Connecting to Different Data Sources
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What’s Included
Why Use Tableau Connectors?
Why Use Tableau Connectors?
Tableau connectors can make your life as an analyst much easier if you know how to use them properly. In this lesson, we catalog the benefits of using these connectors.
Live and Extract Connections
Live and Extract Connections
When connecting to data sources, the first decision to be made is whether the connection should be live or an extract. In this lesson, we explore when to use both types.
Editing Your Data Source's Metadata
Editing Your Data Source's Metadata
Large databases often need their metadata updated so that it's easier to interpret every column in a data table. In this lesson, I'll show you how to update metadata in Tableau.
Connecting to a SQL Database
Connecting to a SQL Database
In this lesson, we learn how to connect to a PostgreSQL database, hosted by Amazon Web Services. Tableau has connections to many different types of SQL server, but all will follow similar connection procedures.
Primary and Foreign Keys
Primary and Foreign Keys
Unlike Excel and CSV files, databases typically use a system of primary and foreign keys to create relationships between database tables. In this lesson, we learn how to interpret and use these keys in a live database.
Editing Monthly Fields
Editing Monthly Fields
In many aggregated tables in databases, the 'month' field can be formatted in a lot of different ways. Ideally, Tableau likes this field in a date format, which we will learn how to create in this lesson.
Saving Connected Workbooks
Saving Connected Workbooks
It's all well and good connecting to remote databases, but what happens when we want to save our work or distribute to colleagues? In this lesson, we will learn the best ways to save connected workbooks.
Blending Tables Across Data Sources
Blending Tables Across Data Sources
If you want to join tables across different data sources, data blending may be necessary. In this lesson, we will learn how to create relationships between a SQL database and a separate CSV file.
Saving and Publishing Data Sources
Saving and Publishing Data Sources
Tableau offers the capability to save data sources (.TDS files), not just individual workbooks. In this lesson, we learn why this functionality can be helpful and also how to publish data sources to Tableau Server and Tableau Online.
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