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Getting Started with Tableau 2018.x

You're reading from   Getting Started with Tableau 2018.x Get up and running with the new features of Tableau 2018 for impactful data visualization

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Product type Paperback
Published in Sep 2018
Publisher Packt
ISBN-13 9781788838689
Length 396 pages
Edition 1st Edition
Tools
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Authors (2):
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David Pires David Pires
Author Profile Icon David Pires
David Pires
Tristan Guillevin Tristan Guillevin
Author Profile Icon Tristan Guillevin
Tristan Guillevin
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Table of Contents (16) Chapters Close

Preface 1. Catching Up with Tableau 2018 FREE CHAPTER 2. The Tableau Core 3. A First Dashboard and Exploration 4. Connect to Data and Simple Transformations 5. Build an Efficient Data Source 6. Design Insightful Visualizations - Part 1 7. Design Insightful Visualizations - Part 2 8. Create Powerful Dashboards and Stories 9. Publish and Interact in Tableau Server 10. An Introduction to Calculations 11. Analytics and Parameters 12. Advanced Data Connections 13. Deal with Security 14. How to Keep Growing Your Skills 15. Other Books You May Enjoy

Connect to Data and Simple Transformations

The first thing you usually do when opening Tableau is to connect to a dataset. You already had a glimpse of data connection in the previous chapter when we used an Excel file. In this chapter, you'll see the most important options that Tableau offers when connecting to data. Here are our main focuses:

  • Data connection
  • Join data easily
  • Union your data
  • Simple transformation

To harmonize all the different words among the various data providers, we'll use the following terms through the chapter:

  • Dataset to represent any sources. It is where your data is located. It could be an Excel file, a database on a server, or a file on the cloud. The dataset is what you want to connect to Tableau.
  • Tables to represent, no matter the connection, a sheet in Excel or a table in a database. For example, there are three tables in...
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