Sunday, May 19, 2024
HomeEducationTableau Tutorial: Beginners Guide to Tableau Desktop

Tableau Tutorial: Beginners Guide to Tableau Desktop

tableau desktop
Stock image of a beautiful young woman studying a see through computer screen & contemplating.

Data Visualization and its Importance

Data Visualization is a graphical representation that explains the relationship and behavioural patterns in the data. The goal is to communicate the data analysis through easy visualizations effectively and aesthetically.

With the advent of the Industrial Analytics, a paradigm shift is observed in data-driven decisions. Analytics inevitably play a paramount role in effective decision enablement. Data visualization is an integral part of any analytics including Data Science. Data visualization compresses a huge amount of virtual data either big or small that is difficult for the human brain to grasp and represent the essence of the data. The visual format is easier to understand, identify trends, correlations, anomaly detections and pattern recognitions in data analytics.

An increase in data analytics and data integration have made way for more specialized visual analytical tools. Typically, flat files like excel are very good with data analytics and visualizations but come with their limitations. Specialized software leverage easy operations on both static and live data feeds. Huge computational speeds, self-service functions, and interactive visualizations facilitate users to pull up a report or dashboard and freely drill down to granular levels of information. Integrations and huge data computation from multiple sources are now possible without the knowledge of coding.

[embedded content]

To determine the appropriate analytical tool for business it is necessary to consider the below aspects:

  1. Amount of the data processing
  2. Frequency and type of reports and structure
  3. Cost of the solution to determine the right analytical tools.

Visual Analytics focuses on analytical reasoning facilitated by interactive visual interface. It’s an art to balance the form (visualizations) and functionality (communicate information).

Gartner Magic Quadrant

There are multiple data visualization tools such as Google Charts, Tableau, Power BI, Zoho, Sisense etc., but ‘Tableau’ is often considered as the market leader. Tableau Software provides software applications for analytics and visualization. Its technologies include visual query language and hybrid data architecture. It connects, visualizes, and shares data in an efficient, seamless experience from desktop to mobile. You can create and publish dashboards, share them with colleagues, and analyse them, using different methods. This is recommended because of its simplified drag-and-drop system, all-day technical support, and flexible package fees.

What makes Tableau a leader in its league?

  1. Rich Graphical and Visualization Capabilities.
  2. Integrated support for ‘R & Python’.
  3. Compatible with Azure, AWS etc.
  4. Connects to any data repository from excel to Hadoop clusters.
  5. Huge community and free resources.

Message to Reader: Why Tableau for you?

Tableau Basic and Intermediate Users

Message to Reader: Prerequisites

  1. Basic Understanding on Data Analysis like EDA.
  2. Knowledge on Basic Charts and Graphs is preferred. 3. Knowledge in Excel pivots is an advantage.
  3. Knowledge on SQL is an advantage.

This guide is intended for ‘Basic and Intermediate Users’ with basic or no prior knowledge on Tableau.

License is a must for using ‘Tableau Desktop software’ after a period of 14days’ trail. Data privacy restrictions can be user defined in ‘Tableau Desktop’.

Tableau offers free one-year Tableau licenses to students at accredited academic institutions through our Tableau for Students program.

Tableau’s Learning Curve

Tableau’s Learning Curve

Message to Reader: The Motive- Sample Dashboards

tableau tutorial
tableau tutorial
tableau tutorial

Tableau Products

tableau products

Tableau Environment

Tableau provides a secured and scalable solution for creation and delivery of web, mobile and desktop analytics:

Tableau Environment

Tableau Desktop Installation

tableau desktop installation
tableau desktop installation

Please ensure that your laptop windows configuration is 64bit in order to support the software.

tableau desktop
tableau desktop installation
tableau desktop installation

Tableau Work Space & Menu

tableau workspace and menu
tableau workspace
tableau workspace
tableau workspace and menu
tableau workspace and menu

Understanding Datatypes

For appropriate visual representation of the data, it is always necessary to know the variable type and its properties.

understanding data types
data types

During the file import – tableau automatically assigns the variable type which is denoted by a unique icon. User can change the variable type by selecting the icon and assigning new variable type.

file import – tableau

Getting Started: File Upload / Import

This module is a ‘Pictorial Sequence’ representation of individual steps to upload a file. In this example we will start with excel upload.

Step 1: Open the Tableau Interface.

Step 2: Select the import type of file on Tableau interface.

Step 3: Select the import type of file.

Step 4: Click Open button to open the file.

Step 5: Select the relevant sub-sheet from the Data-source page and drag into

the data pane (Step 6 & 7).

Similarly, Text, JSON, PDF, spatial, statistical files etc. can be imported.

Tableau interface
Tableau interface

Getting Started: Connect to Database

Tableau can also connect to various databases using its ODBC connector. Tableau has the capability to connect to servers and web connectors. Included below are the step by step illustrations of Database connections.

step by step illustrations of Database connections

If you found this tutorial helpful and wish to learn more such content, upskill with Great Learning’s PGP – Data Science and Analytics course today!

1 Source: GreatLearning Blog

- Advertisment -

Most Popular

Recent Comments