Mastering Tableau: A Comprehensive Guide to Installation and Key Features

Table of Contents

1.Introduction

2.Installation of Tableau

3. Overview of Tableau and the Application of Its Tools

4.Conclusion

1.INTRODUCTION

Tableau is a powerful method that transforms raw data into the interactive and understandable dashboards and reports. Tableau allows the user to explore the trends, enable insights, and make data-driven decisions with minimal effort. Tableau is famous for the user-friendly drag-and-drop interface that makes complicated analytics simple and seamlessly integrates with a variety of data sources.

2.TABLEAU INSTALLATION

Go to the official website of Tableau: https://www.tableau.com

Choose Products → Tableau Desktop.

Login with email to start downloading or log in with your existing Tableau account.

Click the “START FREE TRIAL”

Fill the below form and click “Download free trail button” .

Then a file with .exe extension will get downloaded.

Open the .exe/.dmg file which you have downloaded. Now execute the installation using the downloaded installer.

Windows users: You can directly double-click the .exe file.

Mac user: Open .dmg followed by dragging the Tableau installation file into Applications. Accept the Installation prompts.

Accept License Agreement. Choose installation settings, or leave all settings to their defaults.

Click Install and follow through on prompts to install.

Launch Tableau Launch Tableau Desktop Enter your product key, or select Start Trial.

You are ready to go! Connect to your data and start visualizing!

3.OVERVIEW OF TABLEAU AND THE APPLICATION OF ITS TOOLS

The Tableau will look like the below image

Connect with the file type of your own choice (with which your file exists)

Here as i am using .csv for the visualization i selected the text file and i uploaded my csv file to it.

After the uploading of the file the visualization be like:

Here we can see each and every column of our file and its data type also.

‘#’ indicates that the column is of numeric type.

‘Abc’ indicates that the column is of string type.

‘Globe icon’ indicates that the column is having location(place).

At the bottom left we can also see the sheet1 highlighted in orange color when we click that our page will move to new worksheet where we can apply and see visualizations.

In Tableau by default it separates the data into 2 divisions:

All text ,geographical, date -one division

numerical -other division

This is how the worksheet looks like:

The sheet1 can be renamed as you need. And when we double click on that header we’ll get a pop where we can adjust the stylings of the header.

And the popup looks like:

There is a “Show me” option at the top-right we can see all visualizations but they are not in activation mode.

But when we hover on the visualizations we’ll get no of dimensions and no of measures required. And it looks like:

After selecting the column and dragging to that place then only the visualization related to that type of column will get activated.

Example: If i drag the country column to there then the normal map will get activated by default but later we can convert that to filled map.

For the stylings of our visualizations there is a container which contains all those features and it looks like:

In the dropdown where you are seeing automatic there we can find many categories like line,bar,shape etc..based on that category the features will get added. And the dropdown looks like

4.CONCLUSION

Tableau is an essential tool that converts raw data into meaningful visual insights with a user-friendly interface and great features. Seamless installation to the best exploration of various visualization options, analytics through Tableau is easy and very straightforward for anyone interested. Integrating data seamlessly while offering intuitive dashboards and other real-time tools like maps and charts, makes it easier to discover trends, unearth valuable insights and make efficient data-driven decisions. Start visualizing today and let your data tell its story with Tableau.

Wishing you success in your continuous learning journey.🚀