Student
  • I started using Tableau in June 2019 during my summer as a data visualization and analysis intern. I fell in love with the ease and beauty of Tableau and its quick drag-and-drop functionality and I dove into making visualizations and building my Tableau Public portfolio in my free time.
  • Tableau Online Secure Login Page. Sign in to Tableau Online.
Learn how to connect to data, create data visualizations, present your findings, and share your insights with others.

Tableau is an in-demand skill. Students of all subjects need analytical skills to be competitive in today’s job market. Showcase your Tableau skills at your internship or job.

Tableau

This tutorial walks you through the features and functions of Tableau Desktop version 2021.1. As you work through this tutorial, you will create multiple views in a Tableau workbook. The steps you'll take and the workbook you'll work in are based on a story about an employee who works at headquarters for a large retail chain. The story unfolds as you step through asking questions about your business and its performance.

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.

Tableau

Expand Learn more sections for background and examples. Give it a try:

Learn more: Connecting to data

The first time around, follow along with the Sample - Superstore data source. (We'll show you how.) After you've gotten the hang of the core functionality in Tableau Desktop, give these steps a try with your own data.

Steps

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.
GO TO STEP
Step 3: Focus your results
Ask deeper questions and use additional tools to refine your views and gain insights about your data.
GO TO STEP
Step 4: Explore your data geographically
Learn how to plot your data on a map to see if you can spot any trends.
GO TO STEP
Step 5: Drill down into the details
Drill down into the details of your data and learn how to create a Top filter.
GO TO STEP
Step 6: Build a dashboard to show your insights
Learn how to build and format a dashboard to display the visualizations you created.
GO TO STEP
Step 7: Build a story to present
Learn how to build and format a story to present your findings.
GO TO STEP
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.
GO TO STEP
Learning Library
Now that you're a Data Rockstar, keep learning with these additional resources.
Thanks for your feedback!

For users who wish to develop Tableau visualizations for the purpose of sharing the content on a website, you will need Tableau Public.

Tableau Public is a completely FREE version of Tableau Desktop.

It allows users to develop and publish interactive data visualizations to the Tableau Public server and optionally embed on a website. All work is saved and published to the Tableau Public web servers—nothing is saved locally on your computer.

Tableau Desktop For Students

Features include:

  • Support for data sets up to 10 million rows
  • 10 GB storage limit
  • Ability to limit downloading of files and data from Tableau Public
Tableau

TIP: See Tableau Public in use at Brown on the Office of Institutional Research website.

Tableau Public Student

How to Share Visualizations on a Website

  1. Create your visualizations and save your workbook to Tableau Public.
  2. Optional (recommended): Prevent Workbook and Data Downloads on Tableau Public
  3. Email [email protected] (your email will automatically create a support request) with the following:*
    • embed code
    • the full URL of the web page where you want to embed the Tableau Public content

Data You Publish to Tableau Public is Your Responsibility

Tableau

Just as you are responsible for the information you publish on a website, you are responsible for the content you publish to Tableau Public.

It is your responsibility to safeguard university data.

In light of this important responsibility, we want to remind you of Brown's computing policies—especially the following you agreed to when you were hired.

Unsure if your data can be made public?

Where to go for help:

Tableau Student Account

  • Contact the CIS Business Intelligence Team ([email protected]). We can help triage your data access question to the right the data owner(s) to provide an answer.
  • Contact the Data Governance committee. This is the go-to authority to clarify questions on data permissions.

Helpful Links

Tableau Public Vs Student

  • Training recommendations for Tableau Desktop apply to Tableau Public—see our Learn to use Tableau page.
  • Check out the Visualization Gallery (and Viz of the Day) for inspiration from the Tableau Public community.
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