This instructional exercise strolls you through the elements and elements of Tableau Desktop form 2022.1. As you work through this instructional exercise, you will make various perspectives in a Tableau exercise manual. The means you'll take and the exercise manual you'll work in depend on a tale about a representative who works at base camp for a huge corporate store. The story unfurls as you venture through posing inquiries about your business and its presentation.
You'll learn how to connect to data in Tableau Desktop; build, present, and share some useful views; and apply key features along the way. Budget between one and three hours to complete the steps
Here's The Story Suppose you are an employee for a large retail chain. Your manager just got the quarterly sales report, and noticed that sales seem better for some products than for others and profit in some areas is not doing as well as she had expected. Your boss is interested in the bottom line: It's your job to look at overall sales and profitability to see if you can find out what's driving these numbers.
She has also asked you to identify areas for improvement and present your findings to the team. The team can explore your results and take action to improve sales and profitability for the company's product lines.
You'll use Tableau Desktop to build a simple view of your product data, map product sales and profitability by region, build a dashboard of your findings, and then create a story to present. Then, you will share your findings on the web so that remote team members can take a look.
Step 1: Connect to your data
Learn all about the Start page and how to connect to your data.
Step 2: Drag and drop to take a first look
Get to know the Tableau workspace, learn the language of Tableau, and start examining your data.
Step 3: Focus your results
Ask deeper questions and use additional tools to refine your views and gain insights about your data.
Step 4: Explore your data geographically
Learn how to plot your data on a map to see if you can spot any trends.
Step 5: Drill down into the details
Drill down into the details of your data and learn how to create a Top filter.
Step 6: Build a dashboard to show your insights
Learn how to build and format a dashboard to display the visualizations you created.
Step 7: Build a story to present
Learn how to build and format a story to present your findings.
Step 8: Share your findings
Share your findings with your organization on Tableau Server or Tableau Online, or share them with the world on Tableau Public.