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Can I Upload a Story Into Tableau Server

In this Tableau Data Connections tutorial, yous will acquire about dissimilar data sources or information connections in Tableau.

  • Tableau Connecting to Various Data Sources
  • Connecting to Text File in Tableau
  • Connecting to Excel File in Tableau
  • Connection to Database
  • Connection to Websites
  • How to Connect Tableau Desktop to Tableau Server
  • Data Relationship
  • Information Sorting
  • Replacing Data Source

Tableau Connecting to Various Data Sources

Tableau can connect to various types of data sources. It tin connect to text files, excel files, PDF files, etc. It can also connect to various databases using its ODBC connector. Tableau has the adequacy to connect to servers and web connectors. In this Tableau data connections tutorial, we volition learn nigh the connexion procedures from various Tableau data sources using information connections in Tableau.

Following screenshot gives the exhaustive connectedness types Tableau supports

Connecting to Text File in Tableau

Step ane) Click on the "Text File" option given in the information tab.

Step 2) In the next screen,

1. Select the SuperStore.csv

2. Click on "Open" Selection. This will connect the text file into Tableau.

In the left pane you volition see the CSV file.

Connecting to Excel File in Tableau

Step 1) Click on the "Microsoft Excel" option given in the data tab.

Step 2) In the next screen,

  1. Select the SuperStore.xlxs
  2. Click on "Open" Option.

Step three) It connects the excel file into Tableau. The sheets nowadays in the excel file is shown on the left side of the window.

Connexion to Database

Step 1) Click on the required database connection given in the information tab. For example, if you want to connect to MySQL database, click on the "MySQL" Option.

Step 2) This will open MySQL connection window.

  1. You can enter the MySQL server proper name and edit the "Port" if needed.
  2. Enter the username and password used to connect the database.
  3. Click on the "Sign in" button to connect to the database.

This process connects the database into the Tableau. Yous can select the tables from the database and import it into Tableau. You tin can bring together multiple tables by creating a relationship between them.

Connection to Websites

Tableau can connect to websites using Tableau data connectors. The connection process is given as follows.

Step one) In this window,

  1. Click on "More than" selection in the information tab.
  2. Select "Web Data Connector" from the list.

Step ii) This will open a Tableau Web Data Connector window where you need to enter the web connector details.

How to Connect Tableau Desktop to Tableau Server

Tableau Server can shop extracted information sources and information connections in Tableau. In enterprise level, it is of import to keep all the required data connections in Tableau Server. It helps all the users of the enterprise to connect to the information source easily. The information sets in the Tableau Server can connect to Tableau Desktop by following the given procedures.

Step 1) Choose Tableau Server from options

Select the "Tableau Server" option given in the data tab.

Step 2) Open up the Tableau server

This opens the Tableau Server Sign in window. Click on 'Tableau Online' choice.

Stride 3) Sign in

Information technology opens Tableau Online Sign In Window.

  1. Enter the registered e-mail id and password.
  2. Click on 'Sign In' button.

Step 4) Establish a connectedness

This will connect Tableau Server into Tableau Desktop.

  1. Select the data set as shown in the figure.
  2. This will import the dataset into Tableau.

Data Relationship

A relational Database/Excel file consists of multiple Tables/sheets. These multiple tables/sheets tin be continued to each other in Tableau. This connexion is established past 'Join' or 'Union' feature present in Tableau. The human relationship between data in two or more tables needs to exist specified while joining tables.

Joins:

Tableau can "join" tables. Information technology can join upward to 32 tables in a data source. While joining, the human relationship between two or more tables tin can be specified. The tables present in the data source can be related to each other using the joins such as inner bring together, left join, correct bring together and outer join. The functionalities of Join types are explained in the table below,

Inner Join Left Join Right Join Outer Join
It joins all the mutual records between two tables or sheets. The joining condition can be given based on the chief key. One or more than joining conditions tin can be specified to join the tables. Many tables can exist joined together in Tableau for visualization. A left join is used to join all the records from a left tabular array and mutual records from the correct table. Ane or more bring together conditions can be specified to left join ii different tables. A right join is used to bring together all the records from a right table and mutual records from left tabular array. Based on the requirements, one or more than joining condition can exist gear up. An Outer bring together is used to join all the records from both left and correct tabular array. Joining conditions can exist set to join common records.

Let's see an example of Bring together

Step 1) In one case an Excel is connected, Drag the required sheet into data window as shown in the figure.

Step two) You tin can connect multiple sheets by dragging the sheets into the information window. The relationship between the sheets can be given by connecting the information fields.

Footstep three) In the data canvass

  1. Click on the "Join" choice as shown in the figure. By default, Tableau joins ii tables by connecting a relationship betwixt common column present in it.
  2. You lot can edit the relationship by selecting the required joining Condition.
  3. You can add i or more data relationship between the sheets or tables.

Union

Union is used to append the data from two or more tables. In virtually of the cases, tables with aforementioned headers are appending together using union function. Joining conditions are not required while union ii or more than tables. The procedure to union tables are given as follows.

Stride 1) Drag any of the canvas into data window every bit shown in the figure.

Pace 2) Right click on the sheet and select "Covert to Matrimony" pick.

Step iii) In the data union window.

  1. Drag other sheets which demand to exist union.
  2. Click on 'OK' to suspend or union all the sheets present in the window.

A data human relationship is non needed to spousal relationship sheets present in the data source.

Data Sorting

Information present in the data source tin be sorted based on the user requirement. Information technology tin can exist sorted using data source society, ascending, descending, ascending per tabular array and descending per table.

Once the data is connected to Tableau, data sorting can be done using the "Sort Fields" option. The option is present in the "Data Source" tab.

Replacing Data Source

Tableau can connect multiple information sources in a single workbook. The unlike Data Sources in Tableau can be used to build various sheets and dashboards. In some cases, data sources need to exist replaced with updated file. Tableau has a data source replacing characteristic which tin replace data sources. This feature does not bear on the already congenital visualizations using the old information source. It is of import to go along or replace all the used dimensions and measures while replacing the data source.

The information source connected in Tableau tin can exist replaced with another information source. The process for replacing data source is given as follows.

Stride two)

  1. Select the Data Source to be replaced.
  2. Correct-click on the information source and select "Replace Data Source" option.

Stride 3) Information technology opens the data source replacement window.

ane. Select the current

2. Select replacement data source.

3. Click on "OK" to replace the data source.

Summary

  • Tableau can connect to various data sources like Excel, databases, and websites.
  • It tin join various sheets or tables nowadays in Tableau data sources.
  • The joining weather used in Tableau are an inner join, right join, left join and outer bring together.
  • Tableau can connect and bring together various sheets present in an excel file.
  • The database can be connected to Tableau by connecting the database server.
  • Tableau can connect websites by using web connector.
  • Data sorting is available in the Tableau's data source Tab.
  • Tableau Server tin can exist connected to Tableau Desktop.

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Source: https://www.guru99.com/tableau-data-connections.html