What to Expect when Tableau Online Upgrades

You have received an e-mail notification from Tableau Online to let you know that an upgrade will occur soon. This page will help you get prepared so that your Tableau Online users can keep using Tableau Desktop and Tableau Online.

If you are not a Tableau Online Administrator, please refer to the following other resource pages:

  • Tableau Desktop upgrade resources.
  • Tableau Server upgrade resources.

  • Learn

    Overview

    If you would like more information about Tableau Online, start here to learn about self-service analytics in the cloud.

    What's New?

    New and improved functionalities are released regularly. See What's New in Tableau Online for details. Here are the newest improvements:

    • New .hyper extract format and improved data engine
    • Subscription Improvements
    • Tableau Bridge, Web Authoring Improvements, and much more!

    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 your users may report, and important compatibility considerations that will arise if you are using an older version of Tableau Desktop with Tableau Online version 10.5. Please review this content as part of your upgrade plan.

    File Conversion for .hyper Extracts

    After Tableau Online upgrades, your users might notice or report that their .tde extracts have been changed to a new .hyper format; or they might receive error messages that mention the new .hyper extract format. Extract files are converted by the improved data engine, which will help Tableau users create and refresh larger extracts faster.

    To understand when extracts are upgraded from .tde to the new .hyper format, see the table below. The black circle indicates that the extract will be upgraded to .hyper format. More details can be found in What causes an extract upgrade? in Tableau Help.

    For more information about Tableau Desktop file conversion considerations, see the Tableau Desktop Upgrade page.

      Tableau Bridge Tableau Data Extract Command-Line Utility Tableau Online
    10.4 and earlier 10.5 and later 10.4 and earlier 10.5 and later
    Full Extract Refresh
    Incremental Extract Refresh
    Append Data to an Extract

    Understanding the above behaviors

    What does it mean exactly? See the below specific points to understand what is occurring and what you can advise your Tableau users to do:
  • All refreshes ran by Tableau Online will upgrade your .tde extract to .hyper format.
  • Once Tableau Online releases, you may notice that your .tde extracts are not all upgraded to a .hyper format when refreshed right away. This is an expected behavior while Tableau Online transitions to full .hyper format.
  • 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 upgraded extracts cannot be read by the Tableau 10.4 (earlier) data engine.
  • After performing full refresh of a data source using a 10.4 (or earlier) client (such as Tableau Bridge, Tableau Data Extract Command-Line Utility, APIs, etc.): you will be able to perform the refresh and the extract will remain in a .tde format. Additionally, you can open and connect to the published data sources using Tableau Desktop 10.4 (and earlier versions).
  • After performing an incremental refresh of a data source using Tableau Bridge 10.4 (or earlier): you will be able to perform the refresh and the extract will be saved in .hyper format. However you will not be able to open this refreshed data source using Tableau Desktop 10.4 and earlier versions (whether it has been incrementally or fully refreshed) and you will be asked to locate and regenerate the extract after downloading and opening the data source using Tableau Desktop 10.4 (and earlier versions). Redirect your users to “What to expect after an extract upgrade” for steps to recreate the extract.
  • After performing an incremental refresh of a data source using a 10.4 (or earlier) client (such as the Tableau Data Extract Command-Line Utility, APIs, etc.): you will be able to perform the refresh and the extract will remain in .tde format. Please note that you will be asked to locate and regenerate the extract after downloading and opening the data source using Tableau Desktop 10.4 (and earlier versions). Redirect your users to “What to expect after an extract upgrade” for steps to recreate the extract.
  • Extract compatibility scenarios

    If your Tableau Online users report that they are unable to perform specific actions when they are interacting with extracts, they might have run into an extract compatibility issue.

    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.

    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 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 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.
    • 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 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. You can download and open this workbook and extract. You can download and open this workbook and extract.
      Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 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 Knowledge Base article for details.

    Specific to Tableau Online

    Tableau Bridge, Tabcmd, API 2.0, and Tableau Data Extract Command-Line Utility
  • The latest Tableau Bridge client is installed when you install a new major version of Tableau Desktop. More information about when to upgrade Tableau Bridge can be found in this article.
  • To publish or interact with a .hyper extract with Tabcmd, you will need Tabcmd 10.5 or later; see Install tabcmd in Tableau Help.
  • Using the Extract API 2.0, you will be able to open and create new .hyper extracts. Please note that the Extract API 2.0 cannot create .tde extracts.
  • Extract API 2.0 no longer includes the Server API, use the REST API to publish your extract.
  • Similar to Tableau Bridge, the Tableau Data Extract Command-Line Utility will also converts extracts in the new .hyper format. For more information about this topic, see Tableau Data Extract Command-Line Utility in Tableau Help.
  • Troubleshoot
    If you notice that Tableau Online is experiencing refresh issues, see this article in Tableau Help.

    If your users experience or report any of the following behaviors while performing an extract task, you may be running into an incompatibility scenario. Please redirect them to the following Knowledge Base articles to resolve the error(s).
  • "This workbook uses a .hyper extract and is not compatible with this version of Tableau. Open this workbook in Tableau 10.5 or later."
  • "Export as version" grayed out for workbooks with .hyper extract.
  • "The document cannot be downgraded, because it contains direct connections to Hyper extracts."
  • The View changes after upgrading (becomes blank, fewer marks in the view, more null values when you inspect the summary data, or the view itself has a different shape).
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