Having some confusion regarding the use of extracts with published workbooks. I intend to publish my workbook with an extract file as the datasource and the data file is to be refreshed hourly.
Firstly, Do I understand the following correctly?
1) When I opt to "extract data" from within an active workbook and to "Use" that extract, I am effectively packaging the workbook with that extract. So I should expect that when I publish the workbook, the extract will accompany it to the server and will remain as the interim data source. (I am not talking about Tableau Public)
a) However, I understand that the "Data source" (sql database) from which the original report was developed remains as the root source of the data and that the extract is refreshed from that root data source at intervals which I specify at the time of publishing.
2) If I "Publish" a data source, I am just creating an available portal to that data source including some meta-data that I might add. I can enable others to share that data source and I can refresh the published source on schedule in a fashion similar to an extract.
a) But it is not necessary to configure my published report to use that published data source if I have published my report with an extract.
(This is where I might be wrong - I believe I read somewhere that the workbook data source might have to be re-specified?)
So if I understand correctly, to configure a published report to use an extract with a refresh schedule, all I have to do is:
1) Extract the data using DATA / EXTRACT DATA (Tableau automatically configures the report to "Use" the extract)
2) Publish my workbook, selecting a refresh schedule for the packaged extract
But when I do this, initially, my workbook appears to have data and quick filters work normally. Then after the first refresh cycle, my data disappears and the workbook views go blank. I still see my quick filters, titles etc but no data. I do not believe that a user filter is filtering out data because I can see it initially after publishing and before the first refresh.