I have a daily CSV file produced that contains very detailed transaction data though is quite large. This level of detail is important for reporting and research of short-term history however I do not want to maintain a history of this data at a detailed level beyond 2 weeks. All of this is simple enough to configure within a data source/refresh as an extract.
But here’s the question – I would like to maintain a historical summary level view of the data which is a summary of the detailed data of the original CSV file. So is there an automated way in Tableau to perform a summary level capture of that data whether from the original detailed CSV file OR from the data source/extract that contains the short-term detailed data?