CEC IT Department
EXPERIMENT-3
AIM -: Connect to Dataset in tableau.
REQUIREMENT -: Internet, Ms Word, Tableau
THEORY:
Connecting to a dataset in Tableau and performing experiments involves a series of steps.
Here’s a general guide to help you through the process:
1. Prepare Your Dataset -:
• Ensure your dataset is clean and well-structured. It could be in various formats like Excel, CSV, SQL
databases, etc.
2. Open Tableau -: Launch Tableau Desktop or Tableau Public.
3. Connect to the Dataset -:
• Start a New Connection:
2237809 Himani
CEC IT Department
o On the start page, click on the Connect pane on the left side.
o Choose the type of connection based on your dataset's format (Excel, Text File, Server, etc.).
2237809 Himani
CEC IT Department
• Connect to a File:
o For an Excel or CSV file, click on the respective option and navigate to
the location of your file. Select the file and click Open.
• Connect to a Server:
o If you're using a SQL database or another server, select the appropriate
server type (e.g., MySQL, SQL Server, etc.), enter the server details, and
authenticate as needed.
4. Explore Your Data
• Once connected, Tableau will load the data, and you'll see a preview of
your dataset.
• You can drag tables to the canvas to create relationships between them,
or simply drag the table to the data source canvas to start analyzing.
5. Create Visualizations
• After loading the data, switch to the Sheet tab.
• Start dragging dimensions (e.g., categories) and measures (e.g., numerical data) to the Rows and
Columns shelves.
• Use the Show Me panel on the right to choose different visualization types like bar charts, line
charts, scatter plots, etc.
• Experiment with filters, color, size, and labels to refine your visualizations.
6. Perform Analysis
• Use calculated fields to create new data from your existing data.
• Add filters, parameters, and sets to analyze specific subsets of data.
• Experiment with different chart types, dashboards, and story points to find insights in your data.
7. Create Dashboards and Stories
• Combine multiple sheets into a dashboard by selecting Dashboard > New Dashboard.
• Drag sheets into the dashboard area and arrange them as needed.
• For storytelling, create a New Story to compile dashboards and visualizations into a sequence that
tells a narrative with your data.
8. Publish and Share
• Once you’re satisfied with your analysis, you can publish your workbook to Tableau Server or
Tableau Public for sharing.
2237809 Himani
9. Experiment with Data
• Try different visualization types.
• Use Tableau's analytics pane to add trend lines, forecasts, and reference lines.
• Perform what-if analysis using Tableau’s parameter feature.
Conclusion -: This should give you a solid start to connecting to your dataset and performing
experimentsin Tableau.
