complete solution
live data connection
*Default
you can refresh views within tableau to see the most up to date information
Tableau is not importing your data so you can get started immediately
connecting to a server
you need a log in to the server and a driver
to create an extract
right click data source > Extract data
note: if your workbook is saved as .TWBX file, the extract will be saved as a part of your
file. If it is saved as a .TDS, you will be prompted to save the extract file elsewhere.
Save metadata properties (colors, etc)
locally saving this or publish to TOL or Tableau Server
right click data source>Add to Saved Data Sources
will save at a . TDS
- just info about the connection
- not the actual data source
joining tables
combines information
- new fields or colums based on a field that they share
inner join
preserves only the rows that have the same key fields
only get info for rows that are listed in both
left join
use all records from the left table and the matched records from the right table - any
records not matched result in a null
right join
tables from the right prioritized
outer join
joins all fields listed in all tables and fills in nulls where there is not information in a
specific cell
union
bring together and 2 or more tables
vertical
adding rows to an existing table