The Ultimate guide of Tableau basics for beginners

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Last Updated

May 18, 2023

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In this article, we will learn the basics of Tableau, from installing Tableau to publishing your work, including how to create visualizations and dashboards.

What is Tableau?

Tableau is a powerful and user-friendly data visualization tool that allows users to create dynamic and interactive visualizations from their data. It provides a simple and intuitive interface that makes it easy for users to create compelling visualizations that communicate complex data insights in a simple and effective way.
Tableau is widely used across industries, from finance and healthcare to education and government, and has become an essential tool for anyone who works with data and wants to gain deeper insights into their business or industry. With Tableau, you can unlock the full potential of their data and make better data-driven decisions.
Let's get started with Tableau, here are the following steps:

Step 1: Understand your data

  • Before you start working with Tableau, it is important to understand your data and what you want to achieve with it.
  • Determine the questions you want to answer or the insights you want to gain from your data.
  • Identify the relevant data sources and ensure that your data is clean, complete, and formatted correctly.

Step 2: Download and install Tableau desktop

  • Go to the Tableau website and click on the "Try Tableau for free" button to download a free trial version of Tableau Desktop.
  • Choose the appropriate version for your operating system (Windows or Mac).
  • Follow the prompts to install Tableau Desktop on your computer.

Once you have installed Tableau Desktop, you need to connect to your data sources. Tableau can connect to a wide range of data sources, including Excel spreadsheets, CSV files, databases, and cloud-based data sources. To connect to your data source follow these steps

  • Open Tableau Desktop and click on the "Connect to Data" button on the start page.
  • Choose your data source from the list of available options, such as Excel, CSV, database, or cloud-based data source.
  • Follow the prompts to connect to your data source. This may include entering login credentials, specifying the location of the data source, and selecting specific tables or sheets from your data source.
For example, let's say you want to analyze sales data from an Excel spreadsheet. To connect to your Excel spreadsheet, click on the "Excel" option under the "Connect" tab, navigate to the location of your Excel file, and select the sheet you want to use.
  • click on the "New Workbook" button on the Start page of Tableau Desktop.
  • This will create a new workbook file in which you can create your visualizations.

Step 5: Create a worksheet

  • Click on the "New Worksheet" button in the bottom left corner of the Tableau window to create a new worksheet.
  • A worksheet consists of a single view or chart that displays your data.
  • To create a worksheet, drag and drop the fields you want to use onto the appropriate shelves in the worksheet. The three shelves in Tableau are Rows, Columns, and Marks.
  • The Rows and Columns shelves define the layout of the view or chart, while the Marks shelf specifies the type of marks or elements to be displayed, such as bars, lines, or text.

Step 6: Choose your visualization type

  •  Choose your visualization type: Select the type of visualization you want to create from the "Show Me" panel on the right side of the screen. Tableau offers a variety of visualization types, including bar charts, line charts, scatter plots, and more.
  • Drag and drop your data: To create your visualization, drag and drop the relevant data fields to the appropriate shelves on the worksheet. For example, to create a bar chart, drag and drop the categorical field to the "Columns" shelf and the numerical field to the "Rows" shelf.
For example, if you want to create a bar chart, you need to drag the dimension you want to use for the bars onto the columns shelf and the measure you want to use for the height of the bars onto the rows shelf.
  • Once you have created a basic visualization, you can customize it by changing the formatting, adding labels, adjusting the axes, and adding filters or groups.
  • To format your visualization, click on the formatting options in the toolbar or right-click on a chart element and select "Format".
  • To add labels, click on the "Label" button in the toolbar or drag and drop a field onto the Label shelf.
  • To adjust the axes, right-click on an axis and select "Edit Axis".
  • To add filters or groups, drag and drop fields onto the Filters or Groups shelves.
  • You can also create calculated fields to perform custom calculations or transformations on your data.

To add worksheets and visualizations to your dashboard, simply drag and drop them onto the dashboard canvas. You can also add text, images, and other objects to your dashboard to provide additional context and information.

Creating a Dashboard

  • To create a dashboard, click on the "New Dashboard" button in the bottom left corner of the Tableau window.
  • Drag and drop the worksheets you want to include onto the dashboard canvas.
  • You can also add text, images, and other objects to your dashboard to provide additional context and information. Resize and arrange the worksheets as needed, and add titles, text, and other elements to enhance the dashboard.

For example, let's say you want to create a dashboard that shows the total sales by product category and region. To do this, create two worksheets: one that shows the total sales by product category and another that shows the total sales by region. Then, drag and drop both worksheets onto the dashboard canvas and arrange them as desired.

Step 9: Create a story

A story is a sequence of visualizations and dashboards that tell a data-driven narrative.

To create a story,

  • click on the "New Story" button in the bottom left corner of the Tableau window.

To add visualizations and dashboards to your story, simply drag and drop them onto the story canvas. You can also add text, images, and other objects to your story to provide additional context and information.

For example, let's say you want to create a story that tells the story of your company's sales performance over the past year. To do this, create a series of visualizations and dashboards that show the sales performance by product, region, and time period. Then, arrange them in a logical sequence on the story canvas and add text and images to provide context and insights.

Step 10:  Save, publish, and share your work

  • Save your work

After creating your visualizations, dashboards, and stories, save your work by clicking on the "Save" button in the toolbar. You can also use the keyboard shortcut "Ctrl+S" or "Cmd+S" on Mac to save your work.

  • Publish your work:

To publish your work, click on the "Publish" button in the top right corner of the Tableau window. Choose the server or platform you want to publish to, such as Tableau Server or Tableau Public, and follow the prompts to upload your content.

  • Configure publishing settings

Once you have chosen the server or platform, you will need to configure the publishing settings. This includes selecting the project or folder where you want to publish the content, setting permissions for who can view and interact with the content, and specifying the options for refreshing the data.

  • Verify and publish your work

After configuring the publishing settings, verify that everything is correct, and then publish your work. Tableau will upload your content to the selected server or platform.

  • Share your work

To share your work with others, send them a link to the published content. You can also embed the content on a website or share it on social media.

FAQs: Frequently asked questions

What is the purpose of Tableau?

Tableau is a data visualization tool that helps users analyze and understand their data by creating dynamic and interactive visualizations. It allows users to uncover insights, communicate findings, and make data-driven decisions.

Can Tableau connect to different data sources?

Yes, Tableau can connect to a variety of data sources, including databases, spreadsheets, and cloud-based platforms. It provides flexibility in accessing and analyzing data from multiple sources in one unified platform.

How does Tableau enable interactivity in visualizations?

Tableau allows users to create interactive visualizations by providing a drag-and-drop interface and various data exploration capabilities. Users can filter, drill down, and explore data dynamically to gain deeper insights and interact with the visualizations.

Can I share my Tableau visualizations with others?

Yes, Tableau is designed to be user-friendly, making it accessible to users with various skill levels. Beginners can start using Tableau with basic knowledge and gradually learn advanced features and techniques.

Is Tableau suitable for beginners with limited technical skills?

Yes, Tableau is designed to be user-friendly, making it accessible to users with various skill levels. Beginners can start using Tableau with basic knowledge and gradually learn advanced features and techniques.

How can Tableau help in making data-driven decisions?

Tableau empowers users to visualize and explore data in a way that facilitates better decision-making. It allows users to analyze patterns, trends, and relationships, leading to valuable insights and informed actions based on data.

 

 

.

 

Get Free Consultation

📖 In this article

Share This Article

tableau
In this article, we will learn the basics of Tableau, from installing Tableau to publishing your work, including how to create visualizations and dashboards.

What is Tableau?

Tableau is a powerful and user-friendly data visualization tool that allows users to create dynamic and interactive visualizations from their data. It provides a simple and intuitive interface that makes it easy for users to create compelling visualizations that communicate complex data insights in a simple and effective way.
Tableau is widely used across industries, from finance and healthcare to education and government, and has become an essential tool for anyone who works with data and wants to gain deeper insights into their business or industry. With Tableau, you can unlock the full potential of their data and make better data-driven decisions.
Let's get started with Tableau, here are the following steps:

Step 1: Understand your data

  • Before you start working with Tableau, it is important to understand your data and what you want to achieve with it.
  • Determine the questions you want to answer or the insights you want to gain from your data.
  • Identify the relevant data sources and ensure that your data is clean, complete, and formatted correctly.

Step 2: Download and install Tableau desktop

  • Go to the Tableau website and click on the "Try Tableau for free" button to download a free trial version of Tableau Desktop.
  • Choose the appropriate version for your operating system (Windows or Mac).
  • Follow the prompts to install Tableau Desktop on your computer.

Once you have installed Tableau Desktop, you need to connect to your data sources. Tableau can connect to a wide range of data sources, including Excel spreadsheets, CSV files, databases, and cloud-based data sources. To connect to your data source follow these steps

  • Open Tableau Desktop and click on the "Connect to Data" button on the start page.
  • Choose your data source from the list of available options, such as Excel, CSV, database, or cloud-based data source.
  • Follow the prompts to connect to your data source. This may include entering login credentials, specifying the location of the data source, and selecting specific tables or sheets from your data source.
For example, let's say you want to analyze sales data from an Excel spreadsheet. To connect to your Excel spreadsheet, click on the "Excel" option under the "Connect" tab, navigate to the location of your Excel file, and select the sheet you want to use.
  • click on the "New Workbook" button on the Start page of Tableau Desktop.
  • This will create a new workbook file in which you can create your visualizations.

Step 5: Create a worksheet

  • Click on the "New Worksheet" button in the bottom left corner of the Tableau window to create a new worksheet.
  • A worksheet consists of a single view or chart that displays your data.
  • To create a worksheet, drag and drop the fields you want to use onto the appropriate shelves in the worksheet. The three shelves in Tableau are Rows, Columns, and Marks.
  • The Rows and Columns shelves define the layout of the view or chart, while the Marks shelf specifies the type of marks or elements to be displayed, such as bars, lines, or text.

Step 6: Choose your visualization type

  •  Choose your visualization type: Select the type of visualization you want to create from the "Show Me" panel on the right side of the screen. Tableau offers a variety of visualization types, including bar charts, line charts, scatter plots, and more.
  • Drag and drop your data: To create your visualization, drag and drop the relevant data fields to the appropriate shelves on the worksheet. For example, to create a bar chart, drag and drop the categorical field to the "Columns" shelf and the numerical field to the "Rows" shelf.
For example, if you want to create a bar chart, you need to drag the dimension you want to use for the bars onto the columns shelf and the measure you want to use for the height of the bars onto the rows shelf.
  • Once you have created a basic visualization, you can customize it by changing the formatting, adding labels, adjusting the axes, and adding filters or groups.
  • To format your visualization, click on the formatting options in the toolbar or right-click on a chart element and select "Format".
  • To add labels, click on the "Label" button in the toolbar or drag and drop a field onto the Label shelf.
  • To adjust the axes, right-click on an axis and select "Edit Axis".
  • To add filters or groups, drag and drop fields onto the Filters or Groups shelves.
  • You can also create calculated fields to perform custom calculations or transformations on your data.

To add worksheets and visualizations to your dashboard, simply drag and drop them onto the dashboard canvas. You can also add text, images, and other objects to your dashboard to provide additional context and information.

Creating a Dashboard

  • To create a dashboard, click on the "New Dashboard" button in the bottom left corner of the Tableau window.
  • Drag and drop the worksheets you want to include onto the dashboard canvas.
  • You can also add text, images, and other objects to your dashboard to provide additional context and information. Resize and arrange the worksheets as needed, and add titles, text, and other elements to enhance the dashboard.

For example, let's say you want to create a dashboard that shows the total sales by product category and region. To do this, create two worksheets: one that shows the total sales by product category and another that shows the total sales by region. Then, drag and drop both worksheets onto the dashboard canvas and arrange them as desired.

Step 9: Create a story

A story is a sequence of visualizations and dashboards that tell a data-driven narrative.

To create a story,

  • click on the "New Story" button in the bottom left corner of the Tableau window.

To add visualizations and dashboards to your story, simply drag and drop them onto the story canvas. You can also add text, images, and other objects to your story to provide additional context and information.

For example, let's say you want to create a story that tells the story of your company's sales performance over the past year. To do this, create a series of visualizations and dashboards that show the sales performance by product, region, and time period. Then, arrange them in a logical sequence on the story canvas and add text and images to provide context and insights.

Step 10:  Save, publish, and share your work

  • Save your work

After creating your visualizations, dashboards, and stories, save your work by clicking on the "Save" button in the toolbar. You can also use the keyboard shortcut "Ctrl+S" or "Cmd+S" on Mac to save your work.

  • Publish your work:

To publish your work, click on the "Publish" button in the top right corner of the Tableau window. Choose the server or platform you want to publish to, such as Tableau Server or Tableau Public, and follow the prompts to upload your content.

  • Configure publishing settings

Once you have chosen the server or platform, you will need to configure the publishing settings. This includes selecting the project or folder where you want to publish the content, setting permissions for who can view and interact with the content, and specifying the options for refreshing the data.

  • Verify and publish your work

After configuring the publishing settings, verify that everything is correct, and then publish your work. Tableau will upload your content to the selected server or platform.

  • Share your work

To share your work with others, send them a link to the published content. You can also embed the content on a website or share it on social media.

FAQs: Frequently asked questions

What is the purpose of Tableau?

Tableau is a data visualization tool that helps users analyze and understand their data by creating dynamic and interactive visualizations. It allows users to uncover insights, communicate findings, and make data-driven decisions.

Can Tableau connect to different data sources?

Yes, Tableau can connect to a variety of data sources, including databases, spreadsheets, and cloud-based platforms. It provides flexibility in accessing and analyzing data from multiple sources in one unified platform.

How does Tableau enable interactivity in visualizations?

Tableau allows users to create interactive visualizations by providing a drag-and-drop interface and various data exploration capabilities. Users can filter, drill down, and explore data dynamically to gain deeper insights and interact with the visualizations.

Can I share my Tableau visualizations with others?

Yes, Tableau is designed to be user-friendly, making it accessible to users with various skill levels. Beginners can start using Tableau with basic knowledge and gradually learn advanced features and techniques.

Is Tableau suitable for beginners with limited technical skills?

Yes, Tableau is designed to be user-friendly, making it accessible to users with various skill levels. Beginners can start using Tableau with basic knowledge and gradually learn advanced features and techniques.

How can Tableau help in making data-driven decisions?

Tableau empowers users to visualize and explore data in a way that facilitates better decision-making. It allows users to analyze patterns, trends, and relationships, leading to valuable insights and informed actions based on data.

 

 

.

 

Get Free Consultation

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