Tableau offers many ways to get help. In this video, learn how to get help in Tableau.
- [Narrator] Before I dive into creating data connections and creating visualizations in Tableau, I wanted to show you how to get help within the program. I have run Tableau and I'm currently on the start screen. The help menu which is also available when you have a workbook open is here on the menu bar. If you click help you see that there are a number of options available to you. You can open the help system, get support, check for updates and so on. In this case I will click open help which is the first item and that takes me to the Tableau desktop and web authoring help page and you can see that the current version 2020.1 which is when we're using has shown up automatically. Over on the left you have a list of contents, so if you want to get information on connecting to and preparing data, you can click that and it will take you to the page. Below that you can see subtopics connecting to data, setting up data sources and so on. If you want to search, for example, for calculating buffer regions, you could click the magnifying glass to open the search, all help text pane. And from here you can type in whatever you want to search for in this case I'll say buffer region press center and my search comes up and I have a list of articles related to my search term. The second article that appears is spatial functions in Tableau. And if I click that, you'll see that I have a list of the spatial functions that are available for working with maps. And as we scroll down I can see a list of spatial functions below. And the one I was interested in is buffer. And the buffer calculation returns a circular shape with a radius determined by the distance and unit values defined in the calculation. So I could use this information perhaps to search a little bit further or find another article that would allow me to define a buffer region or perform a buffer calculation within a Tableau workbook. So as you can see, there are a lot of resources available in the Tableau help system, If you need help performing a specific task, go into help, search for the terms that you think are most likely and you'll find it sooner rather than later.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.