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Setting Up Your First Data Connection - Tableau in Two Minutes
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In this video we walk you through how to connect Tableau to a data source so you can start working with your data. We connect to a CSV, but the process is very similar for an Excel file or database. For this tutorial, we'll create a basic data connection. Joins, unions and other complex joins are covered in some of our other videos.
We also walk through how you can check your data has loaded correctly, view the fields and data types and change data types and names if necessary. You'll also see how you can use data source filters to reduce the amount of data imported, and how you can trigger Tableau to create an extract vs connecting to the data live, and why you might want to do one vs the other.
We also walk through how you can check your data has loaded correctly, view the fields and data types and change data types and names if necessary. You'll also see how you can use data source filters to reduce the amount of data imported, and how you can trigger Tableau to create an extract vs connecting to the data live, and why you might want to do one vs the other.