Due Saturday

Download Tableau to your Desktop

1. Download Tableau Desktop and Tableau Prep here
2. See the free Data Analytics for University Students guide to get started.
3. Students can continue using Tableau after the class is over by individually requesting their own one-year license through the Tableau for Students program.
4. Need additional help? Check out the FAQs.

Getting Started

Watch this video:

https://www.tableau.com/learn/tutorials/on-demand/getting-started

Download this file (save to your computer):

https://www.tableau.com/sites/default/files/2021-05/Sample%20-%20Superstore.xls

Create Workbook

Watch these videos:

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part2

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part3

Connect to Files (upload Sample Super Store file saved to your computer)

Follow instructions in the part 3 video to drag tables to the workspace

Rename Data Source

Name Workbook

Create Sheet 1

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part4

Learn about the Data Pane, Data Source, Dimensions, Measures, Hierarchy

Follow instructions in the part 4 video to organize the Data Pane

Data Visualization

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part5

Follow instructions in the part 5 video to organize the Data Pane and begin the visualization

Learn about calculated fields and views

Build one visualization per sheet

Edit color

Apply filter

Create an Area Chart

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part6

Follow instructions in the part 6 video to add the continuous date field as shown in the video

Edit Axis

Create at least one level of detail (LOD) expression

Add comment(s) to calculated field(s)

Edit Alias

Update chart colors, font color, size of font as desired

Update and format tool tip(s) as desired

Add a filter

Measure Values Card

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part7

Create calculated fields

Remove values from Measure Values card that you do not want to show

Rearrange the Measure Values card as desired

Format Measure Values accordingly

Polish Sheets for Visual Appeal and Usability

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part8

Edit Worksheet Title

Use Bar Charts

Sort as desired

Apply color formatting

Mark labels in Marks Card

Remove header from X Axis

Disable tool tip

Erase default tool tip, insert static and dynamic text

Insert sheet containing bar chart, format as desired

Create Dashboard

https://www.tableau.com/learn/tutorials/on-demand/getting-started-part9

Select desired layout

Review organizational structure of the hierarchy

Insert/remove desired objects

Modify settings of filter and confirm filter works as expected

Reposition objects as necessary

Add context and interactivity with actions

Show or hide individual titles as desired, edit titles as necessary so they are meaningful

Save completed dashboard

Close workbook to leave edit mode

Publish Dashboard

https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm

Publish the dashboard with the Quick Connect link

Submit Dashboard to Blackboard

Feel free to either copy/paste the link to your public dashboard into Blackboard for this assignment, or upoad your desktop dashboard directly to this assignment portal.