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Before or during your analysis, you may want to make changes to the Tableau data source. You can do that on the data source page. Tableau takes you to the data source page after you establish the initial connection to your data. You can also access the data source page by clicking the Data Source tab from any location in the workbook.
For a 6-minute walkthrough about connecting with data and using the data source page, see the Getting Started with Data free training video. Use your tableau.com account to sign in. To view more training and introductory videos, go to Free Training Videos on the Tableau website.
Although the look of the page and the options available vary depending on the type of data that you are connected to, the data source page generally consists of four main areas: left pane, canvas, data grid, and metadata grid.
For a 6-minute walkthrough of the Tableau workspace, watch "Getting Started with Data", a free Connecting to Data training video. Use your tableau.com account to sign in. To view more training and introductory videos, go to Free Training Videos on the Tableau website.
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The left pane of the data source page displays details about your data, that is the data that Tableau Desktop is connected to. For file-based data, the left pane might display the file name and the worksheets in the file. For relational-based data, the left pane might display the server, the database or schema, and the tables in the database.
You can also use the left pane to add more connections to the data source to create cross-database joins.
The left pane does not display for cube (multidimensional) data.
When connected to most relational and file-based data, you can drag one or more tables to the canvas area to set up your Tableau data source.
When connected to cube data, the top of the data source page displays the available catalog or queries and cubes to select from to set up your Tableau data source.
Use the data grid to review the fields and the first 1,000 rows of the data contained in the Tableau data source. You can also use the data grid to make general modifications to the Tableau data source like sorting or hiding fields; renaming fields or resetting field names; creating calculations; changing the column or row sort; or adding aliases. For the Web Data Connector, file- and relational-based data sources in Extract mode, you can see extract data in the grid, including extract only calculations.
To select multiple fields in the grid, click a column, and then drag the mouse to select more columns. To select all fields, click the area in the upper-left corner of the grid like in the example, below.
The grid does not display for cube (multidimensional) data.
Depending on the type of data that you are connected to, click the metadata grid button to navigate to the metadata grid. The metadata grid displays the fields in your data source as rows so that you can quickly examine the structure of your Tableau data source and perform routine management tasks, such as renaming fields or hiding multiple fields at once.
When connected to cube or some extract only data, the metadata grid displays by default.
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