Connection with Data Sources

Last updated on Oct 25 2021
Ramnath Swami

Table of Contents

Connection with Data Sources

Tableau can connect with all the accessible data sources which are broadly used. It can link to Excel files, PDF files, text files, etc. It can also connect to various databases using its ODBC connector. Tableau can connect to web connectors and servers.
Tableaus native connectors can connect to the following types of data sources:
File Systems: Such as Microsoft Excel, CSV, etc.
Cloud Systems: Such as Google bigQuery, Windows Azure, etc.
Relational System: Such as Microsoft SQL Server, Oracle, DB2, etc.
Other Sources: It uses ODBC.
The given below picture shows all of the data sources available through Tableau’s native data connectors.

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tableau

Connect Live

The Connect Live feature is used in real-time data analysis. In connect live case, Tableau connects with the real-time data source, and it keeps read the data. Thus, the result of the data analysis is up to the second, and the latest changes are reflected in this result. However, on the drawback, it’s the source system as it has to keep send the data to Tableau.

In-Memory

Tableau can also process the data in-memory by caching them in memory, and it not being connected to the source anymore while analyzing the data. Of course, there will be a limit on the amount of data cached depending on the availability of the memory.

Combine Data Sources

Tableau can connect with different data sources at the same time.
For example: In a single workbook, you can connect to a relational source and a flat file by defined the multiple connections. This is also used in data blending, which is a unique feature in Tableau.

Data Connection with Text File

Tableau can connect to the text file data and set up the data sources. Tableau connects to following text files (*.csv, *.txt, *.tsv, *.tab).

How to Make the Connection and Set up the Data Sources

Step1: Open Tableau.
Step2: Below Connect, click on Text File.

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tableau

Step3: Go to the next screen,
• Select the file you want to connect such as SalesJan2009.CSV
• Click on Open option.

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tableau

• On the left-hand side of the data source, you will see the CSV file.

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tableau

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Data Connection with Text File Example

Here is an example which shows the data connection with the text file.

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tableau

And the worksheet looks like

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tableau

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Data Connection with Microsoft Excel

Step1: Click on the Microsoft Excel option given in the data tab.

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tableau

Step2: In the next screen,
1. Select the Microsoft Excel file you want to connect such as sample-superstore.xls.
2. Click on open option.

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tableau

Step3: It connects the Microsoft Excel file to Tableau. The sheets present in the Microsoft Excel file are shown on the left-hand side of the window.

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tableau

Step4: You can drag one or more sheets from the sheets data tab such as Orders.

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tableau

Then the data source looks like the below image:

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tableau

And the worksheet looks like:

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tableau

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Understanding Tableau
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Data Security in Tableau
Optimizations tips and tricks
Interacting with Tableau Server
Working with Tableau JavaScript API

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