The first step in data visualisation in Tableau is connecting to data. Tableau Zen Master Matt Francis demonstrates how to connect to your data. Matt will explain how to connect to local files such as csv and excel, local databases such as MySql, Oracle and SQLServer and online sources like Google Sheets. Wherever your data is, Tableau can connect to it.
- [Instructor] Now we can connect the data in Tableau…in a couple of different ways.…We could either click the connector data here,…we could select it from the drop down menu here,…or we can click on the icon.…When we do that, we get this dialog box come up here.…Tableau can connect to a file on your local machine…such as Excel or CSV file.…Or it can connect to a database held on a server somewhere.…Tableau needs to be able to access the file.…So it either needs to have access to the file…on your file system, maybe in the shared drive,…or on a remote server, Tableau needs to have access…to that network as well. So for our example,…we're gonna look at the Superstore sales data…in your exercise folder.…
Now that's an Excel sheet, so we're gonna click on Excel.…We then have the usual dialog box for our system.…In this case, I'm recording on a Mac,…so I've got the Mac dialog.…It's good practice to keep all your data sources…in the data source directory within the…Tableau repository folder on your system.…This means that you always know…
The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.
- Green vs. blue pills
- Using filters, colors, and dates
- Connecting to data
- Extracting data
- Cleaning and prepping data
- Pivoting data
- Merging and joining data
- Highlighting data
- Using the Analytics pane
- Creating new maps
- Creating calculations based on parameters
- Designing dashboards
Skill Level Intermediate
1. Green and Blue Pills
2. Connect and Extract Data
3. Transform Data
5. Map Your Data
7. Dashboard Design
8. Useful Calculations
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