I am just curious, as to how Tableau talks to a large data source- for example if I have a data source that has 1.4 million records, and I make a simple table with this data, maybe a graph etc, then how does tableau get this data? Does it go query the data source, ask the data source how much it has, then pull in the first 10,000, does it go back and retrieve the next 10k etc? or does it do it in one go? Also I want to know where Tableau stores this data it receives?
Hope my question makes sense - Just trying to understand the underlying mechanisms. Thank you!
Tableau can work with external data sources in more than one way. You can extract the entire DB content to a local file (called an extract) or you can have a live connection to the database.
If the connection is live, then Tableau sends the DB queries designed to return the data you want not the entire content of the DB. So if you have 1.4m records containing, say, a full year's sales information and you want monthly totals, Tableau will send a query asking the DB to return the monthly totals. This will result in just 12 numbers being returned to Tableau: the DB itself will do the work and Tableau doesn't need to pull 1.4m numbers and add them up. This is how most data sources work: the user requests a result (using SQL queries) and the DB works out how to return that result. This means you don't need to copy the entire database every time you want to add some numbers up.
Live queries won't sample the database: the answers you get will usually be the correct totals (though some sources like Google's BigQuery will use sampling for some statistical aggregates unless told otherwise).
Both Tableau and many databases will cache the results of queries done recently so the results will be faster. Tableau's results will be held locally.