product manuals | quick start guides

Getting Started

• Get Started with Tableau Desktop 5.1 - Follow a step by step tutorial to connect to data and create a view.
• Get Started with Tableau Server 5.1 - Follow a step by step tutorial to install, configure, and explore Tableau Server.

Data Sources and Connections

• Connecting to Caché - learn how to load an additional stored procedure required for connecting to Caché data sources.
• Joins - Get started creating relational joins.
• Extracts - Extract from a larger data source for increased performance and offline analyses.
• Aggregated Extracts - Increase extract performance by aggregating data and rolling up dates when creating extracts.
• Clipboard Datasources - Create a data source simply by copying and pasting from excel, webpages, and more.

Visual Analysis

• Field Labels - Learn how field labels provide context and clarity to your data views.
• Legend Highlighting - Learn how to quickly focus on individual dataseries.
• Dashboards - Summarize and monitor a variety of views using dashboards.
• One-click Sort - Quickly sort the data in a view using the toolbar.
• Groups - Categorize and group dimension members.
• Background Images - Layer images (i.e., maps) behind data to provide more context.
• Trend Lines - Learn how to add Trend Lines to your views.
• Web Map Service (WMS) - Connect to your own WMS server to use custom maps that are specific to your organization.
• Mapping - Use Tableau to automatically geocode and overlay your data on dynamic maps.
• Dashboard Objects - Add titles, text, images, web pages, and blank areas to your dashboards.
• Sheet Sorter - Organize and navigate your worksheets using thumbnail images of each sheet.
• Relative Date Filters - Filter dates using dynamic periods such as today, this month, year to date, or last 6 weeks.
• Highlight Actions - Build dashboards with rich visual interaction between the views on the page.
• Filter Actions - Select items in a view to dynamically filter other views in a dashboard.
• Secondary Axes - Create charts with a second axis to compare measures of different scales in the same view.
• Quick Filter Modes - Use a variety of new Quick Filter options to display the values as dropdown lists, sliders, and wildcard searches.
• Reference Lines - Mark specific values on the axis using reference lines.
• Reference Bands - Mark ranges of values on the axis using reference bands.
• Mark Labels - Add context with static or dynamic mark labels.
• Bullet Graphs - Compare actual versus budget or actual versus goal using bullet graphs.

Calculations

• Totals - Learn how to compute grand totals and subtotals.
• Cube Calculations - Create calculated fields from a multidimensional data source.
• Table Calculations - Add calculations that apply to the entire table.
• Hide Columns - Include values in calculations and totals without showing them in the view.

Formatting

• Formatting - Learn how to use the Format fonts, alignment, shading, borders, and lines.
• Annotations - Call attention to specific parts of the view using annotations.
• Shared Encoding - Share color and shape encoding across multiple sheets in a workbook.
• Layout Containers - Organize groups of sheets and objects on a dashboard.
• Rich Text Formatting - Add rich text formatting to annotations, titles, captions, tooltips, and more.

Publishing & Sharing

• Custom Views - Save your changes (e.g., filter, sort, zoom, etc.) to Tableau Server views as your own.
• Packaged Workbooks - Learn how to easily share your work with others.
• Customize Quick Filters - specify which quick filter options are show when sharing workbooks.
• Share Server Views - use the Share button to easily share server views with others.

Server Administration

• Distributed Server - Increase the scalability of your Tableau Server environment by distributing server components across several machines.
• Refresh Extracts - Automatically refresh extracts on a schedule.