Data Sources 101 In Tableau

In Tableau, you have the option to input new data sources and use them in one tableau workbook rather than opening a new workbook for the new dataset.

How to input a new dataset?

There are many ways to input a new dataset

Method 1:

Currently have Sample Superstore open right now, but if I wanted to in put a new dataset I can easily click on this icon at the very top.
Depending on what type of data file you bring in, tableau has a whole list.

Method 2:

  • Drag the file onto the tableau canvas - This would automatically bring in the new dataset

How to check if the dataset has been added?

This can be seen on the data pane

How to remove a dataset?

Select the dataset that you wish to remove --> Right click --> Close.

  • This will remove the dataset from the tableau workbook (any sheets that contain the now removed dataset will break and have red errors on them - because the data is now deleted)

How to replace the dataset?

If you for any reason (maybe if you have a new updated dataset that's you've connected to or if you copy a tableau worksheet from another tableau file into your current one - an extract of the copied workbook will appear in your tableau workbook) if you want to tidy up and get rid of the extracts (if they're the same dataset) you can replace datasets.

Note: replacing dataset if the data is completely different will result in some worksheets breaking (as some fields may not exits anymore)

Author:
Maha Hussari
Powered by The Information Lab
1st Floor, 25 Watling Street, London, EC4M 9BR
Subscribe
to our Newsletter
Get the lastest news about The Data School and application tips
Subscribe now
© 2024 The Information Lab