Tableau Desktop - Step by Step guide for Beginners

Navigate the Tableau home screen, connect to data sources, save data sources, and manage workbooks and worksheets to create charts and dashboards, with training and Tableau Public links.

Connect to files or servers, explore live vs extract data, and manipulate data with filters, renaming, aliases, calculated fields, grouping, and splitting to prepare visualizations.

Explore the worksheet interface in Tableau, classify fields as dimensions or measures, arrange them on shelves and marks, and use Show Me to create your first visualization.

Create a sales by region bar chart in Tableau, using the marks card to adjust color, labels, and details by segment, then rename the sheet and save the workbook.

Switch vertical and horizontal bar charts in Tableau Desktop by dragging, double-clicking fields, and using the swap rows and columns toolbar; customize with color by region on marks cards.

Plot sales and profit trends over time on a dual axis in Tableau Desktop, using measure names for color coding and to show their correlation.

Learn how to create a pie chart in Tableau by using a dimension and measures, visualize sales by segment, customize tooltips, labels, and percent of total, and save the workbook.

Create a text table in Tableau with the built-in table visualization to display sales by segment and category, then rename the worksheet.

Create a map visualization in Tableau using state as the geographic dimension and sum of sales as the measure. Color by sales, add state labels, and customize colors and tooltips.

Learn to use filters in Tableau worksheets to refine sales by region, create category filters, apply exclusions, and explore wildcard, condition, and top N options.

Learn to join orders and people tables within a single data source in Tableau Desktop, create inner, left, right, and full joins, and build charts showing sales by salesperson.

Create a comprehensive Tableau dashboard by assembling sheets into a grid layout, arranging charts, maps, and text, and adding images, web pages, and extensions for interactive stakeholder insights.

Create a story in Tableau by sequencing worksheets and dashboards to convey insights such as sales trends, regional performance, and year-over-year comparisons.

Continue learning Tableau by awaiting upcoming updates and new visualizations; provide feedback to influence scores and future lectures, and contact the instructor with questions while watching for email updates.