I have a lot of data in my data source that I am trying to use with Tableau. When using CData connectors, is there a way I can help improve performance by only pulling in changed data?
Can I use Custom Filters in Tableau to set up Incremental Refresh?
Supported Data Sources
Tableau’s custom filters can be used to request only changed data -- if the data source uses timestamps to indicate when data in a table has changed. A few examples are NetSuite, Salesforce and Sage Intacct.
Using a Custom Filter in Tableau
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Once a connection is established and a table has been selected, click on the carat and select "Convert to Custom SQL"
- Click "Insert Parameter" and then "Create a New Parameter"
- Enter a name for your parameter, select the data type and provide the desired value. As this parameter can be changed later, it might be advisable to test the implementation with a shorter duration (i.e. the last several months of data).
- Add the custom SQL filter using the desired datetime column and the custom parameter.
- In the worksheet view, you can choose to select to show the custom parameter and update the value used in the SQL query.
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