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twb,twbx

The document outlines various file types that can be generated using Tableau, including .twb, .twbx, .tds, .tdsx, .tde, .tbm, .tms, and .tps. Each file type serves a specific purpose, such as storing workbook information, packaged data, metadata, or custom settings, and the document explains how to create each type. Additionally, it briefly mentions lesser-known file types related to license activation and service files.

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0% found this document useful (0 votes)
7 views

twb,twbx

The document outlines various file types that can be generated using Tableau, including .twb, .twbx, .tds, .tdsx, .tde, .tbm, .tms, and .tps. Each file type serves a specific purpose, such as storing workbook information, packaged data, metadata, or custom settings, and the document explains how to create each type. Additionally, it briefly mentions lesser-known file types related to license activation and service files.

Uploaded by

mahendra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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You can generate quite a few file types when using Tableau.

This post looks at all the different file


extensions you can save your work in, what they contain, why you would use them and how they are
generate

Tableau Workbook (.twb)

This file type is probably the most common that you will see and create when working with
Tableau. It is in XML format (try editing it in a text editor) and contains all the information
on each sheet and dashboard that is contained within your workbook. Information such as
what fields are being used in each view and how measures are being aggregated, the
formatting and styles applied and any other setup you’ve made to a sheet or dashboard (e.g.
whether a quick filter is shown). It also includes data source connection information and any
metadata you have created for that connection (see more on this below under .tds).

Tableau Packaged Workbook (.twbx)

Whilst a Tableau Workbook (.twb) as described above holds all the information Tableau requires to
draw your viz, it does not include the data itself. A Packaged Workbook however, combines the
information in a workbook and bundles it with any local data – i.e. data that is not on a server. You
can think of it as a zip file, and indeed if you rename the .twbx file as a .zip you can open it with
windows to see the .twb and the corresponding data files. A .twbx will also include any custom
images, as well as any custom geocoding you may have used in your work.

The primary reason you would save your work as a Packaged Workbook is so that you can
share it with other Tableau Desktop users, or for others to open using Tableau Reader.

To create a .twbx file, from Tableau Desktop, select File > Save As and then select the .twbx
option from the dropdown menu at the bottom of the Save As dialogue box

Tableau Datasource (.tds)

When you connect to your data for the fist time, you may have a little bit of data ‘modelling’
to do – setting the right data types, changing default aggregations, setting default colours,
creating some custom calculated fields etc etc. You are giving Tableau information about the
data you will be using – you are setting up its ‘metadata’. When you want to connect to this
data again, you don’t want to really go through all this data modelling a second time so
instead you can save your metadata as a .tds file (again, it is saved in XML format) and
connect to your data though this file instead. You could also distribute this file so that your
colleagues have access to the nice formatting and custom fields you have worked to set up.

Tableau is clever enough to pick up new columns/fields in the data source if they appear and
column ordering does not matter but if column names change or disappear completely, you
will need to reconfigure.
To create a .tds file, from Tableau Desktop, right click on your data source connection and
select Add to Saved Data Sources. Alternatively you can publish the .tds to Tableau Server
by right clicking and selecting Publish to Server instead

Tableau Packaged Datasource (.tdsx)

Just like the fact that a .twb does not contain any of the data but a .twbx does, a .tds file only
contains the information about the data, not the data itself. A Tableau Packaged Datasource
(.tdsx), however, contains the data too.

You would create this type of file instead of a .tds if you wanted to share the connection
information with someone else who did not have access to the underlying data (for example
if it was stored on your local machine)

To create a .tdsx file, from the Add to Saved Data Source dialogue box, change the file type
from the dropdown at the bottom.

Tableau Data Extract (.tde)

Tableau Data Extracts are highly optimised, highly compressed, subsets of your data stored
in a columnar database file. When you connect to data using Tableau you can either connect
‘Live’ or you can extract the data into a .tde. Data extracts are used to radically improve
performance, particularly when connecting to slow databases or slow files (e.g. CSVs), as
well as enabling additional functionality (try doing a count distinct whilst connected live to
Excel) and offline analysis.

You can also use extracts to perform some pre-aggregation of your data, and it can stop
load / contention problems that may arise if you are connecting live to a database. You’ll also
HAVE to use an extract if you want to publish to Tableau Public.

The primary disadvantage to using an extract is that your Tableau viz is no longer pointing to
the ‘live’ data source – if that data source updates then your viz will not until you refresh the
extract. Fortunately refreshing an extract is only a few clicks away, or you can set up your
Tableau Server to refresh the extract on a schedule.

To create a .tde file, when you first connect to data, chose the Import all data or the Import
some data option. If you are already connected live, right click on your data source
connection and select Extract Data.

Tableau Bookmark (.tbm)

A slightly lesser known Tableau file type is the Tableau bookmark. This file is a bit like an
export of one single worksheet, which you can then import into another workbook to save
you recreating the view from scratch. Tableau 8.1 introduces functionality to help copy and
paste worksheets from one workbook to another, so this file type may become used less but
it can still be handy if you regularly use a particular view in many of the workbooks you
create (a header page or appendix, for example)
To create a .tbm file, click Window > Bookmark > Create Bookmark. To reuse a bookmark,
clcik Window > [bookmark name]. Note that you cannot create a bookmark from a
dashboard page.

Tableau Map Source (.tms)

When plotting maps with Tableau, the software will connect to it’s mapping provider (Urban
Mapping) to load the relevant map tiles in the background to plot your data points against.
From the Map menu in Tableau Desktop, you have the option to add your own WMS server
so that images from this source are loaded, rather than images from Urban Mapping. After
you have added a new mapping source, you can share this set up with others by creating a
distributing a Tableau Map Source file.

To create a .tms file, click on Map > Background Maps > WMS Servers and from the WMS
Server Connections dialogue window, select Export. If you want this mapping source to
always be available to your workbooks, add the .tms file to your Mapsources directory within
My Tableau Repository

Tableau Preferences (.tps)

The Tableau Preferences file can be used to create custom colour palettes so that using
consistent colours (e.g your corporate colour schemes) across all your workbooks is made
easier. This file is kept in your My Tableau Repository directory and is held in XML format.

Others

If you dig around you may be able to find some more of the lesser-spotted Tableau file
types. These include .tld, .tlf and .tlr files which are all related to licence activation, and
a .tsvc file which is a Tableau Atom Service File but I can’t say I’ve ever come across a need
to use or generate this file type.

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