Connect your data in tableau

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Start Tableau Desktop and on the Connect pane, under Search for Data, select Tableau Server. To connect to Tableau Server, enter the name of the server and then select Connect. To connect to Tableau Online, select Tableau Online under Quick Connect.

Your boss has asked you to review the overall sales and profits for the business and find the most effective areas to improve. You've got a lot of information, but you aren't sure where to begin. If you're not familiar with Tableau and would like to grasp the fundamentals, it is possible to consider thinking about Tableau Training.

Open Tableau Desktop then begin

Upon opening Tableau Desktop, the first thing you will see is the Start page(Link opens in a new tab). There, you can select the connector (how you will connect your data) that you wish to connect with.

The page that opens provides you with a range of choices to select from:

1. Tableau icon. Click on the top left-hand corner on any webpage, to switch between the beginning webpage and authoring workspace.

2. Connect pane. Under Connect, you can:

  • connect to information stored in a document, for example, Microsoft Excel, PDF, Spatial files, and much more.
  • Connect to data saved by Tableau Server, Microsoft SQL Server, Google Analytics, or any other server.
  • Make a connection to an source of data that you've already connected to.

Tableau can connect to a range of data held in various locations. The Connect pane provides the most popular places you could join, and click on the More links to view additional options. For more information on the process of connecting data source, visit the Learning Library for this tutorial.

3. Under Sample Workbooks, view sample worksheets and dashboards that are included together with          Tableau Desktop.

4. Under Open you are able to open workbooks you've already designed.

5. In the Discover tab, you can find other resources, such as tutorial videos, forums as well as"the "Viz for the Week" to find ideas about the kind of thing you could build.

6. In the Connect tab Under the Saved Sources section, select the Sample Superstore to connect to the sample data set.

7. After you select Sample - Superstore, your screen

The Sample - Superstore data set includes Tableau. It includes data about products as well as sales, profits, and other data which you can utilize to determine important areas to improve within the fictional company.

 

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