BitWithBite
Tableau Worksheet
📊 Connecting Data Sources
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NameClassDate
After this worksheet you can
Connect files and serversLive vs extractJoins at the sourceRefresh data📚 Quick Recap
Data is only useful once it's connected. In this lesson you'll learn exactly how Tableau connects to every major data source — from a simple Excel file on your desktop to a PostgreSQL database in the cloud. You'll also master the critical choice between Live and Extract connections, which has a huge impact on dashboard performance.
🧠 Section A · Concept Check ● BEGINNER 4 × 1 = 4
1Tableau can connect to:
2An extract is:
3Live connections always show:
4The .hyper format stores:
🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11
5Live vs is the key connection choice.
6Extracts boost on big/slow sources.
7When choose extract over live?
8Risk of extracts?
9Connect sales.xlsx - first steps?
🚀 Section C · Challenge ● CHALLENGE 5
10What is a data source filter for?
💭 Reflection — the most useful thing I learned:
A ___/4 B ___/11 C ___/5 Total ___/20
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✂ answer key — fold or cut before handing out
1-A 2-A 3-A 4-A | 5 extract 6 performance/speed 7 = Slow source, offline work, heavy dashboards - snapshot is faster 8 = Stale data unless refreshed 9 = Connect - Excel - pick sheet - drag to canvas - Sheet 1 | 10 = Limits rows before analysis - speed + security