Learn Tableau: 10 Tips to Start (2024)

As the world gets more globally connected, we see massive amounts of data generated at every turn. Companies large and small work with data to gain insight and make critical business decisions. For this data to be useful, however, it must be properly analyzed. Data analysis involves taking raw data and adding it to user-friendly data visualization dashboards.

What is Data Visualization?

Data visualization is the graphical representation of raw data using visual elements like charts, graphs, and maps. A visual depiction of this data can help analysts better understand and respond to data trends and patterns. It tells a detailed story that can be easily understood by an audience.

In the big-data ecosystem, massive amounts of information can be analyzed to make data-driven decisions that prevent losses and enhance a company's return on investment (ROI).

Why is Data Visualization Important?

The purpose of data visualization is to organize available raw data from multiple sources and formats in a manner that is easy to understand. Data is then curated and represented in a more straightforward form. Any noise or irrelevant information is removed, while useful information is highlighted.

Data visualization powers decision making by answering these key questions:

  • What are the relationships and trends?
  • Are there any outliers?
  • Does visualization enable a comparison of multiple values over different periods?
  • What trends do the datasets display?

As companies handle more data in real time, visualization becomes a key tool to make sense of the trillions of rows of data generated. While a delay can cost a company significant resources in manpower and money, practical data visualization tools can remove such losses while also increasing efficiencies.

Where is Data Visualization Used?

Weather maps, real-time air-quality indices, annual income, and expense report spreadsheets, and Facebook page statistics are examples of data visualization. It is used in many other ways to help stakeholders make quick decisions.

Some common use cases include:

Learn Tableau: 10 Tips to Start (1)

Data visualization for Health Intelligence

Learn Tableau: 10 Tips to Start (2)

Candlestick Visualization in Finance

Learn Tableau: 10 Tips to Start (3)

Data Visualization in Sales

There are many data visualization tools to choose from, whether you are a data scientist presenting findings to an audience or business intelligence (BI) user looking for a practical way to visualize large datasets. Tableau is one such tool. Created in 2003, the interactive data visualization software lets you create charts, graphs, maps, and graphics without using code. It can be installed as a desktop app for visual analytics or as a server solution for online and mobile reports. Tableau connects to almost any database to create compelling visualizations that can be shared with a simple click. It makes data analysis fast with its dashboards and worksheets, which has made it a popular choice in all industry sectors.

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  • Learn Tableau: 10 Tips to Start (6)

    Alejandro Albarenga

    My instructor, Guraraj RN, knows how to teach and engage the class. I'm so glad I have him as a teacher. He has been super inspiring in his first class, citing fantastic real-life examples and matching them to Tableau's practical use.

  • Learn Tableau: 10 Tips to Start (7)

    Gayathri Ramesh

    Associate Data Engineer, Publicis Sapient

    The course was well structured and curated. The live classes were extremely helpful. They made learning more productive and interactive. The program helped me change my domain from a data analyst to an Associate Data Engineer.

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Why Learn Tableau?

The rich, intuitive BI Tableau dashboard gives senior executives and data scientists a simple way to tap into large datasets for visualization and reports within minutes. Because of this, Tableau has emerged as the preferred BI software for presentations, reports, and actionable insights. It also allows nontechnical users to publish interactive data visualizations on any topic, as well as create customized dashboards.

Tableau10 runs 100 times faster than existing solutions and can be integrated with the R programming language for a seamless visual analytics interface, making the exploration of complex data much simpler.

So what else makes Tableau the top data visualization choice for most businesses?

  • Ease of Use

    The intuitive drag-and-drop capability makes it simple for any users—no programming required
  • Compatibility

    Tableau can work with multiple sources, including Microsoft Excel, SQL servers, and cloud-based data repositories
  • Power

    Disparate and massive data sets can be leveraged for multiple insights via smart dashboards
  • Real-time Reporting

    Tableau unlocks the potential of data with reporting dashboards and custom-made reports that can be generated in seconds. Real-time tracking of resources and assets also lets analysts see both optimally performing and nonfunctioning channels
  • Smart Dashboards

    Multiple views can be combined for deeper insights and shared online or via mobile devices using a simple command.

10 Tips for Learning Tableau

Aside from data visualization, Tableau is useful for data mining, data cleaning, statistical computations, and graphs. But like any tool, it is crucial to learn how to use it to take advantage of its many features. Here are ten tips for learning this powerful software

1. Look at Tableau Graphs and Data Visualizations Online

See how Tableau is applied in various scenarios and industries to see how it can be used.

2. Follow the Tableau community

Subscribe to Tableau-related lists, and follow other users within your industry who are applying Tableau to get their feedback on the design and user experience.

Check out guides and resources like the Tableau Reference Guide. Follow Twitter handles like @tableaupublic and @HighVizAbility and data visualization pages like Storytelling with Data, the Tableau blog, and other similar blogs.

3. Read up on Tableau offline

Check out this list of data visualization books from Tableau or read one of these starter books to learn the software:

  • Tableau Your Data! Fast and Easy Visual Analysis with Tableau Software,by Daniel G. Murray
  • Communicating Data with Tableau,by Ben Jones
  • Practical Tableau: 100 Tips, Tutorials, and Strategies from a Tableau Zen Master, by Ryan Sleeper

4. Identify and Align Skillsets

Tableau helps piece together information and unify it into an informative, visually appealing data story. Creating this calls for skill sets that include:

  • Working knowledge of data
  • Experience with tools like Microsoft Excel and Google Sheets
  • Basic data analysis experience
  • Math and statistical knowledge
  • Analytical and visualization skills
  • The ability to filter, sort and group data
  • Programming knowledge for advanced features like Tableau Developer and Tableau Dashboard Designer

5. Practice

The best way to learn new software is to use it. Download and install the desktop version, and start exploring its features. Use Tableau Public to publish interactive data visualizations online. Download existing workbooks as a learning resource.

6. Find free datasets

Use these free practice datasets, new contributed datasets, datasets shared on community forums, and this list of public datasets, and read these tips to look for free datasets to work within Tableau. Search Kaggle for open data to use as practice.

7. Create a Tableau portfolio

Practice your data visualization skills by building an online Tableau portfolio and starting a dashboard project. Use the activeTableau Public Galleryfor inspiration.

8. Build a Tableau project footprint online

Share links to your dashboard or post them to GitHub repositories, and explain your method. Look at your project from a fresh viewpoint by getting suggestions and feedback from the active Tableau community.

9. Get involved

Engage with a Tableau user group, and meet local Tableau users. Refer to this map to find a group near you. Also, join Facebook groups for community insight.

10. Get trained

Because of its wide adoption across industries and applications, demand is high for Tableau certification. Watch some of Tableau's videos, check out available training through LinkedIn, or consider certification through Simplilearn, where you can master the desktop version and prepare for the Tableau Desktop 10 Qualified Associate Exam.

Choose the Right Course

Program Name

Post Graduate Program In Data Science

Professional Certificate Course In Data Science

DS Master's

GeoNon US ProgramINAll Geos
UniversityCaltechIIT KanpurSimplilearn
Course Duration11 Months11 Months11 Months
Coding Experience RequiredNoYesBasic
Skills You Will Learn8+ skills including
Supervised & Unsupervised Learning
Deep Learning
Data Visualization, and more
8+ skills including
NLP, Data Visualization, Model Building, and more
10+ skills including data structure, data manipulation, NumPy, Scikit-Learn, Tableau and more
Additional BenefitsUpto 14 CEU Credits Caltech CTME Circle MembershipLive masterclasses from IIT Kanpur faculty and certificate from E&ICT Academy, IIT KanpurApplied Learning via Capstone and 25+ Data Science Projects
Cost$$$$$$$$$
Explore ProgramExplore ProgramExplore Program

Conclusion

Take it one step further with Simplilearn's Post Graduate Program in Data Science, where you can gain hands-on experience with not only Tableau but other essential tools like Hadoop and Spark, as well as programming languages like R and Python. No matter which one you choose, start training today to take your career to the next level.

Become a Data Science & Business Analytics Professional

  • 28%Annual Job Growth By 2026
  • 11.5 MExpected New Jobs For Data Science By 2026
  • Learn Tableau: 10 Tips to Start (8)

    Tableau Training

    • 4 hands-on projects to perfect the skills learned
    • Simulation test papers for self-assessment

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    Data Analyst

    • Industry-recognized Data Analyst Master’s certificate from Simplilearn
    • Dedicated live sessions by faculty of industry experts

    11 months

    View Program

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Here's what learners are saying regarding our programs:

  • Learn Tableau: 10 Tips to Start (10)

    Alejandro Albarenga

    My instructor, Guraraj RN, knows how to teach and engage the class. I'm so glad I have him as a teacher. He has been super inspiring in his first class, citing fantastic real-life examples and matching them to Tableau's practical use.

  • Learn Tableau: 10 Tips to Start (11)

    Gayathri Ramesh

    Associate Data Engineer, Publicis Sapient

    The course was well structured and curated. The live classes were extremely helpful. They made learning more productive and interactive. The program helped me change my domain from a data analyst to an Associate Data Engineer.

prevNext

Not sure what you’re looking for?View all Related Programs

Learn Tableau: 10 Tips to Start (2024)
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