Tutorial On Tableau Desktop

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Before we dig deep, let us understand one simple concept.

An organization have many excel reports, databases stored in variety of software applications. If the top management wants an information framing from the consolidated data stored in excel or other applications, one has to import them from each application and then prepare a consolidated worksheet and then turns that data into the format which is comfortable to the management.

I will give you one practical example.  Let's take a small startup consists of 250 employees. CEO wants to know those employees who are working for last hours and accomplishing the tasks on every Monday.

There is a Scrum Master who would present final worksheet to CEO on every Monday. The Scrum master assigns PMO Team to collect and prepare the data. PMO will further prepare a daily tracker and send it to every employee to fill and submit by EOD. The data is then consolidate and produces into final information giving employees working more than 8 hours and completing above 85% of task.

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To accomplish this data, the company uses excel sheet as the no of employees is 250.  What if the company has 2500 employees.  What if it is an multi- national company with 25 lac employees?. It is difficult, Right!  First-of-all, even for a company with 250 employees if the data and formulas are not set properly the final worksheet will be full of mistakes. Upon that showing the information in excel makes the person lose interest.

What if this information, prepared in excel, shown in graphics like charts, pie, bar diagrams?.  So, transforming your dashboards and reports into graphical dashboards will not only make the information attractive but improve the person’s interest and concentration.

Now, 2nd   concept,  we have prepare graphical data in excel. There are generally  3 types of data we find:

  1. Data that we know
  2. Data that we need to know
  3. Data that we do not know that we need to know

All the above problems can be solved by Excel, Google 3600  suit. But Tableau is now on lead.

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What is Tableau Desktop?

It automatically convert pictures of data into database. It is tool for creating reports, charts, a final dashboard can be developed and designed.

They are further divided into personal and professional desktops. The difference is personal cannot connect to all data sources  whereas professional can do that.

What are the benefits of Tableau Desktop?

  1. No Technical Expertise

It does not need any technical expert but need someone to do things with certain psychological skill set like:

  • Curious about analysing data

  • Detailed orientation and absorption

  • Being Skeptical and observatory while preparing visuals.

  • They should be artistic in preparing attractive yet understandable data.


  1. Saving and Exporting Data

One can export all formats of data and republish the sheet with a new name after overwriting the data  easily. The original data is undisturbed. You can edit the available data through permission.

  1. Common Data Library and Data sharing

When there are consistent file name aliasing or changing the filenames, grouping and ungrouping, changing the hierarchies of subject matter experts to view data, Tableau has an ability to validations to provide data models specifically.  And the best part is it is stored in common library where historical data, all updates, transactions, changes are stored. So, one can track on each and every change made on data.

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  1. Integrates with different data sources

In a multinational organization, it is common that one national uses one type of BI tool and other nation uses other. When it comes to integration of these different data sources, Tableau has the great capability to connect all these separate tools into cohesive system thus bringing the data into single integrated system.

  1. Deliver reports via subscribed emails

The dashboards are embedded to the web portal with a single  sign-on method. This helps the end user to login and check the reports whenever they want and are more secured.

  1. They are fast, interactive and artistic

They deliver the data within no time with simple drag and drop fields. The layout, colors, alignments can be designed artistically by oneself. The filtering criteria provides you to make a defined interaction with the system to show the data you desired.

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How safe is your data?

It is a cloud based tool with built in data connectors. The single sign-on authentication validates every time about your authorization.

Related Blog: How To Publish Dashboards In Tableau Server?

What if, a damage occur to your desktop? What are the other support provided?

The online tutorials giving information about how-to, quick access, technical documentation, tutorials and blogs will provide information about numerous issues you face in your daily data designing process. Every subscriber is informed personally about all the latest improvements and updates. Additionally, there is a “ Just ask” support team available always.

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About The Author

As a Senior Writer for Mindmajix, Saikumar has a great understanding of today’s data-driven environment, which includes key aspects such as Business Intelligence and data management. He manages the task of creating great content in the areas of Programming, Microsoft Power BI, Tableau, Oracle BI, Cognos, and Alteryx. Connect with him on LinkedIn and Twitter. Protection Status