Connecting to Excel files

Since Microsoft Excel is a very commonly used tool for analyzing data, Tableau makes it easy for the users to connect to Excel files.

Getting ready

To use an Excel file as a data source, let's use the sample file that comes with the Tableau installation. Unless you have customized your Tableau installation, you should find the Sample – Superstore Sales (Excel).xls file when you navigate to My Documents | My Tableau Repository | Datasources.

How to do it...

Once you have identified the presence of the sample Excel file, perform the following steps to connect to the Excel file:

  1. From Tableau's main screen, click on Connect to Data as shown in the following screenshot.
  2. Under the In a file option, select Microsoft Excel as the connection ...

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