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Pooja Crahen

Get to know how you can connect to different data sources in Tableau. This course will teach you differences between a live connection, an extract and a saved data source.

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Get to know how you can connect to different data sources in Tableau. This course will teach you differences between a live connection, an extract and a saved data source.

Understanding when to use a live connection vs. an extract is foundational to creating a better experience when using Tableau . In this course, Tableau Desktop Specialist - Connecting to and Preparing Data, you’ll learn differences between a live connection, an extract and a saved data source. First, you’ll explore what a live connection is and how you can connect to it. Next, you’ll discover what a data extract is and how it can be used. Finally, you’ll learn how to save data sources. When you’re finished with this course, you’ll have the skills and knowledge of working with different data connections needed to understand differences between a live connection, an extract, and a saved data source.

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What's inside

Syllabus

Course Overview
Connection Types
Tableau in Action

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Helps learners understand distinctions between data connections, which is an essential Tableau skill
Course covers both live connections and data extracts, which are essential to Tableau
Offers a foundational understanding of Tableau connections, which is useful for all learners
Taught by an industry specialist, providing learners with valuable insights
Lays a strong foundation for understanding data connections in Tableau, which is beneficial for beginners

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Tableau Desktop Specialist - Connecting to and Preparing Data with these activities:
Reach out to experienced Tableau users
Seek guidance and support from experienced Tableau users to accelerate your learning and enhance your skills.
Browse courses on Tableau
Show steps
  • Attend industry events or online webinars
  • Connect with Tableau professionals on LinkedIn
  • Request informational interviews or mentorship opportunities
Review data modeling concepts
Review foundational data modeling techniques to better understand how to set up your data in Tableau.
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Show steps
  • Review basic data modeling concepts
  • Practice creating data models in a tool like ERDPlus or Lucidchart
  • Review common data modeling techniques
Join a study group or online forum
Join a study group to connect with peers, share knowledge, and learn from others' experiences with Tableau.
Browse courses on Tableau
Show steps
  • Search for Tableau study groups or online forums
  • Join a group that aligns with your interests
  • Participate in discussions and ask questions
Five other activities
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Show all eight activities
Practice connecting to different data sources
Practice connecting to different types of data sources to become familiar with the process and potential challenges.
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Show steps
  • Connect to a local Excel file
  • Connect to a remote SQL database
  • Connect to a cloud-based data warehouse
Follow tutorials on data preparation techniques
Explore tutorials on data preparation techniques to learn how to clean, transform, and prepare data for analysis.
Browse courses on Tableau
Show steps
  • Search for tutorials on data preparation in Tableau
  • Follow a tutorial on cleaning and transforming data
  • Practice applying the techniques on your own dataset
Attend a Tableau workshop or certification course
Enroll in a structured workshop or certification program to gain hands-on experience and enhance your Tableau skills.
Browse courses on Tableau
Show steps
  • Research and identify suitable workshops or certification courses
  • Register for the workshop or course
  • Attend the workshop or course and actively participate
Create a data visualization dashboard
Develop a dashboard to showcase your understanding of data visualization and presentation techniques in Tableau.
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Show steps
  • Choose a dataset and design a visualization plan
  • Create visualizations using Tableau's built-in charts and graphs
  • Arrange the visualizations on a dashboard
  • Share your dashboard with others for feedback
Develop a data analysis report
Demonstrate your ability to analyze data, draw insights, and communicate findings through a comprehensive data analysis report.
Browse courses on Tableau
Show steps
  • Identify a business problem or question
  • Gather and analyze data using Tableau
  • Develop insights and recommendations
  • Write a clear and concise report

Career center

Learners who complete Tableau Desktop Specialist - Connecting to and Preparing Data will develop knowledge and skills that may be useful to these careers:
Data Analyst
A Data Analyst uses data to solve problems and make better decisions. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Data Analyst, and this course will provide you with a strong foundation in data analysis.
Business Analyst
A Business Analyst uses data to understand business problems and develop solutions. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Business Analyst, and this course will provide you with a strong foundation in data analysis.
Data Scientist
A Data Scientist uses data to build predictive models and solve complex problems. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Data Scientist, and this course will provide you with a strong foundation in data science.
Data Engineer
A Data Engineer builds and maintains data pipelines and infrastructure. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Data Engineer, and this course will provide you with a strong foundation in data engineering.
Database Administrator
A Database Administrator manages and maintains databases. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Database Administrator, and this course will provide you with a strong foundation in database administration.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Software Engineer, and this course will provide you with a strong foundation in software engineering.
Statistician
A Statistician collects, analyzes, and interprets data. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Statistician, and this course will provide you with a strong foundation in statistics.
Financial Analyst
A Financial Analyst uses data to make investment decisions. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Financial Analyst, and this course will provide you with a strong foundation in financial analysis.
Marketing Analyst
A Marketing Analyst uses data to understand customer behavior and develop marketing campaigns. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Marketing Analyst, and this course will provide you with a strong foundation in marketing analytics.
Operations Analyst
An Operations Analyst uses data to improve business processes and efficiency. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Operations Analyst, and this course will provide you with a strong foundation in operations analysis.
Project Manager
A Project Manager plans, executes, and closes projects. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Project Manager, and this course will provide you with a strong foundation in project management.
Product Manager
A Product Manager develops and manages products. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Product Manager, and this course will provide you with a strong foundation in product management.
Sales Manager
A Sales Manager leads and manages a sales team. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Sales Manager, and this course will provide you with a strong foundation in sales management.
Human Resources Manager
A Human Resources Manager manages the human resources function of an organization. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Human Resources Manager, and this course will provide you with a strong foundation in human resources management.
Management Consultant
A Management Consultant provides advice to organizations on how to improve their performance. This course will teach you how to connect to different data sources, prepare data for analysis, and create visualizations to communicate your findings. These skills are essential for a successful Management Consultant, and this course will provide you with a strong foundation in management consulting.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Tableau Desktop Specialist - Connecting to and Preparing Data.
Is authored by one of the course instructors and provides a thorough exploration of data visualization concepts and techniques using Tableau.
Focuses on creating interactive and engaging data visualizations with Tableau, allowing you to build dashboards and reports that are both informative and visually appealing.
Emphasizes the importance of selecting the appropriate visualization techniques for different types of data and how to tell compelling stories with your data.
Focuses on creating interactive data visualizations for the web using D3.js. It provides a solid understanding of the principles and techniques involved in building dynamic and engaging data visualizations.

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