Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

The toolbar options


Whether you are working on a Worksheet, Dashboard, or Story, you can always see the toolbar on top. Let's review the different options it offers while knowing that a lot of specific words will be explained in other chapters:

  • Tableau icon 
    : Opens the start page (you don't lose your work).
  • Undo
    : Reverses your action. The great thing is that you can undo an unlimited number of times, starting back from the very beginning if you want!
  • Redo
    : Useful if you undo a bit too much. You can redo the most recent undone action.
  • Save 
    : Saves your Workbook on your computer.
  • Add a new Data Source 
    : Opens the menu to choose a new connection to a file or a server.
  • Auto update Pause 
    /Play 
    : Interrupts all the queries to the connection. If you try to build a visualization, everything will be grayed out until you hit play again. It's useful when the query is very long.
  • Refresh 
    : Executes a query to refresh the data.
  • New Worksheet 
    : Opens a new blank Worksheet.
  • Duplicate Worksheet 
    : Creates a copy...