Tableau Workspace and Navigation

  • Go to File, and select New in the Tableau workbook.
  • You will find the Tableau workspace below.


The Tableau workspace has various elements:
  • Menu Bar: The menu bar consists of File, Data, Worksheet, Dashboard, Story, Analysis, Map, Format, window, and help. The options in the Menu bar includes the features of the Data Source connection, File Saving, and Table Calculation options.
  • Tool Bar: The toolbar is located below the menu bar and consists of workbook editing options such as Undo, Redo, Save to Tableau Public, New Data Source, New Worksheet, Duplicate, Clear sheet, Swap rows, and Columns and etc...
  • Page Shelf : The page shelf can be used to view the visualization in video format by keeping the relevant filter on the page shelf.
  • Filter Shelf: The filter shelf is used to filter and control the visualizations present in the filter shelf, and the required dimensions or measures can be filtered in.
  • Marks Card : The Marks card is used to design the data components of the visualization such as color, size, shape, path, label.
  • Worksheet : The worksheet is used to view the design and functionalities of the actual visualization in the workbook.
The navigation of the Tableau workbook has been explained as below :
  • Data Source: The modification of the existing data sources can be done using the Data Source tab.
  • Current Sheet: This tab is used to view all the sheets, dashboards, and storyboards present in the Tableau workbook.
  • New Sheet : This tab is used to create a new worksheet in the Tableau workbook.
  • New Dashboard: This tab is used to create a new dashboard in the Tableau workbook.
  • New StoryBoard: This tab is used to create a new Storyboard in the Tableau workbook. Where the storyboard is a sequence of visualizations that work together to convey information.

Tableau Repository:

My Tableau repository is used to store Tableau Desktop version files, also includes various folders such as Bookmarks, Connectors, Data Sources, Extensions, Logs, Map Sources, Services, Shapes, TabOnlineSyncClient, and Workbooks.

My Tableau repository is usually located in the file path C:\Users\User\Documents\My Tableau Repository. my-respository-files

Introduction to Tableau

Tableau Data Connection to Various Data Sources

You can connect Tableau to various data sources such as Text File, Excel File, PDF files, and also connect it to various databases using the ODBC connector.

Open Database Connectivity is a standard application programming interface for accessing database management systems. You can also connect Tableau to Servers and Web connectors.

You can learn different types of connection procedures to various data sources. Before that navigate to Download Practice Datasets and download sample text files and excel files for demo purposes.

Installation of Tableau

Connection to Text File

  • Open Tableau Public workbook and then click on the Text file tab given on the data tab.
  • Once you click on the Text file, navigate to the location where you have saved the text file, select the text file(P1-OfficeSupplies), and click on the Open.
  • The content of the Text file will be opened in the Tableau Workbook as below.

Tableau Data Relationship

Connection to Excel File

  • Open the Tableau workbook and click on Microsoft excel.
  • Once you click on Microsoft Excel, navigate to the file location, select the xlsx(P1-SuperStoreUS-2015) file, and then click on Open.
  • The content of the excel file will be displayed in the Tableau worksheet.
  • And the Sheets present in the excel file will be shown on the left side of the Tableau workbook window.

Data Sorting in Tableau

Connection to Websites

  • Tableau can be connected to websites by using the Web Data Connector.
  • Click on the More option in the Tableau workbook.
  • And then select the Web Data Connector option.
  • Once you click on the Web Data Connector, It will open a Web Data Connector window where you need to enter the web connector URL.

Tableau Worksheets

Connection to Database

  • Open the Tableau workbook, and click on the required database given in the tab.
  • Here, I am connecting to the MySQL database, click on the MySQL.
  • Next, you will navigate to the MySQL connection window.
    • Enter the Server name and edit the port if needed.
    • Enter the username and password.
    • Click on Sign in.enter-deatils-connect-to-mysql-database
  • This procedure connects the database to the Tableau. You can select the tables from the database and import them into Tableau.
  • You can join multiple tables by creating a relationship between them.

Tableau Dashboards

Connection to Tableau Server

Tableau Server can be used to store extracted data sources and database connections. At the enterprise level, it is important to keep all the required data connections in Tableau Server.

It helps users of the enterprise to connect to the data source easily. The data sets in the Tableau Server can connect to Tableau Desktop by following the below procedures.

  • Open the Tableau workbook.
  • Select the Tableau Server in the given tab.
  • Tableau Server Sign in the window will be opened. Click on the Tableau Online option.
  • Next, enter the username and password and click on the Sign in.
  • Now, you have connected Tableau Server into Tableau Desktop.
    • Select the data.
    • This will import the dataset into Tableau.
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