Input field ( Identify new rows using field in prior versions): Select the field that you want to refresh in your input data. Select Enable incremental refresh ( Enable in prior versions). In the Input pane on the Settings tab, under the Incremental Refresh ( Set up Incremental Refresh section in prior versions), set the following options:.In the flow pane, select the input step that you want to configure for incremental refresh.For more information about copying, pasting or reusing steps, see Copy steps, actions and fields. Copy and paste the steps to use them elsewhere in your current flow or in Tableau Prep Builder, use Save Steps as Flow to save the selected steps to a local file or to your server to reuse the steps in other flows.
Tip: After you configure your input and output steps for incremental refresh, you can preserve your configurations and reuse them.
#Tableau prep builder 2021.1 full
When you run the flow, you can select either a full or incremental refresh type. In the Output step, specify how the new rows are written to your table. In the Input step, specify how Tableau Prep will find your new rows. To configure your flow to use incremental refresh, you need to specify settings on both the Input steps and the Output steps where you want to use this option. Maintain your existing table schema structure, but replace all the data with only the new rows, making this your complete data set. Replace all rows in the existing table with only the new rows. Maintain your existing table schema structure but replace all the data with every flow run.Ĭreate or overwrite the existing table with only the new rows.Ĭreate a new table with only the new rows as the complete data set.Īdd only the new rows to the existing table. Keep track of both new and existing data on every flow run.
Refresh CombinationĬreate or overwrite the existing table with the full data set. The following table describes the different options and their benefits. Tableau Prep enables you to select how your data is refreshed and how your tables are updated with the flow output. You can either add new data to your existing tables, overwrite your table data with the new data, or starting in Tableau Prep Builder version 2020.3.1 and on the web, replace data in an existing table.
Note: To run incremental refresh on flow inputs that use the Salesforce connector, you must be using Tableau Prep Builder version 2021.1.2 or later. Starting in Tableau Prep Builder version 2020.2.1 and on the web, you can configure your flow inputs and outputs to refresh incrementally so that only the new rows are retrieved and processed when the flow runs, saving you time and resources.įor example, if your flow includes transaction data that updates daily, you can set up incremental refresh to retrieve and process only the new transactions every day, then run a full refresh weekly or monthly to refresh all of your flow data. For more information about authoring flows on the web, see Tableau Prep on the Web (Link opens in a new window) in the Tableau Server help. The content in this topic applies to all platforms, unless specifically noted. Note: Starting in version 2020.4.1, you can now create and edit flows in Tableau Server and Tableau Cloud.
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