4/28/2016

Getting Started with Tableau Software Step 3

Welcome to Step 3 in our series 'Getting Started with Tableau Software'.

In case you missed Step 1, you can find it here.  And Step 2 here.

So let's get started.

In order to create a Dashboard, we go to the Dashboard drop down menu and select 'New Dashboard'.

 A new Dashboard opens on the screen and it the 'Name' appears at the bottom of the screen left hand corner:


So we right click and rename to 'Dashboard Demo':


You can choose from in the left hand top corner, here we see the workbook created in Steps 1 & 2, 'Internet Sales':


You simply click on 'Internet Sales' and drag it to the canvas:


Click on the button 'Presentation Mode' or press F7 and a new window opens up:


In this mode, the it's entirely dynamic.  You can select or deselect 'Product Key' from the Filter section or click on the 'Product Key' below and it highlights on the canvas.

Next, we can create a Story.  Simply click on the Story drop down menu, select Story and a new window appears.  We can rename bottom left hand corner, 'Story Demo'.

From this page, we see our Worksheet and Dashboard available.  In this case we selected the 'Dashboard Demo' and dragged onto the canvas:



Click on the button 'Presentation Mode' or press F7 and a new window opens up:


 
 
And that basically sums up Step 3 in our Series 'Getting Started with Tableau'.  Thanks for reading~!



We Interrupt this Broadcast