Tableau file types enable different uses. In this video, learn how to describe Tableau file types.
- [Instructor] Tableau looks like a reasonably simple program. But there's a lot going on under the hood. One of the ways, that you can use Tableau to its full extent, is to take advantage of different file types. In this movie, I will describe the different file types that are available to you. The most basic is the Tableau workbook, which has a .TWB extension. This file type stores visualization without source data. So you have a separate file such as an Excel file, and then you connect to it. You must have both the Excel file or the source data file, and the Tableau file able to connect to each other. So either on the same computer, or on the same network. Next, there's what's called a Tableau data source which has a .TDS extension. And that stores the server address, password, and other information required to access a data source. That could be an external database, or it could be a file on another computer, that requires network connections and the server address, password and other login information. Next, there is what's called the Tableau bookmark. And that stores a connection to a worksheet in another Tableau workbook. That type of file has a .TBM extension. And it allows you to include a worksheet from another Tableau workbook by reference. So that means that the other workbook must be reachable, but as long as it is, then the bookmark will point to it, and you will be able to interact with the linked worksheet within your current workbook. Next, there is what's called a Tableau data extract or .TDE file. And this stores Tableau data as a filtered and aggregated extract. So if you have a large data set, and you want to filter down to a subset of that data, and perform some aggregate calculations, you would save it as a.tde. And finally, there is the Tableau package workbook or .TWBX. We use this file type throughout this course for almost all of the movies. And it's sort of extracted data and visualizations for viewing in Tableau, Tableau online or Tableau reader. This file type keeps the data with the Tableau file. So if you want to share the data, and visualization, you can do that with a .TWBX file. As with all other applications, take a look through the different file types and use the one that best fits your situation.
- 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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