Quick Start Guides

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.
  • Data Integration - Blend data from multiple data sources into a single view.
  • Hierarchies (relational) - Group dimensions into hierarchies for drill-down.
  • Incremental Extracts - set up an incremental refresh so that importing new data doesn’t require you to rebuild the entire extract.
  • Teradata Initial SQL - specify a SQL command that will be run once upon connection.
  • Teradata Query Banding - Define query band statements that are run during connection.
  • Using Tableau Server Data Sources - connect to data sources that have been published to Tableau Server.

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.
  • Combination Charts - Customize mark types for each measure in the view to create unique analyses such as lines over bars.
  • Filtering Large Dimensions - Learn about some features that help improve performance when filtering large dimensions.
  • Area Charts - compare how dimensions contribute to a cumulative total.
  • Show Missing Values - show missing values in a date range or numeric bins.
  • Filled Maps - shade map areas based on a data value.
  • Handling Null Values - easily filter or correct null values and unknown geographic locations.

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.
  • Parameters - Create dynamic variables to use in calculated fields.
  • Paramters II - Use paramters in TopN filters and reference lines.

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.
  • Card Improvements - Use the marks card to format the view.

Publishing & Sharing

Server Administration