Introduction to Tableau Desktop


>> Process in Tableau Desktop

Connecting To Your Data --> Analyzing Your Data --> Sharing Your Analysis


>> Several Ways to Build Visualizations

  • Dragging or double-clicking to put fields on Rows or Columns.
  • Dragging fields to the Marks card.
  • Dragging fields to the View.
  • Selecting fields and clicking on a chart type in Show Me.

>> Build a Dashboard

  1. Select worksheets to show in the dashboard

  2. Fine-tune a dashboard

    • Adjust the views to fit the dashboard space

      image-20210518141001749 image-20210518141304834

    • Set a chart to be used as a filter for other charts

      image-20210518141603210

    • Add a dashboard title and instructions

      ​ image-20210518141956876 – Double Click the Title-- image-20210518142018617


  3. Save a dashboard

    • .twb (Tableau Workbook) : without copy of the data source file
    • .twbx (Tableau Packaged Workbook) : includes a copy of the data file and any other source files