Setup Tableau Extract for Your Workbook

You may have inherited a Tableau Workbook, with a mystery location for the extract, or the past admins’ local machine!

Go ahead and use this knowledge base article to remove, and regenerate the extract:

http://kb.tableau.com/articles/howto/changing-the-file-path-for-extracts

If you happen to be sharing your extracts on a network drive, then use UNC path format as shown in this knowledge base article:

http://kb.tableau.com/articles/howto/automatically-updating-data-in-server-workbook-that-uses-live-connection-to-excel

As I learned recently, an extract is useful as it avoids using a live connection to your database, and allows you and your business customers to have better Workbook loading performance.

Set a schedule for your extract and then it will refresh just in time for your users on the schedule you set!

A nice Tableau article below on Performance tuning your workbooks:

https://www.tableau.com/about/blog/2016/1/5-tips-make-your-dashboards-more-performant-48574