- 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.
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.
Introduction to Tableau
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