In this blog post and video above, we’re going to discuss how you can connect to shared files within Google Drive using Tableau Desktop and Tableau Prep in the new Tableau 23.1 release. This update offers increased flexibility and collaboration options for your data visualisation projects.
Connecting to Google Drive in Tableau Desktop:
1 Open Tableau Desktop. 2 Click on “Connect to Google Drive.” 3 A browser pop-up window will appear, prompting you to log into your Google account. 4 Choose the appropriate Google account and click “Allow” to grant Tableau access to your Google Drive folder. 5 Close the browser window and return to Tableau Desktop.
You will now see a “Shared with Me” tab in the connection window, which is a new feature in Tableau 23.1. From here, you can access shared files like Excel spreadsheets, CSV files, and Google Sheets. However, connecting to a hyper file within Google Drive is not supported. After selecting the desired file format and clicking “Connect,” you can start working with your data in Tableau Desktop as you normally would. This includes live connections to your Google Sheet, allowing for real-time updates and seamless integration.
Connecting to Google Drive in Tableau Prep:
1 Open Tableau Prep. 2 Click on “Connect to Data.” 3 From the side pane, select “Google Drive.” 4 Choose the appropriate Google account and click “Allow.” 5 Close the browser window and return to Tableau Prep.
You will find the same “Shared with Me” tab in the connection window, allowing you to access and connect to shared files. Choose your preferred file format and click “Connect” to begin working with your data. One quirk to note is that when connecting to a CSV file stored in Google Drive, the source row number will not be maintained. If this row number is required for your project, you will need to have the file stored locally.
Additional related features in Tableau 23.1:
* Capability to select multiple rows. * Ability to filter data using a date field.
These new features and the ability to connect to shared Google Drive files are also available in Tableau’s WebEdit platform. That’s it! With Tableau 23.1, you can now easily collaborate on projects by accessing shared files in Google Drive.
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What's coming soon in Tableau 2023.1 | New in Tableau 2023.1