How to use our Excel file as source in Tableau

Step I : Select the Excel file

Step II : Give the Excel workbook Connections

Step III : Select the Data connection type

Step I : Go to Connection tab and click Microsoft Excel then select your Excel file.

 

Step II : Once we selected Excel file then it will ask below details

one work sheet is nothing but one table

1. Select the Worksheets to analyze (Single Worksheet or  Multiple Worksheets or Custom SQL).

2. Select the option as "Yes, the first row has field names in it" if our sheet, first row having field name.

3. Give the connection name for use in tableau.

Then Click OK

Step III : Select the Data Connection

1.  Connect live : It wil directly connect to your live Data

2.  Import all Data : Import your data in to Tableau's fast data engine

3.  Import some Data : Select the subset of your data to import in to Tableau's fast data

 engine

 

by clicking "Import some Data" We can restrict the Data by using Filters

Here we are selecting Import all Data option

It is imported all data into Tableau’s fast data engine then in left side pane we can able to see all the measures and dimensions.

Now we can do the reports with different visualization using Dimensions and Measures