How do you create a custom SQL query in Tableau?

Creating a custom SQL query in Tableau begins at the data source connection phase. By selecting the "New Custom SQL" option right after establishing a connection to a database, users can provide a tailored SQL query that will retrieve the specific data set needed for analysis. This method allows for complex queries that can include joins, filters, and aggregations, helping to optimize the data retrieval process and making it more aligned with analytical requirements.

The advantage of this approach is that it facilitates the direct integration of intricate SQL queries into Tableau without needing to manually process the data later in the workflow. As a result, a more seamless and efficient analysis experience is achieved right from the data connection stage, setting the foundation for effective data visualization and reporting in Tableau. Through this method, users can leverage the full power of SQL while still utilizing Tableau's interactive features and visualizations.