THE ESSENTIAL GUIDE TO
The Tableau Associate Certification
Olga Tsubiks

PART X

How to add multiple data sources in Tableau or replace data sources

Adding multiple data sources

Did you know that you can use multiple data sources for a single worksheet? One data source is a primary data source; others are secondary. The primary data source is the data source that has been used first. The fields in the primary data source are able to create relationships with the fields of the same name and data type that exist in other data sources.

Here’s how:

Solution: Open a new workbook and connect to a data source. Select Data > New Data Source. Repeat the step to connect to another data source. Click Data > Edit Relationships. Select Custom and click Add. Select fields from both datasets to create a relationship. Click OK. Now you can drag and drop fields from different data sources to create a combined view. This is also known as data blending.

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Replacing data sources in Tableau

Need to recompute your results using new data? As soon as the new workbook includes all the data necessary for recreating your visualization, it is easy to replace the data source. Simply point your Tableau workbook to the new data source.

Solution: In the original workbook that contains the worksheets you want to connect to the new data source, select Data > Connect to Data, to connect to the new data source. Make sure all the fields exist in the new data source. Then select Data > Replace Data Source, select the data source to replace, and click OK. All the worksheets that used the old data source will now start using the new data source.

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*This  guide is not endorsed or designed by Tableau Software. Opinions and solutions are my own.

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