Taking Off with Tableau

Tableau is an amazing platform for seeing, understanding, and making key decisions based on your data! With it, you can carry out incredible data discovery, analysis, and storytelling. You’ll accomplish these tasks and goals visually using an interface that is designed for the natural and seamless flow of thought and work.

You don’t need to write complex scripts or queries to leverage the power of Tableau. Instead, you interact with your data in a visual environment where everything that you drag and drop is translated into the necessary queries for you and then displayed visually. In the latest versions of Tableau, you can even leverage AI to guide your analysis and automate some tasks. You’ll be working in real time, so you will see results immediately, get answers as quickly as you can ask questions, and be able to iterate through potentially dozens of ways to visualize the data in order to find a key insight or tell a piece of the story.

This chapter introduces the foundational principles of Tableau. We’ll walk through a series of examples that will introduce you to the basics of connecting to data, exploring and analyzing data visually, and finally, putting it all together in a fully interactive dashboard. These concepts will be developed far more extensively in subsequent chapters. However, don’t skip this chapter, as it introduces key terminology and concepts, including the following:

• Connecting to data
• Foundations for building visualizations
• Visualizing data
• Using Show Me
• Putting everything together in a dashboard

Let’s begin by looking at how you can connect Tableau to your data.