Connect Excel to Tableau server Step by Step

Let’s get started by connecting tableau to a data source:

 

Step: 1 Click on Microsoft Excel

tableau connect excel

 

Step: 2 Choose your excel file and open it up.

choose your Excel in from computer tableau connect excel

 

Step: 3 It would take some time in processing.

tableau connect excel

Step: 4 On the left-hand side, there is your data source pane, and this lane shows you the sheets on the excel file and allows you to drag them in so that you can see the data show up this gives you a preview of what your data will look like.

excel file and allows you to drag -min

Step: 5 You can see the tableau is starting to classify your fields, so anything that has Abc on it shows that it’s a column that has strings.

tableau is starting to classify your fields-min

Step: 6 We also have the calendar symbol where it’s recognized that it’s a date field.

calendar symbol where it’s recognized that it’s a date field

Step: 7 Then, the Tableau have row ID that shows up with the hashtag, and it recognizes the number.

Tableau have row ID that shows up with the hashtag

 

So in this chapter, we have learned how to pull your excel data source in and connect it with a tableau.

 

Pin It on Pinterest

Share This