Welcome to Tableau Cloud

Extract is a word you’re going to see a lot in Tableau. Extracts are one of the most powerful tools in Tableau’s arsenal. Extracts are snapshots of your data optimized for aggregation and loaded into system memory to quickly recall for visualization. Extracts tend to be faster than live connections, especially in more complex visualizations with large data sets, filters, calculations, etc. Our Hyper data engine powers your Tableau Extracts making them extra fast. However, because an extract is a snapshot of the data, you will need to refresh the extract in order to receive updates from the original data source. Live connections, on the other hand, offer the convenience of rapid updates, with any changes in the data source reflected in your Tableau Cloud views. But live connections also rely on the database for all queries. And unlike extracts, databases aren’t always optimized for fast performance. With live connections, your data queries are only as fast as the database itself. Your Tableau Cloud site can use both live and extracted data. Both have their place in most sites. Learn more about supported live data connections, data extracts, and how to keep your data fresh.

You can publish data sources and workbooks to widen the audience for your data analysis within your organization. By publishing, you can allow people in your organization (even those who don't use Tableau Desktop) to view, interact with, download, subscribe to, share, edit, and save published views. You can also incorporate views into blog posts or websites.

You’ve published your data connection to Tableau Cloud but it’s important to keep that data fresh and up-to-date. If you've established a live connection to a cloud-based data source, this data is automatically updated. But for other scenarios, however, you'll need to define a refresh schedule. It’s easy to set refresh schedules, managing refresh tasks, and ensuring that your team is always seeing the most up-to-date data in Tableau Cloud. Sometimes you don’t want to have a live connection to your data. You might choose to take an extract of your database, rather than connect live, for performance reasons. Or you might be using data from a web application, like Google Analytics or Salesforce, that does not allow for live connections. In these cases, you can set full or incremental extracts to refresh on a regular, predictable schedule. You can define how often these occur.

Schedule your flows to run when you want them to – day or night. Automate your data prep processes with Tableau Prep Conductor so there’s always fresh data that’s prepped and ready for analysis.

Ensure your organization is using the right, up-to-date data. Through certifications, data quality warnings, and metadata in more places – everyone can trust and feel confident in the data decisions they’re making.

How do you want your users to sign into your Tableau Cloud site? Find the way that best fits your organization.

There are multiple ways for users to log into Tableau Cloud after signing in the first time. Your authentication method will validate the user’s identity before allowing access to your site.

Permissions are rules assigned to projects, groups, workbooks, and data sources. Use them to specify who can work with what content.

To modify the permission levels for an entire group, navigate to the Group page and create a new set of permissions for a specific group. Click Add a user or group rule, select Group, and then find and select the group.

At this point, you can select a permission role template to apply an initial set of capabilities for the group. Click a capability to set it to Allowed or Denied, or leave it Unspecified. Click Save.

On the Content page for your site, select Projects, Workbooks, Views, or Data Sources to display all items of that content type. Select the check box for the item you’re modifying, select Actions, and choose Permissions.

There are lots of different strategies and tactics you can employ to improve the speed of your site. When we talk about performance, we mean the speed with which you can work in Tableau. That might mean speed of data analysis, for example, if you are working on a large corporate database that takes forever when you access it remotely. Or it might mean simply the speed of loading views or dashboards. Making performance improvements can mean making trade-offs between the most current data and speed or increasing performance by Including a subset of data instead of the entire data set. The bigger and more complicated the data, the longer it can take to interpret and render. However, you can activity employ strategies to accelerate the process. Building efficient, well-tuned workbooks will keep your site users in the flow of analysis.