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

Connect to data


For this first guided tutorial, we are using the Tableau iconic dataset: Sample-Superstore. This dataset is an Excel file about supermarket sales in the United States, contained in your Tableau repository folder. It's easy to understand and use. The Excel file is composed of three sheets: OrdersPeople, and Returns.

When you open Tableau, on the left, in the Connect area, click on Microsoft Excel:

  • If you're a Mac user, navigate to Documents | My Tableau Repository | Data Source | [Your Tableau Version] | en_US-US and open the file named Sample - Superstore.xls
  • If you're a Windows user, go to My Documents | My Tableau Repository | Data Source | [Your Tableau Version] | en_US-US and open the file named Sample - Superstore.xls

Note

If you can't find the file, you can download it from the Chapter 3: A First Dashboard and Exploration section on my website: book.ladataviz.com or by using this direct link: https://ladataviz.com/wp-content/uploads/2018/09/Sample-Superstore.xlsx. Then...