You don't need to connect to datasource.
OK, 1st Tip.
This might be too easy and many people might say it's well-known. Anyways.
Secret Tips will be posted in the future. : )
Tableau can access to variety of data sources, which is very good.
H owever, when you are working on Excel, and assume you only want to see the graphical view just as reference, normal procedure becomes pretty long compared with your needs.
Save Excel=> Data Connection => serch the folder => select file => select sheet ....
So, in such a case, there is much eaiser way to replicate same data on Tabelau.
Picure instruction starts from "Normal Way". (Easer way is on the bottom)
I was tired only with copy and paste of picutures......
Yes, it's definitely troublesome.
So, here is easier way.
You should open Tableau new file BEFORE copy data from Excel.
You missed, you just copy the data on exce again.
Done.
Play around it by yourself, enjoy !