Connect Tableau Public To A CSV File

tableau connect file csv data science

I have just enrolled in a Data Science course on Udemy  and I learned good stuff.

After downloading the file « OfficeSupplies.csv », you will open this file with Tableau. When you open Tableau, there is a « Connect » column :

tableau connect file csv data science

Click on « Text File » and open the file « OfficeSupplies.csv » :

tableau connect file csv data science

The connection manager appears for this source file :

tableau connect file csv data science

At the top left, there is « Connect » where the file is located and below it, there is « File » with 1 file. There is 1 file because you imported 1 file. I’ll show you later how to import several files of the same type.

tableau connect file csv data science

In the center, there is a window with the files you connected. And it’s possible to connect several files.

tableau connect file csv data science

For exemple, if you do a drag and drop here, Tableau will try to connect these 2 files.

tableau connect file csv data science

You can work with data comes from several differents files, different tables from different CSV files. We’ll see that later.

At the bottom, there is a preview of the file with columns and rows. Colums « Order Date », « Region », « Rep » and « Items » identified as data in text format. Columns « Units » et « Unit Price » identified as data in number format.

tableau connect file csv data science

Now you’re gonna go on the dashboard. To access it, click here.

tableau connect file csv data science

Here is the dashboard. 

tableau connect file csv data science

We will discuss the various function in more detail in the next section.

Now, I just want to show you that we have « Data » column with our source file.

tableau connect file csv data science

If you do a right-click and click on « View Data », you see the data as in the previous window.

tableau connect file csv data science

tableau connect file csv data science

You’ve seen, it’s simple to connect a source file to Tableau.

Wait, I’ll show you how you can connect more source files. Click here to return to the connection manager where you can connect several different files.

tableau connect file csv data science

Of if you want to stay on the dashboard, you can click on the top left on « Data » then « New Data Source ».

tableau connect file csv data science

Or click on this icon on the dashboard. Here are the files types you can connect to Tableau

tableau connect file csv data science

What is interesting with the « Statistical File » is that we can connect files type SAS, SPSS and R.

tableau connect file csv data science

We have access to different server with OData and others.

tableau connect file csv data science

It’s perfect, now you can connect a data source to Tableau and you’ll see later how to connect data faster.

Share this article if you think it can help someone you know. Thank you.

-Steph

Explanation Of The Challenge And Data

challenge

I have just enrolled in a Data Science course on Udemy  and I learned good stuff.

This is the 1st challenge. Use your web browser to go to superdatascience website  to download a data set. In the « Part 1 Visualization » section, click on « Offices Supplies » to download the file « OfficeSupplies.csv ».

data csv file

To organize myself, I created a folder « Visualization » with 3 subfolders. Each subfolder corresponds to the section of « Visualization ». I put the data set « OfficeSupplies.csv » in the 1st subfolder.

data csv file

« OfficeSuplies.csv » is a CSV file. A CSV file is a text file that represents an table but the elements separated by comma.

You can open this CSV file with NotePad++  for PC or with Sublime Text  for Mac.

On the 1st line (column title), we see that we have 6 columns. Each column separated by a comma and the file contains 44 lines.

data csv file

You can also open a CSV file with Excel, OpenOffice  or LibreOffice  to have a table, which is easier to read.

To open a CSV file with Excel, here are the instructions :

  • Open a blank workbook

  • Go to Data tab

  • Click button « From Text » in the general external data section

  • Select your CSV file

  • Follow the Text Import Wizard (in step 2, select the delimiter of your text).

data csv file

This data set contains data from a store that sells office equipment :

  • Order date – date of sale

  • Region – The store is in 3 region (East, Central and West)

  • Rep – salesperson’s first name

  • Item – product’s name

  • Units – product’s quantity

  • Unit Price – price per unit

Each line shows how many sales there were for a product.

The challenge is to help the manager to know who made the most sales per region in the period of this data set. The period of this data set is from July 2014 to June 2015.

The person who made the most sales in each region has a bonus and there are 3 bonus so 1 bonus per region.

It’s will this challenge that we’ll use Tableau Public.

Share this article if you think it can help someone you know. Thank you.

-Steph