Using Tableau Public

Step 1

If you haven't already, open the Tableau Public app in your Start or Search bar:

1. Open the search bar from the Windows toolbar.
2. Type Tableau into the search bar.
3. Select Tableau Public or Open.

Step 2

You'll see the application home screen; from this area, you can import data files as well as open saved work books. Select the appropriate file type from the menu. This will open your device's local file explorer.

Step 3

Locate and select the Excel file, and then select Open to import the file.

Step 4

Each sheet from the Microsoft Excel file will appear as an option to manipulate. Drag the sheet to the right to see a preview of the dataset. Drag the option back to the left to remove it from the data map.

Step 5

You can combine multiple datasets by establishing their relationship in Tableau. Relationships do not join columns of data together; instead, the data from both sheets is always available.

Once you have one sheet in the data map, you can drag another one into the same area. A line between the two datasets will automatically appear.

You'll be prompted to edit the relationship between the two datasets; Tableau will automatically find related fields, but you can choose your own as well.

Note: Another way to connect datasets includes Joins and Unions. However, Tableau Public suggests utilizing relationships instead of joins or unions because they are more dynamic and flexible. You may wish to read more about How Relationships Differ from Joins.

Step 6

Once you've gotten all the datasets configured, you can begin making visualizations. Navigate to the Creating Visualizations area of this page to continue.

Step 1

From the same window where you configured the datasource, select Sheet 1. This will open a workspace to begin making your visualization.

Note: You can select the icons to create a new worksheet , dashboard , or story .

Step 2

Note that the data includes the two sets you configured in Tableau; you can always revisit the relation under the Data Source. The columns from each dataset are available to add to the visualizations. Tableau will also auto-generate data measures (such as longitude and latitude) based on your data set.

Step 3

Click and drag a data dimension or measure available into the workspace.

Data dimensions or measures can be dropped in the following areas:

• Pages: You can break a view into a series of pages so you can better analyze how a specific field affects the rest of the data in a view. Read more about the Pages shelf.
• Filters: Specify which data to include and exclude. Read more about the Filters shelf.
• Marks: Adjust the visual elements of your visualization, including the color, size, shape, text, and details of a data point. Read more about the Marks card.
• Columns & Rows: Create columns and rows with specific data measures. Read more about the Columns and Rows card.
  • Note: To generate a map, place Longitude in the Column area and Latitude in the Row area. Then you'll be able to add data points to the map by dragging the measures to the Marks card.

An example of a map visualization. When the user hovers over a mark on the map, it displays the sum of CO2 emissions; the map is filtered to show emissions less than a certain number.

Step 4

Be sure to save your work; Tableau does not automatically save your progress, so save the file frequently to ensure no work is lost.

Select File > Save to Tableau Public As...

You may be prompted to sign into your Tableau Public account; use the same email you entered to download the Tableau Public desktop app. If this is the first time you are signing in, you may also be prompted to setup your password.

Step 5

Name your workbook and select Save.

Note: Saving in Tableau Public will make your data available to other Tableau Public users. Be sure you do not publish sensitive data outside the course approved datasets.

Step 6

Once you've saved your workbook, you will see it available for selection each time you login to the Tableau Public desktop application.

Step 1

Navigate to Tableau Public and sign into your Tableau Public account.

Note: Your Tableau Public account is the email address you used to download the Tableau Public desktop app. If this is the first time you try to login, it may prompt you to setup your password.

Step 2

Hover over your profile icon and select My Profile.

Step 3

Any visualizations (viz) you have made will be available to view. Hover over the visualization you want to share and select View.

Step 4

Select the icon.

Note: You can also download the Tableau workbook by selecting the icon.

Step 5

Copy a link or embed code for either the current view (if you've changed anything within the browser) or the original view. The link is ideal for Canvas submission.

Note: Check your Canvas course for specifics about how you should submit your Tableau work.

Need more support? Visit the Tableau Resources below:

• Sharing with Tableau Public