Opening & Connecting Data Sources in Tableau Desktop

Tableau Desktop    |    Intermediate
  • 11 videos | 49m 53s
  • Includes Assessment
  • Earns a Badge
In this 11-video course, learners will explore Tableau Desktop, which is data visualization software that allows users to see and understand data at a deeper level. Begin by locating and opening Tableau Desktop in a Windows 10 work environment, and once done, explore the Tableau Desktop interface. This leads into examining the Tableau Data Source Page, which is one of the most fundamental and important parts of Tableau. Discover how to connect to a desktop source and use single and multiple tables to extract data into Tableau Data Engine; how to connect to a Microsoft SQL Server database, select tables, and directly connect to the data to enable working with live data; and how to configure and use Extract Mode with a Microsoft SQL Server database connection. Next, examine how to extract data with a custom SQL query; use Google Analytics and Tableau to analyze your web data; work with OData source to consume data in Tableau; and demonstrate and implement inner, left, and right joins with Tableau. Conclude the course by observing how to use cross-database and more advanced joins.


  • Locate and open tableau desktop in a windows 10 work environment
    Explore the tableau desktop interface
    Explore the tableau data source page
    Connect to a desktop source and use single tables and multiple tables to extract data into tableau data engine
    Connect to a microsoft sql server database, select tables, and directly connect to the data to enable working with live data
    Configure and use extract mode with a microsoft sql server database connection
  • Demonstrate how to use a custom sql query with a database to extract data into the tableau data engine
    Use google analytics and tableau to analyze your web data
    Work with an odata source to consume data in tableau
    Demonstrate and implement inner, left, and right joins using tableau
    Demonstrate cross-database and more advanced joins


  • 2m 41s
    Before you can connect data sources and start creating data visualizations, you will need to know how to open the Tableau Desktop application. See how to locate and open the application and navigate using the Start page. FREE ACCESS
  • 4m 10s
    The Tableau Desktop interface is organized into different areas, allowing you to connect new data sources, open existing Tableau workbooks and saved sources, and configure the application. Knowing how to navigate within Tableau Desktop and use the different menus is essential if you are going to get the most out of the application. FREE ACCESS
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    3.  Understanding the Data Source Page
    5m 39s
    The Data Source Page is used to control, prepare, and configure the data that you are going to work with in Tableau Desktop. See how to manage your data source connection settings, use the canvas to set up data tables, and the data grid to preview, review, and sort the data that will be brought into Tableau Desktop. FREE ACCESS
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    4.  Extracting data from a source
    Bringing data into Tableau Desktop can be as simple as connecting an Excel workbook or a locally-stored Access database. Tableau Desktop allows you to work with files containing single and multiple data tables. See how to connect and prepare data taken from an Excel workbook and a local Access database. FREE ACCESS
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    5.  Connecting to databases in Live Mode
    5m 1s
    If you have a Microsoft SQL Server database, you can connect it to Tableau and start working with the data that it holds. See how to connect a Microsoft SQL Server and configure the Live Mode for working with the data in the Tableau Data Engine. FREE ACCESS
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    6.  Connecting to databases in Extract Mode
    5m 9s
    The Extract Mode in Tableau Desktop is a way of bringing data into the Tableau Data Engine. It can help to improve performance when working with the data and reduce the workload on the data source itself. It can also help you to prepare and filter the data before starting to work on it, and even allows you to perform offline analysis in Tableau Desktop. FREE ACCESS
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    7.  Extracting data with a custom SQL query
    3m 44s
    SQL queries can be used to prepare or configure your data before beginning work on it. They can also be used to get around certain database restrictions, append and aggregate data, and reduce data sizes. See how to add a custom SQL query when preparing your data and use it to create a basic unioning query. FREE ACCESS
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    8.  Connecting to Google Analytics web data
    5m 27s
    If you are running Google Analytics on a website or property, you can use Tableau Desktop to run analysis on the data that is harvested. See how to retrieve your web data from your Google Analytics account, extract it into the Tableau Data Engine, and also how to connect other types of web data. FREE ACCESS
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    9.  Using OData in Tableau
    3m 39s
    OData is a widely-used open protocol for querying and consuming data. If you have access to an OData source, you can quickly connect it in Tableau Desktop and configure it for extraction into the Tableau Data Engine. FREE ACCESS
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    10.  Understanding joins
    4m 37s
    Understanding joins is essential if you want to know how to combine data and go further with your analysis. By creating joins, you can work with related data values stored across multiple tables within a source or across multiple sources, and ensure that your analysis is meaningful. See how to create joins once you have connected your data sources, and differentiate between the types of join offered in Tableau Desktop. FREE ACCESS
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    11.  Using advanced joins
    5m 45s
    Once you have got the basics of joins, you can start to explore connecting data across multiple sources, known as cross-database joins. You can also adjust and edit your join settings and even create calculated joins to ensure that the relationships in your Tableau workbook are set up to get the most out of your data. FREE ACCESS


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