Tableau Desktop Tutorial | Step by Step resource guide to learn Tableau
Tableau Desktop Tutorial ACTE

Tableau Desktop Tutorial | Step by Step resource guide to learn Tableau

Last updated on 20th Jan 2022, Blog, Tutorials

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Rajesh Patil is working with technology for managing all your company's relationships and interactions with customers and potential customers with 8+ years of experience in Zuora CPQ, Sandbox org, Tableau CRM, Marketo, and CPQ API.

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    • Introduction
    • Types
    • Windows
    • Macintosh
    • How would I introduce Tableau Desktop?
    • How might I buy a permit?
    • How would I associate with SAP HANA with Tableau Desktop?
    • What preparing assets do I approach?
    • History
    • Tools
    • Advantages
    • Top Four Tableau Alternatives
    • Conclusion

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      Introduction :-

      Tableau is a strong business knowledge and information representation instrument. It is widely utilized for making and conveying profoundly intuitive and strong reports and dashboards that portray the information in an outwardly engaging structure like patterns, varieties, outlines, diagrams, plots, etc.


    Tableau Desktop
    Tableau Desktop

      About the technology :-

    • It is the main point that each Tableau Tutorial has. The following are a portion of the elements of Tableau that makes it not the same as other Business Intelligence instruments: Representation Scene interfaces with different information sources and supports bigger datasets for precise representation. It utilizes a drill-down way to deal with arrive at that uncover the connection between the free factors. Likewise, the client can bounce between various representations with no issue. Contrasted with different Data Visualization instruments,

    • Tableau empowers the client to show the connection between various information factors utilizing the different shapes, figures, names, colors, and so forth Execution Scene can associate with more information sources and handle colossal datasets without influencing the presentation of the information motor. What’s more, increased investigation assists clients with various ranges of abilities perform information cleaning and perception. Profundity of Discovery Scene has numerous ways of discovering the answer for the inquiries posed by the client. From essential patterns to cutting edge ‘consider the possibility that’ inquiries, Tableau has the best elements for information revelation and prescient examination.

    • Tableau Desktop
      Tableau Desktop
    • Local area Scene has a developing local area of experienced information researchers and business investigators from one side of the planet to the other. Dissimilar to other BI devices, you can undoubtedly observe the answer for the issues you’re looking in Tableau without experiencing a lot of difficulty. Likewise, you can get a handle on information on Tableau through different open-source projects on GitHub. Computerization Functionality To save your time and endeavors in Tableau, you can make handling and apply something similar Estimations on various representations. For instance, you can make a field by adding an equation and applying it to every one of the columns in that information source. For repeating processes, it’s a simple and viable approach to making representations.

    • Information Source Connectors Scene upholds most information sources which make it simpler to interface, clean, and recognize stowed away examples in the crude information. It can get to enormous datasets and from both On-premise and On-cloud sources without worrying the framework. It upholds both the live association and the In-memory information extraction process. In live association, the information gets revived intermittently and the representations get refreshed as needs be. Though, In-memory loads up the whole dataset in the Tableau connection point and continue to the perception cycle.

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      Types :-

      The following are probably the best

      Data representation instruments utilized by different undertakings all over the planet: Scene:

      Tableau is one of the top BI devices involved by different associations for information examination, representation, report age, and distribution. It has a straightforward and simple to-utilize interface that permits the clients to associate, clean, and change the crude information into significant bits of knowledge. Scene can interface with both On-premise and On-cloud information sources, for example, Excel Spreadsheets, CSV documents, Open Database Connectivity(ODBC), Oracle, Azure, Google BigQuery, and so forth Scene is involved by many organizations for errands, for example, deals information investigation, buyer fragmenting, following spending plan costs, client conduct examination, ordering information, prescient demonstrating, and so on Dominate:


      Excel is a famous bookkeeping page application that conveys the absolute best representation apparatuses under its hood. A talented expert can perform complex estimations and information representation in Excel. For interior use, Excel can be utilized to rapidly investigate the data put away in the accounting pages and picture it as outlines and charts


        Tableau Desktop  Types
      Tableau Desktop Types

      Notwithstanding, it is restricted as far as information availability and illustrations used to make proficient reports and dashboards. Microsoft Power BI: Power BI is one more integral asset utilized by different organizations to carry out BI abilities. It’s an assortment of different devices and strategies that permits the client to perform information examination and perception to make outwardly intelligent reports and dashboards


      Power BI uses AI devices, for example, Power Query and Power Q&A that permit the client to imagine crude data and make profoundly tweaked reports. Indeed, even non-specialized clients can utilize Power BI to track down the secret examples in the business information. There are different contrasts between Power BI and Tableau. Like Power BI has Regular outlines, diagrams, and guides though Tableau upholds any sort of graphs, bars, and charts. Domo: Domo is a cloud-based BI stage that permits the business to perform information investigation and settle on information driven choices for better execution. Domo’s business cloud is an open-source stage that interfaces the client with shifted wellsprings of both organized and unstructured information.


      Prior to downloading Tableau Desktop, kindly ensure that your PC meets the accompanying suggested necessities. Assuming you want help with checking the necessities of your PC, kindly contact your particular IT support staff.


      Windows :-

    • Microsoft Windows 7 or fresher (64-cycle)
    • 2 GB memory
    • 1.5 GB least free plate space
    • 64-bit Intel or AMD processors delivered in 2011 or later (CPUs should uphold SSE4.2 and POPCNT guidance sets)
    • 1366 by 768 screen goal or higher

      Macintosh :-

    • macOS High Sierra 10.13, macOS Mojave 10.14, or macOS Catalina 10.15
    • 64-digit Intel processors delivered in 2011 or later (CPUs should uphold SSE4.2 and POPCNT guidance sets; M1 processors are not yet upheld)
    • 1.5 GB least free plate space
    • 1366 by 768 screen goal or higher
    • We suggest downloading Tableau Desktop from https://www.tableau.com/support/discharges. In the Product Downloads area, snap to download the fitting Tableau Desktop installer rendition (i.e., Windows 64-bit or Mac). Beginning with variant 10.5, Tableau Desktop will never again be upheld on Windows 32-digit working frameworks. To figure out which variant of Windows you’re utilizing (i.e., 32-cycle or 64-bit), kindly allude to this article, given by Microsoft.
    • In the event that you don’t have a Tableau Desktop permit, you will actually want to utilize the product during a free 14-day preliminary before you will be needed to enter an item key to keep utilizing the application.

      How would I introduce Tableau Desktop?

      Introducing Tableau Desktop is simple. Simply open the installer that was downloaded from Tableau’s Alternate Downloads Site, and follow the means gave. Assuming you have as of now bought a Tableau Desktop permit, you will be approached to enter it and actuate your product at the hour of establishment. On the off chance that you want to get to information overseen by SAP HANA, kindly allude to our SAP HANA assets page.


     Introducing Tableau Desktop
    Introducing Tableau Desktop

      How might I buy a permit?

      With a permit for Tableau Desktop, you will actually want to interface with 40+ information sources, including Microsoft Excel documents, and the University’s focal data set administration framework, SAP HANA. Also, you will get an extended time of updates and backing given by Tableau. Per Tableau’s End User License Agreement (EULA), each permit can be utilized on up to two distinct machines.


      How would I associate with SAP HANA with Tableau Desktop?

      Assuming that as of now approach SAP HANA, follow the relevant strides for your working framework:

    • Windows Operating Systems
    • Macintosh Operating Systems
    • For more data about SAP HANA, look at our SAP HANA assets page.

    Course Curriculum

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    • Instructor-led Sessions
    • Real-life Case Studies
    • Assignments
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      What preparing assets do I approach?

      Scene offers many free internet based assets just as particular assets. This incorporates:

    • Scene Starter Kits
    • On-Demand Training Videos
    • Live Online Training
    • Homeroom Training
    • Likewise, we suggest that you look at the accompanying assets to help you en route:

    • Lexington Tableau User Group
    • Scene Community
    • Information Base

    • Domo gives the capacity of continuous information representation which can be utilized to make live dashboards and reports. The astounding UI highlights empower the client to make an intelligent presentation with sparklines, dashboards, and helpful gadgets. QlikView: Qlikview is an ongoing functional BI climate utilized for visual information examination. Contrasted with other BI devices, Qlikview can’t play out a similar degree of representation. In any case, you can break down your information in different aspects with the assistance of its dynamic models.


      Qlikview gives numerous impromptu questions that outcome in fast direction and simple admittance to the data. Likewise, it can associate with numerous information sources and join them into single dashboards and reports by envisioning the crude data. Yet, there are a few distinctions among Tableau and QlikView. For example, Tableau accompanies simple intuitive, and graphical information sources become simple as well while, in QlikView, it is expected to compose the rationale for the areas where graphical changes are required.


      History :-

      Scene Software (/tæbˈloʊ/tab-LOH) is an American intelligent information representation programming organization zeroed in on business insight. It was established in 2003 in Mountain View, California, and is as of now settled in Seattle, Washington. In 2019 the organization was gained by Salesforce for $15.7 billion.


      Scene is such an incredible asset that it very well may be utilized in any industry since best of all, Tableau can work with any sort of information. So here in this Tableau for novices blog, we will show a portion of the uses of Tableau in reality. Concoct speedy representations and experiences on divergent wellsprings of information You can use the force of your databases& streamline inquiry execution Work with measurable investigation like moving and guaging highlights Send outrageous information disclosure and concoct obscure bits of knowledge Effectively interface with PC programming dialects for strong table estimations Work with information in the most instinctive, intuitive way through Tableau dashboards


    Tableau Desktop History
    Tableau Desktop History

      Tools :-

      Scene is one of the most requested business insight devices in the business today. So because of the far reaching utilization of this top information perception device, there is a deficiency of experts who can work with this instrument. In this way, the compensations for Tableau experts are among the most incredible in the IT business. This is one of the most impressive justifications for why you ought to learn Tableau. Other than that, you ought to learn Tableau online for the accompanying explanation:


      • Information representation and prescient investigation is a standard in each industry today
      • Scene can work with any information warehousing and ETL instrument making it exceptionally flexible
      • Scene is continually refreshing making the future for a vocation in Tableau exceptionally encouraging
      • Scene has a major developing local area along these lines making it simple to learn Tableau and dominate
      • You needn’t bother with any specific abilities or programming dialects for acquiring Tableau.

      Advantages :-

      There are different Tableau products that work in conjunction and help the user seamlessly transfer the data and create data visualizations and generate reports.

    • Below are the Tableau products or components: Tableau Desktop Tableau Desktop allows the user to connect the data from different sources and build, dashboards, stories, and workbooks, With the Tableau Desktop and website, you can share all the insights with other users and publish the workbooks on the Tableau site.
    • Tableau Desktop Advantages
      Tableau Desktop Advantages
    • On Tableau Desktop, the user can run direct queries on the datasets without writing the codes. You just have to write the columns you want to include and type in the visualizations such as a chart, table, graph, and map. Moreover, Tableau Desktop combines multiple views from varied data sources in single dashboards.
    • Tableau Server Tableau Server is used for publishing the reports and workbooks created on the Tableau Desktop. It enables the user to access workbooks and reports from anywhere in the world. With Tableau Server, you can access the latest content and gain live access to workbooks and reports generated by other users.
    • Also, the administrator of Tableau Server can set an authorization on certain projects, views, workbooks, and data sources to maintain security. Tableau Reader It’s a free application that you can install on your desktop and use to view the data visualizations built by the users on Tableau Desktop. On Tableau Reader, you can view, interact, add different types of filters, and drill down the data without altering the original datasets and visualizations.
    • Tableau Public This Tableau Public tutorial also demonstrates how it’s free software that anyone can use to analyze the data and create visualizations. You can create workbooks or reports and save them in the Tableau Server, but anyone can see those visualizations as its open for everyone.
    • Tableau Online Tableau Online is a cloud platform that makes it easy to publish and share the dashboards with other users. It helps you and your colleagues to work on a project and extract valuable information that can convert them into visually interactive workbooks. These visuals can be accessed by the website, Tableau Desktop, and Tableau mobile applications.
    • Information Scientists use Tableau to make energetic and intuitive reports that can be perceived by nearly anybody. Scene offers an assortment of outlines, charts, and guides utilized for dissecting business information. Scene outlines to picture the information according to the necessities and just present the information.

    • The following is the rundown of Tableau Charts that are accessible in Tableau Desktop:

      1. Text Label: These outlines are utilized to make crosstabs or Pivot information, where the aspects are kept in their separate sections and columns.

      2. Heat Maps: It shows the information in plain organization with various tones.

      3. Feature Table: Highlight tables are utilized to show the all out with colors.

      4. Image Maps: Used to imagine geological information as air pockets.

      5. Maps: Visualize geological information showed on the guides.

      6. Pie Chart: Used to imagine the information in molded with at least two information factors/aspects.

      7. Level Bars: Mainly used to contrast one aspect and another, For instance, graphs looking at the deals in various years.

      8. Stacked Bars: Further partitions the flat to add different aspects.

      9. One next to the other Bars: Used to analyze free factors by gathering them.

      10. Circle View: The circle view shows the mathematical information around and around rather than bars.

      11. Line Chart: Used to show the most recent patterns, request, or deals of the items and administrations.

      12. Double Lines: Used to analyze at least two items and patterns.

      13. Region Chart: Graphically addresses the quantitive information.

      14. Discrete Area Charts: Used to show quantitive information in discrete regions.

      15. Dissipate Plot: Scatter plot is utilized to track down the connection between two factors. It is additionally used to make relapse models.

      16. Histogram: Used to imagine the measurable information in the predetermined reach.

      17. Gantt Chart: Used to decide the term of any action or occasion.

      18. Shot Chart: Used to look at different measures and aspects and envision them.

      19. Bubble Chart: Used to look at two factors and address the information as air pockets. For instance, higher deals in specific regions will be in the greater bibbles when contrasted with different regions with less deals


      In any case, Tableau actually has a few impediments:

    • Scene centers fundamentally around representation and can’t work with uncleaned information. To proficiently utilize Tableau, you really want to do legitimate information cleaning in the fundamental data set first.
    • Needs information displaying and information word reference abilities for Data Analysts. This implies that you’ve to independently keep up with your measurements definitions somewhere else.
    • Their backing is extremely poor and a few clients said that they need to tackle the issue without help from anyone else.
    • Absence of form control and joint effort when building information rationale and dashboard.

      Top Four Tableau Alternatives :-

    • Holistics
    • Power BI
    • Metabase
    • Google Data Studio

    Four Tableau Alternatives
    Four Tableau Alternatives

      Holistics :

      Holistics dashboards :Holistics is a strong and adaptable information stage for organizations searching for self-administration investigation. Information Analysts can construct a re-usable arrangement of measurements for the business group to do self-administration information investigation and make their own outlines, with insignificant contribution from the information group.


        Cons :

      • You want to learn Data Modeling ideas to completely dominate Holistics. It may seem like a great deal of work, yet in the long haul, you’ll save a ton of time on specially appointed information questions and you can zero in on higher-esteem work.
      • Holistics is a genuinely new apparatus on the lookout so there are a great deal of elements still on the guide.
      • The diagram exhibition can uphold a large portion of perception needs, other complex outlines are as yet being worked on.
      • Look at how Holistics work or pursue a free 14-day preliminary! No charge card is required.

      Power BI :

      Power BI dashboards. Picture Source: https://www.senseiprojectsolutions.com/2019/10/30/new-power-bi-layout for-microsoft-project-for-the-web/ Influence BI is another notable Business Intelligence stage with a solid displaying ability and rich representations. It is likewise the best option for each organization that has embraced the Microsoft eco-framework.


        Estimating :

        For individual use, Power BI can be downloaded on your nearby machine for nothing. Be that as it may, to utilize more Power BI administrations, you should pay $9.99/client/month for a cloud arrangement or $4,995/month for a committed server (cloud register and capacity asset)


      Metabase :

    • Support Connecting Multiple Data Sources effectively, from cloud administration to level records like Excel
    • Representations Marketplace is extremely rich
    • Completely adjustable and intuitive Dashboards
    • PowerBI has a functioning local area of force clients and workers who are ready to profound jump into your utilization case to take care of you
    • PowerBI has mature information displaying abilities.

      • Cons :

      • The expectation to learn and adapt is very steep. Information investigators should learn DAX (Data Analysis Expression) and Power Query M language to completely use PowerBI’s power.
      • Assuming you use Mac gadgets, you can’t introduce Power BI work area adaptation to get ready information rationale for your group (that is the reason we composed a post on the best way to utilize PowerBI on Mac gadgets).
      • Power BI is your habit forming substance into Microsoft’s environment.

      Google Data Studio :

    • Free business insight instrument
    • Open-source
    • Light weight
    • Rearranged and simple to-utilize interface, which is reasonable for the less specialized smart

      • Cons :

      • Need to set up on your own server and have to keep up with the foundation
      • Can’t uphold different information sources on a similar outline
      • Restricted different incorporations
      • Restricted assortment of diagrams and settings
      • Powerless authorization control
      • Not reasonable for exhaustive and specially appointed examination
      • Simple information displaying layer, not even close to Holistics’ and Looker’s information demonstrating.
      • For more data on the limits of Metabase and its options, if it’s not too much trouble, look at our article here.

    Tableau  desktop architecture
    Tableau desktop architecture
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      Conclusion :-

    • Time taken to produce scientific reports/MIS diminished to 1-2days with no deficiency of information.
    • Proficient joining of dominate and other level records based information with organized information to make profound and flexible scientific bits of knowledge.
    • Simple and improved information perception choices to cut and dice the reports for more significant and complete review.
    • Improved security highlights with job based admittance.
    • Most extreme degree of simplicity to appropriate and share the reports even among expanded colleagues.
    • Reliance in the IT group or outer sellers for report age was limited.
    • Simple establishment and coordination of the arrangement with the current framework decreased.

    • All out Cost of Ownership for the customer Boosted the distinguishing proof of strategically pitching and up-selling potential open doors.
    • This is the way Tableau helped Datamatics and has been helping numerous different organizations around the world. I genuinely want to believe that you have delighted in perusing this blog. I will be thinking of more web journals before very long on Tableau. You will figure out how to make legitimate bits of knowledge, dashboards, contributing viz and some more.

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