However, these are incredibly important topics when moving your embedded analytics application from development/testing to production. We won't be covering Tableau Server or Tableau Cloud security (i.e., the need for a reverse proxy when exposing Tableau Server to the internet) or authentication (i.e., single sign-on and user provisioning). If you are looking for an easy, out-of-the-box solution, Zuar has advanced yet easy-to-use products for embedded analytics.To jumpstart the process, consider setting up a free data strategy assessment with one of Zuar's Tableau experts! A production-embedded analytics application with Tableau is much more complex than what will be covered in this blog post. In this local example, a simple HTML page will be created using a text editor. Hint: Ctrl+Click on dimensions and/or measures you’re interested in and click the “Show Me” button on the top right corner of the screen to see a few of the many chart types you can create.Īgain, the Tableau Starter Kit ( link) is a great resource! Finally, don’t forget to share what you’ve made on Tableau Public.This article will show you three ways to embed Tableau dashboards into a web page. Drag and drop dimensions and measures onto your view or shelves and see what happens. This “Status Bar” is where you can see a quick snapshot of the data you have in your view.Īnd there we go! You’re ready to start playing around with your data. There are lots of great functions crammed up here. This bar should look a bit familiar as it is similar to many Windows applications. This box, otherwise known as your “View”, is where your charts will appear. Like previously, dimensions and measures can be dragged and dropped onto these shelves. The marks card holds a number of shelves, like “Size” and “Label”. For example, on the “Columns” and “Rows” shelves, I have put the dimensions “Category” & “Ship Mode” and the measure “SUM(Sales)”. Shelves are things you can drag your dimensions and measures onto. Don’t worry too much about what these mean for now. They are categorised into “Dimensions” and “Measures”. Here, in the “Data Pane”, you will find all your data information (the columns). Proceeding to the fun stuff, click “Sheet 1” at the bottom left of the screen to start visualising. Hopefully those of you that are using your own data sources have clean data. If you’re using one of Tableau’s data sources, it will be prepped and ready to go. Here, you will see a preview of your data in Box 1. You should now be taken to the “Data Source” screen as in Figure 2. To do so, navigate to “My Tableau Repository” in your Documents, then click the “Datasources” folder and choose any you like the sound of. If you don’t have a data source to begin analysing at the moment, connect to one of Tableau’s built-in data sources. Now that we are familiar with the start screen, we have to connect to data. You will find loads of links to great training material and information about upcoming conferences and the like. The “Discover” panel is what Andy calls “propaganda”. Since this is your first time (or one of) using Tableau, you may not see anything here. Here you will see the workbooks you have opened in the past. “Saved Data Sources” – These are saved metadata (essentially shortcuts to your data). Click “More” to see lots of servers that you can access. “To a Server” – Data sources taken from a server will change automatically in your workbook if a change is made to the original data. “To a File” – This means connect to a file that is static. There are three main ways of connecting to a data source in Tableau: To start making a viz, you’ll need a data set to connect to. Click it to go to your visualisation (or viz) and click it to return to this screen. Think of this icon (Tableau’s logo) as your home button. Tableau Desktop’s start screen Figure 1 – No. The first thing you’ll see when you open up (in my case) Tableau Desktop, is something like Figure 1.įigure 1. However, don’t worry about memorising the terms as much as understanding the purpose/function. If you have access and would prefer to use Tableau Desktop’s free trial, then go ahead and start it up! *Warning* I will be dropping a lot of terminology, so get ready. Now, if you haven’t already downloaded Tableau Public for free, here’s a link to where you can sign up. Remember, the more you read, the more you learn! It’s a great resource for getting started. See my previous post on getting started with Alteryx ( link).įirst of all, check out Tableau’s Starter Kit ( link here). For all of you who are interested in learning to use Tableau and/or are thinking of applying to the Data School but don’t know where to begin, this blog post will take you through everything you need to know to get you started. We are currently well into our second week of the Data School with the focus of this week being Tableau (i.e.
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