This is the second part of the Tableau series. The series is as follows:
- Part 1: Introduction
- Part 2: Getting started (this article)
In the previous article we got ourselves introduced to Tableau; What it is? What can we achieve with it? Where is it put to use? And most importantly, how do we get our hands on it? A good opening breather on Tableau and how to get hold of it. Today, we will be getting ourselves accustomed with the whole set up of Tableau, getting to know the main framework, and learning simple tools which are necessary to begin with our Data Visualization journey.
This is a screenshot of my Tableau Desktop. I have subscribed and received the one year free subscription provided to students which can be renewed with the lapse of one year. Over here we can see the mainframe of the software. We need to start with viewing the connect menu which is available on the left hand side. You need to choose the file type that you have and you wish to work on. If you have to connect with an online server, you can connect it with the varied server options given below.
I selected the more option in the connect menu and this is the window that comes up once the data set is loaded. A good thing about Tableau is that all the Data columns have a drop down menu beside them, clicking on which one can change, copy or even alter the data values. It also denotes what type of Data values we are using; Numeric, String etc. This flexibility, allows the user to alter values as and when required. By clicking on the worksheet option, we can find our way to the whole analysis portion, where we can start playing around with our data.
This is the window that comes up when we click on the worksheet menu. All the columns are denoted on the left, and the possible charting options are given on the right. One can drag and drop the columns into the sheet 1. If you want it in the form of columns, you place it at the top of the sheet; if you want them in the form of rows you place them at the left.
Well, I guess this short tutorial gave you all a good breather about Tableau; in the next lesson we will learn how to play with all the available graphs.
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