Connecting to data in Tableau is very easy. In this video tutorial, you will be introduced to the process of connecting to different data sources in Tableau. Whether you have data stored in a CSV file, an Excel file, or a database. Tableau provides a seamless way to connect to your data and start creating meaningful visualisations and dashboards.
We will start with connecting to a CSV file. You'll learn how to navigate to the "Connect to Data" screen, select "Text File" as the data source type, and then choose the desired CSV file. You'll also see how to select options such as changing the default data type of columns and setting the first row as the header. Finally, we'll show you how to click "Connect" to establish a connection to the CSV file and start using the data in Tableau.
Next, we'll move on to connecting to an Excel file. The steps are similar to connecting to a CSV file, but instead of "Text File," you'll select "Microsoft Excel" as the data source type. You'll also see how to select options such as changing the default data type of columns and setting the first row as the header, and then click "Connect" to establish a connection to the Excel file.
Finally, we'll demonstrate how to connect to a database using Snowflake. You'll learn how to enter the necessary connection details, such as the Snowflake account name, username, password, and database/warehouse name, and then click "Sign In" to authenticate the connection. Once the connection is established, you'll see how to start creating visualisations and dashboards using the data from Snowflake.
By the end of this video, you will have a solid understanding of the process of connecting to different data sources in Tableau, and be well on your way to creating powerful visualisations and dashboards.
Timestamps
0:00 Intro
0:24 The connection Pane
1:30 Static File types
4:05 Connecting to a CSV file in Tableau
15:22 Connecting to an Excel file
23:51 Connecting to a database - Snowflake
29:04 Switching to an Extract
34:28 Save your workbook with the data
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