This topic uses the Sample - Superstore data source to walk through how to create basic views and explore your data. It shows how your view of data in Tableau evolves through your process of exploration. Show
If you are using Tableau Online and Tableau Server to explore data and edit views, see Use Tableau on the Web. Connect to your dataThe first step is to connect to the data you want to explore. This example shows how to connect to Sample - Superstore data in Tableau Desktop.
About the Data paneIn the worksheet, the columns from your data source are shown as fields on the left side in the Data pane. The Data pane contains a variety of fields organized by table. For each table or folder in a data source, dimension fields appear above the gray line and measure fields appear below the gray line. Dimension fields typically hold categorical data such as product types and dates, while measure fields hold numeric data such as sales and profit. In some cases, a table or folder might contain only dimensions, or only measures to start with. For more information, see Dimensions and Measures, Blue and Green.
For details on finding fields in the Data pane, see Find fields. For more information about parts of the workspace, see The Tableau Workspace. If you have more than one data source in a workbook, click the data source connection name in the Data pane to select it for use. For more details, see Navigating Data Sources in the Data Pane. For details on the many ways you can customize the fields in the data pane, see Organize and Customize Fields in the Data Pane, Edit Default Settings for Fields, and Work with Data Fields in the Data Pane. If you have related dimension fields, sometimes you might want to group them in a folder, or as a hierarchy. For example, in this data source, Country, State, City, and Postal Code are grouped into a hierarchy named Location. You can drill down into a hierarchy by clicking the + sign in a field, or drill back up by clicking the - sign in a field. A view is a visualization or viz that you create in Tableau. A viz might be a chart, a graph, a map, a plot, or even a text table. Every view that you build in Tableau should start with a question. What do you want to know? Every time you drag a field into the view or onto a shelf, you are asking a question about the data. The question will vary depending on where you drag various fields, the types of field, and the order in which you drag fields into the view. For every question you ask, the view changes to represent the answer visually - with marks (shapes, text, hierarchies, table structures, axes, color). Different ways to start building a viewWhen you build a view, you add fields from the Data pane. You can do this in different ways. For example:
Build a view from scratchThese steps show how to build a basic view that shows year-by-year profit.
More resourcesFor related topics and sites, also see:
What tool or technique is used to quantitatively analyze the relationship between and among multiple variables?Regression analysis is a type of statistical analysis method that determines the relationships between independent and dependent variables.
What does the field supplier ID represent?Having a supplier ID means that the supplier has been set up in the Financial System. For zero-dollar-value and revenue-generating contracts, a supplier ID is not required, and the supplier name can be typed in the Supplier Name field.
Are observations on values taken on by a variable at different points in time?Time series data: A set of observations on the values that a variable takes at different times.
What kind of analytics is generally used to forecast future sales?Predictive analytics is the use of data to predict future trends and events.
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