The Ultimate guide of Tableau basics for beginners

To add worksheets and visualizations to your dashboard, simply drag and drop them onto the dashboard canvas. You can also add text, images, and other objects to your dashboard to provide additional context and information.

Creating a Dashboard

• To create a dashboard, click on the "New Dashboard" button in the bottom left corner of the Tableau window.
• Drag and drop the worksheets you want to include onto the dashboard canvas.
• You can also add text, images, and other objects to your dashboard to provide additional context and information. Resize and arrange the worksheets as needed, and add titles, text, and other elements to enhance the dashboard.

For example, let's say you want to create a dashboard that shows the total sales by product category and region. To do this, create two worksheets: one that shows the total sales by product category and another that shows the total sales by region. Then, drag and drop both worksheets onto the dashboard canvas and arrange them as desired.

Step 9: Create a story

A story is a sequence of visualizations and dashboards that tell a data-driven narrative.

To create a story,

• click on the "New Story" button in the bottom left corner of the Tableau window.

To add visualizations and dashboards to your story, simply drag and drop them onto the story canvas. You can also add text, images, and other objects to your story to provide additional context and information.

For example, let's say you want to create a story that tells the story of your company's sales performance over the past year. To do this, create a series of visualizations and dashboards that show the sales performance by product, region, and time period. Then, arrange them in a logical sequence on the story canvas and add text and images to provide context and insights.

Step 10:  Save, publish, and share your work

• Save your work

After creating your visualizations, dashboards, and stories, save your work by clicking on the "Save" button in the toolbar. You can also use the keyboard shortcut "Ctrl+S" or "Cmd+S" on Mac to save your work.

• Publish your work:

To publish your work, click on the "Publish" button in the top right corner of the Tableau window. Choose the server or platform you want to publish to, such as Tableau Server or Tableau Public, and follow the prompts to upload your content.

• Configure publishing settings

Once you have chosen the server or platform, you will need to configure the publishing settings. This includes selecting the project or folder where you want to publish the content, setting permissions for who can view and interact with the content, and specifying the options for refreshing the data.

• Verify and publish your work

After configuring the publishing settings, verify that everything is correct, and then publish your work. Tableau will upload your content to the selected server or platform.

• Share your work

To share your work with others, send them a link to the published content. You can also embed the content on a website or share it on social media.