How to Connect Data Source in Tableau

How to Connect Data Source in Tableau

The most effortless connection between Tableau and Data source is the Microsoft Excel file. If you have data in an excel file, then it is easy to connect the Excel file and Tableau.

You can connect to data from either Tableau Desktop or a web browser by using the Tableau Server or Tableau Online. The process differs slightly for each. The most effortless connection between Tableau and Data source is the Microsoft Excel file. If you have data in an excel file, then it is straightforward to connect the Excel file and Tableau. In Tableau, most of the time, you have to connect with outside Data Source.

Connect Excel Workbook with Tableau

There are simple steps to connect an excel sheet to Tableau.

Step 1: Gather the data

To connect an Excel file, we need an excel file, right? So Let’s hover to the tableau website and go to the following link.

https://public.tableau.com/en-us/s/resources

From this website, we have downloaded the World Bank CO2 (.xlsx).

Okay, so now we have data to connect Tableau.

Okay, so now we have data to connect Tableau.

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Step 2: Open Tableau and connect data.

Launch the Tableau Desktop app, and you will see the following home screen.

How to Connect Data Source in Tableau

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Now, here you can see that Tableau provides some data by default to work with, but we will not use that one. We will use the outside data that we just downloaded.Here left-hand panel under Connect pane, you can see the various options are available to connect with. Some of them will require drivers, for example, Databases like MySQL, AWS Aurora, SQL Server, Alibaba cloud, etc.

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