tableau tips and tricks

Quickly Add a Flat File to Tableau

We at XeoMatrix have gathered a few tips & tricks that can make your Tableau development experience even more efficient. Today’s topic is: Quickly Add a Flat File to Tableau.

Tableau is able to quickly load flat files with a simple click and drag. Below, we have an empty example worksheet and an example flat file on our desktop.

mac desktop with single flat file and empty tableau dashboard

Now, to add this file into your empty Tableau worksheet, all you have to do is click on your file, and drag it into the worksheet view, as shown below.

file being dragged from desktop into empty tableau dashboard

Once you have dragged your file over, you can let go. Tableau will then automatically load your data.

tableau dashboard displaying click and drag data file

From this point, you can begin to customize your data visualization however you would like.

Get Tableau Help from XeoMatrix

This easy Tableau trick can simplify future tasks and save you time as you build out your data visualizations.

If you are having trouble with your Tableau dashboards and need your data to better work for your business, our team of Tableau experts is here to help. XeoMatrix offers Tableau training, Tableau dashboard design, and data warehousing assistance. Contact us today to learn more about our business intelligence solutions.


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