Create a basic visualization in Tableau

Tableau makes creating compelling visualizations easy. Creating a basic map, for instance, is as simple as dragging and dropping objects within the Tableau workspace. In this example, you will create a color-coded map that shows the total sales for each state in the specified division.

To create a basic visualization in Tableau:

  1. Specify your 1010data query in Tableau.
    Note: This task uses the 1010data query example provided in this setup guide.

    If you haven't done so already, follow the steps in Specify a 1010data query in Tableau to get started.

    After you've specified your 1010data query in Tableau, the current worksheet is displayed in the Tableau workspace:

    The Data tab on the left (outlined in green) contains the Dimensions and Measures areas. In general, the items in the Dimensions area are the data columns being aggregated, and the items in the Measures area are the totals of those aggregations. The area on the right (outlined in red) contains cards and shelves where you can create and control Tableau visualizations.

  2. Drag the state dimension from the Dimensions section to the shelf labeled Drop field here (lower-right quadrant).

    Tableau creates a map based on the data in the state dimension.

    Although the map indicates all the states where sales occurred, there is no sense of magnitude. To add a splash of color as well as display sales information, you can apply one of the items listed under Measures.

  3. Drag sumofextendedsales from the Measures area to the Color button on the Marks shelf.

    Each state in the map is filled with a color from a gradient that gives a visual indication of the total sales in that state.

As you can see, it's very simple to create a basic visualization in Tableau. However, with just a little more effort, you can add even more flexibility to your visualizations. For instance, in the 1010data query example, you can parameterize the variable for the division selection, which will allow you to dynamically change the results in the map without creating a new query or worksheet for each division. See Parameterize a variable in Tableau for instructions on how to do just that.