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2016

You’ve just downloaded Tableau Desktop 9.3. You are excited to get started and use it to see and understand your data. You launch the application and connect to your data source for the first time, eager to see what you can create.  You see this screen, and then…

 

So many options! So many possibilities!  Where to start?

 

We know that starting out with a new tool can be daunting and at Tableau we are here to help!  To give you a leg up and get you well on your way to being the next Data Rockstar, we are introducing the new Tutorial: Get Started with Tableau Desktop.

 

In this tutorial we walk you through the basic features and functions of Tableau Desktop as you take on the role of an employee working at the headquarters of a large retail chain. You are tasked with finding insights into why your retail products are not performing as well as they can be and then sharing those insights with your team.

 

You will learn how to:

  • Connect to data and build a simple view.
  • Add layers of complexity to your view to answer questions and find insights
  • Build and format maps to see your data geographically
  • Build and format dashboards and stories to present your findings
  • Share your findings using Tableau Public or Tableau Server

 

Throughout the tutorial we provide opportunities to learn more about a specific area of the product and include a learning libray that contains links to additonal resources such as online help, whitepapers, training and more.

 

Get started on your journey today. Take this tutorial for a spin and let us know what you think. Share this with friends who are new to Tableau and help them get started too!

 

The top of each section includes a form where you can send us feedback. Like what you see?  Want to see more content like this?  Let us know! Looking for deeper coverage in areas of the product that were not included in this tutorial, please let us know that too! We’d love to hear from you, and we hope you enjoy this tutorial.

 

Author:Eriel Ross

Have you ever noticed this little survey on the bottom of the articles in Tableau's Knowledge Base?

 

Your feedback on Quick Fix articles is delivered anonymously to Tableau Support's content managers. Here are the articles we've updated in the past month based on your feedback:

Plotting Geographic Data Using Custom Longitude and Latitude Values : We were informed that the attachment was missing from translations of the article! This mistake has been corrected.

Getting Distinct Count When COUNTD Is Not Available :  Updated steps so they are easier to follow.

Creating a Dual Axis Bar Chart with Multiple Measures :  Changed screenshot out for an attached .twbx  file for more context

Adding Borders Around Sheets on Dashboards : New screenshots and simplified instructions.

Forecast Option Not Available (Grayed Out) : Clarified and updated to reflect current versions.

Creating Dynamic Titles Based on Filters : Updated to reflect current terminology around filters

Resetting the Administrator Password or Account : Updated for clarity with help of Sarah Hermann

Sorting Filter Values :  Updated links and language to reflect current versions

Alert "<Data source> is out of date" and "Unknown failure" Refreshing Extract : added a note to explain what a UNC path is

Error "Internal Error - An unexpected error occurred and the operation could not be completed." Filtering Selected Sheets : Updated to reflect that this issue has been corrected.

Cannot Create Firewall Rules to Access Mapping Servers : Updated with instructions for Tableau Desktop on Mac.

Year-Over-Year Calculation Does Not Compare Corresponding Quarters When Year is Incomplete : Updated to reflect current versions

Dynamically Hiding a Sheet from the Dashboard : Simplified instructions.

Moving Overlapping Labels : Re-arranged for clarity

Setting Default Date to Most Recent Date on a Filter : Updated to reflect that calculated field created is a measure, not a dimension.

Creating a Stacked Bar Chart That Adds up to 100% : Updated resolution for clarity and fixed some formatting issues

Upgrading Tableau Reader : updated for clarity

Cannot Load Packaged Workbook in Tableau Reader : Fixed a typo (because "take an extract of the workbook" doesn't make sense)

Showing Legends on Dashboards : Updated for clarity.

Calculated Fields Disappear When Data Source Is Replaced : Simplified resolution.

 

Keep the feedback coming, we love making the knowledge base better for you!