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Getting Started with Tableau 2019.2

You're reading from   Getting Started with Tableau 2019.2 Effective data visualization and business intelligence with the new features of Tableau 2019.2

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Product type Paperback
Published in Jun 2019
Publisher Packt
ISBN-13 9781838553067
Length 260 pages
Edition 2nd Edition
Tools
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Author (1):
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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 2019 FREE CHAPTER 2. The Tableau Core 3. Getting Started with Tableau Desktop 4. Connecting to Data and Simple Transformations 5. Building an Efficient Data Source 6. Design Insightful Visualizations 7. Powerful Dashboards, Stories, and Actions 8. Publishing and Interacting in Tableau Server 9. An Introduction to Calculations 10. Analytics and Parameters 11. Advanced Data Connections 12. Dealing with Security 13. How to Keep Growing Your Skills A. Other Books You May Enjoy Index
Data connections

In this first section, we will see the general steps to follow when you want to connect to any kind of dataset. We'll also focus on connecting to spatial files.

General rules

In this section, we'll see the general rules and options when connecting to a dataset. Of course, with more than 50 different connectors available, it's impossible to look at each in detail. However, the goals when connecting to a dataset in Tableau are always the same:

  1. Choose your connection (file/server).
  2. Connect to the dataset by selecting the file or entering the login information.
  3. Reach the Data Source workplace and have at least one table in the area highlighted in the screenshot:
    General rules

Tip

If there is only one table in your dataset (for example, in a .CSV), Tableau automatically uses it.

Some types of connection have specificities. You can find the customization options with a right-click on the table.

For example, if you connect to a text file, say, a .CSV file, you can manually specify...

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