Get Started with Tableau

  • date 3rd March, 2020 |
  • by Prwatech |


Get Started with Tableau


Get Started with Tableau, in this Tutorial one, you can learn how to use tableau and data types of tableau. Are you the one who is looking for the best platform which provides information about how to get Start with Tableau? Or the one who is looking forward to taking the advanced Certification Course from India’s Leading Tableau Training Institute? Then you’ve landed on the Right Path.


The Below mentioned Tutorial will help to Understand the detailed information about getting started with Tableau, so just follow all the tutorials of India’s leading Best Tableau Training institute in Bangalore and Be a Pro Tableau Developer.


Data Types of Tableau


Let’s get started with the different data types. The diagram below shows the data types supported by Tableau.


Data types in tableau


For better understanding purposes, examples of each data type are as follows :

Boolean – True/False

Whole Numbers – 500

Decimal Numbers –52.75

Date/Timestamp – January 25, 2015; 02:00:00 PM

Text/String – Gratitude

Geographic values – India


The data type listed above can be broadly classified into two categories. They are listed as :


Measures – It is usually consists of numerical variables. It is symbolised by ‘#’ sign.

Dimensions – It usually consists of alpha-numeric variables. It is symbolised by ‘Abc’ sign.


How to use Tableau


The three basic steps to use Tableau are :


Connecting the Data.

Playing around with the User Interface.

Creating visualisations.


Let’s hover over these three steps in a bit more detail.


Connecting to Data


The first thing is the connection of data in Tableau. There are basically two ways to connect the data, either by connecting to local file or by connecting to a server. Tableau is able to connect to local databases like – Excel, Text File, Access or other Database Files.

Tableau can connect to a wide range of data servers. The most popular databases are listed below :


Tableau Server
Google BigQuery
Google Analytics
MapR Hadoop Hive
Hortonworks Hadoop Hive
IBM Netezza
IBM BigInsights
Microsoft Analysis Services
Microsoft SQL Server
Oracle Essbase


The diagram below depicts the ways to connect with data.


How to use Tableau_Connect


Data Joins


Different datasets can be integrated to produce better results. Different ways to join data sets are depicted by the diagrams below :


How to use Tableau_Data joins


Playing around with the User Interface


Firstly we would learn to create a new sheet. Click on ‘New Worksheet’ in order to create a new worksheet in Tableau as shown below :


How to use Tableau


This is how a blank Tableau worksheet looks like.We can have as many as we want. We would just have to simply click on the icon at the bottom and a new worksheet would be added. The two icons right next to it are for creation of a new dashboard and a new story.


There are ten different tabs on the default Ribbon of Tableau. They are File, Data, Worksheet, Dashboard, Story, Analysis, Map, Format, Window, and Help.


How to use Tableau


Let’s explore each of them. The File tab contains functions as with most other platforms, helps in opening, saving and closing of files.


How to use Tableau_Playing around interface


Data tab, on the other hand, is where one can find the functionalities related to the data source one is using. Here,one can add a new data connection. For instance, one can connect to a new SQL file, if one wishes.


How to use Tableau_Data


Now the Worksheet tab can be useful when we would want to create a new Tableau sheet, show or even hide a chart’s title, caption, summary etc.


How to use Tableau_worksheet


We have also created a new sheet with the icon we have at the bottom left corner of the work sheet. And we can also do the same thing from the worksheet tab too.


Then we have the next two tabs – dashboard and story.


How to use Tableau_dashboard and story


The Analysis tab is where one can twist the visualisations in terms of labels, show figures as a percentage, add trend lines, filters, legends and more.


How to use Tableau_Analysis


Map tab being one of the most impressive features which helps to use the geographic visualisation techniques.


How to use Tableau_Map


Visualizations can be adjusted through Format tab. It helps in modifying the font, size, labels, backgrounds, axis and so on.


How to use Tableau_Format


The Windows and Help tabs are the common tabs found in most of the programs.


How to use Tableau_windows


How to use Tableau_help


Creating Visualizations


Visualizations from data can be created using the different charts given in Tableau by default (Show Me Panel) and then the modifications and different types of charts can be created.


How to use Tableau_create visualizations


Pages, Filters and Markscards enable to make the modifications in visualisations.


How to use Tableau_page and filters


One more important pane –Analytics. Analytics pane helps in further analytical techniques of Data and Visualization.


How to use Tableau_Analytics


I hope you understand get started with tableau blog. If you wish to master in Tableau, Get trained for Tableau course by Prwatech, India’s largest E-learning Platform.


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