In this chapter, we have explored various methods for connecting to data in Tableau and delved into the software’s data cleaning and transformation capabilities. We learned how to connect to Salesforce data using the Salesforce Connector and how to authenticate and configure the connection successfully.
We also discussed connecting to data exported to a SQL database and highlighted scenarios where this method may be beneficial. Furthermore, we have equipped you with the skills to manipulate data in Tableau using techniques such as pivot, join, and split once the data is loaded into the software.
In addition, we have covered managing data sources in Tableau, including connecting to multiple data sources, creating data source filters, and crafting calculated fields. With the knowledge and skills gained from this chapter, you are now better prepared to effectively connect to, clean, and transform data in Tableau for enhanced data analysis and visualization. This will ultimately enable you to make more informed decisions and drive impactful insights from your data.
In the next chapter, we will delve into the core functionality that makes Tableau such a powerful visualization tool.
Join our book’s Discord space
Join the book’s Discord Workspace for Latest updates, Offers, Tech happenings around the world, New Release and Sessions with the Authors: