Tableau vizzes are created in worksheets, using the data field pane on the left and the canvas, with all the other components you see in the view. There are drop down menus, a toolbar, Rows and Columns Shelves, the Marks Card, Pages and Filters. That’s a lot of options!
As you begin to get comfortable with Tableau you will discover that the visualisation options are endless but one easy way to get started is using the Show Me menu.
Show me Menu
The Show Me menu offers a limited number of chart types, combined with manually selecting fields from your data. You can use Ctrl (windows) or Cmd (Mac) to multi select fields on the left side of your view and then choose a chart type on the right. One of the options will be highlighted by Tableau as a recommendation; you can accept that or select any other visible option. If the viz template is greyed out, that means you do not have the right types of fields selected and you can hover over that option to see what is needed.
| Image: Show Me menu |
Once you have created your viz, you can configure it further using the Marks Card and the toolbar or the drop-down menus. The final step will be to add a title by renaming the worksheet on the foot navigator; this automatically populates the title of the viz.
| Image: Show me menu |
Publishing a viz
Publishing a viz in Tableau Public is a straightforward process. You can do that from the File drop down menu, where you select Save. However, you will need to have created a Tableau Public account first. Search on your browser for ‘Tableau public sign up’ to enter some details about you, including your email address, which will need to be validated before you can save a viz to your profile. There is no option in Tableau public to save a viz locally.
Next, you will explore the Tableau Public portal.
Welcome to the Introduction to Tableau part of the training. Here, you'll learn about the software’s main functionalities, how to create visualisations and filtering as well as publishing options. You will also explore the Tableau Public portal and be introduced to the Tableau Public community as well as learn more about searching content, downloading and interactivity options.
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