Quick Start Guides

Data Sources and Connections

Visual Analysis

  • Advanced Selection Tools - Use advanced selection tools to select multiple marks in the view.
  • Analytics Pane - Drag common analytics objects such as reference lines into the view.
  • Area Charts - Compare how dimensions contribute to a cumulative total.
  • Boxplots - Use a box plot to gain insight into how data is distributed.
  • Bullet Graphs - Compare actual versus budget or actual versus goal using bullet graphs.
  • Combination Charts - Customize mark types for each measure in the view to create unique analyses such as lines over bars.
  • Create and Combine Sets - Create new sets, add and remove data using the tooltip, and combine and compare multiple sets.
  • Filled Maps - Shade map areas based on a data value.
  • Filter Selected Sheets - Apply filters globally across a workbook or to just select sheets.
  • Forecasting - Estimate future values by projecting data values into the future based on historical data.
  • Groups - Categorize and group dimension members.
  • Handling Null Values - Easily filter or correct null values and unknown geographic locations.
  • Highlight Actions - Build dashboards with rich visual interaction between the views on the page.
  • Measure Distance in Maps with the Radial Tool - Measure distances between your data and locations or landmarks in your map view.
  • Quick Filter Modes - Use a variety of new Quick Filter options to display the values as drop-down lists, sliders, and wildcard searches.
  • Rank and Percentile - Organize and structure your numerical data using rank and percentile.
  • Relative Date Filters - Filter dates using dynamic periods such as today, this month, year to date, or last 6 weeks.
  • Secondary Axes - Create charts with a second axis to compare measures of different scales in the same view.
  • Trend Lines - Learn how to add Trend Lines to your views.
  • Turn Off Pan and Zoom - Control how your audience interacts with your map view.
  • Use Mapbox Maps - You can use Mapbox maps to create map views in Tableau.
  • Visually Grouping Data - Visually group dimension members into new categories and even group across multiple dimensions.


Dashboards and Stories

Using Server

  • Access and Manage Your Content - Content pages make it easy to access and manage your content in Tableau Server.
  • Automatic Sign-In - Stay connected to the server from Tableau Desktop and easily switch between servers and sites.
  • Content Discovery and Exploration - Find the right content more quickly with content analytics and enhanced search capabilities.
  • Custom Views - Save your changes (e.g., filter, sort, zoom, etc.) to Tableau Server views as your own.
  • Lock Project Permissions - Lock content permissions to the default permissions in a project.
  • Permissions - Set permissions on content for a group or for specific users, on a per-site basis.
  • Revision History - Use revision history to restore previous versions of published workbooks.
  • Share Server Views - Use the Share button to easily share server views with others.
  • Subscriptions - Subscribe to content that you want delivered as an image to your email inbox on a schedule.
  • Tableau Mobile: Analyze Data Anywhere - Stay on top of your data anywhere using the free iPad app, Tableau Mobile. Connect to your Tableau Server or Tableau Online site and work with published views. Save favorites for offline browsing.
  • Universal Search for Tableau Server - Instantly find any resource that you have access to on the server.

Server Administration

non-humans click here