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Step by Step Guide to Learn Tableau

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guide to learn tableau

Step By Step Guide to Learn Tableau: Tableau is one of the finest Business Intelligence and data visualization tools. Tableau is becoming popular with each day passing. It is useful in almost all industries. Huge organizations such as Amazon, Walmart, etc. have already started using it for their business. It is important to learn such an amazing tool, acquire certification and stand out from the crowd in your career growth. In this article, we discuss step by step guide to learn Tableau. This learning path helps you to become pro in Tableau Visualization. 

The very first step to learn Tableau is to know the Pre-Requisites. So, let us go through the Pre-Requisites as stated below:

  1. Tableau software Download
  2. Basic knowledge of Excel and Charts

Now, when we look at the pre-requisites, its first point states that we need to download Tableau. But the problem here is, Tableau has its own total product suit. The tableau consists of the following products in its total Suit:

  • Tableau Desktop: Personal
  • Tableau Desktop: Professional
  • Tableau Reader
  • Tableau Public
  • Tableau Online
  • Tableau Server

Before start learning you should first know What is Visualization as well as What is Tableau. This helps you to follow step by step tutorial guide to learn Tableau very easily. 

Step By Step Guide to Learn Tableau

The best way to learn Tableau is to follow below step by step process and become an expert in Tableau Visualization. 

Step 1: Choosing the Suitable Tableau Product

If you are still not sure about which Tableau Product to choose to check the guide below:

  • Tableau Desktop: Personal

Tableau Desktop Personal helps in keeping your workbooks private. The distribution is limited in this type of Tableau Desktop. This product is helpful for the users who want to connect to flat data files, keep the workbooks private, and cost-effective version of Tableau.

  • Tableau Desktop: Professional

Tableau Desktop Professional is similar to Tableau Desktop Personal. Both are the development phase of Tableau. The only difference is that it can connect to all possible data sources. It can share their worksheets and workbooks across all sharable channels of Tableau Product Suit. It is useful for the users who want to connect directly to the databases and need to get access to publish their reports on Tableau Server.

  • Tableau Reader

Tableau Reader helps you to open and view the Tableau workbooks with ease of interaction too. The only major thing of this Reader is you cannot develop the workbooks on it. This Reader is for the users who just want to view the workbooks of their colleagues and do not actually work on Tableau. Tableau Reader is free to download.

  • Tableau Public

Tableau Public is free to download. Tableau Public provides the development platform but it is required to save on Tableau’s Public Cloud. This product of Tableau is suitable for users like journalists as they want to publicly share their data or users who want to practice on Tableau for free.

  • Tableau Online

Tableau Online has similar work responsibilities like Tableau Server, the only difference is that it is hosted by the third party and is a bit vulnerable to the security of the data. This vulnerability is due to the third-party hosting as you are relying on some other person with the security of your data. This product is used by the users who need frequent refreshing of their data or want to automate the refreshes. This requires an additional license.

  • Tableau Server

Tableau Server requires an additional license. It is used by the people who want to secure their organizations’ data and want to freely access the worksheets across the organization without relying on third-party or off-premise. This product is also capable of automatic refreshes. The workbooks on Tableau Server can be edited on the cloud itself.

Decide the suitable product for yourselves, and download it to proceed to the next step.

Must Check: Top 10 Tableau Features & Benefits 

Step 2: Introduction to Tableau

Tableau provides the free, live and paid online training to all the users. You can freely explore the training free online courses. You can visit the site of Tableau and start learning on your own.

It is always helpful to learn something new with a guided training approach rather than trying everything on your own.  

One should start to learn Tableau by getting to know about Connecting with data, Data preparation, Building views, filters, story points, ways to distribute and Dashboards.

Must Check: Different Tableau File Types & Uses

Step 3: Bringing Data to Tableau

Tableau can connect to various data sources, actually, it can connect to almost all the data sources available. In this step try to dig deeper into the section of data sources. On this step, it is necessary to learn about Joins, Data Blending, connecting with cubes, Google Analytics, and Customized SQL. Tableau is capable of connecting to big data sources too.

Step 4: Creating Views and Analysis

After learning about the fundamentals, architecture, and data connection, now it’s time to move on further and trying to build visualizations and perform analysis.

In Tableau, you can create many types of Data visualizations in terms of charts. You can create any type of chart of your choice by deciding which chart or visualization will be suitable for your data. Once you are at this stage you can try applying filters, try formatting, drill down deeper into creating more beautiful visuals, generating trend lines, creating sets or groups and much more. You just need to focus on exploring. Exploring and trying will let you learn more.

Must Check: Top 9+ Reasons Why Tableau is Necessary for Business

Step 5: Practice

Once you reach this stage to try and get experienced by using actual data and start building visuals to perform analysis. When you work with actual data to work with Tableau it will help you to understand how much you have learned about it.

If you are facing any difficulty you can always go backcheck and verify the mistakes and again start practicing.

Step 6: Join the Community

Socializing with fellow learners and users helps you a lot in your journey. You can work with fellow learners or follow the users working on Tableau on the same industry. You can learn with their experiences and can also learn from them what all more you can use and do with Tableau in your industry to grow.

You get to know more and more updates of Tableau with joining the community. It might happen sometime that you are facing a difficulty in learning or analyzing or having a certain query and you are stuck because you do not know who will be able to solve it or where you can get assistance. For all such types of instances, Community proves to be a very good source.

Must Check: Most Useful Tableau Data Types for Visualization 

Step 7: Creating Dashboards

This is the key feature of Tableau to create stories and dashboards. The dashboards built on the stories should be so amazing that it should serve a purpose to your efforts in learning Tableau. The topics under Tableau Dashboards with stories are as follows:

  • Creating a Dashboard and story
  • Views and Objects to add in Dashboard
  • Application of specific filters
  • Formatting
  • Building an Interactive Dashboard and points of Story

Step 8: Advanced Visualizations and Expressions

As you have come so far in the journey of learning Tableau, now it is the time to learn the advanced Tableau things. The calculated expression is also one of the advanced and most promising methods of building a visualization based on it. These Expressions can be based on logic, dates, text expressions, input parameters, etc.

Advanced visualization helps to represent the data in a more effective way. Advanced visualization includes developing charts such as a bump, Waterfall, Funnel, Pareto, etc.

Step 9: Introduction to Tableau Server and Online

If you need to schedule your tasks this Tableau Server and Online is for you. Even if you do not want to schedule your tasks still to learn Tableau, these products are important too. After learning this you will be fully aware of all the Tableau Products and its uses along with the importance. 

Must Check: 55+ Tableau Interview Questions & Answers in Detail

Step 10: More Practice

Any new technology requires dedicated time and patience to learn. The same goes for learning Tableau as well. More and more practice and using it every day will make you discover new insights about Tableau. So, keep practicing and emerge yourselves in this beautiful tool.

Following the above-stated steps is the perfectly designed learning curve for Tableau. With these 10 step by step guide to learn Tableau with ease. After this ultimate guide, you should check the Tableau Online Course.

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