See the Legacy Connection Alternatives document in Tableau Community for alternatives to using the legacy connection. Tableau Desktop and Web Authoring Help. Tableau can connect to various types of data sources. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server. However, values are case sensitive for storing purposes. Connectors are listed in the order that they appear on the Connect pane. To connect to a .csv file, use the Text file connector. For specific information on using these configuration files, please refer to the help documentation (installed and found online). Back to top. In the resulting dialog, set the Project, Data Source, and other properties.

Learn more about the CData ODBC Driver for Excel or download

If Tableau detects that it can help optimize your data source for analysis, it prompts you to use Data Interpreter. NOTE: Beginning with Tableau 2020.2, legacy Excel and Text connections are no longer supported. When you configure the DSN, you may also want to set the Max Rows connection property. In the Connect pane, click More -> Other Databases (ODBC). Various trademarks held by their respective owners. In the Server menu, select Start Tableau Bridge Client. Having configured both the Tableau Bridge and Tableau Online to enable live data connections, you can now publish your workbook to Tableau Online. In version 10.5 (and later), for sorting and comparing purposes, values remain case insensitive.

To connect to Excel and select data, follow steps 1-5 above.

them to fit within 254 characters prior to connecting in Tableau Desktop, or upgrade the Excel data source.

Extend BI and Analytics applications with easy access to enterprise data.

Starting from version 10.5, when you are working with extract data sources as well as data sources that use live connections to file-based data like Excel, the values in your data can be computed differently from previous versions of Tableau. Either remove the columns, modify To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Similar to named ranges, you can create an Excel table in Excel by selecting a range of cells, and then selecting Insert > Table.

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

The published workbook now updates alongside the underlying Excel data. If prompted, select the Tableau Online site where you want to publish live data.
Create and Publish a Data Source.

In the Bridge settings, under Enable Clients to Maintain Live Connections, check the box labelled 'Enable Tableau Bridge clients to maintain live connections to on-premises data.'. tab. If you use only Tableau Desktop, you manage all your own connections to data. Data Interpreter can detect sub-tables that you can use and remove unique formatting that might cause problems later on in your analysis. On the Data Source page, do the following: (Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. Select the Excel workbook you want to connect to, and then click Open. Learn more about the CData ODBC Driver for Excel or download If so, these names will become the field names in Tableau. SQL-based Data Connectivity to more than 150 Enterprise Data Sources. It can connect to text files, excel files, PDF files, etc. Also, you cannot use the legacy connection to connect to this data. With built-in dynamic metadata querying, you can visualize and analyze Excel data using native Tableau data types. When you connect to a named range or Excel table in Tableau, an icon appears next to the sheet in the Data Source page as shown below.

Here is an example of a Microsoft Excel The CData ODBC drivers offer unmatched performance for interacting with live Excel data in Tableau Online due to optimized data processing built into the driver.