Extract data for a dataset

An extract is a saved subset of data that you can use instead of a live database connection. For details, see Data extracts.

Prerequisites

• You have all the necessary role permissions granted by an administrator in Access Manager.

  Permissions

  dataprep.access

  dataprep.dataset.create

  dataprep.dataset.extract

• For the content in Shared with me, you need to have the View and Edit shared content permissions granted by the sharer.

Procedure

1. On the sidebar, click Datasets.

   The Datasets pane appears.

   

2. For the dataset that you want to edit, point to More actions, and then click Modify > Edit.

   The Step 2 – Refine page opens.

   • If the dataset has only one source, click Extract in the upper-right corner of the Step 2 – Refine page.

   • If the dataset has more than one data source, click Next.
     Click Extract in the upper-right corner of the Step 3 – Join and preview page.

   

3. To configure the extract, click Settings.

   Select the Data storage option:

   • Single Table — To store the data extract in a single table (one file). If the dataset has one table, only this option is available.

   • Multi Tables — To store the data extract in multiple tables mirroring the database structure (each table in a separate file).

4. Click Finish.

   The extract dataset structure is created with no data in the tables.

5. Decide when to perform the first data load:

   • Extract now — To start the data load immediately.

   • Schedule — To schedule data extracts. For details, see Schedule full refresh for an extract.

   • Close the dialog and perform the first data load later. To do so, go to More actions, and then select Modify > Extract > Refresh now.

   

   Important: Depending on the dataset size, the data extract process may take some time. The dataset is available for visualization after the extract is completed.

   The extract dataset is added to the Datasets pane with the Extract label in the upper-right corner of the tile.

   

   In List view, the Data column shows whether the dataset uses a live connection or an extract. Also, in this view, you can check the date of the last data extract.