3
Tableau AI · Concept

What Tableau is and where things live

  • Tableau turns data into charts and dashboards. Most companies use Tableau Cloud in the browser: sign in at online.tableau.com with your work account. Tableau Public is free, but anything you save to it is public.
  • Your site role sets what you can do. A Creator connects to data and builds, an Explorer builds from data already published, and a Viewer looks and interacts. Find yours under your profile icon > My Account Settings.
  • Explore lists the projects, workbooks and data sources you can open. A workbook is a file of sheets, and a sheet is a worksheet, a dashboard or a story. A data source is Tableau's connection to your data, such as a table of orders.
  • In a worksheet, the Data pane on the left lists fields. Dimensions are labels like Region, Product or Order Date. Measures are numbers like Sales, which Tableau adds up and shows as SUM(Sales).
Tableau Cloud · Sheet 1
Data pane · Orders
Dimensions
Category, Region, Order Date
Measures
Sales, Profit, Quantity
ShelvesColumnsRowsFiltersMarks
Tabs: Data Source · Sheet 1
Dimensions label and group your data. Measures are the numbers Tableau adds up.