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Tableau is a great data visualization tool for beginning report writers and old seasoned IT personnel alike. It is very intuitive and easy to pick up quickly. You just need to know how to connect to your data and have a reasonable understanding of how it is organized. Then you can use Tableau to get started building high powered data dashboards and visualizations. Let’s look at some tips and tricks for beginners that will help you get up and running on your reports in no time flat.

The Save Button is Your Friend

Incremental saves are a good idea for almost any piece of software that allows you to create custom content of any kind. Hit the save button often after you complete something worth keeping.

It’s Okay to Borrow

If you find inspiration from other reports or visualizations that would be especially effective in your report, it’s okay to borrow their style. The best way to grow in your knowledge is to develop a bag of tricks that can be utilized whenever you need them.

Snap to the Grid

When you’re designing a report with multiple visualizations, charts, and graphs, it helps to design them on a grid layout. That way you will be sure that everything is symmetrical and lined up properly. This makes your reports flow smoothly and they will be easier to interpret.

Don’t Be Afraid of Big Numbers

If you have data that is important and should really stand out, don’t be afraid to make them large and give them their own section. This way the most important information can be consumed quickly. Then the viewer can take a deep dive into the other data after digesting the main focus of the report.

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Less is Sometimes More

How many reports have you seen that are so colorful as to be completely distracting? Choose a few simple colors and fonts that work well with one another. You want to convey the analysis of the data simply without it looking like a giant flashing sign that is distracting to the user.

Reuse Everything

Tableau provides a way to reuse objects from other workbooks. For example, if you have already defined a data connection in another workbook, you can use the Other Files option to point your data connection at the data connection already established in another workbook.

Undo is Always an Option

If you change something and decide you don’t like it or make a miscue, just hit the Undo button and go back to the version that you were happy with and try again.

Your Data Doesn’t Need to be Perfect

Tableau can help you analyze and clean up your data. If you’re unsure about the integrity of your data source, go ahead and connect to it from Tableau. It can help you find dirty data and refine your table relationships. It’s not just for making pretty charts and graphs. It is also a powerful data tool.

 

Tableau is a very powerful data and reporting tool. It’s also very easy to use and intuitive. However, if you really want to unlock the full power of Tableau, there is no better way than to get some expert training. Find top tier training by employing the services of ONLC. ONLC is one of the leading online training companies. They have remote learning classrooms available around the country as well as completely online training classes. They offer classes on Tableau as well as a vast array of other technical subjects. Why not contact them today to see how they can help unleash the power of Tableau?

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