How to Navigate Through the Tableau Interface?

How to Navigate Through the Tableau Interface?

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How to Navigate Through the Tableau Interface?

Tableau is a potent business intelligence and data visualization application. Navigating through the Tableau interface is essential to create, edit, and interact with data visualizations effectively. Here’s how to navigate through the Tableau interface:

Startup Screen

When you open Tableau Desktop, you are greeted with a startup screen. Here, you can start a new workbook, open an existing workbook, or access various resources like tutorials and sample data.


Tableau workbooks (.twb or .twbx) are where you create and save your visualizations. To open a workbook, go to “File” > “Open” or simply double-click the file.

Data Source Tab

After opening a workbook, you’ll find the Data Source tab at the bottom of the screen. This is where you connect to your data source (e.g., Excel, SQL database) and set up the data for analysis.

Sheets and Dashboards

In Tableau, you build visualizations on worksheets and arrange them into dashboards. You can switch between worksheets and dashboards by clicking their tabs at the bottom.


The toolbar contains various tools and options for building and formatting your visualizations. It’s located at the top of the interface and includes options like “Connect to Data,” “Show Me,” “Format,” and “Server.”

Data Pane

On the left side of the interface, you’ll find the Data pane. This is where you can see the fields from your data source and drag them onto the view to build your visualizations.


The workspace in the middle of the interface contains the “Rows” and “Columns” shelves. These are where you drag dimensions and measures to construct your visualizations.

Marks Card

The Marks card is located above the view and allows you to control the level of detail, marks’ appearance, and other aspects of the visualization.

Show Me

The “Show Me” pane is a useful tool that provides visualization suggestions based on your data and the marks you’ve selected.

Page Shelf

The Page shelf allows you to create dynamic visualizations with different pages. It can be used for animations and displaying data over time.

Filter Shelf

The Filter shelf lets you add filters to your visualizations, allowing you to interactively control what data is displayed in the view.

Preview and Data Tabs

In the Data Source tab, you can switch between the “Preview” and “Data” tabs. “Preview” displays a sample of your data, while “Data” provides a detailed view with options to edit, join, or union data.

Status Bar

The status bar at the bottom of the interface provides information about your workbook, such as the data source, the number of records, and errors.

Save and Publish

To save your workbook, use the “File” menu. If you want to share your visualizations with others, you can publish them to Tableau Server or Tableau Online using the “Server” menu.

Online Resources

Access Tableau’s online resources, including training, forums, and updates, via the “Help” menu.

Keyboard Shortcuts

To improve efficiency, familiarize yourself with Tableau’s keyboard shortcuts, which can help you perform various actions more quickly.

Understanding and becoming proficient with these elements of the Tableau course in Chandigarh Its interface is the first step in creating powerful and insightful data visualizations and dashboards. Practice and exploration will help you master Tableau’s tools and features.

How do you embed data in Tableau?

Embedding data in Tableau typically involves connecting Tableau to a data source and importing or refreshing data into your Tableau workbook. Here’s how to embed data in Tableau:

Connect to Data

Open Tableau Desktop and start a new workbook or open an existing one. Then, go to the “Data Source” tab at the bottom of the interface

Choose a Data Connection

Tableau allows you to connect to a wide range of data sources, including databases, spreadsheets, cloud services, and web data connectors. Select the appropriate connection type based on your data source.

Connect to Data Source

Provide the necessary information to connect to your data source. This may include server details, credentials, and database names or file paths.

Select Data Tables

After successfully connecting to the data source, you can choose which tables or sheets from the source you want to include in your Tableau workbook. Drag and drop them onto the canvas in the Data Source tab.

Data Preparation

In the Data Source tab, you can perform data preparation tasks such as filtering data, creating calculated fields, and joining multiple tables if needed.

Data Extracts

If you want to optimize performance, you can create data extracts. A data extract is a subset of the data source that is optimized for Tableau. To create an extract, right-click on the data source in the Data Source tab and select “Extract.”

Add Data to Worksheets

Switch to a worksheet or dashboard by clicking on their tabs at the bottom of the interface. From there, you can drag and drop dimensions and measures from the Data pane and shelves to build your visualizations.

Refresh Data

If your data source changes over time, you can refresh the data in your Tableau workbook to reflect those changes. Go to the Data menu and select “Refresh All” to update your visualizations with the latest data.

Schedule Data Refresh 

For ongoing data sources, you can set up a data refresh schedule. This is particularly useful when connecting to live data sources or cloud-based data services.

Publish and Share

After embedding your data, you can publish your Tableau workbook to Tableau Server, Tableau Online, or Tableau Public, making it accessible to others.

Embed in Web Pages

If you want to embed your Tableau visualizations within web pages or applications, you can use the Tableau JavaScript API or Tableau’s embed code options. This allows you to display your visualizations on a website or within your own application while keeping the data within Tableau.

Embedding data in Tableau training in Chandigarh It is crucial for creating interactive and dynamic visualizations. By connecting to your data source, you can work with real-time data or schedule data updates to ensure that your visualizations remain current and relevant.

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