![]() ![]() ![]() Geographic roles and default properties can be set via the right-click menus. Hierarchies can be created by dragging and dropping fields over one another. Different groupings can be created via "Group By Folder". Unneeded fields can be hidden via "Hide". Now you can begin to make changes to the data source, mostly via the right-click menu options in the dimensions and measures lists. All of the fields come through from the original source, with Tableau taking its best guess as data types and organizing based on the source tables. The unsaved data source appears in Top Left under the Data list. This could be a single worksheet in an Excel file or joining multiple tables together in a database. Regardless of the connection type, first step to a data source is getting all necessary data via the Connect to Data menu. By saving the Data Sources locally or publishing them to Tableau Server, you only have to put this effort in once, and your time can be spent analyzing the data in Tableau. A Data Source describes the physical source of the data (file name + location or database connection), the table joins and all of the metadata (hierarchies, folders, aliases, names, and calculations).Ĭonnecting to your data and joining it correctly can take time, effort and knowledge of your data structure. Subject Area: Architecture Level of complexity: Beginner Approximate Time to complete: 1 hour Companion Workbook (twbx): DataSources.twbx Additional Resources on the web:Įvery time you use the "Connect to Data" menu, you create a Tableau Data Source. Reference Materials Toggle sub-navigation.Teams and Organizations Toggle sub-navigation.Plans and Pricing Toggle sub-navigation. ![]()
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