How to Upload an Xlsx File on Tableau

What You lot'll Learn

This project introduces y'all to creating Tableau CRM datasets and producing useful charts from those datasets. You'll learn how to:

• Load a CSV file into Tableau CRM and create a dataset from that file.
• Cull the right information for what you're trying to communicate.
• Find the best nautical chart for visualizing your data.
• Create the advisable exploration (or lens) for the nautical chart.

From Spreadsheet Smarts to Chart Intelligence

Sometimes looking at a table of data is helpful, and other times information technology's difficult to take it all in, run into the bigger picture show, or draw meaningful insights from those rows of numbers. With Tableau CRM charts, you can transform tables of information into cute and informative visualizations that won't require your audience to do math in their heads. They'll get the insights rapidly, and you lot'll spend less time explaining. What's non to like?

Only how do you go from a table of data to a nautical chart? Which nautical chart should you choose? And what's the right data to visualize? Before we can answer these questions, allow's offset ask: What's the overall goal?

We want to create visualizations that are useful and provide insights that your team can human action on.

Imagine you're a business annotator keeping rail of opportunities for your Us based electronics distribution visitor. Like many people, y'all've been using a spreadsheet to tabulate opportunities in the current fiscal year and to proceed an eye on the product pipeline.

Here'due south what your spreadsheet looks like:

Yous create reports from this spreadsheet, but y'all frequently observe yourself having to explain the numbers to colleagues and managers. You wish there was an easy way to create eye-communicable, informative graphics that tin can be hands presented and shared. That wish is Tableau CRM'southward control.

Outset we need to become the spreadsheet data into Tableau CRM. Start past signing up for a special kind of Programmer Edition Org that has Tableau CRM enabled.

Sign Upwardly for an Tableau CRM-enabled Developer Edition Org

For this project, yous can't utilize an existing Developer Edition org or a Trailhead Playground org. Follow the steps below to go an Tableau CRM-enabled Programmer Edition that comes with a limited Tableau CRM  Plus Platform license and contains the sample data required for this project.

1. Go to developer.salesforce.com/promotions/orgs/analytics-de.
2. Fill up out the form using an agile electronic mail address. Your username must too look like an email address and exist unique, but information technology doesn't need to be a valid electronic mail account. For example, your username can be yourname@tableaucrmrocks.de, or you tin can put in your company name.
3. Afterwards you lot make full out the form, click Sign me upward. A confirmation bulletin appears.
4. When you receive the activation email, open information technology and click Verify Business relationship.
5. Complete your registration, and prepare your password and challenge question.
6. Click Change Password. You'll be logged in to your new Tableau CRM-Enabled Developer Edition org. If yous run across the Welcome to Lightning Experience window, close it.

Tip

To log in to the Tableau CRM-enabled developer org when you accept the challenge at the end of this page, select Log into a Developer Edition from the connection menu. To log in and play whatever time, become to login.salesforce.com.

Upload a CSV File to Tableau CRM

Unremarkably y'all'd export the spreadsheet to a CSV file, then import the file into Tableau CRM as a dataset, but we've already created a CSV file for this project. Click hither – Download the CSV File – to go the file ready on your computer.

To upload the CSV file to Tableau CRM:

1. In your Developer Edition org, from the App Launcher ( ), discover and select Analytics Studio.
2. In Analytics Studio, click Create in the upper-right of the screen and cull Dataset.
3. Click CSV File as the source of the data.
4. In the New Dataset screen, click Select file or elevate file hither.
5. In the file-selection window that opens, select the ProductPipelineUSA.csv file that you lot downloaded and click Open (or the correct button in your operating arrangement to upload the file). Then click Adjacent.
6. Verify that the Dataset Name is ProductPipelineUSA and click Side by side.
7. In Edit Field Attributes, click Upload File. The upload begins and a new dataset is created.

Give it several seconds. When the dataset is ready, its information folio volition appear in a new tab in the Tableau CRM Analytics Studio.

Before we learn how to apply this dataset, allow'south decide what to use it for. In our scenario, at that place are certain insights your visitor wants you to provide:

• A breakdown of the current production pipeline by phase
• Information on the geographic distribution of opportunities
• A comparison of the different products by opportunity values

Until now, yous had to excerpt and communicate these insights from your spreadsheet information using rows of numbers, just at present you have the power of Tableau CRM charts at your mouse clicks! #micdrop

The Right Chart for the Job

There are more than a dozen types of Tableau CRM charts bachelor, but non all charts are created equal. Some are just meliorate at visualizing information in a fashion that pops out the specific insights you're trying to communicate. In Tableau CRM, each chart has certain characteristics that make up one's mind the blazon of data it can display.

Charts vary the number of dimensions (columns with categorical data) and measures (columns with numerical data) required to use the nautical chart. For instance, the Waterfall nautical chart above requires 1 mensurate and at least i group.

But fifty-fifty if ii different charts could display the same types of data, one might practise a better job at carrying the insights you're looking to notice and communicate. For example, you could show pipeline stages using a bar chart or a waterfall nautical chart.

Notice anything? The bar nautical chart doesn't display the full value of opportunities. Visually, too, the waterfall chart does a better task of separating out the stages or outcomes, letting you see each stage as it contributes to (or takes away from) total opportunities. The waterfall chart also highlights the relative relationships betwixt the stages in terms of how opportunities catamenia toward a close.

Next, you'll create a waterfall nautical chart out of the dataset yous merely uploaded to break down the dollar value of pipeline opportunities past stage.

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Source: https://trailhead.salesforce.com/en/content/learn/projects/wave_charts_prod_pipeline/wave_charts_prod_pipeline_dataset

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