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Mastering Tableau 2021

You're reading from   Mastering Tableau 2021 Implement advanced business intelligence techniques and analytics with Tableau

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781800561649
Length 792 pages
Edition 3rd Edition
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Authors (2):
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David Baldwin David Baldwin
Author Profile Icon David Baldwin
David Baldwin
Marleen Meier Marleen Meier
Author Profile Icon Marleen Meier
Marleen Meier
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Table of Contents (18) Chapters Close

Preface 1. Getting Up to Speed – A Review of the Basics 2. All About Data – Getting Your Data Ready FREE CHAPTER 3. Tableau Prep Builder 4. All About Data – Joins, Blends, and Data Structures 5. Table Calculations 6. All About Data – Data Densification, Cubes, and Big Data 7. Level of Detail Calculations 8. Beyond the Basic Chart Types 9. Mapping 10. Tableau for Presentations 11. Visualization Best Practices and Dashboard Design 12. Advanced Analytics 13. Improving Performance 14. Interacting with Tableau Server/Online 15. Programming Tool Integration 16. Another Book You May Enjoy
17. Index

Connecting Tableau to your data

At the time of writing, Tableau's data connection menu includes more than 70 different connection types. And that's somewhat of an understatement since some of those types contain multiple options. For example, Other Files includes 34 options. Of course, we won't cover the details for every connection type, but we will cover the basics.

Upon opening a new instance of Tableau Desktop, you'll notice a link in the top-left corner of the workspace. Clicking on that link will enable you to connect to the data. Alternatively, you can click on the New Data Source icon on the toolbar:

Figure 1.24: Connecting to data

Although in future chapters we'll connect to other data sources, here we'll limit the discussion to connecting to Microsoft Excel and text files.

Connecting to a file

Let's see how you can connect to a file, using Excel as an example:

  1. In a new instance of Tableau, navigate to...
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