Tableau Tutorial

How to connect to flat files from Tableau Desktop?

  1. The first step in your data analysis journey using Tableau is to connect to data.
  2. With Tableau you can connect to multiple types of data which are stored in a different  places like spreadsheet or a text file, big data, relational, or cube (multidimensional) database on a server
  3. With Tableau you can connect to cloud database sources like Google Analytics, Amazon Redshift, or Salesforce.

Microsoft Excel

Open Tableau Desktop and click on Excel under Connect

Choose the excel file from the local system and then Click on Open

If you have multiple sheets in your workbooks, then drag the desired Sheet from connections pane on to the canvas 

Click on Sheet 1 to start developing your charts

Text file

Open Tableau Desktop and click on Excel under Connect

Choose the excel file from the local system and then Click on Open

You can choose to connects to following delimited text files

*.txt

*.csv

*.tab

*.tsv

Click on Sheet 1 to start developing your charts

PDF file

Open Tableau Desktop and click on Excel under Connect

Choose the excel file from the local system and then Click on Open

Scan PDF File dialog box opens up where you need to  mention the pages you need to scan for tables.

Tableau identifies the Tables in the .pdf file and assigns unique names which are presented on the left pane.

If you Tableau has identified multiple tables in the PDF file, then drag the desired table from connections pane on to the canvas 

Click on Sheet 1 to start developing your charts

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