Branches Tags. Could not load branches. Could not load tags. Getting started with Tableau Public 1. Choose your data source 2. Create a sheet 3. Data types in Tableau 4. Your first visualization 5.
Tell Tableau which measure to use 6. Choose the chart type you want 7. Compare multiple values 8. Create a stacked bar chart 9. Give your chart a name Start a new chart Make a map You have a map!
Finish your map Create a dashboard Drag your sheets onto your dashboard Options for exporting. Raw Blame. Open with Desktop View raw View blame. Getting started with Tableau Public Tableau is a powerful data visualization tool, in heavy use among both laypeople and data professionals.
Choose your data source After opening Tableau, you're presented with a list of file types you can choose to work with "connect". Create a sheet Tableau will open your file. Data types in Tableau Tableau divides your content types that is, your columns into dimensions and measures.
Your first visualization Get started by clicking on Applicant Arts Discipline and drag it into the main section of the sheet the canvas.
For more on connecting to data sources, see the Learning Library for this tutorial. Under Sample Workbooks , view sample dashboards and worksheets that come with Tableau Desktop. Under Open , you can open workbooks that you've already created. The Sample - Superstore data set comes with Tableau.
It contains information about products, sales, profits, and so on that you can use to identify key areas for improvement within this fictitious company.
Displays the data source you are connected to. If you are using multiple data sources, you can see them all listed here. Adds columns from your data source to the Data pane on the left side. Columns are added as fields. You will need to be logged into your Tableau account or create a new account to access the free training. Get started with Tableau Select your role and get up-to-speed quickly.
Learn more Viewer Browse and interact with data visualizations published to your Tableau Server or Tableau Online site. Additional success resources for teams and orgs Admin - Tableau Online Set up your site, add users, set permissions and more.
Deploying Tableau to your organization? Welcome to our data family You don't have to figure it out on your own. Be inspired Join our data community and discover new ways to conquer challenges by learning from the experiences of others. For more information about connecting to data, see Connect to Data Link opens in a new window.
Your sales data files for the different regions are stored in different formats, and your orders from the South are actually multiple files. You check out the Connections pane and see that you have a lot of choices to connect to data. Since your other regions have one file for all four years worth of data, you decide to tackle the files from the South first. On the Connections pane, click the Add connection button.
Then click Connect to Data. The files are. Navigate to the directory for your files. For file location, see Wrap up and resources. After you connect to your first file, the Tableau Prep Builder workspace opens and you see it is divided into two main sections. The Flow pane at the top and the Input pane at the bottom.
Much like Tableau Desktop, this Flow pane is your workspace, where you can interact with your data visually and build your flow. The Input pane contains configuration options about how the data is ingested.
It also shows you the fields, data types, and examples of your values from your data set. Tip: For single tables, Tableau Prep automatically creates an Input step for you in the Flow pane when you add data to your flow.
Otherwise you can use drag-and-drop to add tables to the Flow pane. You have three other files for your orders in the South, and how you combine them depends on where you're working. You notice that the directory where you selected your file is already populated and the other files you need are listed in the Included files section in the Input pane.
Tip : Using a wildcard union is a great way to connect to and combine multiple files from a single data source with a similar name and structure. To use this option, the files must be in the same parent or child directory. If you don't see the files you need right away, change your search criteria.
For more information, see Union files and database tables in the Input step Link opens in a new window. The files for the other regions are all single table files, so you can select all of the files at once and add them to your flow. Note : On the web, files can only be uploaded individually. The wildcard option isn't currently available for Tableau Server or Tableau Online. Still, you want to include all of the files from the South and handle the data alike, so combining them makes sense.
Repeat this step with the final file. Note : These are different file types. If you don't see all of these files, make sure your file explorer or finder is set to view all file types. Now that you have the data files loaded into Tableau Prep, you're pretty sure that you want to combine all of the files together. But before you do that, it might be a good idea to take a look at them first and see if you can spot any issues.
When you select an Input step in the Flow pane, you can see the settings used to bring in the data, the fields that are included, and a preview of your values. This is a good place to decide how much data you want to include in your flow and remove or filter fields that you don't want. You can also change any data types that were assigned incorrectly.
Tip : If you are working with large data sets, Tableau Prep automatically brings in a sample of the data to maximize performance.
If you don't see the data you expect, you might need to adjust the sample. You can do this on the Data Sample tab. For more information about configuring your data options and sample size, see Set your data sample size Link opens in a new window.
In the Flow pane, as you select each step and look over each data set, you notice a few things that you want to fix later and one thing that you can fix now in the Input step.
The State field uses abbreviations for the state name. Other files spell this out, so you'll need to fix that later. These fields appear to be duplicates of the other fields. You don't want to include these duplicate fields in your flow.
This is something you can fix right here in the Input step:. This tells Tableau Prep to ignore these fields and not to include them in the flow.
Tip : When you perform cleaning operations in a step, like removing fields, Tableau Prep tracks your changes in the Changes pane and adds an annotation in the form of a little icon in the Flow pane to help you keep track of the actions you take on your data. For Input steps, an annotation is also added to each field. In the Input pane, you notice the following issues:.
You'll need to do some cleaning on these fields before you can combine this file with the others files. But you can't fix that here in the Input step, so you make a note to do this later. The fields in this file look like they align pretty well with the other files. But the Sales values all seem to have the currency code included. You'll need to fix that later, too. Now that you've identified a few troublemakers in your data sets, the next step is to examine your data a bit more closely and clean up any issues that you find so that you can combine and shape your data and generate an output file that you can use for analysis.
In Tableau Prep, examining and cleaning your data is an iterative process. After you decide on the data set that you want to work with, the next step is to examine and take action on that data by applying various cleaning, shaping, and combining operations to it.
You apply these operations by adding steps to your flow. For more information about cleaning options, see Clean and Shape Data Link opens in a new window. Steps come in many flavors, depending on what you are trying to do. For example, add a cleaning step any time you want to apply cleaning operations to your fields like filter, merge, split, rename, and so on. Add an aggregation step to group and aggregate fields and change the level of detail of your data.
For more information about the different step types and their uses, see Build and Organize your Flow Link opens in a new window. Tip : As you add steps to your flow, a flow line is automatically added to connect the steps to one another.
You can move these flow lines around and remove or add them as needed. When you run your flow, these connection points are required so Tableau Prep knows which steps are connected and in which order the steps apply in the flow. If a flow line is missing, the flow will be broken and you'll get an error. Click on the suggested clean step Tableau Prep Builder version When you add a cleaning step to your flow, the workspace changes and you see the details of your data. The workspace is now split into three parts: the Flow pane, the Profile pane with a toolbar, and the Data grid.
The Profile pane shows you the structure of your data, summarizing the field values into bins so that you can quickly see related values and spot outliers and null values. The Data grid shows you the row level detail for your fields.
Tip : Each field in the Profile pane is shown on a profile card. Use the More options menu drop-down arrow in prior versions on each card to see and select the different cleaning options that are available for that field type. You can also sort the field values, change the data type, assign a data role to the field or drag and drop the profile cards and the columns in the Data grid to rearrange them.
This data set is missing a field for Region. Since the other data sets have this field you'll need to add it so that you can combine your data later. You'll need to use a calculated field to do this. In the Calculation editor, name the calculated field Region. Then enter "Central" including the quotes and click Save. You love the flexibility of being able to use calculated fields to shape you data.
You are pleased to see that Tableau Prep uses the same calculation editor language as Tableau Desktop. Tip : When you make changes to your fields and values, Tableau Prep keeps track of them in the Changes pane on the left. An icon annotation representing the change is also added to the cleaning step in the flow and to the field in the Profile pane.
We'll look at the Changes pane after making more changes. Next you want to address the separate order date and ship date fields. You want to combine them into two single fields, one for Order Date and one for Ship Date so they align with the same fields in the other data sets.
Making sure your tables have the same fields will enable you to combine the tables using a union later. In the Calculation editor, name the calculated field Order Date. Then enter the following calculation and click Save :. Now that you have a new field for your order date, you want to remove the existing fields, as you no longer need them. You have a lot of fields in the Profile pane.
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