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
Step: 2 Choose your excel file and open it up.
Step: 3 It would take some time in processing.
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.
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.
Step: 6 We also have the 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.
So in this chapter, we have learned how to pull your excel data source in and connect it with a tableau.