Using Custom SQL Query to fetch data

When connecting to the data, there may be instances where we would want to connect only to a specific query rather than the entire data source, or use some specific filters before getting the data into Tableau. There could also be instances where we may want some calculation to be pre-computed before fetching it into Tableau. In all these situations, we can write a Custom SQL to fetch the data in Tableau. For using Custom SQL Query option in Tableau, we need to be familiar with writing SQL queries. Let's see how to use the Custom SQL option in Tableau.

Getting ready

We will use the Sample - Coffee Chain.mdb data or Sample - CoffeeChain (Use instead of MS Access).xlsx and we will continue working in the same workbook. We have already established a connection to the Sample - Coffee Chain.mdb Access file, or Sample - CoffeeChain (Use instead of MS Access).xlsx Excel file for our Mac users, for some of our previous recipes. However, for this recipe, we will...