Key bits on migrating from Excel
http://kb.tableausoftware.com/articles/knowledgebase/preparing-excel-files-analysis
http://kb.tableausoftware.com/articles/knowledgebase/addin-reshaping-data-excel
anonymizing data for Tableau
http://community.tableausoftware.com/thread/118843
DATE() and STR() functions behave differently depending on the data source (Excel/text/Access vs. extract)
http://community.tableausoftware.com/message/179624
DATEPARSE() for converting different date formats
DATEPARSE-ing Tips for Successful Speed Dating with Tableau 8.1
Joining Vs. Blending
http://www.tableausoftware.com/support/knowledge-base/join-vs-relationship-60
http://www.tableausoftware.com/support/knowledge-base/summary-and-detail-60
When one data source has subcategory & measures, and another has category & subcategory, can use Primary Groups to effectively create the category within the first data source. KB has article on this, search for “creating primary groups from a secondary source”.
Data blending and getting aggregations right:
Workbook with three options (extract, control data relationships for blend, custom SQL) by Jeff Mills:
http://community.tableausoftware.com/message/183888#183888
http://community.tableausoftware.com/thread/118319
Creating a Tableau Data Source .tds for connecting to just the database and not the table by Craig Bloodworth:
http://www.theinformationlab.co.uk/2012/11/26/connect-to-a-database-without-specifying-a-table-video/
Outer joining multiple Excel tables
https://www.interworks.com/blogs/tmccullough/2013/06/26/outer-joining-multiple-excel-tables-tableau-8
Custom datasource config files:
http://community.tableausoftware.com/message/227764
[loop category=”wikicontent” tag=”preparing,reshaping”]
[field title] – Added [field date]
[content]
[/loop]
Related posts:
- [loop tag=”preparing,reshaping,anonymizing,blinding,reshape,reshaper” exclude=”this” relation=”and” compare=”not” taxonomy=”category” value=”wikicontent”]
- [field title-link][field thumbnail-link]
[/loop]