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 Data sources - 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 data series.
- 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 drop-down 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.
- Parameters II
- Use parameters 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.