In this tutorial we will learn about Tableau environment, including how to open and close the application, the workspace in general, and how we can organize the work and stored.
Opening and Closing the Application
The first thing to understand is how to open and close the application.
There are many ways to open Tableau from your desktop computer.Open the application by doing one of the following:
- Double-click the Tableau icon on your desktop.
- Select Start > All Programs > Tableau.
- Double-click a Tableau workbook or bookmark file. Tableau files are typically stored in the My Tableau Repository folder of your My Documents folder.
- Drag a data source such as an Excel or Access file onto the Tableau icon or the application window. Tableau automatically makes a connection to the data source.
When you are done working in Tableau you should save your work and close the application. Close the application by doing one of the following:
• Click the Close icon located in the right corner of the application title bar.
Select File > Exit.
If your workbook has not been saved, you will be asked whether you want to save it.
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When you first open Tableau, the Start Page opens to help you get started quickly. The Start Page contains many different resources that are useful whether you are first learning or very experienced.
Open the start page by doing one of the following:
- Open Tableau by double-clicking the icon on your desktop.
- From an open workbook, click the third tab in the top right corner of the workbook.
The start page is split into following sections:
Data – The data section lets you either connect to a new data source or quickly open a saved connection. By default sample data source connections are available. As you continue to create and save connections they’ll be added to the list. The start page lists any data source connections that are saved in your repository.
Workbooks – The workbooks section shows thumbnail images for workbooks you’ve recently opened. Click a thumbnail image to open the workbook. When you open Tableau for the first time, the Workbooks section will be blank. As you create a save new workbooks, the nine most recently opened are available on the start page.
You can pin workbooks to the start page by clicking the pin icon that shows in the lower left corner when you hover the mouse over the workbook image. Pinned workbooks will always show on the start page even if they weren't opened recently. Remove the workbook by clicking the red "x" icon. The workbook is removed immediately but will be shown again with your most recently used workbooks the next time you open the workbook.
Getting Started – The getting started section contains links to resources that can help you learn how to use Tableau. You can watch a short flash video that introduces you to the workspace or browse more in-depth training videos on the Tableau website. Samples – The samples section contains several sample workbooks that show off the types of views you can create with Tableau Desktop. Click on a thumbnail image in the samples areas to open a sample workbook.
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