Upgrade to Tableau Desktop 2018.1

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Overview

Tableau 2018.1 takes your data analysis to the next level. Start here to learn more.

What's New?

From analytical object guidance, to visualizing changes in discrete values; or mass improvements for Tableau Desktop such as: clustering, Viz in tooltips and dual-axis map improvements. Find out more about the new features in Tableau 2018.1 before upgrading: What's new in 2018.1?

Hyper is Tableau's new in-memory Data Engine technology optimized for fast data ingest and analytical query processing on large or complex data sets. The introduction of Hyper results in a number of changes related to extracts. Beginning in Tableau 10.5, new extracts use the .hyper file format instead of the .tde file format.

The sections below explain what actions will cause a .tde extract to upgrade to a .hyper extract, common issues you may experience, and important compatibility considerations that will arise after upgrading your Tableau product. Please review this content as part of your upgrade plan.

File Conversion for .hyper Extracts

After an upgrade of Tableau Desktop, Tableau Server, or Tableau Online, you might experience new issues or behaviors with your extracts and/or workbooks. Performing specific actions will change the existing .tde extract to the new .hyper extract format.

When updating, publishing or sharing your work with others, there are a few considerations to take into account:

  • Once an extract has been upgraded to the new .hyper extract format, the change is not reversible. This means that the upgraded extract cannot be converted back to a .tde extract, and that the upgraded extract cannot be opened in a version of Tableau Desktop earlier than 10.5.
  • Upgraded extracts are not backward compatible. We recommend that Tableau Server and all the copies of Tableau Desktop in your organization be on the same version and be upgraded to 10.5 (or later) on the same schedule.
  • For more information about compatibility issues, see Desktop and Server Compatibility

    The below table shows which actions trigger the conversion of the .tde format to the new .hyper format. The black circle indicates that the extract will be converted to .hyper format.


      Tableau Desktop
    10.4 and earlier 10.5 and later
    Full Extract Refresh
    Append Data to an Extract
    Manual Upgrade of the Extract

Extract compatibility scenarios - Tableau Desktop and Tableau Reader

See the below table for more information about how extracts are compatible between Tableau Desktop and Tableau Reader.

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
Open workbook using Tableau Reader and Tableau Desktop 10.4 and earlier You can open this workbook. You will not be able to interact with the workbook or the extract. See this Knowledge Base article for details. You will not be able to interact with the workbook or the extract. See this Knowledge Base article for details.
Open workbook using Tableau Reader and Tableau Desktop 10.5 and later You can open this workbook. Please note that this is the expected versioning behavior and that extracts do not affect this scenario. You can open this workbook. Please note that this is the expected versioning behavior and that extracts do not affect this scenario. You can open this workbook. Please note that this is the expected versioning behavior and that extracts do not affect this scenario.

Extract compatibility scenarios - Tableau Desktop and Tableau Server

The table below shows examples of scenarios seen from a user perspective and describes what happens in the background of Tableau Server, when specific actions involving extracts are performed.

For more details about upgrading Tableau Server, see this specific resource page for Tableau Server Administrators.

Please note that the below behaviors for workbooks are the same for published data sources.

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Server and/or Desktop user, you attempt to publish your workbook or extract
 

To Tableau Server 10.4 and earlier

  • You are able to publish this workbook or extract
  • The extract remains in a .tde format
  • You will receive an error, please view this Knowledge Base article for details.
  • In Tableau Server 10.4 and earlier, it is compatible with all corresponding Tableau Server versions.
You will receive an error, please view this Knowledge Base article for details.
 

To Tableau Server 10.5 and later

  • You are able to publish this workbook or extract
  • The extract remains in a .tde format
  • You are able to publish this workbook or extract
  • The extract remains in a .tde format
  • You are able to publish this workbook or extract
  • The extract is saved in .hyper format

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Server and/or Desktop user, you try to web-edit/save to Tableau Server

(after publishing it to Tableau Server)
 

No refresh or append in Tableau Server

  • You are able to web-edit this workbook.
  • In all Tableau Server versions, the extract remains in a .tde format.
  • You are able to web-edit this workbook.
  • In Tableau Server 10.5 and later, the extract remains in a .tde format
  • You are able to web-edit this workbook.
  • The extract is saved in .hyper format
 

Refresh or append the extract in Tableau Server

  • You are able to web-edit this workbook.
  • In Tableau Server 10.4 and earlier, the extract remains in a .tde format.
  • In Tableau Server 10.5 and later, after editing the workbook or appending the extract, the extract is converted to the new .hyper format.
  • You are able to web-edit this workbook.
  • In Tableau Server 10.5 and later, the extract changes to the new .hyper format.
  • You are able to web-edit this workbook.
  • The extract is saved in .hyper format

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Server and Desktop user, you attempt to Download and open the workbook and the extract
 

Using Tableau Desktop 10.4 (and earlier)

  • You are able to download and open this workbook.
  • In Tableau Server 10.4 and earlier, it is compatible with all corresponding Tableau Server versions.
  • In Tableau Server 10.5 and later, you can open workbook but you will be unable to use the extract. See this target="_blank">Knowledge Base article for details
In all Tableau Server versions, you will receive an error message, see this Knowledge Base article for details. In all Tableau Server versions, you will receive an error, see this Knowledge Base article for details.
 

Using Tableau Desktop 10.5 and later

You are able to download and open this workbook. Since the extract was published as a .hyper extract, you are able to download and open this workbook from Tableau Server 10.5 (or later). Since the extract was published as a .hyper extract, you are able to download and open this workbook from Tableau Server 10.5 (or later).

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Server user, you use the "Export as Version..." in Tableau Desktop and open the workbook in the corresponding Tableau version (or higher)
 
  • If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher).
  • After the workbook was edited and saved in Tableau Server 10.5 (or later), you can download this workbook and extract and open it in the corresponding tableau version (or higher).
If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher). Since this data source is using a .hyper format extract you cannot export the workbook to an older version of Tableau. See this Knowledge Base article for details.
 

Attempting any action in Tableau Desktop 10.4 and earlier versions with an extract that was created in Tableau Desktop 10.5 or later will result in an error message. Please view this target="_blank">Knowledge Base article for details.

Extract compatibility scenarios - Tableau Desktop and Tableau Online

The table below shows examples of scenarios seen from a user perspective and describes what happens in the background of Tableau Online, when specific actions involving extracts are performed.

For more details about upgrading Tableau Online, see this specific resource page for Tableau Online Administrators.

Please note that the below behaviors for workbooks are the same for published data sources.


  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or later using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Online and Desktop user, you attempt to publish your workbook or extract to Tableau Online
 
  • You are able to publish this workbook or extract
  • Extract remains in a .tde format
  • You are able to publish this workbook or extract
  • Extract remains in .tde format
  • You are able to publish this workbook or extract
  • Extract is saved in .hyper format

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or laler using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Online and Desktop user, you try to Web-edit/ Save your workbook to Tableau Online

(after publishing to Tableau Online)
 

No refresh or append in Tableau Online

  • You are able to web-edit this workbook
  • You will no longer be able to download it and open it in Tableau Desktop 10.4 or earlier versions. However you will be able to export this workbook as an older version.
  • Extract remains in .tde format
  • You are able to web-edit this workbook
  • Extract remains in .tde format
  • You are able to web-edit this workbook
  • Extract remains in .hyper format
 

Refresh or append the extract in Tableau Online

  • You are able to web-edit this workbook
  • When the next refresh occurs, the extract is saved in .hyper format
  • Note: if you do not edit the workbook but perform a refresh/append, the extract is not upgraded and will remain in a .tde format. This is an expected behavior while Tableau Online transitions to full .hyper format.
  • You are able to web-edit this workbook
  • Extract is saved in .hyper format
  • You are able to web-edit this workbook
  • Extract remains in .hyper format

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or laler using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Online and Desktop user, you attempt to download and open the workbook and the extract
 

Using Tableau Desktop 10.4 (and earlier)

  • You are able to download and share this workbook. After web-editing the workbook, you will no longer be able to download it and open it in Tableau Desktop 10.4 or earlier versions.
  • If you do not edit the workbook but you perform a refresh/append, you may be asked to locate and regenerate the extract after downloading and opening the workbook using Tableau Desktop 10.4. See “What to expect after an extract upgrade” for steps to recreate the extract.
  • You can export this workbook as an older version.
You cannot interact with the workbook or the extract. See this Knowledge Base article for details. You cannot interact with the workbook or the extract. See this Knowledge Base article for details.
 

Using Tableau Desktop 10.5 and later

  • You can download and open this workbook and extract.
  • If you encounter difficulties editing or downloading the workbook using an older version of Tableau Desktop, please refer to the following Knowledge base article.
  • You can download and open this workbook and extract.
  • If you encounter difficulties editing or downloading the workbook using an older version of Tableau Desktop, please refer to the following Knowledge base article.
  • You can download and open this workbook and extract.
  • If you encounter difficulties editing or downloading the workbook using an older version of Tableau Desktop, please refer to the following Knowledge base article.

  Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 or laler using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
As a Tableau Online user, you use the "Export as Version..." in Tableau Desktop and open the workbook in the corresponding Tableau version (or higher)
  If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher). If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher). Since this data source is using a .hyper format extract, this action cannot be performed. The option will be grayed out. See this Knowledge Base article for details.**
 

**When using the "Download as Older Version" option in Tableau Online, you can download an earlier version of this workbook (such workbook can be opened by Tableau Desktop 10.4 and earlier). However please note that if a .hyper extract is used, it will be included in the packaged workbook file, and such file cannot be read by older versions of Tableau Desktop.

Attempting any action in Tableau Desktop 10.4 and earlier versions with an extract that was created in Tableau Desktop 10.5 or later will result in an error message. Please view this target="_blank">Knowledge Base article for details.

Publishing

  • You will not be able to publish a workbook that contains a .hyper extract to an older version of Tableau Server, a red exclamation mark will appear in the publishing dialog.
  • Tableau Desktop can only publish to the same or a later version of Tableau Server. When publishing a workbook to an older version of Tableau Server (10.2 and later), you receive a warning message instead that tells you that the workbook will be downgraded to the version that you are publishing to. For more information, see Downgrade and publish workbooks to an older version of Tableau Server in Tableau Help.
  • If you publish to a later version of Tableau Server the workbook version will not be upgraded to the Tableau Server version. However, if the workbook is edited using Web Edit then saved over, or the workbook's extract is refreshed, the workbook will be upgraded. If downloaded, that workbook will not be able to be opened in an earlier version of Tableau Desktop.
  • After publishing the workbook to Tableau Server or Tableau Online, some users might report issues with views that are based on upgraded .hyper extracts. Issues might include fewer marks in the view, the view itself has a different shape, or the view might be blank. To troubleshoot these specific issues, see Changes to values and marks in the view in Tableau Help.
  • If you have the newest version of Tableau Desktop, but Tableau Server isn't upgraded yet; you can publish a compatible file from Tableau Desktop (down to Tableau Server 10.2). See Tableau Help for more information.
  • For older versions of Tableau Server, find out your product version to make sure you can still share your data!
  • Other Resources

    Sharing workbook with others?
    If you know what versions other viewers will use to open your workbook, you can use the Export As Version… option. This will let other users in your organization open and edit a workbook even when they aren't using the latest version of Tableau Desktop (down to Tableau 10.2).

    You might receive an error when publishing your workbook. See this Knowledge Base article for more information.

    Test it out first!
    Take a look at the Known Issues and install Tableau Desktop 10.5 to make sure everything works as expected.
  • You can install multiple versions of Tableau Desktop on the same computer. If 10.5 is the most recent version installed it will become the default.
  • Change your default back by following the instructions here: Upgrading Tableau Desktop.
  • Installing on a new computer?
    You'll have to transfer your license from one computer to the other. For more information, see Upgrading Tableau Desktop and Move or Deactivate Tableau Desktop in Tableau Help.
    Review Tech Specs
    Starting with Tableau 10.5, new versions of Tableau only run on 64-bit operating systems. See our resource page for details on impacted products and to see if you have a 32-bit version of Tableau Desktop, Tableau Reader, or Tableau Public installed.
    Please note that since the release of Tableau Desktop 10.0; Windows Vista, Internet Explorer 10.1 and earlier, and OS X Mavericks are no longer supported. Review the latest tech specs.
    See what we fixed
    See the Release Notes to view what was fixed in this new maintenance release.

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