![]() ![]() To show or hide cards like Pages, Filters or Legends, click the drop-down arrow on the Show/Hide Cards button on the toolbar and clear or enable the check mark for the card. You can even collapse the Data and Analytics pane to the lower left corner of the workspace by clicking the Minimize button at the top-right corner of the pane. Click the button again to restore the pane like it was.įrom the Data pane, drag Order Date to the Columns shelf. Note: When you drag Order Date to the Columns shelf, Tableau creates a column for each year in your data set. This indicates that you can drag text or numerical data here, like what you might see in an Excel spreadsheet. If you were to drag Sales to this area, Tableau creates a crosstab (like a spreadsheet) and displays the sales totals for each year.įrom the Data pane, drag Sales to the Rows shelf. Tableau generates the following chart with sales rolled up as a sum (aggregated). You can see total aggregated sales for each year by order date. When you first create a view that includes time (in this case Order Date), Tableau automatically generates a line chart. This line chart shows that sales look pretty good and seem to be increasing over time. This is good information, but it doesn't really tell you much about which products have the strongest sales and if there are some products that might be performing better than others. Since you just got started, you decide to explore further and see what else you can find out. To display the bar chart horizontally instead of vertically, click Swap Rows and Columns on the toolbar. Below this webinar, I’ve listed some resources and tips to consider as you are first getting started.Note: Undo this action before continuing the Get Started tutorial. ![]() The good news is that you can try Tableau for free. Sometimes it can be a bit intimidating to try something new. I’ve published the workbook from the webinar and you can download it here. ![]() We will also show you how to build out a variety of charts and combine them together into a dashboard. This webinar walks you through those initial steps of opening Tableau and connecting to a new data source. If you are new to Tableau, you may be interested in watching the Introduction to Tableau webinar below from our friends at Data Coach to learn how to get started. Thankfully I discovered that it doesn’t cost a penny nor take that much time either. Right away I remember thinking that Tableau looked pretty slick!īut I didn’t start working with Tableau that day or even that year! We weren’t using Tableau at my then job, so I simply relied on Excel to analyze our data and create some quick charts.Īt that point in my career, I initially feared that the cost to get started in Tableau was a lot higher than it actually was. It was the fall of 2016 and I was taking a class that included short demos of different data visualization software. I remember when I first learned about Tableau. Or perhaps you are looking to upskill after seeing that Tableau is a required or recommended skill for many job listings? Are you thinking of getting started with Tableau? Maybe people at your organization have already been using Tableau and you’ve recently been encouraged to get on board. ![]()
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