Tableau Data Connections
Connecting to various data sources
Tableau can interface with different sorts of data sources. It can associate with text files, exceed expectations files, PDF files, and so on. It can likewise associate with different databases utilizing its ODBC connector. Tableau has the capacity to interface with workers and web connectors. In this instructional exercise, we will find out about the connection procedures from different data sources.
Following screenshot gives the exhaustive connection types Tableau supports
Connection to Text File
Step 1) Click on the “Text File” option given in the data tab.
Step 2) In the next screen,
Click on “Open” Option. This will connect the text file into Tableau.
In the left pane you will see the CSV file.
Connecting to Excel File
Step 1) Click on the “Microsoft Excel” option given in the data tab.
Step 2) In the next screen,
Click on “Open” Option.
Step 3) It connects the excel file into Tableau. The sheets present in the excel file is shown on the left side of the window.
Connection to Database
Step 1) Click on the required database connection given in the data tab. For example, if you want to connect to MySQL database, click on the “MySQL” Option.
Step 2) This will open MySQL connection window.
- You can enter the MySQL server name and edit the “Port” if needed.
- Enter the username and password used to connect the database.
- Click on the “Sign in” button to connect to the database.
This procedure associates the database into the Tableau. You can choose the tables from the database and import it into Tableau. You can join various tables by making a connection between them.
Connection to Websites
Tableau can connect to websites using web connector. The connection procedure is given as follows.
Step 1) In this window,
- Click on “More” option in the data tab.
- Select “Web Data Connector” from the list.
Step 2) This will open a Web Data Connector window where you need to enter the web connector details.
Connecting to Tableau Server
Tableau Server can store removed data sources and database connections. In big business level, it is imperative to keep all the necessary data connections in Tableau Server. It enables all the clients of the undertaking to associate with the data to source without any problem. The data sets in the Tableau Server can associate with Tableau Desktop by following the given procedures.
Data Relationship
A relational Database/Excel record comprises of various Tables/sheets. These various tables/sheets can be associated with one another in Tableau. This connection is built up by ‘Join’ or ‘Association’ highlight present in Tableau. The connection between data in at least two tables should be indicated while joining tables.
Joins:
Tableau can “join” tables. It can sign up to 32 tables in a data source. While joining, the connection between at least two tables can be determined. The tables present in the data source can be identified with one another utilizing the joins, for example, inward join, left join, right join and external join. The functionalities of Join types are clarified in the table beneath,
| Inner Join | Left Join | Right Join | Outer Join |
| It joins all the common records between two tables or sheets. The joining condition can be given based on the primary key. One or more joining conditions can be specified to join the tables. Many tables can be joined together in Tableau for visualization. | A left join is used to join all the records from a left table and common records from the right table. One or more join conditions can be specified to left join two different tables. | A right join is used to join all the records from a right table and common records from left table. Based on the requirements, one or more joining condition can be set. | An Outer join is used to join all the records from both left and right table. Joining conditions can be set to join common records.
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Let’s see an example of Join
Step 1) Once an Excel is connected, Drag the required sheet into data window as shown in the figure.
Step 2) You can connect multiple sheets by dragging the sheets into the data window. The relationship between the sheets can be given by connecting the data fields.
Snap on the “Join” choice as appeared in the figure. As a matter of course, Tableau joins two tables by associating a connection between regular section present in it.
You can alter the relationship by choosing the necessary joining Condition.
You can include at least one data connection between the sheets or tables.
Union
Association is utilized to annex the data from at least two tables. In the vast majority of the cases, tables with same headers are adding together utilizing association work. Joining conditions are not required while association at least two tables. The procedure to association tables are given as follows.
Step 1) Drag any of the sheet into data window as shown in the figure.
Data Sorting
Data present in the data source can be arranged dependent on the client prerequisite. It very well may be arranged utilizing data source request, climbing, slipping, rising per table and diving per table.
When the data is associated with Tableau, data arranging should be possible utilizing the “Sort Fields” alternative. The choice is available in the “Data Source” tab.
Replacing Data Source
Tableau can associate numerous data sources in a solitary exercise manual. The various data sources can be utilized to construct different sheets and dashboards in Tableau. Now and again, data sources should be supplanted with refreshed document. Tableau has a data source supplanting highlight which can supplant data sources. This component doesn’t influence the effectively constructed visualizations utilizing the old data source. It is critical to keep or supplant all the pre-owned measurements and measures while supplanting the data source.
The data source associated in Tableau can be supplanted with another data source. The procedure for supplanting data source is given as follows.
Summary
Tableau can interface with different data sources like Excel, databases, and sites.
It can join different sheets or tables present in the data source.
The joining conditions utilized in Tableau are an internal join, right join, left join and external join.
Tableau can interface and join different sheets present in an exceed expectations document.
The database can be associated with Tableau by interfacing the database worker.
Tableau can interface sites by utilizing web connector.
Data arranging is accessible in the Tableau’s data source Tab.
Tableau Server can be associated with Tableau Desktop.
