Scribd Logo
Upload

Welcome to Scribd!

  • 32 views

    Getting Started With Tableau Desktop: 1. Connect To Data 2. Create Your First View 3. Learn More About Tableau

    Uploaded by

    amanblr12
    table desscription

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Getting Started With Tableau Desktop: 1. Connect To Data 2. Create Your First View 3. Learn More About Tableau

    Uploaded by

    amanblr12
    32 views4 pages
    table desscription

    Original Title

    Tablet

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    table desscription

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    32 views4 pages

    Getting Started With Tableau Desktop: 1. Connect To Data 2. Create Your First View 3. Learn More About Tableau

    Uploaded by

    amanblr12
    table desscription

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    Getting Started with Tableau Desktop

    Version 7.0; Last Updated 01/17/2012


    Copyright 2012 Tableau Software, Incorporated and its licensors. All rights reserved.
    This product is Client Software as defined in Tableau Softwares End User Software License Agreement.
    1. Connect to Data
    2. Create Your First View
    3. Learn More About Tableau
    Welcome to Tableau Desktop 7.0. In this guide you can follow along using
    sample data to learn how to connect to data and build views.
    Page 2
    The first thing to do when you start Tableau is connect to a data source. Follow the steps below to connect to a sample
    Excel workbook that comes with Tableau.
    Note: If you are having problems connecting to an Excel workbook of your own, make sure each worksheet is
    organized into rows and columns properly. To see an example of how to set up your Excel data, open the sample file
    that comes with Tableau. You can find it in your documents folder located at: My Tableau Repository\Datasources\
    Sample - Superstore Sales (Excel).xls.
    Select Connect to Data on the start page.
    Open the the data file.
    Navigate to the the Sample-Superstore Sales
    workbook located in the Datasources folder in your
    Tableau Repository. Then click Open.
    Your Tableau Repository is located in your My Documents folder.
    Select the type of data source.
    For this example, select Microsoft Excel.
    1 2
    3 Set up the connection.
    Select the Orders worksheet and click OK.
    4
    Connect to Data
    Page 3
    After you connect to a data source, fields are displayed on the left side of the workbook as Dimensions and Measures.
    Create views by dragging and dropping fields onto shelves.
    Drag a dimension to the Columns shelf.
    Click and drag the Category field and drop it on the
    Columns shelf.
    Drag a dimension to the Rows shelf.
    Click and drag the Region field and drop it on the
    Rows shelf.
    Drag a measure to the Text Shelf.
    Click and drag the Sales measure and drop it on
    the Text shelf.
    Drag another dimension to the Rows shelf.
    Click and drag the Customer Segment field and drop it
    on the Rows shelf.
    Visualize your data.
    Drag the Sales measure from the Text shelf and drop it
    on the Columns shelf.
    Create Your First View
    6
    Use color to show more information.
    Drag the Region dimension from the Data window and
    drop it on the Color shelf.
    2
    3 4
    1
    5
    You now have a text
    summary commonly
    called a cross-tab.
    You can now quickly pick out
    the best and worst products,
    regions, and markets.
    See what else
    you can discover
    just by dragging
    and dropping.
    Page 4
    Check out these additional resources on the Help menu:
    Help > Sample Workbooks
    The sample workbooks contain samples that highlight some of the amazing things
    you can do with Tableau.
    Help > Community Center
    Find additional resources online in the Community Center. Get help, browse the
    discussion boards, and see what others are doing with Tableau.
    Help > Help Topics
    View the online help for complete discussions of the features and functions.
    Tableau offers FREE live training on the web.
    Tune in to learn more!
    Register Now!
    visit http://www.tableausoftware.com/learn/training
    Live Online Training
    F
    R
    E
    E
    Learn More About Tableau

    You might also like