Tableau File Types: TWB, TWBX, TDS, TDSX, HYPER | #Tableau Course #20
Summary
TLDRThe video explains the different types of Tableau files and when to use them. It covers the purpose of various file formats like .hyper, .tds, .tdsx, .twb, and .twbx, depending on whether you're sharing data, data sources, or visualizations. It also highlights the compatibility of these files with different Tableau products such as Tableau Desktop, Tableau Public, and Tableau Reader. The video concludes with a brief discussion on how Tableau stores metadata in XML files and actual data in the hyper format for fast retrieval.
Takeaways
- 📂 Tableau offers five different file types depending on what you want to share: extract, data source, data plus source, visualization plus source, and everything (extract, source, and visualization).
- 📊 The Tableau Workbook contains three main components: the extract, the data source, and the visualizations.
- 📑 To share only the data extract without the data source or visualizations, use the 'hyper' format.
- 📁 If you've done extensive work on the data source but cannot share the actual data, send the Tableau Data Source (TDS) file.
- 📦 If colleagues lack access to source systems and you’re fine with sharing the data and data source, use the Tableau Package Data Source (TDSX) file.
- 📜 If your team is interested in visualizations without the data, send the Tableau Workbook (TWB) file.
- 📥 For sharing everything—data, data source, and visualizations—use the Tableau Packaged Workbook (TWBX) file.
- 🔄 Tableau workbooks can use either live connections (without data) or extract connections (with data), and the file types differ based on the data type used.
- 🖥️ To open all file formats, you need Tableau Desktop, while Tableau Public and Reader only open TWBX files because they don't support live data connections.
- 📊 Tableau stores workbooks using two types of metadata (stored in XML files) and actual data (stored in 'hyper' format for fast retrieval).
Q & A
What types of files can be generated in Tableau?
-Tableau can generate five different types of files: Hyper format (extract only), Tableau Data Source (TDS), Tableau Packaged Data Source (TDSX), Tableau Workbook (TWB), and Tableau Packaged Workbook (TWBX).
When would you use the Hyper file format in Tableau?
-The Hyper file format is used when you only want to share the data extract without any data source or visualizations.
What is a Tableau Data Source (TDS) file used for?
-A Tableau Data Source (TDS) file is used when you want to share the data source (including data model, renamed fields, aggregations, etc.) without sharing the actual data.
What does a Tableau Packaged Data Source (TDSX) file contain?
-A Tableau Packaged Data Source (TDSX) file contains both the data source and the data extract, allowing users to share both without needing access to the original data source.
In which scenario would you send a Tableau Workbook (TWB) file?
-You would send a Tableau Workbook (TWB) file when you want to share visualizations and the data source, but without including the actual data in the file.
What is the difference between a Tableau Workbook (TWB) and a Tableau Packaged Workbook (TWBX)?
-A Tableau Workbook (TWB) only contains the visualizations and the data source, while a Tableau Packaged Workbook (TWBX) includes the visualizations, data source, and the actual data extract.
What are the two types of Tableau workbooks based on data connection?
-There are two types of Tableau workbooks: one with a data extract connection and one with a live connection to the data source.
Which Tableau product can open all types of Tableau files?
-Tableau Desktop can open all types of Tableau files, including Hyper, TDS, TDSX, TWB, and TWBX files.
What types of Tableau files can be opened in Tableau Reader or Tableau Public?
-In Tableau Reader and Tableau Public, you can only open Tableau Packaged Workbook (TWBX) files, as they cannot connect directly to live data sources.
How does Tableau store metadata and actual data in workbooks?
-Tableau stores metadata (information about the data such as column names and data types) in XML format, while the actual data is stored in a Hyper file, which allows for fast data retrieval.
Outlines
📊 Introduction to Different Tableau File Types
This paragraph introduces the topic of sharing Tableau files and emphasizes that Tableau can generate five different types of files. These files are used depending on the requirement, such as sharing data, data sources, or visualizations. The importance of understanding these file types is highlighted, as each has a specific purpose, allowing users to choose the right file type for their needs.
📁 Sharing Only Data: The Hyper File Format
In this section, the focus is on the option to share only the data. If a user wants to share data without data sources or visualizations, they can use the Tableau extract format, known as the Hyper file. This format is useful when only the raw data needs to be sent without the rest of the Tableau project components.
🛠 Sharing Data Models: Tableau Data Source (TDS)
Here, the script describes a scenario where users may need to share a data source, especially after significant work has been done in building a data model, such as creating new columns or renaming items. The Tableau Data Source (TDS) file format allows the sharing of this data model without sharing the actual data.
📦 Combining Data and Data Sources: Tableau Package Data Source (TDSX)
This part discusses how users can share both the data and the data source in one package. The Tableau Package Data Source (TDSX) format bundles both, which is useful when recipients need access to both the underlying data and the data source but are restricted from live data connections.
📊 Visualizations and Data Sources: Tableau Workbook (TWB)
The focus here is on sharing visualizations and data sources without including the actual data. Users can send a Tableau Workbook (TWB) file, which contains the visualizations and data source information but excludes the data itself, useful when data privacy is a concern, but visual insights need to be shared.
🗂 Sending Everything: Tableau Packaged Workbook (TWBX)
This paragraph explains how to share the entire project in one file, including data, data sources, and visualizations. The Tableau Packaged Workbook (TWBX) format is suitable when users need to send everything as a complete package, providing the full context of the Tableau project.
📑 Types of Workbooks: With and Without Data
A comparison is made between two types of workbooks—those with data (using extracts) and those without data (using live connections). The paragraph lists the types of files that can be shared with each, such as Hyper, TDSX, and TWBX for workbooks with data, and TDS or TWB for those without.
💻 Tableau Products and File Compatibility
This section outlines which Tableau products can open the various file types. Tableau Desktop supports all formats, while Tableau Public and Tableau Reader can only open Tableau Packaged Workbooks (TWBX). It highlights the limitations of Tableau Public and Reader, as they cannot connect to live data sources.
📂 Understanding Metadata and Data Storage in Tableau
The paragraph delves into how Tableau stores data. Metadata, which includes all actions performed within a Tableau workbook, is stored in XML format, while the actual data is stored in a Hyper file. This allows for fast data retrieval and efficient handling of large datasets, ensuring optimal performance.
🔍 Conclusion: Understanding File Types and Next Steps
The final section wraps up the discussion by summarizing the different types of files and their purposes. It signals the transition to the next topic, which is a deeper exploration of Tableau’s architecture and desktop components, promising more in-depth knowledge in upcoming content.
Mindmap
Keywords
💡Tableau Workbook
💡Hyper File
💡Tableau Data Source (TDS)
💡Tableau Packaged Data Source (TDSX)
💡Tableau Workbook (TWB)
💡Tableau Packaged Workbook (TWBX)
💡Live Connection
💡Tableau Desktop
💡Tableau Public
💡Metadata
Highlights
Tableau can generate five different types of files depending on the user's requirements.
A Tableau workbook contains three main components: the extract, the data source, and the visualizations.
Users can send only the extract data in a Hyper format if no data source or visualizations are required.
A Tableau Data Source (TDS) file is used to share only the data source, especially when data sharing is restricted.
A Tableau Package Data Source (TDSX) file combines both the data and the data source, useful when colleagues cannot access the source system.
The Tableau Workbook (TWB) file allows sharing visualizations and the data source without the data itself.
The Tableau Packaged Workbook (TWBX) file includes everything: extract, data source, and visualizations.
Tableau offers two types of workbooks: one with data using an extract connection and one without data using a live connection.
With an extract connection, you can share three file types: Hyper (data only), TDSX (data + data source), and TWBX (entire package).
With a live connection, you can share two file types: TDS (data source without data) and TWB (workbook without data).
Tableau Desktop is the only product that can open all file types, while Tableau Reader and Tableau Public can only open TWBX files.
Tableau Reader and Tableau Public cannot connect directly to data sources or use live connections.
Tableau stores metadata about the workbook in XML format, which includes column names, data types, and the data model.
Tableau stores actual data in Hyper files, which allow for fast data retrieval using columnar storage methods.
Tableau provides different file formats to cater to various sharing needs, whether users want to share only data, the data source, or the entire workbook.
Transcripts
all right so now if you want to send
Tableau files directly to the users we
have to ask the question which type of
files we're gonna send because in
tablets that we can generate not only
one file we can generate five different
types of files in Tableau so now we can
have like quick overview of those types
of files to understand them and to know
when to use them alright so as we
learned the Tableau workbook contains
three things the extract the data source
and the visualizations there is a file
type for each combinations depend on
your requirement for example if you want
to share only your data without anything
else no data source no visualizations
then you can send an extract as the
hyper format but now if you say you know
what I have done a lot of work in the
data source I built a data model I
renamed stuff I did aggregations I
created a lot of new columns so I would
like to share that with my team with my
colleagues and I'm not allowed to share
my data with them so in this situation
you say okay I'm gonna share the data
source with my colleagues and we call it
Tableau Data Source TDS without data or
you might be in other situation where
you say you know what my colleagues
don't have an access to the source
systems we cannot use the live
connection and you don't mind sharing
your data as well so now you can send
them a package of an extract and a data
source so the file type here called
Tableau package data source TDS X so
this type of file contains both of your
data and your data source and we might
be in another situation where our
colleagues or users they are interested
as well in the visualizations so we can
send them a file with the visualizations
and the data source and here again we
have the same situation you decide
whether you can Ascend with it a data or
not so if you don't want to send the
data inside it you can send the file
called Tableau workbook twb and the last
scenario I think you already guessed it
if you want to send everything the whole
package the extract the data source and
your visualizations then you can go and
send your colleagues a tableau format
called Tableau packaged workbook twx
alright so as you can see Tableau did
design different types of files for
different purposes so depend on the
situation or the scenario that you have
you can share your work with your
colleagues alright so now generally
speaking we have two different types of
workbooks a workbook with data using
extract connection and another book
without data using live Connection in
one hand in the workbook with data you
can send three different types of files
you can send only the data using high
performance or send the whole data set
with the data using tdsx format or send
the whole package with the format
twbx and in the other hand with the
workbook without data you can send only
two files the data set without data TDS
or the workbook wbx and now you might
have the question and you say okay which
Tableau products should I use in order
to open these Tableau files well we have
three Tableau products Tableau desktop
Tableau public and Tableau reader with
the Tableau desktop you can open
everything you can open all these
different Tableau formats and files but
with the Tableau reader and public you
can open only the Tableau packaged
workbook twpx since Tableau reader and
Tableau public cannot connect directly
to the data sources and they cannot use
the live connections
all right one more thing to understand
about Tableau workbooks is that Tableau
uses two different types of data to
store the workbox the first one is the
metadata information it will be stored
in XML files metadata is data about your
data it describes your data it contains
all informations on what have you done
in the workbooks anything you click drag
and drop or do while working with
Tableau desktop will be reflected in
some way in the metadata you can find
informations for example like column
names data type data model and so on and
the second type is the data itself the
actual data if you load data inside
Tableau Tableau can store it in the
format of hyper file where the data
gonna be stored in column and store
methods in the memory of Tableau it is
like special formats for fast data
retrieval alright everyone so with that
we have learned the purpose of the
different types of files in Tableau and
when to use them and next we will do
Deep dive in the Tableau architecture to
understand the desktop components
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