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- On the start screen, Navigate to the 'Connect' section.
Then select Microsoft Excel for .xlsx files, or choose Text File for .csv files. - For this tutorial, we will use Microsoft Excel. Click the 'Microsoft Excel' option to continue.
- Select the Excel file you wish to open in Tableau, then click 'Open'.
- After opening the file, you will see it listed in the Connections panel.
How to upload data on Tableau
Try this interactive demo to learn how to upload your data on Tableau.
📌 Why this matters
Uploading data transforms static spreadsheets into interactive dashboards where you can spot trends, outliers, and patterns that remain hidden in rows and columns. Beyond basic visualization, this connection preserves your original data structure while giving you the flexibility to blend multiple sources later. You're not just moving files around—you're creating a foundation that lets you ask questions your data never seemed capable of answering, turning routine reports into compelling stories that drive decisions.
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