Tableau Tutorial For Beginners: Learn Tableau Step by Step

What is Tableau?

Tableau Software is a business intelligence software firm based in the United States of America specialising in interactive data visualisation. Users may construct and share interactive and accessible dashboards that visualise the data’s trends, variances, and density via graphs and charts. 

Tableau can collect and process data via connecting to files, relational databases, and Big Data sources. The program enables data mixing and real-time cooperation, distinguishing it from the competition. It is utilised for visual data analysis by corporations, academic researchers, and government entities.

As a market-leading data visualisation solution, Tableau offers many useful and unique features. Its robust data search and exploration tool enable you to answer critical queries quickly. With Tableau’s drag-and-drop interface, you can display data, explore views, and integrate many datasets. It does not need any sophisticated scripting. Anyone with a basic understanding of business challenges can solve them by using relevant data visualisations.

Tableau can swiftly collect large volumes of data and transform them into valuable information in a streamlined manner, which we will discuss later in this tableau tutorial. The processed data is then shown on the Tableau Server. Companies can use the data to make well-informed business choices. 

This Tableau tutorial for beginners is intended to guide those who are just getting started with the software’s features.

An Overview of Tableau Features

Tableau products apply to various businesses, departments, and data settings. The following mentioned in this tableau tutorial are some of Tableau’s unique characteristics that allow it to handle a variety of circumstances.

  • Tableau is self-contained and does not need a lengthy software installation process. The desktop version, which is the most often used, is simple to install and includes all of the capabilities necessary to begin and finish data analysis.
  • Tableau provides rapid analysis as it does not need a high degree of programming ability. 
  • Tableau lets you combine disparate relational, semistructured, and unstructured data sources in real-time without incurring significant integration fees upfront. Users need not understand how data is kept in detail.
  • With Tableau, the user visually examines and evaluates the data using colours, trend lines, charts, and graphs. There is relatively little scripting required since most of the work is accomplished through drag and drop.
  • Tableau enables real-time data filtering. You may preserve your data view and invite colleagues to subscribe to your interactive dashboards, ensuring they always see the most up-to-date data by refreshing their web browser.
  • The Tableau server centralises the management of an organisation’s public data sources. You can edit permissions, remove or add tags, and manage schedules – all in one platform. Administrators may establish a timetable for extracting on the centralised server for both incremental and complete refreshes.
  • Tableau is ‘architecture agnostic’ and works on any device that can access data. As a result, the user need not be concerned with meeting any particular hardware or software requirements to use Tableau.

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Tableau Menu

Menu to handle operations on Files

The file menu of every Windows software provides the following functions: New File, Open File, Close, Print and Save. The Print to pdf option is the most used function in this menu. This enables us to create a pdf version of our dashboard or worksheet.

Menu to export the data analysed

The Export option on the Worksheet menu enables you to save the worksheet as a .xlsx, an image, or a database file.

Menu for Analytics

This menu provides access to the stack markings and aggregate measurements settings. These settings enable you to customise default Tableau behaviour, which is advantageous if you needed to create non-standard charts.

Menu to fetch Data

You can use the data menu if you come across some fascinating data tables on a webpage you want to explore using Tableau. Select and fetch the data from the webpage, then paste it into Tableau using the ‘Paste Data’ option. Once copied, Tableau will transfer the information from the clipboard to the data window and create a data source.

Menu to alter map colour schemes

The Map Menu panel is used to change the colour scheme of the basic map. The other menu panel is comparable in that it allows you to replace Tableau’s default maps with those from other sources.

Menu for formatting

You can access this menu by pointing and right-clicking on anything. This will take you to a formatting menu. You can also adjust the size of a cell in a worksheet using this menu.

How to Operate Tableau?

Below is a brief tableau tutorial for beginners on how to carry out the data analysis and visualisation process:

  • The initial step is to establish connections with various data sources that are appropriate for you to carry out the analysis.
  • Once the data has been loaded, the following step is to format it according to your requirements. This includes renaming rows, tables and columns and formatting text and numbers, among other things.
  • The following step is data modelling. Essentially, this entails structuring the data using computations, measurements, and clustering in ways that allow for the easy identification of patterns.
  • The final step is creating your report using the visualisation tools provided by Tableau. You can now share your report with your colleagues or other members using the Tableau Server. To know more about how the Tableau Server works, you can search for a tableau server tutorial on the Internet.

Paving your Career in Data Science

With the explosion of technological advances in business, the need for highly competent data professionals is also rising. As a result of the growing demand, the competition is becoming increasingly fierce. Both large and small businesses alike are on the hunt for data scientists and analysts with a strong foundation in data science and expertise in handling data management solutions.

If you are new to data science and are interested in pursuing a career in this field, upGrad’s Executive PG Programme in Data Science is the perfect place to begin your journey. The curriculum, which is being offered in collaboration with IIIT-Bangalore, one of India’s top research universities, includes fundamental to advanced knowledge and methods in data science. Furthermore, it provides three distinct specialisations in deep learning, data engineering, and business intelligence. 

Moreover, students are exposed to industry-relevant technologies and trends via hands-on learning experiences and sessions with instructors.


This Tableau tutorial covered the basics of how you should handle the data and analytics with the software. To gain more insight into this software, you can further search for Tableau step-by-step tutorials and tableau server tutorials.

Data science is one of the most rapidly increasing segments of the technology industry. As an increasing number of firms embrace data science technologies, the need for data science experts will skyrocket soon. Thus, mastering data science tools and technologies is the ideal choice for moving forward. 

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