Tableau Desktop

Tableau Desktop is the tool for a data analytical mind that wants to find business answers inside the data.

What is Tableau Desktop?

In recent years, data analytics and business intelligence classic tools are no longer enough for organizations that want to become data-driven companies. Modern data exploration and visualization platforms, such as Tableau Desktop, offer its users new ways to discover new business perspectives with significant impact. Tableau Desktop is a flexible platform for analyzing data and identifying more valuable information for any organization.

Tableau Desktop is part of Tableau Software apps and is one of the most advanced platforms for data analytics and data visualization. In an ever-changing world, it is crucial that our decisions be based on relevant, real, and accurate information. That is why Tableau Desktop is one of the most powerful tools we need to understand the data and extract exactly the information we need to make the right decisions. Tableau Desktop helps users easily identify patterns, outliers or behaviors and build forecasts for future activities. Regardless of the data generating sources, Tableau offers many possibilities to connect with them in order to extract and provide its users with the information they are looking for.

Tableau Desktop helps people see and understand data. Tableau transforms the way people are used to create data analysis. The visual capabilities and features available to users contribute to a better understanding of how different activities are carried out. Exploring data with Tableau Desktop encourages users to ask as many questions as they can about the data they have available and to make the right decisions based on it. Data analytics with Tableau Desktop is transformed into an important resource for identifying problems and solutions for them.

Tableau Desktop

Tableau Desktop is part of the Tableau Creator license and is a desktop installed product that allows you to connect to multiple data sources cloud or on premise (Microsoft Excel, .CSV files, Microsoft SQL Server, Oracle, Vertica, mysql, PostgreSQL, Google Analytics and many others), create workbooks, dashboards and stories and publish them to Tableau Server or Tableau Online.


Tableau Desktop is part of the Tableau Creator license that includes 3 products: Tableau Desktop, Tableau Prep Builder and 1 Creator license of Tableau Server or Tableau Online.

Tableau Creator is $75 user/month | billed annually | minimum 1 Creator

Tableau Desktop - The best market-leading choice for modern data analytics platforms

Regardless of the users knowledge, Tableau Desktop is an intuitive platform and an integrated analytics platform which offers a quick answer to all their questions and which highlights valuable insights. Tableau Desktop helps companies and users embrace a new data culture to identify new opportunities and grow their business.

tableau desktop data sources connections

Connect to multiple data sources

First, you can connect to multiple data sources on premise or in cloud, either files, spreadsheets, SQL databases, big data solutions or cloud apps such as Google Analytics or Google Ads. You can combine data from all these data sources into a single visualization through joins, unions or blends.

Tableau Desktop


Einstein dashboard extension

Get trusted, intuitive predictions and recommendations from Einstein Discovery within your Tableau dashboards—without writing a single line of code. Discover instant predictions, based on machine learning. Identify patterns in historical data and builds predictions into your workflows.

Tableau 2021.1 Einstein Discovery

Einstein in Tableau Calcs

Add predictions in your calculated fields, now in Tableau Desktop and Tableau Server and soon in Tableau Online as well.  Create dynamic predictions in your calculated fields and make analytics in your organization more seamless and scalable.

Quick LODs

Create Level of Detail expressions more easily within workflows. Simply drag and drop a measure onto a dimension to create a quick LOD.

Spatial Analytics Enhancements

Bring multiple spatial layers and context together with multiple marks layer support for maps. You can also add Redshift spatial support, offline map support in Tableau Server, and spatial support in Tableau Prep.

Predictive modeling functions improvements

Select from two additional models in predictive modeling functions and get immediate visual feedback when you change the model from the calculation.

Tableau 2020.3 Grant License on sign in

Grant license on sign in

Grant license on sign in feature allows site admins to manage more easily the licenses and roles assigned to each user. Admins can designate licenses or roles (Viewer, Explorer, Creator) for specific individuals, teams, departments, or entire organization. Grant license on sign in optimizes the licensing process for new users, giving them roles before their first logging into Tableau products.

SAP HANA connector updates & certification

For SAP users, Tableau introduce a new connector that integrates SAP HANA Table Functions with Tableau products. Thus, users of both products will be able to develop dashboards, analysis and reports based on data provided by SAP HANA. Tableau is also officially SAP certified for integrating Tableau Desktop, Online, Server and Prep products with SAP HANA.

Tableau 2020.3 SAP HANA connector updates & certification

Predictive modeling functions

Tableau 2020.3 offers users a new way to build predictions based on their data, using table calculations and without leaving Tableau products. Predictive modeling functions allows users to understand the relationships or links between their data, to estimate missing data or to display data in the future. This new feature simplifies the process of using and building their own predictions, but also the use of their model within other table calculations.

IN operator for calculations

The new IN operator for calculations from Tableau 2020.3 simplifies the process of comparing lists with large values. Tableau users can now use this new feature to verify if a certain value matches other values ​​in another list, separated by commas, sets, or combined fields.

Tableau 2020.3 In Operator for calculations
Tableau Desktop 2020.2


This new feature from Tableau 2020.2 allows users to establish relationships and links between several tables of a database. When the relationships are defined, Tableau transmits the data from the tables at which the links were established considering the defined aggregation. Using relationships, Tableau automatically selects and adapts the types of mergers considering the fields used in the analysis and the level of details required in the visualization.


Metrics is a new way to view performance indicators, whether it is sales, profit, the number of orders registered in a given period or daily receipts. This new feature allows users who are unfamiliar with complex analyzes to quickly observe and understand the evolution of their data from multiple dashboards, in one location. The indicators can be created and tracked with a single click, and Tableau will automatically arrange them in an interactive and easy-to-follow design. Metrics functionality is integrated into Tableau Desktop using Tableau Server and Tableau Online and can be accessed from the Tableau Mobile application.

Set Control

The Set Control functionality allows user to set and adapt the views according to his interests with the help of a new filter mode. With a simple click the user can select or deselect several options that he wants or not to be displayed. The calculated fields or parameters created behind these options are now much easier to display and filter in each view. All the data for which the user chooses to display them are automatically updated to provide analysis and comparisons with the cleanest possible data.

Dynamic parameters

One of the most anticipated functionality by Tableau Desktop users domes with the new Tableau 2020.1 version. The new functionality is bound to dynamic parameters which are set only once. This contribute to the automatic updating of the information that is to be viewed, as the user adds new data. With this feature, the parameter values ​​and the list of values ​​will be updated automatically based on the latest data entered.


Viz Animations

With “Viz Animations” of Tableau Desktop the users have now another interactive way to view the evolution of their data, displayed as animation. This is very useful for tracking the movement or changes that take place regarding to data of interest. It’s important to know that the new functionality is preset as off, but the user can turn On and activate it. The user can set the speed of the animation and the style also, by selecting sequentially or simultaneously type of displaying mode.

Buffer Calculations

Buffer Calculations allows the user to quickly create an analysis on the trading area of interest. To perform this analysis you need only 3 parameters: location, distance and unit of measurement. The new functionality of Tableau – “Buffer Calculations” allows the user to view on a map, different locations around a main spot, which is displayed on a radius set by the user. When displayed on the map, the locations are looking like a circle mark.

Explain Data

Explain Data is speeding up the analytical process by providing data causality directly in Tableau Software. Using one single button Tableau Desktop and Tableau Server or Online is saving the several data analysis hours by proving several explanations based on the data you see in the visualization and based on the data that you cannot see in the visualization. Is using statistical algorithms, artificial intelligence and everyone can use it.

Ask Data

Ask Data is using NLP (Natural Language Processing) in order to understand the business questions and provide the proper Tableau Software visualizations  based on the existing data. You can have an interactive contextual dialogue with your data. In the name of science, just ask questions.  This is the data analytics process in human language.

Tableau connector to Google Ads

Using Tableau you can connect directly to Google Ads using your Google Account and you can start in seconds analyzing indicators such as: cost per click, conversion rate, Google Ads cost and the evolution of such indicators over time.

Tableau connector to Google Analytics

Using Tableau you can connect directly to Google Analytics using your Google Account and you can start in seconds analyzing indicators such as: new users, number of sessions, per day, week, month per country, city, channel group or source/medium and the evolution of such indicators over time.

Tableau connector to LinkedIn Sales Navigator

Using Tableau you can connect directly to LinkedIn Sales Navigator using your LinkedIn Account and you can start in seconds analyzing indicators such as: overall InMail acceptance rate, best day and time to send emails, team members engagement and the evolution of such indicators over time.

Tableau connector to Salesforce

Using Tableau you can connect directly to Salesforce using you Sales Cloud account and start doing you own visualizations based on leads, opportunities, accounts, tasks information you have in Salesforce. Or you can make use of the Salesforce Dashboards starters you find directly in Tableau Online or Tableau Server.

Tableau Desktop screenshot

Drag and drop dimensions and measures to create visualizations

Once the data is prepared for analysis you can drag and drop dimension and measures on the data canvas and Tableau Desktop will automatically shape it in the best graph for that combination of dimensions and measures. Moreover you can change the visualization selecting a graph from show me section or create new type of amazing visualizations where only your imagination is the limit.

Work with geo-spatial data

If you have Geo-spatial data, put it on a map. Tableau Desktop is automatically recognizing geo-spatial data such as countries, cities or GPS coordinate. If you have spatial files or custom geocode data, you can import it in Tableau Desktop and start your visual representation from there. Tableau supports choropleth maps, Proportional symbol maps, Point distribution maps, Flow maps, Origin-destination spider maps, Heat maps and more.

geo-spatial data visualisation using Tableau Desktop
Tableau Desktop live interactive dashboard

Create Dashboards based on interconnected visualizations

You can interconnect visualizations in a dashboard in order to guide the analytics paths of your end users. Tableau Desktop recognize automatically the data joins
from multiple woorksheets and interconnects all graphs in the view.

Use analytics on the spot

Use analytical functions such as trend lines, forecasts and clusters to discover the dark data. Tableau Desktop has build in ready to use analytical functions applicable directly to your data.

answer deeper questions in tableau big data platform
live dat automatically refreshed in Tableau Desktop

Create presentations using Stories

Replace the traditional static presentations with data stories connected directly to the live data and automatically refreshed from one meeting to another.

Publish the visualizations to Tableau Server or Tableau Online

Once the visualizations and data stories are ready, push them to Tableau Server or Tableau Online to in order to start the collaboration within the organization.

publish to tableau online

Explain Data for Viewers

A new user interface is available for extended exploration through Explain Data. This interface is available for a broader audience, including viewers.

Ask Data for Viewers

Tableau specialists redesigned language experience for business users. Ask Data is available now in the Dashboard.



Collections can spot information from different workbooks and projects, allow sharing various content and display different dashboards based on your interests.

Connected Desktop for Web Authoring

With the new version, we will have more flexibility with moving from Tableau Desktop to web authoring with a single click.


Map Layer Control

Users will have more visibility while controlling the marks layers without editing the workbook. Also, it is the best tool for customizing the map by location – country, city.

Area Spatial Calculation

Related to the Area Spacial Calculation we can calculate the square area of a space from a specific part of the map. Another feature is to calculate population density and ask location-based questions.


Native Datorama Connector

Inherited descriptions in Tableau Desktop


Additional Resources

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btProvider and Tableau Software

btProvider has a long history in visualizing data with Tableau.

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