Connect to Data and Simple Transformations

The first thing you usually do when opening Tableau is to connect to a dataset. You already had a glimpse of data connection in the previous chapter when we used an Excel file. In this chapter, you'll see the most important options that Tableau offers when connecting to data. Here are our main focuses:

  • Data connection
  • Join data easily
  • Union your data
  • Simple transformation

To harmonize all the different words among the various data providers, we'll use the following terms through the chapter:

  • Dataset to represent any sources. It is where your data is located. It could be an Excel file, a database on a server, or a file on the cloud. The dataset is what you want to connect to Tableau.
  • Tables

Get Getting Started with Tableau 2018.x now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.