A Tableau Data Source is a communication link, between Tableau and Data. It is more essential for your sum of data, the customization, and Connections you make, on top of Data to implement within Tableau.
What Does a Tableau Data Source contain?
Data About, where the Information is located, like file name, and map or certain Network location. The Terms and Conditions, on how you can connect to your Data. Like a Database server Name and Server Sign information.
The Names of Any tables like, that you create on top of your Data. But that is not the section of complete Original Data. Like Groups, Calculations, and Renamed fields.
What are the ways to combine your Data in Tableau?
We have three ways to Combine Data in Tableau.
That is Join, Blend, and Union.
Join
Joining is a method of combining Tables, related by simple and common fields.
Blend
Data Blending is a method to combine primary Data sources, with simple and common Fields, from Secondary Data Sources.
Union
It is a method for more appending values, like tables to Rows. You can union tables if they have some columns. The output of combining Data, that is by using a Virtual set of table, that have some common columns. That extends, vertically by adding rows of your Data.
Why we have to use, certified, Suggested Data Tables, and Sources.
For Speeding up the Process, of validating and setting up data, we can use Certified and suggested tables and Sources.
Recommended Tables
We have Database tables and recommended tables that, used frequently in data sources and certain workbooks, that published in your Tableau Server.
Suggested Data Sources Include, Personal certified ones and other automatic picked, for your usage patterns, on your organization.
Certified Data Sources, are careful, selected by site administrators and Team leaders.
Manage Data Source
Edit Data Sources
At any time, during your analysis, you can edit the Information Source that used in your Workbook.
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How to Edit the Data Source
In the Data Menu, you have to Select data Source, and then select the Edit Data Source option.
On the page of Data Source, you can make the modifications to the Data Source.
Refresh Your Data Sources
If you are connected to a Data Source, that has changed, you can update data immediately. Tableau desktop, with the changes, that is by Selecting a Data Source, in the Data menu and then choose Refresh option.
Replace Data Sources
We can replace only one Data Source, with another Data source. When both data Sources are completely relational data sources. When both Data Sources are cube Data sources.
Save Data Sources
You can save and export, the Data Source, to a set of files. You may need to do this if you add Joined Tables, default properties, or some custom fields. Like groups, binned fields, calculated fields, to the Data pane.
Upgrade Data Sources
Upgrading Data Sources is done, when you upgrade your excel and text file data sources. You can take advantage of the best Data Interpretation, compatibility.
Cloud Data Sources
We can close, a Data source at any time. By this, the data source is not modified, Instead, it disconnects tableau from the data.
How to work with Cube Data Sources
Cube Data Sources, have a certain design that differentiates, them with relational data Sources. When you work with them in Tableau.
Cubes are powerful and they can return Data in a fast mode, every time more than a relational Data Source. Not to mention, the reason for the cube’s speed is that all its designs and Hierarchy.
As we know, Tableau is the best BI Tool and acquired by Salesforce. Tableau offers the best options for connecting, many data sources. Below are the best Data Sources.
- Cloud Data Systems – For Google Big Query, Azure and Windows.
- Relational Data Systems – For DB2, SQL, Oracle.
- File Data Systems – For CSV, Excel.
Tableau data source connection
There are different ways to connect Data Sources in Tableau. Let us know the basic and some advanced data source connection types.
Basic Connections of Data Source
To test your Tableau data, you need to connect Tableau with one or more than one data source. Further, a Tableau data source is as much easy as the Excel Workbook. Once the connection is established, the data fields will appear in the Data Window. You can connect to any supported data sources that this tool supports such as multi-dimensional databases, SQL databases, etc.
Moreover, there are certain steps to follow to connect a Tableau data source.
At first, to build views of data must have to connect Tableau to the data source.
Then with the “connect to data dialogue box” you can connect to any supported data source.
Later, select “Connect to Data” under the Data menu.
Within this “Connect to Data” page you can choose the data type you want to connect to. Also, you can select TDS files open Tableau Server DS.
Here, a data source-specific drop-down list will appear that allows users to finish the connection process. Moreover, you can connect Tableau data in another way where you have to import it from a workbook. A workbook may contain multiple worksheets which you can attach to different data sources. For this, you need to click on the “Import from Workbook” button under the Select Saved Connection option. It exists within the menu- Connect to Data- dialog box. You can see the Tableau Data Source fields shown on the left side of the workbook under the Data Window section, upon the connection is set up.
Export DB connection to Tableau
Once we linked to the Tableau data source now we have to export the data connection in another way. This system allows connecting faster without opening the connection dialog box again.
If you regularly link to a similar data source many times or if you have coupled custom fields to the Data window such as calculated fields, and binned fields, etc. Therefore, for those links to that source, use the shortcut way or another way. This will help you to avoid the re-establishment of the custom fields.
Tableau data source advantages
There are many advantages of using the Tableau data source. It helps users to build data with great consistency and reliability. Also, the tableau data source offers great benefits to you as an administrator. Due to linking different data sources to a single data source, you can reduce the data source growth and save the storage space along with the processing time. Moreover, Tableau usage will also give you remarkable visualization, high-performance usage, etc. Further, it is a mobile-friendly structure and has great community support.
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Summary
Thus, you have gone through the Tableau data source and the ways to connect data sources and their benefits to use. It allows you to connect different data sources to a single source. Also, it allows customization and cleanup to make efficient use of the data. There are some best data sources for tableau such as Google Analytics, Oracle, OData, ODBC data sources, etc.
Also, you can refresh the schedule for some of the above data sources using Tableau Online. Further, the major role of the Tableau data source is to collect all the technical information required to access the data. This is brought to a single place and is hidden from the user for which they need access grants.
Get the practical Tableau certification CourseTableau Catalog is availed in Data management, Add on to Tableau Server. When we enable Tableau in your Environment for connecting published data sources. We can connect tables and databases from Tableau Server, which is on the connect pane in tableau desktop.
I think is have, provided the best about Tableau Data Sources, if any updates available on this, I will surely update Data.