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Basic Data Visualizations in Tableau

The document provides a step-by-step guide for creating basic data visualizations in Tableau, including loading data, understanding the data pane, and using drag-and-drop features. It outlines common visualizations such as bar charts, line charts, pie charts, maps, and scatter plots, with instructions on how to create each type. Additionally, it offers quick tips for enhancing visualizations with filters, color, labels, and tooltips.

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Ashok
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8 views2 pages

Basic Data Visualizations in Tableau

The document provides a step-by-step guide for creating basic data visualizations in Tableau, including loading data, understanding the data pane, and using drag-and-drop features. It outlines common visualizations such as bar charts, line charts, pie charts, maps, and scatter plots, with instructions on how to create each type. Additionally, it offers quick tips for enhancing visualizations with filters, color, labels, and tooltips.

Uploaded by

Ashok
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Creating Basic Data Visualizations in

Tableau
Step-by-Step Process

1. Load the Data:


- Open Tableau → Connect to your data source (e.g., Excel, CSV, database).
- Drag your desired table(s) into the canvas.
- Click “Sheet 1” to begin building your visualization.

2. Understand the Data Pane:


- Tableau separates data into:
- Dimensions (descriptive/categorical)
- Measures (numeric/aggregatable)

3. Drag and Drop to Create Visuals:


- Drag a Dimension (e.g., Product Category) to Columns.
- Drag a Measure (e.g., Sales) to Rows.
- Tableau automatically creates a bar chart.

Common Basic Visualizations

1. Bar Chart

Use: Compare values across categories.


How to Create:
- Drag Category to Columns
- Drag Sales to Rows

2. Line Chart

Use: Show trends over time.


How to Create:
- Drag Date to Columns
- Drag Sales to Rows
- Click on Date → Choose Month/Year as Continuous
- Tableau draws a line chart

3. Pie Chart

Use: Show part-to-whole relationships.


How to Create:
- Drag Category to Color
- Drag Sales to Angle
- Change “Marks” type from Automatic to Pie

4. Map

Use: Display geographical data.


How to Create:
- Drag a geographical field (like State or Country) to the view
- Drag a measure (like Profit) to Color
- Tableau creates a filled map automatically

5. Scatter Plot

Use: Show relationships between two numerical variables.


How to Create:
- Drag Sales to Columns
- Drag Profit to Rows
- Drag Category to Color or Detail

Quick Tips

- Filters 🔁: Add interactivity to your visuals


- Color 🎨: Highlight specific trends or ranges
- Labels 🔤: Show values directly on the chart
- Tooltips 📌: Add contextual information on hover
- Show Me Panel 📊: Use Tableau’s suggested chart types

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