I’ve split them into three categories so let’s kick off with category number one: Data Prep and Data Model New Connectors Tableau completely spoiled us in 2020 with innovations and I’m sure you’re going to enjoy testing them out. In this article, we’ll show you a hand-picked selection of the best innovations released last year, as well as innovations that you can look forward to in 2021 and beyond. To learn more about the data source page, take a look at this video where we connect to Superstore order data.We recently had the pleasure of collaborating with Tableau experts to present the latest innovations available in Tableau, and we certainly weren’t disappointed! Since 2020, Tableau has released some great new functionalities and features which will facilitate users even more in their deployment. When your data is ready for analysis, click Sheet 1 at the bottom of the screen to open the Tableau workspace and build a view. The metadata grid displays by default when you connect to cube data or some extract-only data. The metadata grid displays the fields in your data source as rows so you can quickly see the structure of your Tableau data source and perform routine management tasks, such as renaming fields or hiding multiple fields at once. The data grid isn’t displayed for cube (multidimensional) data.ĭepending on the type of data you’re connected to, click the metadata grid button to switch to the grid view. Column data can be pivoted only in the Joins canvas. In the Joins canvas, the data grid shows merged data for any joined or unioned tables. In the Relationships canvas, the data grid shows data specific to the selected table. You can also use the data grid to make general modifications to the Tableau data source like sorting or hiding fields, reviewing or renaming fields, creating calculated fields, changing data types, changing the column or row sort, or adding aliases. Use the data grid to review the fields and the first 1,000 rows of the data contained in the Tableau data source. When you’re connected to an extract (a snapshot in time) of your data, you can get the latest data by clicking Refresh next to the Connection area in the upper-right side of the canvas.įor more information, see Refresh Data Sources, Refresh Extracts, and Extract Your Data. Double-clicking a table here opens the Joins canvas. The top-level canvas is the Relationships canvas. For cube data, the top of the data source page shows the available catalog or queries and cubes to select from to set up your Tableau data source.Tables can be from the same or multiple data sources. For most relational and file-based data, you can drag one or more tables to the canvas area to set up your Tableau data source.The content in the canvas depends on the type of data you connect to. When you connect to cube (multidimensional) data, you won’t see the left pane. When you’re knee-deep in analysis and decide you want to make changes to the Tableau data source, just click the Data Source tab from any location in the workbook. Combining tables for analysis using relationships, joins, or unions.Cleaning data using Data Interpreter, depending on the source of your data.Some of the data preparation tasks you can do on this page are: The configurations that you make on this page create the data source that Tableau uses to interpret and interact with your data. You can do all of these things (and more) to prep your data for analysis on the data source page. Often, data needs some preparation or modification before you start your analysis-you might want to add another table to your data, you might need to rename a column, or you might need to modify a data type. You've connected to your data and are now ready to create a view… maybe. Learn more about the Start page by watching this video: This is where you connect to your data from Tableau Desktop. If you already have Tableau Desktop open, you can navigate to the Start page by clicking the Tableau icon in the upper-left corner of the Tableau Desktop workspace. When you open a new instance of Tableau Desktop, you see the Start page. Describe how you can modify your data on the Data Source page.įirst things first.After completing this unit, you’ll be able to:
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