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February 7, 2017

Tableau Tip Tuesday: How to Create an Aggregated Extract

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Aggregated extracts are an undervalued and underused feature in Tableau. 

Week 6 of #MakeoverMonday allowed us to work with 105M Chicago taxi trips from an Exasol data source. This is fantastic, until you need to publish the viz to Tableau Public which has a 15M record limit. The way to work around the 15M limit is by creating an aggregated extract, for which Tableau has created a great quick start guide here. In the video below, I show you how I created an aggregated extract with the Chicago taxi data.

Keep in mind, though, that your data has to be aggregatable. For example, if you do cohort analysis, you likely won't be able to aggregate the data and maintain the cohorts.

Why aggregated extracts?

  1. Smaller extracts
  2. Better performance
  3. Only contains the necessary dimensions
  4. Makes extract refreshes faster
  5. Reduces resource burden on your Tableau Server

Steps for Creating an Aggregated Extract

  1. Hide unused dimensions
  2. Add extract filters (optional)
  3. Aggregate the data for the visible dimensions
  4. Create the extract

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