Tableau Intro Guide

Provisio and Tableau:

We are a partner of Tableau, which means we get credit for any deals/money we make for Tableau. There are individual Tableau projects and add ons to Salesforce Implementation projects. Through the last couple of years visualizing your data has made a big movement in the Nonprofit world and since Salesforce bought Tableau they have also made many efforts to make a seamless connection between the two solutions. 

Use Tableau:

1. Download Tableau Desktop prior to receiving your tableau login.
   

2. Sign up for the free trial
   

3. Use this document to get a basic understanding of Tableau
   

Products:

1. Tableau Cloud
   

2. Tableau Server
   

3. Tableau Desktop
   

4. Tableau Prep
   

Links:

Resources for Beginners

• https://www.tableau.com/learn/training/20204
  

• https://www.udemy.com/course/tableau-tutorial-for-beginners/
  

• https://trailhead.salesforce.com/content/learn/modules/learn-about-tableau 
  

Dashboard Resources

• https://www.youtube.com/watch?v=Nr31rv9tsJ8
  

• https://www.youtube.com/watch?v=RV3QB5r7G1M
  

• https://trailhead.salesforce.com/content/learn/modules/data-presentation-in-tableau 
  

Tableau Reader Download

https://www.tableau.com/products/reader