You are beginning a new analysis in Tableau Desktop and need to connect to data stored in a Microsoft Excel file. From the application's start page, what is the correct initial action to establish a connection to this data source?
Drag the Excel file from your computer and drop it directly onto a new dashboard sheet.
In the Connect pane, select 'Microsoft Excel', then locate and open the file.
From the top 'File' menu, select 'Open', then locate and open the Excel file.
From the top 'Data' menu, select 'New Data Source', and then choose the file.
The correct method to connect to a new data source from the Tableau start page is to use the Connect pane, which is visible when you first open the application. This pane lists common file types and servers. Selecting 'Microsoft Excel' opens a dialog to locate your file, and opening it establishes the connection on the Data Source page. The 'File' > 'Open' command is for opening existing Tableau workbook files (.twb, .twbx), not for creating connections to raw data files. The 'Data' menu is used to add or manage data sources once a workbook is already open, not from the start page. Dragging a file to a dashboard is not the standard primary method for creating a new connection.
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Tableau Desktop Foundations
Connecting to and Preparing Data
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