Thanks to visit codestin.com
Credit goes to www.scribd.com

Scribd
Upload
31 views4 pages

Experiment - 1 Aim: Objective: Requirements:: Software: Data Sources

This document outlines a lab experiment aimed at connecting Tableau to various data sources, including file-based and server-based options. It details the procedure for selecting, configuring, and visualizing data in Tableau, emphasizing the use of Data Interpreter, Joins, and Extract vs. Live connections. The conclusion highlights the successful connection of Tableau to multiple data sources and the ability to prepare and visualize data effectively.

Uploaded by

Prasanthi Santhi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
31 views4 pages

Experiment - 1 Aim: Objective: Requirements:: Software: Data Sources

This document outlines a lab experiment aimed at connecting Tableau to various data sources, including file-based and server-based options. It details the procedure for selecting, configuring, and visualizing data in Tableau, emphasizing the use of Data Interpreter, Joins, and Extract vs. Live connections. The conclusion highlights the successful connection of Tableau to multiple data sources and the ability to prepare and visualize data effectively.

Uploaded by

Prasanthi Santhi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 4

EXPERIMENT - 1

Aim: Connecting to Data Sources in Tableau

Objective: The objective of this lab is to understand how to connect Tableau to different types of data
sources, configure data, and prepare it for visualization.
Requirements :
● Software:
o Tableau Public (or Tableau Desktop)
● Data Sources:
o CSV, Excel, JSON
o SQL Server, MySQL (if applicable)
● Internet Connection (for online data sources)

Procedure :
Step 1: Open Tableau
● Launch Tableau Desktop or Tableau Public.
● The start page will display the Connect panel on the left side.

Step 2: Select a Data Source


Tableau allows connections to multiple types of data sources:
1. File-based Sources
● Microsoft Excel (.xlsx, .xls, .xlsm)
● Text Files(.txt, .csv, .tab, .tsv)
● JSON file(.json)
● Microsoft Access(.mdb, .accdb)
● PDF file(.pdf)
● Spatial file(.geojson, .json, .kml, .tab, .zip)
● Statistical files(.sav, .rda, .rdata)
2. Server Based Sources
● OData
● More…
o Installed connectors(3)
1.Google Drive
2.OData
3.Web Data Connector

Step 3: Connect to a Data Source


Option 1: Connecting to an Excel or CSV File
● Click "Microsoft Excel" or "Text File".
● Browse and select the file.
● Tableau will display a preview of the dataset.

Option 2: Connecting to a Installed Connectors


● Select Google Drive, OData and Web Data Connector
Step 4: Configure Data in Tableau
● Use Data Interpreter to clean messy data.
● Perform Joins and Unions for multiple tables.
● Apply Filters to remove unwanted data.
● Choose Extract (for faster performance) or Live (for real-time updates).

Step 5: Load Data and Start Visualization


● Click Sheet 1 to start creating charts.
● Drag dimensions and measures into the visualization workspace.
● Select chart types (bar, line, map, etc.) and customize.

Observations:
● Tableau automatically detects data types (numeric, categorical, date, boolean).
● Use Data Interpreter (for Excel files) to remove unnecessary formatting.
● Apply Filters to exclude irrelevant records.
● Perform Joins or Unions to combine multiple tables.
● Live Connection:
o Provides real-time data updates from the source.
o Slower performance for large datasets due to constant querying.
o Use Live Connection for small datasets or real-time monitoring.
● Extract Connection:
o Saves a static snapshot of the data in Tableau.
o Faster performance as queries run on the extracted file.
o Must be manually refreshed or scheduled to update data.
o Use Extracts for better speed and large data handling.

Conclusion:
By completing this lab, we will:
✔ Successfully connect Tableau to multiple data sources.

✔ Understand differences between file-based and database connections.

✔ Prepare and clean data within Tableau.

✔ Create visualizations based on the connected data.

You might also like