Checkpoint 1: Tableau Basics
Introduction
The goal of this assignment is to get you started with Tableau. The data analysis in this assignment is admittedly pretty boring (at least for me it is). …but it’s necessary to get some basic terminology and exposure to Tableau before we can do more interesting things with it.
Tip
You may run into issues with install that I have not foreseen. If that happens, reach out to me on Slack as soon as possible, and we will see what we can do to address those issues.
Instructions
Part 1: Install Tableau
- The latest version of Tableau Desktop can be found here.
- Click on the link above and select “Download Tableau Desktop.” On the form, enter your school email address for Business E-mail and enter the name of your school for Organization.
- Activate with your product key: Find key here
- Already have a copy of Tableau Desktop installed? Update your license in the application: Help menu → Manage Product Keys
Part 2: Get Acquainted with Tableau
- Navigate to Tableau’s Getting Started Video Playlist.
- Enter information about Smith College in order to access the videos. You do not need to leave a personal phone number. Feel free to list my office phone number.
- Download
Sample - Superstore.xls- an Excel file listed at the bottom of the page. - Watch all videos (about 20 minutes), and follow along by recreating the dashboard shown in the video in Tableau Desktop. Note that you are working with the Desktop version of Tableau, not the Cloud version. The differences will be very minor, but just keep it in mind. Save the workbook.
- Once you are finished with the workbook, export it from Tableau Desktop as .twb files, and upload it to Moodle in the checkpoint 1 assignment.