Getting Started:
Welcome to Tableau Desktop. Learn more about the product and what it can do. Then
explore the Tableau work-space to get familiar with the environment. Finally, follow a
step-by-step tutorial that guides you through connecting to data and building your first
view.
• What is Tableau Desktop?
• The Tableau Environment
• Learning to Use Tableau
What is Tableau Desktop?
Tableau Software provides software applications for fast analytical and rapid fire business intelligence.
Tableau Desktop is a data visualization application that lets you analyze virtually any
type of structured data and produce highly interactive, beautiful graphs, dashboards,
and reports in just minutes. After a quick installation, you can connect to virtually any
data source from spreadsheets to data warehouses and display information in multiple
graphic perspectives. Designed to be easy to use, you’ll be working faster than ever
before.
Tableau Server is a business intelligence solution that provides browser-based visual
analytics anyone can use at just a fraction of the cost of typical BI software. With just a
few clicks, you can publish or embed live, interactive graphs, dashboards and reports
with current data automatically customized to the needs of everyone across your
organization. It deploys in minutes and users can produce thousands of reports without
the need of IT services — all within your IT infrastructure.
Tableau Reader is a free viewing application that lets anyone read and interact with
packaged workbooks created by Tableau Desktop.
The company is one of the 50 fastest growing software companies in the U.S. Our
applications are being used by over 30,000 people worldwide. Customers include
companies as diverse as Google, Cleveland Clinic, GM, Microsoft, Wells Fargo, the
District of Columbia, Allstate, Cornell and Harvard.
• What can I do with Tableau Desktop?
• What data can I analyze with Tableau?
• How Does Tableau Work?
What can I do with Tableau Desktop?
Imagine being able to answer virtually any business question by dragging-and-dropping
your data into a free-form visual canvas. You create beautiful graphs, reports and
dashboards. You then share those results in just a few clicks. Using Tableau Desktop,
you can build and interact with views of data. These views allow you to query, display,
analyze, filter, sort, group, drill down, drill up, calculate, organize, summarize, and
present data faster and more efficiently than ever before. With Tableau Sever and
Tableau Public you can share and embed your live, interactive views, reports, and
dashboards so that colleagues can interact, customize or monitor them.
The various ways that Tableau can help you get more from your data are discussed in
more detail below.
• Visually Analyze Data Rapidly
• Build Interactive Dashboards
• Share and Interact
Visually Analyze Data Rapidly
See and Understand
People need effective views of data to understand results, discover relationships, find
patterns, locate outlives, uncover structure, and summarize findings. how well can you
see what is going on in your business?
Tableau lets you ask rapid questions of your data by letting you iteratively create and
modify live, interactive charts, reports and dashboards in minutes. These views are
fundamentally more useful for analysis than those provided by pre-canned reports and
traditional dashboards. Tableau gives you interactive visual tables, picture-perfect data
displays, side-by-side comparisons, and graphic encodings using color, size and shape.
Without any programming or training, users can see and understand data like they’ve
never been able to before.
Browse and Explore
Tableau is the world’s leading exploratory browser for databases. A key step in the
analysis process is the ability to start with “big picture” summaries of data and then
quickly focus on detailed areas of interest.
To conduct effective analysis, it is crucial for people to quickly change what data they
are viewing and how it is being viewed. Tableau’s flexible interface enables this free
form exploration. Exploratory analysis is further supported with unlimited undo and redo,
allowing people to surf their databases much like they surf the web.
Build Interactive Dashboards
Build Dashboards People Can Understand
Use Tableau to build dashboards that communicate clearly and directly. Each element
of a dashboard presents information in the most effective way possible, based on the
latest research in human perception. Tableau provides the display type that best
expresses the data—bar and line charts, maps, tables, scatter plots, and more. Tableau
helps you build dashboards that inform and impress.
Monitor and Measure
Use Tableau to build analytical dashboards that compare information and track
performance against goals. These dashboards can be based on multiple data sources.
They are fully interactive, allowing you to drill into and explore information directly from
the dashboard. You can also apply common filters to all the worksheets, allowing you to
change the filter and watch an array of visual displays update simultaneously
Interact and Drill-down
Sometimes you need to answer additional questions within a dashboard. With Tableau,
viewers can dynamically filter, highlight, drill-down and link across multiple views in one
dashboard. This essentially creates an interactive visual analysis application on the fly.
Share and Interact
Present
Imagine pasting Tableau’s vivid multi-dimensional results into Microsoft Office
applications and sharing them with others. our users have a reputation for producing
high-impact presentations that are easy to understand.
Publish and Embed
Share your graphs, reports, and dashboards by publishing them with Tableau Server.
Anyone with proper data credentials can view and interact with those visualizations
using just a browser. They can even save custom views, make comments, or even tag
favorites. Don’t want people to visit a specific URL destination for their views? No
problem—embed them in virtually any web application with just a few lines of code.
What data can I analyze with Tableau?
Your data needs to be in a database, spreadsheet or structured text format before you
can analyze it with Tableau. Databases include relational databases and
multidimensional OLAP databases. The specific databases your copy of Tableau can
connect to depends on your purchase options. Refer to the Technical Specifications on
our website for a complete list of supported data sources.
To see which data sources your copy of Tableau can connect to, select Data > Connect
to Data. Any data source that is not supported by your version of Tableau is greyed out.
Contact Tableau to upgrade your database accessibility options.
How Does Tableau Work?
While Tableau lets you analyze databases and spreadsheets like never before, you
don’t need to know anything about databases to use Tableau. In fact, Tableau is
designed to allow business people with no technical training to analyze their data
efficiently.
Tableau is based on three simple concepts:
1. Connect - Connect Tableau to any database that you want to analyze. Note that
Tableau does not import the data. Instead it queries to the database directly.
2. Analyze - Analyzing data means viewing it, filtering it, sorting it, performing
calculations on it, reorganizing it, summarizing it, and so on.
Using Tableau you can do all of these things by simply arranging fields of your
data source on a Tableau worksheet. When you drop a field on a worksheet,
Tableau queries the data using standard drivers and query languages (like SQL
and MDX) and presents a visual analysis of the data.
3. Share - You can share results with others either by sharing workbooks with other
Tableau users, by pasting results into applications such as Microsoft Office,
printing to PDF or by using Tableau Server to publish or embed your views
across your organization.
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