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Tableau – Connect to a data source

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  • Difficulty Level : Basic
  • Last Updated : 22 Apr, 2020

Visualisation in Tableau starts with connecting to an outside data source. This article explains how to connect Tableau to any external data source.

Steps to follow –

  • Run Tableau. On the left side of the start screen, there is a Connect Panel.
  • Go to the File Section and choose the type of data file you want. Let’s choose any excel file.
  • On clicking the Microsoft Excel option, a dialogue box will appear for the user to choose the required data file. As shown below I have chosen a data – ‘Coral data.xlsx’
  • Now, Tableau will create connection to the data file and as you can see we have our data at the bottom.
  • If you are connecting to a Microsoft file then it is straight forward but if you are connecting to a Microsoft SQL server then there is a possibility that it might need some credentials like username, password e.t.c
  • After connecting to the data file, the user can go the Worksheet.
  • Then finally you can work on the data visualisation after wrangling your data.
    • My Personal Notes arrow_drop_up
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