Data sources provide values for Tableau visualizations. In this video, learn how to connect to a data source.
- [Instructor] When you're ready to create a visualization within Tableau, you will need to connect to an outside data source. In this movie, I will show you how to connect to an Excel workbook, but the skills you learn here will apply to other types of data sources as well. I'm at the main Tableau start screen, and to connect to an external file or external data source, I need to go over to the connect task pane on the left, and because I want to work with Excel, I will go under the to a file header, and click Microsoft Excel. You can see that there are plenty of other data types available, but the skills that I show you here for Excel will work for all the others as well. So I'll go ahead and click Microsoft Excel. Then in the chapter two folder of the exercise files collection, if you didn't open to that, go ahead and navigate there now, I will double click Red30TechData.xlsx. So I'll double click there, and when I do, the data appears inside of Tableau. On the left, you can see that there is the connections list, and there we have Red30TechData, a Microsoft Excel file, and then there is only one sheet in this workbook. If there were more, you would see them listed here, and you would also be able to select an individual table of data. In this case, there's only one, so, you don't have any other choices to make. The data that you see to the right here in the previous screen, mirrors the structure of the data that you see in the workbook. So we start with order number, employee number, employee name, and so on. Now if I go to a worksheet, such as by clicking sheet one, I can create a quick visualization. So let's say that I want to create a text table, and I will go by product category, drag that to the rows shelf, and then we'll do order total, which is basically total sales, and drag that to the data area. And there we have a first visualization, it's a table based on data that we brought in from an external source.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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