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Example: Fleetwood Area Public Library - Checkouts by Patron Code
Notes:
1. Prepare Data File
Here is the original file for Fleetwood which lists the Patron Circulation Statistics for 2015 by Patron Code:
And here is the Tableau ready file:
2. Open Tableau and connect your excel file
In the Connect dialog box click on Excel:
Note the other file types you can connect to (Text file, Access or Statistical file)
Choose the file you would like to connect to from the Open dialog box:
Drag the worksheet you would like to connect to into the "Drag sheets here" area. If your spreadsheet only has one worksheet, Tableau will automatically use that sheet.
Tableau will attempt to sort out the data types in the sheet. You can adjust the data type by clicking on the blue data type markers above the column headers (here you would click on the Abc above "Patron Code" or the # above "Checkouts"