Welcome to Tableau
You'll find all the resources you need to get started as a Viewer
What is Tableau?
Tableau offers a suite of products for business intelligence that scales actionable, data-driven insights everywhere, for everyone.
Step 1: Get to know your site
Take action and keep data at the heart of every decision, right in the flow of work. When you sign into Tableau, the first page you see will include the Projects, Workbooks, Views, or Data Sources menus. As you click these options, each page shows related content you can access. As Creators and Explorers share workbooks, your site will begin to build a content library full of useful data. Viewing and exploring this content is easy.
Search for content
The quick search field at the top of the page searches your entire site. Filter your search to find matches that are specific to each resource type, such as modified date for workbooks or connection type for data sources. You can also find workbooks or views that you've marked as favorites. Both quick search and filtered search support attributes to help set the scope of the search.
Browse for content
Navigate through your site to find the data that will help you better ask and answer questions. In the navigation bar, move from Projects to Workbooks to Views to Data Sources to find what you’re looking for.
Step 2: Interact with content
Visualize and explore all of your data to get real-time insights for your entire organization. Want to dig deeper and answer questions the minute they occur to you? Check out these simple interactions.
Filter data
Filter data to further explore what’s important to you. Use a filter to narrow the timeframe or remove the extraneous data points, so you can zero in on what you need.
Sort
Sort data to get a new perspective. Use the sort functionality to see your data in a new way.
Select Marks
When you select a mark or a subset of marks in the view, you can see information about the marks in the tooltip that appears. You can also quickly filter the marks you select from the view, as well as view their underlying data.
Comment
Start the conversation. Adding comments to a view is quick way to collaborate with your team around data. In the toolbar above the view, select Comments, type your message and click post. If you’d like to remove your comment, click the X in the upper right corner.
Step 3: Stay informed
Find favorites
Favoriting content makes it easy for you keep an eye on the data you need. To favorite a view, click the star to add the content to your favorites list. You can then quickly access your favorites from the top navigation whenever you need them.
Subscriptions
Using the Subscribe button in the toolbar, you can subscribe to dashboards and get updates delivered directly to your inbox on a set schedule.
Data driven alerts
Data driven alerts help you keep on top of your most important data. Get an email when a mark crosses a visual threshold. As a Viewer, you can add yourself to an existing alert with a simple click.
Mobile app
The Tableau mobile app is a convenient way to keep your data at your fingertips. Go from question to insight in just a few taps. Ask your own questions, seek out the answers you care about. Select, filter, and drill down with a tap of your finger. Interact with your data using controls that are automatically optimized for touch. Download for iOS and Android .
Step 4: Share and collaborate
Share workbooks and views with colleagues
Sharing is caring. Don’t keep your insights to yourself. Share them with colleagues. Sharing views with members of your site is easy. Maybe you want to show a coworker a specific Viz within your workbook. It’s easy to share links with others by pasting them into an email. Simply click the share icon in the toolbar, copy the URL in the Link field, and past it into your email.