Intro to Tableau: A Beginner's Guide to Tableau Basics

Posted on 12/29/2023 by Niko Venev

Tableau is a very popular piece of software that's used to turn mountains of data into visualizations that can help people understand and use the data in a variety of ways. The software is mostly used by data analysts at a wide range of businesses and by researchers in academia. Tableau can be a fairly complex program to use, but investing the time and energy into learning it can pay dividends by producing actionable insights that can drive business success.


       

Live Tableau Instructor-led Courses

Course Title Length Price (USD)
Tableau Desktop: Basic 2 days $1,300
Tableau Desktop: Advanced 2 days $1,300
Tableau Desktop: Business Intelligence 2 days $1,300
Tableau Desktop - Combo (Basic, Advanced & BI) 6 days $3,570
       

Self-Paced Tableau eLearning

Course Title Length Price (USD)
Tableau eLearning Bundle 7 courses $475

Understanding the Tableau Interface

Your Tableau introduction starts with opening up Tableau Desktop and getting the lay of the land. You'll see a Connect pane on the left, where you can pull in your data. Choose a data source if you already have one to work with, or look under Saved Data Sources and choose "Sample - Superstore" to get a sample data set to use for now. You should now see the workspace opened up, including a Data pane on the left that contains all of the data you'll be working with. Tableau will automatically categorize the data as it's imported.

 

Making Your First Chart

Tableau uses drag-and-drop functionality to make it simple to create any kind of table or chart. To start, just drag the data types you want to use from the Data pane into the Columns and Rows sections (called "shelves") underneath the toolbar. The software will automatically create a visualization of the data for you. If you want to create a different type of chart, look to the left where it says "Marks" and use the drop-down menu to pick whatever sort of visualization you want.

 

Refining Your Chart and Making More

You can customize your visualization in many ways to get it just how you want it. For instance, if you right-click on a type of data in the data pane and select "Show Filter," you'll see options for selecting which specific data is displayed in your chart. You can also try dragging any type of data to the Color button on the Marks card to change its color. Or you can click on Color and choose "Edit Colors" to pick a whole different color palette for your chart. By using different filters and colors, you can drill down into your data and make the insights you uncover easy to see for others.

Once you've made one chart, you'll surely want to create more. Tableau is organized using workbooks and sheets, just like Microsoft Excel, and you can add new sheets by choosing Worksheet in the top menu and then selecting New Worksheet. Then, repeat the same steps you used before to create your new visualization.

 

Building a Dashboard

Once you create your visualizations, you'll likely want to be able to see more than one of them at once. To do this, choose Dashboard in the top menu, then choose New Dashboard. Now, drag all of the sheets you want to see from the left pane into the middle of your workspace. You can even drag one sheet on top of another to integrate their data into one chart.

 

Sharing Your Visualizations

It's great to be able to explore your data with Tableau but to get the most out of what you find, you'll need to be able to share what you see in Tableau to guide others to take action. To do this, you can create a story. In the top menu, choose Story and then New Story. Then, you can drag sheets or dashboards from the data pane and manipulate them to create a full presentation. You can also share your full workbook with others by publishing it to the Tableau Server. Just choose Server in the top menu and then click Publish Workbook to be able to upload a custom view of your data that you can share with coworkers in other locations.

 

Go Beyond the Tableau Basics With High-Quality Training

While this should give you a good Tableau introduction, there's a lot more to learn to get the most value out of this software. You'll get a much clearer understanding of Tableau when you take a professionally designed Tableau training course. At Cerstaffix Training, we can help you learn everything you need to know about Tableau as quickly and easily as possible. Whether you want to take our basic course to get a comprehensive introduction to Tableau or you want to go further with our advanced class, you'll be able to take advantage of the benefits of having a knowledgeable instructor there to help you through the material. Our live Tableau training classes include hands-on activities to maximize learning, so you can master the ins and outs of data visualization in just a few days. Whether you have some experience with the software or are a complete Tableau beginner, we can guide you toward a deeper understanding of how you can make a huge impact on your company's bottom line through improved business intelligence. Sign up to get started today!

 



 


Related Tableau Posts:

How Much Does Tableau Training Cost?

Public Tableau instructor led training prices start at $1,300 per student. Group training discounts are available for corporate team Tableau learning courses.

Self-Paced Tableau eLearning cost is $475 at the starting point per student. Group purchase discounts are available to reduce the Tableau eLearning price.

What Tableau Skills Should I Learn?

A: If you are wondering what Tableau skills are important to learn, we've written a Tableau Skills and Learning Guide that maps out Tableau skills that are key to master and which of our courses teaches each skill.

Read Our Tableau Skills and Learning Guide


Discover the strength of data interpretation through a Tableau software course, teaching you how to learn Tableau regardless of your expertise level. Certstaffix Training provides extensive courses on Tableau, empowering you to exploit this powerful software's tools to the fullest. Both novices and advanced users can participate in this learning curve through our online courses in Tableau.

You can choose the learning scheme that aligns best with your needs. Participate in our live, online Tableau sessions from your home's comfort or office's convenience. Make use of real-time instructions and interactive questionnaires in these online courses. If you have a penchant for autonomy and adaptability, our Tableau e-learning course gives you the liberty to progress at your own pace, based on your convenience.

What Are the Basics of Learning Tableau and Obtaining Tableau Certification?

A: Tableau’s popularity and importance as a data visualization tool makes knowledge of this program one of the most sought-after skills by employers. While training may cost hundreds of dollars or more, taking a formal course that lasts just a few days can impart students with valuable data analysis skills that can increase a business’s bottom line and an employee’s paycheck. Obtaining Tableau certification can be a time-intensive process, but it can pay dividends by increasing an employee’s value in the workplace and cementing their reputation as a part of the growing business intelligence industry.

More Information on Learning Tableau and Earning Certification

How Can Using Tableau Benefit a Business?

A: For employees and entrepreneurs who want clear business insights, Tableau is the perfect solution. With Tableau, users can collect and analyze data from several different sources and transform it into visuals that will help them understand the current state of their business and its future. This analyzed data provides key insights, identifies trends, and forecasts patterns in service to optimize business operations. The software's accessibility means that individuals without formal training can use it, but novices are still advised to enroll in instructor-led courses to help them fully understand the program's features.

More Information on What Tableau Can Do for a Business

Who Uses Tableau and Why?

A: As a renowned piece of data visualization software, Tableau is mostly used by individuals who need to interpret large amounts of data, identify trends and patterns, and turn them into digestible visuals. Many times, data analysts, data scientists, and senior executives use the software to perform business intelligence tasks, though anyone with basic training may be able to produce visualizations using the program. Tableau makes it easy to use visuals to gain instant business insights and take immediate action. Instructor-led classes can help novices easily learn how to work with Tableau.

More Information on Who Uses Tableau and Why

How Can I Learn Tableau?

A: When learning Tableau, students have a variety of educational resources to choose from, but the best way to learn Tableau is usually to get hands-on practice with the software. Experience with data analysis software, prior coursework in math, statistics, and programming, and referencing books and tutorials can facilitate understanding the software. Obtaining advice from experts in the Tableau community can also promote mastery. Beginners, however, are encouraged to sign up for instructor-led classes so that they can have the chance to fully understand both raw data and how to transform it into visuals using the software.

More Information on the Best Way to Learn Tableau

What Career Opportunities Exist for Employees With Tableau Skills?

A: Career opportunities for those who know how to use Tableau are plentiful and will continue to increase as more companies rely on data to make business decisions. Employees with Tableau skills can expect to qualify for a number of different jobs, including various types of data-reliant analysts, developers, managers, and consultants. While Tableau skills are in high demand, obtaining an official Tableau certification can set job applicants apart from other candidates. To hone your Tableau skills and prepare for certification exams, it's a good idea to enroll in instructor-led training courses.

More Information on Career Opportunities for Employees With Tableau Skills

What's the Best Way to Start Learning Tableau?

A: The best way to get started with Tableau is to learn about what Tableau can do and then explore the fundamentals of using the software. It can be a bit overwhelming at first, but we've broken it down into an overview that should give you a good starting point. From there, you can sign up for a training course to get a firmer grasp of the nuts and bolts of Tableau.

More Information on the Basics of Tableau

How Do Tableau and Power BI Compare?

A: Both Tableau and Power BI can take large sets of your business's data and help you visualize and analyze them, but their strengths are in slightly different approaches to this analysis. Tableau can provide intricate visualizations to help you take action on current business proceedings, while Power BI uses data modeling to help decision-makers envision the future. Generally, Tableau is considered more intuitive to use, but Power BI has more advanced features. Training for both programs is typically required for beginners.

More Information on How Tableau and Power BI Compare

What Is Tableau's Importance in Business, and How Can I Use It?

A: As a business intelligence tool, Tableau provides easy ways to perform quick and detailed data analysis. The platform produces data visualizations which can give insight into a business' current inner workings so that appropriate actions can be taken to maintain productivity, profits and sustainability. With its intuitive interface, Tableau is accessible enough for everyone from entry-level employees to high-powered executives to understand. Using Tableau is an important part of establishing a data culture which centers large amounts of data in its decision-making processes. Due to Tableau's complexity, it can be best for novices to sign up for courses.

More Information on What Is Tableau's Importance in Business, and How Can I Use It?

Why Should I Choose Tableau Over Excel?

A: If you're a professional who needs the data analysis capabilities of business intelligence software, including visual data representations and actionable insights, Tableau is the perfect piece of software for you. Tableau has been designed to work with large swaths of data gleaned from different sources and can instantly provide the insights necessary to make time-sensitive decisions. Its intuitive interface and drag-and-drop capabilities make it easy for those with minimal technical training to use. Moreover, it's perfect for collaboration and interactive exercises. To learn how to use Tableau to its potential, sign up for our training classes today.

More Information on Why to Choose Tableau Over Excel

How many days it will take to learn Tableau?

A: The answer to this question depends on a number of factors, including your prior experience with data visualization and your natural ability to pick up new software. That said, most people who complete a Tableau training course should be able to use the software confidently within a few days. However, it may take longer to become a Tableau expert, depending on how much time you dedicate to learning the tool.

Certstaffix Training offers a series of 2 day instructor-led Tableau courses and a self-paced Tableau eLearning bundle. Browse our Tableau courses now.

What is the best way to learn Tableau?

A: There is no one-size-fits-all answer to this question, as the best way to learn Tableau will vary depending on your learning style and objectives. However, some Tableau learners may find it helpful to start with an online course or tutorial, while others may prefer to jump right in and begin exploring Tableau on their own. Whichever approach you take, be sure to make use of Tableau's extensive online resources, including the Tableau Community forums and Knowledge Base. You can also find a number of Tableau user groups around the world where you can connect with other Tableau enthusiasts and learn tips and tricks from more experienced users.

Certstaffix Training offers a variety of Tableau training courses, both online and in-person for groups. Our instructors are Tableau experts with years of experience teaching the software. We offer beginner to advanced courses, as well as classes specifically tailored to business users and data analysts. In addition to our live courses, we also offer on-demand video training and eLearning modules that you can access at any time.

Does Tableau require coding?

A: Tableau is a powerful data visualization tool that doesn't require any coding to get started. However, like with any tool, there is a learning curve involved in getting the most out of Tableau. For people who want to take their Tableau skills to the next level, there are many online Tableau training courses available that can teach you how to use Tableau's more advanced features. Tableau is a great tool for anyone who wants to quickly and easily create beautiful data visualizations.

What are options to learn Tableau?

Are you interested in learning Tableau, one of the leading data visualization tools used by businesses worldwide? Look no further! We offer various training options to suit your needs, including e learning Tableau courses, live online Tableau classes, and for groups - in person Tableau training at corporate offices. Our goal is to help you master Tableau software and obtain certification that will enhance your career prospects.

Self-Paced Online Tableau Courses

Our self-paced e learning Tableau program offers the flexibility and convenience of learning at your own pace, wherever you are. In addition to comprehensive lectures, most courses include hands-on exercises that will help you apply theoretical concepts in real-world scenarios.

Live Online Tableau Classes

Our live online Tableau classes are held at set dates and times and are available for any adult learners. We publish a yearly schedule that is accessible on our website, including each course outline page. Live Tableau coaching occurs during live class online from an experience Tableau instructor that will work to answer your questions during class. You also will be given hands-on tasks to reinforce class lecture.

In Person Tableau Training (corporate groups)

If you have a corporate group, we also offer in person Tableau training sessions where you can interact with experienced instructors and engage in group discussions. We send a trainer to your office to teach classes in Tableau. They are equipped with extensive knowledge of Tableau and will provide you with practical insights that will accelerate your learning process.

Tableau Certification Near Me

Looking for tableau certification near me? Upon completing any of our Tableau training programs, you will have the opportunity to obtain Tableau certification after, a valuable asset that can boost your career prospects. Our training covers all the necessary topics and skills required for many Tableau certification exams, ensuring that you are well-prepared to succeed. Certification exams are handled by students independently directly with Tableau. Our classes prep you with the knowledge for many of the end user Tableau certifications.

SQL Tableau Training

We also offer SQL Tableau training for those who want to supplement their data visualization skills with strong database management capabilities. Our SQL Querying Basic and Advanced courses pair well with our Tableau offerings in all formats. They will teach you how to query data in Tableau and any other programs that use SQL, perform complex calculations using SQL, and more.

Wrapping Up

Whether you are interested in self-paced e-learning tableau courses, live online classes in Tableau or prefer in person Tableau training, we have options for you. Our comprehensive classes in Tableau will take your skills to the next level, making you an asset to any organization looking for data visualization talent. Invest in yourself and get started with our Tableau training and certification classes today!

What are the top Tableau skills?

A: Tableau skills are in high demand as organizations increasingly adopt data visualization tools to make better business decisions. As a result, individuals with strong Tableau skills can command a premium in the job market.

Some of the most important Tableau skills include the ability to:

Top Tableau Skills

1. Quickly and easily connect to data sources

2. Manipulate data to generate useful insights

3. Create visually appealing and informative dashboards

4. Share dashboards with colleagues and decision-makers

5. Stay up-to-date on new features and capabilities of the software

Organizations that are looking to get the most out of their investment in Tableau will want to seek out employees who possess these skills. Those who can effectively use Tableau to find and communicate insights from data can be a valuable asset to any company.

Where Can I Learn More About Tableau?

Tableau Blogs

Tableau User Groups

Tableau Online Forums

Explore Tableau Training Classes Near Me:

Certstaffix Training provides Tableau classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Tableau concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Tableau skills. Start learning today and see how Certstaffix Training can help you reach your goals.







 

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