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Chapter 2 - Setting Up Connections and Data Source

This chapter covers setting up connections and data sources in Tableau, including creating live data connections and using extracts for performance. It discusses reshaping data views, saving and editing data sources, and sharing them for team consistency. Additionally, it emphasizes the importance of understanding changes to data and provides a hands-on practice exercise for creating a local data connection.

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rizqi ardiansyah
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5 views11 pages

Chapter 2 - Setting Up Connections and Data Source

This chapter covers setting up connections and data sources in Tableau, including creating live data connections and using extracts for performance. It discusses reshaping data views, saving and editing data sources, and sharing them for team consistency. Additionally, it emphasizes the importance of understanding changes to data and provides a hands-on practice exercise for creating a local data connection.

Uploaded by

rizqi ardiansyah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CHAPTER 2:

SETTING UP CONNECTIONS
AND DATA SOURCE

1
Setting up Connections and Data
Source
■ Creating a Live Data Connection
■ Reshape Data View
■ Saving and Editing a Data Source
■ Sharing a Data Source
■ Understanding Changes to Data
■ Practice: Creating a Local Data Connection

2
Connecting to Data in Tableau

■ Connect to files (Excel, CSV, JSON)


■ Connect to databases (SQL Server, Oracle,
Postgres)
■ Options: Live vs Extract

3
Creating a Live Data Connection

■ Real-time query execution


■ Always up-to-date data
■ Heavier load on the database
■ Recommended for operational dashboards

4
Using Extracts (for Comparison)

■ Snapshot of data saved locally


■ Faster performance
■ Refresh on schedule
■ Ideal for large datasets

5
Reshape Data View

■ Rename fields for clarity


■ Hide unused fields
■ Create calculated fields
■ Manage joins and relationships

6
Saving and Editing a Data Source

■ Save as .tds (Tableau Data Source)


■ Edit connection later if needed
■ Centralize connections for reuse

7
Sharing a Data Source

■ Share .tds file with colleagues


■ Publish to Tableau Server/Online
■ Ensures consistency across teams

8
Understanding Changes to Data

■ Schema changes (new columns, removed fields)


■ Data refresh impact
■ Extract vs Live considerations

9
Practice: Creating a Local Data
Connection
Hands-on Lab
1. Open Tableau Desktop
2. Connect to Sample - Superstore.xlsx
3. Create a live connection
4. Rename “Order Date” → “Purchase Date”
5. Save data source as Superstore_Training.tds
6. Share file with another participant

10
Quick Recap

■ Live = real-time queries, Extract = snapshot


■ Reshape view: rename, hide, calculate, join
■ Save and share .tds for consistency
■ Always monitor schema changes

11

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