Tableau Desktop/Server - Creating a Data Extract with Box Connector

How to create and refresh a Tableau data extract from a file saved in a Box folder.

Tableau Desktop users can access flat files stored in Box folders. The Box connector allows Developers to connect to scheduled WebI Reports, create an extract and set up a reoccurring refresh schedule for that data source. The published Tableau Data Extract connected to a source file stored on Box, start by selecting Box from the Server connection list, and follow the multi-step process outlined below.

Answer

Step 1: Make the connection to Box and set up the data source from Tableau Desktop.

Follow the instructions in Tableau Desktop - Connecting Tableau Desktop to a file saved in a Box folder

Read more from Tableau about the Box connector.

Step 2: Create an extract from Tableau Desktop.

Follow the instructions in Tableau Desktop - Creating a Data Extract

Read more from Tableau about extracts.

Step 3: Publish your extract to the UNH Tableau Server from Tableau Desktop and set a refresh schedule

Follow the instructions in Tableau Desktop/Server - How to publish a Tableau data source

Read more from Tableau about publishing to server.

If you still need help, please contact the EIM team by using one of the methods listed at: https://www.unh.edu/it/service/get-help or calling the IT Service Desk at 862-4242.

Details

Article ID: 533
Created
Fri 7/19/19 5:25 PM
Modified
Fri 8/14/20 6:10 AM