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Course

Connecting Data in Tableau

BasicSkill Level
4.8+
1,040 reviews
Updated 10/2024
Learn to connect Tableau to different data sources and prepare the data for a smooth analysis.
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TableauData Preparation
3 hr
14 videos
35 Exercises
2,700 XP
30,002
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Course Description

Great Analysis begins with Great Data

But how do you connect Tableau to your databases and other file types, so that you can build a view and analyze your data? In this course, you'll learn how to use connectors in Tableau to create a live connection to CSV and Excel files.

Combine Multiple Data Sources

Through hands-on exercises, you’ll also learn how to combine multiple data tables with joins, unions, and relationships.

Finally, you'll learn to manage different data properties, like renaming data fields, assigning aliases, changing data types, and changing default properties for a data field.

Prerequisites

Introduction to Tableau
1

Combining and Saving Data

In this chapter, you'll learn how to combine data from different sources using joins, unions, and relationships. You'll also discover the difference between extracts and live connections. Finally, you'll learn how to save your work in Tableau.
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2

Managing and Connecting Data

Learn to manage data properties by renaming columns, assigning aliases and geographic roles, changing data types, and leveraging default properties. On top of that, you'll discover the different data connectors and filter types.
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Connecting Data in Tableau
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*4.8
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  • Allen Daniel
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Allen Daniel

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FAQs

What Tableau knowledge do I need before this course?

You should have completed Introduction to Tableau. Familiarity with the Tableau interface, basic chart building, and worksheet navigation is expected before starting this course.

What methods for combining data does this course teach?

You will learn to combine data from different sources using joins, unions, and relationships, understanding when each method is appropriate for your analysis needs.

Does the course explain the difference between live connections and extracts?

Yes. Chapter 1 covers the difference between live connections to your data sources and Tableau extracts, helping you choose the right approach for performance and freshness.

What data management skills are included?

You will learn to rename columns, assign aliases and geographic roles, change data types, and configure default properties for data fields to keep your Tableau workspace organized.

What file types can I connect to in this course?

You will practice creating live connections to CSV and Excel files, and learn about the different data connectors and filter types available in Tableau.

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