This chapter is from the book
This chapter is from the book
This chapter is from the book
Adding and Replacing Data Sources
Sometimes, you might want to work with multiple data sources in the same Tableau workbook without joining or otherwise blending the data. Luckily, Tableau offers some options for performing this type of analysis—including recent feature updates in Tableau 2022.4 that make this process more seamless and flexible than ever before.
Once you’ve connected to your primary data source as usual, navigate to your worksheet. This worksheet will automatically utilize data from your first data source.
From here, use the top menu bar to select Data > New Data Source (Figure 3.11). You can then use the familiar Connect to Data screen to select and connect to your additional data source and, if needed, navigate to the Data Connection canvas to see and select fields for use as the new data source.
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Figure 3.11 To add or replace data sources, first use the top menu bar to select Data > New Data Source.
Once this process is complete, you will be able to see all connected data sources in the Data pane on your Tableau worksheet (Figure 3.12).
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Figure 3.12 Review all connected data sources in the Data pane.
From here, as you begin to explore and analyze your data, you can selectively replace data sources at the worksheet level (in the past, replacing data sources would apply to all worksheets in the Tableau workbook). To replace the data set used, return to the Data menu and select Data > Replace Data Source. This option enables you to replace the data source with any other connected data source, at either the worksheet or workbook level (Figure 3.13).
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Figure 3.13 Data sources can be changed at either the workbook or worksheet level.