Ever find yourself in a Tableau labyrinth, searching high and low for a specific data source you know you used somewhere? If you can remember the workbook where you last saw it, this quick tip will save you a ton of time!
Here’s the trick:
- Create a New Data Source: Start connecting to a new data source (it doesn’t matter what type).
- Navigate to “More”: In the “Connect” window, look for the “More” button. Click on it.
- Open the Workbook: You’ll see an option to open a Tableau workbook. Select the workbook you think your data source is hiding in.
- Choose Your Source: Tableau will present a dialogue box listing all the data sources used in that workbook. Select the one you were looking for, and voilà!
Why This Works:
Tableau cleverly tracks the data sources you use within each workbook. This “More” option gives you a shortcut to access those sources without manually opening the workbook and browsing all the sheets.
Bonus Tip:
If you’re unsure which workbook your data source is in, try using the search bar in the “Connect” window. Type in a few keywords related to your data source, and Tableau might just lead you right to it!
Happy data sleuthing!
I hope this TinyTableauTip helps you quickly locate those elusive data sources and get back to creating amazing visualizations in Tableau.