Tableau Data Connection & Extract Setup — Optimised Data Source

I will set up and optimise your Tableau data connection — configuring a live connection or extract to your database, cloud data warehouse, or file source, applying extract filters to reduce data volume, creating calculated fields at the data source layer for reuse across all worksheets, configuring data types and aliases, building relationships or joins between tables, and scheduling extract refreshes on Tableau Server or Cloud. A poorly configured Tableau data source is the root cause of the majority of performance and accuracy problems in Tableau environments; fixing it at the source layer resolves issues across every dashboard built on top of it.

The setup covers connection configuration, join or relationship design, extract filter application, calculated field creation at source level, field hiding for unused columns, alias and default sort configuration, and extract refresh schedule setup. For complex sources, Tableau Prep Builder flow development is included.

This service suits Tableau users and organisations whose dashboards are slow due to data source issues, whose extracts are failing or refreshing too slowly, or who need a new data connection configured correctly from the start.