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Unit 5

The document outlines the Data Analytics course at Noida Institute of Engineering and Technology, focusing on data visualization using Tableau. It includes course objectives, outcomes, evaluation schemes, and prerequisites, along with a detailed introduction to Tableau's features and troubleshooting steps. The course aims to equip students with essential skills in data analysis and visualization techniques using various tools.

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0% found this document useful (0 votes)
22 views137 pages

Unit 5

The document outlines the Data Analytics course at Noida Institute of Engineering and Technology, focusing on data visualization using Tableau. It includes course objectives, outcomes, evaluation schemes, and prerequisites, along with a detailed introduction to Tableau's features and troubleshooting steps. The course aims to equip students with essential skills in data analysis and visualization techniques using various tools.

Uploaded by

asdrhmn8
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Noida Institute of Engineering and Technology, Greater Noida

DATA ANALYTICS

Unit: 5

Data Visualization

Mr.Ravi Pandey
B Tech VIIth Sem Assistant Professor
ECE

Sanchi Kaushik UNIT 05 Data Analytics 1


12/12/2023
THE CONCEPT
Faculty LEARNING TASK
Introduction

Mr. Ravi is the faculty of Discipline of Electronics


and Communication Engineering, at Noida
institute of engineering and technology Greater
Noida, Gautam Budh Nagar, Uttar Pradesh, India
since feb2016. He received the B.Tech degree in
electronic and telecommunication engineering
and M.Tech degree in instrumentation and signal
processing. His research interests include
biomedical signal processing, pattern
recognition, machine learning and deep neural
networks.

12/12/2023 2
Evaluation schemeLEARNING TASK
THE CONCEPT

Sl Sub Subject Periods Evaluation Schemes End Semester Total Credit


. ject
N Co
o. des L T P CT TA Total PS TE PE

1 Departmental Core - I 3 0 0 30 20 50 100 150 3

2 Departmental Elective 3 0 0 30 20 50 100 150 3


V

3 Open Elective II 3 0 0 30 20 50 100 150 3

4 Open Elective III 3 0 0 30 20 50 100 150 3

5 Lab – I 0 0 2 25 25 50 1
6 Internship Assessment 0 0 2 50 50 1

MOOCs (Essential for 0 0 2


Course applicable for –B.Tech . Data Science/AI-
Hons. Degree)
ML/AI/IOT/CSBS
Total 700 14
12/12/2023 3
CONTENT
Course objective
B. TECH. (Data Science)

Course code L T P Credits


3 0 0 3

Course title Data Analytics

Course objective:

The objective of this course is to understand the fundamental concepts of Data Science,
learn about various types of data formats and its manipulations. It helps students to
learn exploratory data analysis and visualization techniques in addition to R
programming language.

15/06/2022 Nisha UNIT 01 4


CONTENT
Course Outcomes
Course outcomes : After completion of this course students will be able to

CO 1 Understand the fundamental concepts of data analytics in the areas that plays major role K1
within the realm of data science.

CO 2 Explain and exemplify the most common forms of data and its representations. K2

CO 3 Understand and apply data pre-processing techniques. K3

CO4 Analyse data using exploratory data analysis. K4

CO 5 Illustrate various visualization methods for different types of data sets and application K3
scenarios.

15/06/2022 Nisha UNIT 01 5


THE CONCEPT
Course LEARNING
Contents TASK
/ Syllabus

12/12/2023 Sanchi Kaushik UNIT 02 Data Analytics 6


THE CONCEPT
Course LEARNING
Contents TASK
/ Syllabus

12/12/2023 Sanchi Kaushik UNIT 02 Data Analytics 7


Text Books
THE CONCEPT LEARNING TASK

Text books:

1) Glenn J. Myatt, Making sense of Data: A practical Guide to Exploratory Data Analysis
and Data Mining, John Wiley Publishers, 2007.
2) Data Analysis and Data Mining, 2nd Edition, John Wiley & Sons Publication, 2014.
Reference Books:

1) Open Data for Sustainable Community: Glocalized Sustainable Development Goals,


Neha Sharma, Santanu Ghosh, Monodeep Saha, Springer, 2021.
2) The Data Science Handbook, Field Cady, John Wiley & Sons, Inc, 2017
3) Data Mining Concepts and Techniques, Third Edition, Jiawei Han, Micheline Kamber,
Jian Pei, Morgan Kaufmann, 2012.

12/12/2023 Sanchi Kaushik UNIT 02 Data Analytics 8


THE CONCEPT
Branch LEARNING TASK
wise Applications

• Security.
•Transportation.
•Risk detection.
•Risk Management.
•Delivery.
•Fast internet allocation.
•Reasonable Expenditure.
•Interaction with customers.
•Planning of cities

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 9


THE CONCEPT LEARNING TASK
Course Objectives

• The objective of this course is to understand the fundamental concepts of Data


analytics and learn about various types of data formats and their manipulations.

• It helps students to learn exploratory data analysis and visualization techniques in


addition to R/Python/Tableau programming language.

Neeti Taneja ACSE0403A OS Unit-3


12 December 2023 10
THE CONCEPT LEARNING TASK

Course Outcomes

Course outcome: After completion of this course students will be able to:

CO 1 Understand the fundamentals of an operating systems, functions and their K1, K2


structure and functions.

CO2 Implement concept of process management policies, CPU Scheduling and K5


thread man
agement.
CO3 Understand and implement the requirement of process synchronization K2,K5
and apply deadlock handling algorithms.

CO4 Evaluate the memory management and its allocation policies. K5

CO5 Understand and analyze the I/O management and File systems K2, K4

Nisha ACSE0403A OS Unit 5

12 December 2023 11
THE CONCEPT LEARNING TASK
Program Outcomes

1. Engineering knowledge
2. Problem analysis
3. Design/development of solutions
4.Conduct investigations of complex problems
5. Modern tool usage
6. The engineer and society
7. Environment and sustainability
8. Ethics:
9. Individual and team work
10. Communication
11. Project management and finance
12. Life-long learning

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 12


THE
COsCONCEPT
and POsLEARNING
MappingTASK

Course PO1 PO2 PO3 PO4 PO5 PO6 PO7 PO8 PO9 PO10 PO11 PO12
Outcome
1 3 2 2 - - - - - - - - 1

3 3 3 - - - - - - - - 1
2

3 3 3 - - - - - - - - 1
3

3 2 1 - - - - - - - - 1
4

3 2 2 - - - - - - - - 1
5

Average
3 2.4 2.2 - - - - - - - - 1

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 13


THE CONCEPT
Program Specific LEARNING TASK
Outcomes(PSOs)

On successful completion of B. Tech. (DS) Program, the Data


Science graduates will be able to:

• PSO1:- Analyse, design and develop solutions by applying fundamental concepts of


Data Science.
• PSO2:-Apply technical knowledge while using modern tools and technologies for
solving complex problems.
• PSO3:-Collaborate different fields of science and technology with right attitude, to
work as an individual or as a team, and demonstrating professional ethics for the
well-being of the society.

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 14


THE
COsCONCEPT LEARNING
and PSOs MappingTASK

Course Outcome PSO1 PSO2 PSO3

1 3 - -

3 2 -
2

3 2 -
3

3 2 2
4

3 2 -
5

Average
3 2 2

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 15


ProgramTHE CONCEPT LEARNING
Educational ObjectivesTASK
(PEOs)

•Solve real-time complex problems and adapt to technological changes with the ability of
lifelong learning.

•Work as data scientists, entrepreneurs, and bureaucrats for the goodwill of the society
and pursue higher education.

•Exhibit professional ethics and moral values with good leadership qualities and effective
interpersonal skills.

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 16


THE CONCEPT
Faculty LEARNING
wise Result TASK
Analysis

• NA

12 December 2023 Neeti Taneja ACSE0403A OS Unit-3 17


THE CONCEPT
End Semester LEARNING
Question Paper TASK
Templates (Offline
Pattern/Online Pattern

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 18


End Semester Question Paper
THE CONCEPT Templates
LEARNING (Offline
TASK
Pattern/Online Pattern

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 19


End Semester Question Paper
THE CONCEPT TemplatesTASK
LEARNING (Offline
Pattern/Online Pattern

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 20


End Semester Question Paper Templates (Offline
THE CONCEPT LEARNING TASK
Pattern/Online Pattern

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 21


End Semester Question Paper Templates (Offline Pattern/Online
THE CONCEPT LEARNING TASK
Pattern

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 22


CONTENT

Unit -5 Data Visualization


Introductions and overview, Debug and troubleshoot installation and
configuration of the Tableau. Creating Your First visualization: Getting started
with Tableau Software, Using Data file formats, connecting your Data to
Tableau, creating basic charts (line, bar charts, Tree maps), Using the Show
me panel.

Tableau Calculations: Overview of SUM, AVR, and Aggregate features


Creating custom calculations and fields, Applying new data calculations to
your visualization. Manipulating Data in Tableau: Cleaning-up the data with
the Data Interpreter, structuring your data, Sorting, and filtering Tableau
data, Pivoting Tableau data.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 23


THE CONCEPT
PrerequisiteLEARNING
and Recap TASK

Prerequisite:-

• Basic Knowledge of Statistics and Probability

• Basic knowledge of Python Programming.

Recap-

 To cleared the knowledge about the types of data, data


classification and data manipulation.

 To Know the basic concept of Exploratory data analysis.

 Student have knowledge about data outliers.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 24


THE CONCEPT LEARNING TASK
Unit Objective

The objective of the Unit 5 is :

1. To Debug and troubleshoot installation and configuration of


the Tableau.

2. To know about Tableau Software and Create Your First


visualization.

3. To study how to connect Data to Tableau .

4. To Create custom calculations and fields.


5. To discuss new data calculations to visualization and
Manipulating Data in Tableau.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 25


THE CONCEPT LEARNING TASK
Topic Objective

Objective: to study the introduction of Tableau and why we


use Tableau and Features of Tableau.

Recap- basic knowledge of Exploratory Data Analysis .

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 26


CONTENT
Introduction to Tableau

Tableau is the fastly growing and powerful data visualization


tool. Tableau is a business intelligence tool which helps us to
analyze the raw data in the form of the visual manner; it may
be a graph, report, etc.
Example: - If you have any data like Big Data, Hadoop,
SQL, or any cloud data and if you want to analyze that given
data in the form of pictorial representation of data, you can
use Tableau.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 27


CONTENT
Introduction to Tableau

Data analysis is very fast with Tableau, and the visualizations


created are in the form of worksheets and dashboards. Any
professional can understand the data created using Tableau.
Tableau software doesn't require any technical or any
programming skills to operate. Tableau is easy and fast for
creating visual dashboards.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 28


CONTENT
Introduction to Tableau

Why use Tableau?


Here are some reasons to use Tableau:
•Ultimate skill for Data Science
•User-Friendly
•Apply to any Business
•Fast and Easy
•You don't need to do any Coding
•Community is Huge
•Hold the power of data
•It makes it easier to understand and explain the Data Reports
12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 29
CONTENT
Introduction to Tableau

Features of Tableau
•Data Blending: Data blending is the most important feature in
Tableau. It is used when we combine related data from multiple
data sources, which you want to analyze together in a single view,
and represent in the form of a graph.
•Real-time analysis: Tableau can help extract valuable
information from fast moving data with interactive analytics.
•The Collaboration of data: Team members can share data, make
follow up queries, and forward easy-to-digest visualizations to
others who could gain value from the data.
12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 30
THE CONCEPT LEARNING TASK
Topic Objective

Objective: To study about how to Debug and troubleshoot


installation and configuration of the Tableau.

Recap- basic knowledge of Exploratory Data Analysis and


Data Pre- Processing .

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 31


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

General Troubleshooting Steps


Many Tableau Server issues can be addressed with some basic steps:
1.Make sure there is enough disk space on each computer running
Tableau Server. Limited disk space can cause a failure to install, a
failure to upgrade, or problems running Tableau Server.
2.Restart Tableau Server. Issues related to processes not fully started
can be resolved by restarting Tableau Server in a controlled way. To
restart Tableau Server, use the tsm restart command. This will stop all
the processes associated with Tableau Server and then restart them.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 32


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

General Troubleshooting Steps


3.Reindex Tableau Server. Issues related to indexing can be
resolved by reindexing Tableau Server. To reindex Tableau
Server, use the tsm maintenance reindex-search command.
For more information, see Reindexing Tableau Server Search &
Browse below.
4.Restart the computer on which Tableau Server is running.
Some issues, such as those related to data source connectivity,
can be resolved by restarting the server computer.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 33


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Download and Install Tableau


Step 1) Go to https://public.tableau.com/en-
us/s/download on your web browser. Now you need to enter
your email id and click on “DOWNLOAD THE APP” button.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 34


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Step 2) This will start downloading the .exe file for Windows
by default, and you can see the downloading process in the
bottom left corner of the website.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 35


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Step 3) Open the downloaded file. Accept the terms and


conditions and click on “Install” button.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 36


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Step 4) After installation Start Screen of Tableau is shown

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 37


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Step 4) After installation Start Screen of Tableau is shown

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 38


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Introduction to Data Visualization using Tableau


Tableau is a data analytics and visualization tool. It’s the
leading (33% market share followed by Power-BI) data
analytics and visualization tool in the market. Tableau comes
with a very easy drag-drop interface which makes it easy to
learn and you can work on almost every type of data in
Tableau.
This makes it an excellent choice for data analysts.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 39


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Introduction to Data Visualization using Tableau


Tableau is a data analytics and visualization tool. It’s the
leading (33% market share followed by Power-BI) data
analytics and visualization tool in the market. Tableau comes
with a very easy drag-drop interface which makes it easy to
learn and you can work on almost every type of data in
Tableau.
This makes it an excellent choice for data analysts.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 40


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Getting Started with Data Visualization using Tableau


Once you have installed Tableau in the system, let’s start with
some real-world Data Visualization using Tableau.
Load Data in Tableau:-
Tableau supports various data formats which can be loaded by
choosing those options. Under a file we see various options to
load data from the local directory and under to a server, we
see options to load data from cloud servers. for loading CSV
files we select Text file options, for excel and SQL files we
choose their respective options.
12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 41
CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Connect Tableau to the data file:


1.To open the application, click the Tableau icon on your desktop (or in your
Start menu).
2.In the Connect panel at the left side of the Start page, click the Excel link
under the “To a File” heading to the open file selection option.
3.Using the file selection box, select the Excel worksheet that you want to
open, and then click the Open button to continue
4.Select the Orders sheet from the navigation menu on the left and drag it
onto the Drag Sheets Here area, as shown in the above gif.
5.After loading we can perform data cleaning, data preprocessing, feature
extraction to some extent.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 42


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Understanding different Sections in Tableau

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 43


CONTENT
Debug and troubleshoot installation and configuration of the Tableau

Creating Visuals in Tableau


Let’s begin with the real data visualization using Tableau-
Tableau supports the following data types:
1.Boolean: True and false can be stored in this data type.
2.Date/Datetime:
This data type can help in leveraging Tableau’s default date hierarchy
behavior when applied to valid date or DateTime fields.
3.Number: These are values that are numeric. Values can be integers or
floating-point numbers (numbers with decimals).
4.String: This is a sequence of characters encased in single or double
quotation marks.
5.Geolocation: These are values that we need to plot maps.
12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 44
THE CONCEPT LEARNING TASK
Topic Objective

Objective: to study different type of charts and creating


basic charts (line, bar charts, Tree maps).

Recap- basic knowledge of Exploratory Data Analysis and


Data Pre-processing .

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 45


CONTENT
Creating Basic Charts

Line Chart
The line chart, or line graph, is another familiar method for
displaying data. It connects several distinct data points,
presenting them as one continuous evolution. The result is a
simple, straightforward way to visualize changes in one value
relative to another.
•Go to a new Worksheet
•Drag Order Date into Columns.
•Drag Sales into Rows.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 46


CONTENT
Creating Basic Charts

Line Chart
Step 1: Add Dimension Field and Measure Field
Step 2: Add Profit Measure Field to Rows
Step 3: Drag SUM Measure Field to Y-Axis
Step 4: Find the Details of Measure Fields
Step 5: Manage the Appearance of Tableau Line Chart

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 47


CONTENT
Creating Basic Charts

Bar Chart
A bar chart or graph is used to represent category wise data of a
dataset. The length of the bars is proportional to the value that
each category represents. This gives instant insight into the data
pictorially. In Tableau, we can create several variants like a simple
vertical bar graph (also known as a line graph), segmented bar
graph, stacked bar graph and side by side bar chart.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 48


CONTENT
Creating Basic Charts

How to Create a Bar Chart in Tableau?


1. Vertical Bar Chart
Open a new worksheet in your Tableau Desktop with your data
set loaded. We are using a dataset of electronic store sales. From
our list of dimensions, we add Order Date to
the Columns section.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 49


CONTENT
Creating Basic Charts

How to Create a Bar Chart in Tableau?


2. Segmented Bar Chart
We can also create a segmented bar chart in Tableau. For this, we
just need to add one more dimension to the Rows section. Like we
have added the Segment field into the Rows section along with the
SUM(Sales) measure.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 50


CONTENT
Creating Basic Charts

How to Create a Bar Chart in Tableau?


3. Stacked Bar Chart
We can also create a stacked bar chart where a single bar is
divided into different sections that are stacked one upon the
other. The size of each stacked section depends on the value that
the section is representing. Also, each section in a stack is
assigned a unique color.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 51


CONTENT
Creating Basic Charts

How to Create a Bar Chart in Tableau?


4. Side-by-Side Bar Chart
Another way of showing multiple values corresponding to a
single dimension is by creating a side-by-side bar chart. In a side
by side chart, all the values corresponding to a dimension are
placed side by side instead of getting stacked upon one another.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 52


CONTENT
Creating Basic Charts

Tree Map
The tree map displays data in nested rectangles. The dimensions
define the structure of the tree map and measures define the
size or color of the individual rectangle. The rectangles are easy
to visualize as both the size and shade of the color of the
rectangle reflect the value of the measure.
A Tree Map is created using one or more dimension with one or
two measures.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 53


CONTENT
Creating Basic Charts

Creating a Tree Map


Using the Sample-superstore, plan to find the size of profits for
each Ship mode values. To achieve this objective, following are
the steps.
Step 1 − Drag and drop the measure profit two times to the
Marks Card. Once to the Size shelf and again to the Color shelf.
Step 2 − Drag and drop the dimension ship mode to the Label
shelf. Choose the chart type Tree Map from Show Me.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 54


CONTENT
Creating Basic Charts

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 55


CONTENT
Creating Basic Charts

Tree Map with Two Dimensions


You can add the dimension Region to the above Tree map
chart. Drag and drop it twice. Once to the Color shelf and
again to the Label shelf. The chart that appears will show four
outer boxes for four regions and then the boxes for ship
modes nested inside them. All the different regions will now
have different colors

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 56


CONTENT
Creating Basic Charts

Show Me in Tableau
Show Me window holds the most commonly used charts
in Tableau. You can use any of these charts to view the
data. Click Show Me on the toolbar to open this window,
as we have shown below.

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
•Open Tableau tool and click on Show start Page.

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
•Click on Show Me Option to view features.

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
Here you will get different types of charts and graphs listed
below:

Text Label Symbol Maps Horizontal Bars Tree Map

Heat Map Maps Stacked Bars Circle Views

Side-by-Side Circle
Highlight Table Pie Charts Side-by-Side Bars
Views

Line Chart Discrete Lines Dual Lines Area Chart

Dual Combination
Discrete Area Chart Scatter Plot Histograms
Chart

Box and Whisker Plots Gantt Chart Bullet Graph Packed Bubbles Chart

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
To use different graphs and charts one should follow some
steps: Click on Show Me

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
•Hover over a graph/ chart you want to use.
•See the requirements

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CONTENT
Creating Basic Charts

Steps to generate various illustrations from Show Me window


in Tableau:
•Fulfill the requirements
•At last click on it.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 63


THE CONCEPT LEARNING TASK
Topic Objective

• Objective: To understand the Tableau Calculations:


Overview of SUM, AVR, and Aggregate features Creating
custom calculations and fields and Applying new data
calculations to your visualization.

Recap- basic knowledge of Exploratory Data Analysis and


Data Pre-processing .

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 64


CONTENT
Tableau Calculations

A table calculation is a transformation that applies to the values


in a visualization. They are calculated based on current
visualization and do not consider any dimensions or measures
that are filtered out of the visualization.
These calculations are applied to the values of the entire table,
not on the some selected rows or columns.
Table calculations are used for a variety of purposes, such as:
•Transforming values to rankings.
•Transforming values to show running totals.
•Transforming values to show the percent of the total.
12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 65
CONTENT
Tableau Calculations

Aggregate Functions
Let's see some essential examples of aggregate functions:
•AVG (expression): It returns the average of all the values in the
expression. AVG is used only with numeric fields. And the Null
values are ignored.
•COUNT (expression): It returns the number of items in a
group. And the Null values are not counted.

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CONTENT
Tableau Calculations

Aggregate Functions
Let's see some essential examples of aggregate functions:
•MEDIAN (expression): It returns the median of an expression
over all records. Median can only be used with numeric fields,
and Null values are ignored.
•STDEV (expression): It returns the statistical standard
deviation of all values in the given expression based on a
sample of the population.

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CONTENT
Tableau Calculations

Aggregate Functions
Let's see some essential examples of aggregate functions:
•MEDIAN (expression): It returns the median of an expression
over all records. Median can only be used with numeric fields,
and Null values are ignored.
•STDEV (expression): It returns the statistical standard
deviation of all values in the given expression based on a
sample of the population.

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 68


THE CONCEPT LEARNING TASK
Topic Objective

• Objective: To understand how to Manipulate Data in


Tableau: Cleaning-up the data with the Data Interpreter,
structuring your data, Sorting, and filtering Tableau data,
Pivoting Tableau data.

Recap- basic knowledge of Exploratory Data Analysis and


Data Pre-processing .

12/12/2023 Sanchi Kaushik UNIT 05 Data Analytics 69


CONTENT
Manipulating Data in Tableau

Tableau has a feature-rich data pane with multiple inbuilt


options related to data manipulation, such as changing
data types, splitting strings, pivoting or un-pivoting data,
creating custom calculations, and so on.

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CONTENT
Manipulating Data in Tableau

Data Preview Pane


Once you have connected to your data source in Tableau
and have chosen the appropriate data table, a set of
sample rows from the chosen data table is shown in
the data preview pane for initial exploration of the data.

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CONTENT
Manipulating Data in Tableau

Data Interpreter
If your data source is Excel, CSV, PDF, or Google Sheets
and you are facing data-related challenges like stacked
headers, additional information in the adjoining header or
footer, sub-tables etc., Tableau has a really useful in-built
utility to do the cleaning and identification of the tables in
your dataset.

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CONTENT
Manipulating Data in Tableau

Data Interpreter
If your data source is Excel, CSV, PDF, or Google Sheets
and you are facing data-related challenges like stacked
headers, additional information in the adjoining header or
footer, sub-tables etc., Tableau has a really useful in-built
utility to do the cleaning and identification of the tables in
your dataset.

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CONTENT
Manipulating Data in Tableau

Data Manipulation
Multiple data manipulation operations can be carried out to
make data fit for visualization in the data preview pane or
the data pane in the worksheet view. The data manipulation
options vary by the data type of the columns. For example,
the split option only comes up for string datatype columns,
the create bins option only comes up for numeric datatype
columns, etc.

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CONTENT
Manipulating Data in Tableau

Change Data Type


If Tableau has inferred a wrong data type for a column, the
data type can be changed by clicking on the data type
symbol in the column header, as shown below.

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CONTENT
Manipulating Data in Tableau

Hide
Right-click on the column header and select hide to hide an unwanted
column from the data view. It is best practice to hide unwanted columns
before extract creation in order to reduce the data extract size and reduce
latency in load time. Unwanted columns can also be hidden just to prevent
any unwanted clutter in the data pane.

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CONTENT
Manipulating Data in Tableau

Group
Groups can be created in Tableau for string datatype column values in
order to assign the same alias for multiple values or reduce the
granularity of values for a column. To create a group for a column,
right click on its header and choose create group.

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CONTENT
Manipulating Data in Tableau

Split
Columns consisting of string values can be easily split into multiple columns
using the split or custom split options. For example, the name field can be
split into two columns consisting of the first name and last name using split.
Split automatically determines the space delimiter in the string value and
splits the strings accordingly.

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CONTENT
Manipulating Data in Tableau

Bins
The values of a numeric column can be grouped into bins. Bins are
used to convert continuous numeric values into discrete sequences of
range values. The bins are then used to visualize the trends in
histograms.

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CONTENT
Manipulating Data in Tableau

Calculated Fields
Calculated fields can be used if you need to create customized logic
for manipulating certain data types or data values. There are a large-
range of functions available in Tableau that can used individually or
collectively for data manipulation.

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CONTENT
Manipulating Data in Tableau

Pivot
Consider the pivoted dataset shown below. Since the dimension
values for the year are the column headers, a chart based on years
cannot be plotted. In order to convert this dataset from the pivoted, or
wide, shape to the narrow shape, which is preferred for visualization,
use the pivot option, as shown below

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THE CONCEPT LEARNING TASK
Topic Objective

• Objective: To learn Advanced Visualization Tools: Using


Filters, Using the Detail panel Using the Size panels,
customizing filters, Formatting your data with colours,
Creating Dashboards & Stories, Distributing & Publishing
Your Visualization

• Recap- basic knowledge of Exploratory Data Analysis


and Data Pre-processing .

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CONTENT
Advanced Visualization Tools

Tableau Filters
Tableau lets you filter individual views or entire data sources based on
dimensions, measures, or sets. In databases, filtering is a useful way to see
only the data you want to see. When the data is visualized in a readable,
actionable format, Tableau filters are required to highlight any underlying
insights that can be derived from it.
Tableau filters are based on a condition that can be used to limit the
number of records in the database. Tableau filters support both simple
cases based on field values and advanced calculations or context-based
filters.

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CONTENT
Advanced Visualization Tools

Types of Tableau Filters


Tableau filters can be used to organize and visualize data based on
predefined criteria in several ways. Tableau has a total of six different types
of filters:
•Extract Filter
•Data Source Filter
•Context Filter
•Dimension Filter
•Measure Filter
•User Filter

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CONTENT
Advanced Visualization Tools

Extract Filter
The Tableau filter that extracts a small subset of data from the
original data source is the extract filter. If the user extracts data
from the data source, this Tableau filter is used.
After connecting the text file to Tableau, you’ll see two options
in the top right corner of the data source tab: Live and Extract.
A direct connection to a data source is referred to as a live
connection.

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CONTENT
Advanced Visualization Tools

Data Source Filter


The Tableau Filter that applies the filter directly to the data
source, allowing for quick uploads of data is the Data Source
Filter. It can limit the number of records in the data set. Both
live and extracted connections are supported by the Data
Source Filter.

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CONTENT
Advanced Visualization Tools

Context Filter
A Context Filter is a standalone Tableau filter that can create a
new dataset from the original data set and compute the
worksheet selections. Context Filters are used to boost the
performance of data source views, filters, and queries. You
could run a context filter before any other Tableau Filters, and
then apply the

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CONTENT
Advanced Visualization Tools

Dimension Filter
In Tableau, dimensions are independent fields, typically
any field that contains categorical or qualitative data.
Dimension Filters are those Tableau Filters that are
applied to dimensional data. It’s a non-aggregated filter
that allows you to add a dimension, group, sets, and bins.
The top or bottom conditions, wildcard match, and
formula can all be used to apply a Dimension Filter.

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CONTENT
Advanced Visualization Tools

Dimension Filter
In Tableau, dimensions are independent fields, typically
any field that contains categorical or qualitative data.
Dimension Filters are those Tableau Filters that are
applied to dimensional data. It’s a non-aggregated filter
that allows you to add a dimension, group, sets, and bins.
The top or bottom conditions, wildcard match, and
formula can all be used to apply a Dimension Filter.

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CONTENT
Advanced Visualization Tools

Measure Filter
The Tableau Filter that can be used to filter data based on the
values in a measure is called the Measure Filter. Fields
containing quantitative data are commonly referred to as
measures. The data can be modified using the aggregated
measure values in a Measure Filter.

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CONTENT
Advanced Visualization Tools

User Filter
The Tableau filter that protects the row-level data in a dataset
is the User Filter. When the workbook is published on a server,
it can be used. For different users, different filtering conditions
can be used. It’s the process of limiting what data a user can
see depending on who’s looking at the dashboard.

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CONTENT
Advanced Visualization Tools

Tableau Color Formatting


The use of Tableau color is extremely important in the
presentation of your viz, just like Tableau size. Tableau color
can be used in two different ways on the Marks card. If you
drag a Dimension to the Tableau Color shelf, Tableau will give
you a color for each one of the dimensions in the field.

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CONTENT
Advanced Visualization Tools

Tableau Color Formatting


1.Using the view we created for the hierarchies and sorting
module, drag off Product Name, so we only see Product
Category and Product Sub-category in the view.
2.Drag Product Category from Dimensions to the Color shelf. (If
you drag it off columns, you will still get the same colors, but
they will not be grouped. Rather, the chart will order the bars
by alphabetical Product Name.)

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CONTENT
Advanced Visualization Tools

Tableau Color Formatting


3.You’ll now see three colors, one representing
each category (Orange for office supplies, blue for furniture,
green for technology).

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CONTENT
Advanced Visualization Tools

4.Now go back to Dimensions and drag Product Sub-category


right on top of the Product Category pill on the Color
shelf. This will replace category in the colors with the breakout
by sub-category.
5.You’ll now see a number of different colors, one for each of
the categories.

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CONTENT
Advanced Visualization Tools

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CONTENT
Advanced Visualization Tools

6.Using color can be helpful for visually grouping certain groups or


categories.
•As a possible example, let’s say your child was asked to compare all the
heights of the students in their classroom. We’ll put the tallest kid first
all the way down to the shortest. We build a bar chart to show all the
heights and sort them. Then, we drop Gender on the Color shelf to see
boys vs. girls. Largely, boys will tend to cluster at one end of the scale
and girls at the other, but you’ll have a few outliers of really tall girls or
shorter boys mixed in. Using the color encoding helps us quickly identify
those.

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CONTENT
Advanced Visualization Tools

7.You can change the color by clicking on the Color shelf. A


window will pop up that gives you the options Edit Colors,
Transparency, or Effects.
8.Click Edit Colors. A new window will pop up that shows which
colors are assigned to which categories. You can choose a
different color palette from the drop-down menu on the right
side of the window.
9.Choose the Tableau 20 palette and click Assign Palette. You’ll
now see all the categories on the left-hand side have a new color
assigned.
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CONTENT
Advanced Visualization Tools

10.But what if you wanted to change the colors individually,


not let Tableau arbitrarily decide it? Let’s say for example,
that you feel strongly that Rubber Bands needs to definitely
be the color gray.
11.Since there isn’t any gray in the view, click the color
palette menu and click Seattle Grays. Click on the Rubber
Bands icon in list under “Select Data Item.” Now, choose the
top gray. Click “Apply.” Notice how it changed just the
Rubber Bands to be that gray color.
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CONTENT
Advanced Visualization Tools

12.Now, click OK and notice the color selection of your entire view.

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CONTENT
Advanced Visualization Tools

13.Next, drag Sub-Category off the color shelf. If Product


Name is still on the Detail shelf, drag that one off as well. We
should be back to our blue bar chart.
14.Drag Profit out to color now.
•Remember that Profit is continuous, spanning from negative
(i.e we’re in the red), to positive (in the black), and can be
pretty much infinitely large or small.

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CONTENT
Advanced Visualization Tools

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CONTENT
Advanced Visualization Tools

How to Create a Story in Tableau?


A story is a very powerful thing. It can influence its viewers and make
them change their minds. It can take them through a journey that moves
from various highs and lows and ends at a point that the storyteller
wants. A story can also shock and surprise its viewers and provide them
all the information they need to make the necessary decisions.

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CONTENT
Advanced Visualization Tools

How to Create a Story in Tableau?


Step 1: Click on the new Story tab to create a new story. You can
then add various sheets and dashboards to create a story point.
Step 2: You can double-click on the sheets and dashboards on the
left to add them to a story point.
Step 3: We can also add a caption to summarize the story point by
clicking on “Add a caption” and then writing it.
Step 4: It is possible to add another story point by 2 methods. You
can either click on the Blank tab to use a blank sheet for the next
story point or click on the Duplicate tab to obtain a duplicate sheet
as the current story point.
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CONTENT
Advanced Visualization Tools

How to Create a Story in Tableau?


Step 5: You can change the size of your story by clicking on the
Size option in the lower-left corner. You can choose from one of the
predefined sizes or set your custom size in pixels. You can also
change the name of your story by right-clicking on your Story tab
and choosing rename.
Step 6: Now, let’s see a complete story on the relationship between
the discounted sales and profit

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


A dashboard is a consolidated display of many worksheets and
related information in a single place. It is used to compare and
monitor a variety of data simultaneously. The different data views
are displayed all at once. Dashboards are shown as tabs at the
bottom of the workbook and they usually get updated with the
most recent data from the data source.
Using the Sample-superstore, plan to create a dashboard showing
the sales and profits for different segments and Sub-Category of
products across all the states. To achieve this objective, following
are the steps.

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 1 − Create a blank worksheet by using the add worksheet
icon located at the bottom of the workbook. Drag the dimension
Segment to the columns shelf and the dimension Sub-Category to
the Rows Shelf. Drag and drop the measure Sales to the Color shelf
and the measure Profit to the Size shelf.

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 1 −

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 2 − Create another sheet to hold the details of the Sales
across the States. For this, drag the dimension State to the Rows
shelf and the measure Sales to the Columns shelf as shown in the
following screenshot. Next, apply a filter to the State field to
arrange the Sales in a descending order. Right-click and rename
this worksheet as Sales_state.

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 2 −

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 3 − Next, create a blank dashboard by clicking the Create
New Dashboard link at the bottom of the workbook. Right-click
and rename the dashboard as Profit_Dashboard.

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 4 − Drag the two worksheets to the dashboard. Near the top
border line of Sales Profit worksheet, you can see three small icons.
Click the middle one, which shows the prompt Use as Filter on
hovering the mouse over it.

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 4 −

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CONTENT
Advanced Visualization Tools

Create a Dashboard in Tableau


Step 5 − Now in the dashboard, click the box representing Sub-
Category named Machines and segment named Consumer.

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CONTENT
Advanced Visualization Tools

Publishing Your Visualizations


When people can see and understand the data, they solve
problems and discover opportunities. Enable your group to
find answers in minutes, not months.
There are 4 steps to publishing on the UW Tableau Server:
1.Develop your Visualization
2.Set up Permission Groups
3.Request a Project Folder
4.Publish Your Work

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CONTENT
Advanced Visualization Tools

Publishing Your Visualizations


1. Develop using Tableau Desktop
Create your dashboard or visualization using Tableau Desktop
software. When you are ready to share your work with colleagues,
you can publish to the UW Tableau Transitional Server.
To publish to the UW Tableau Server, you must use a version of
Tableau Desktop that is compatible with UW’s Tableau Server. The
important thing to remember is that your Tableau Desktop version
should not exceed the latest version of the server.

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CONTENT
Advanced Visualization Tools

Publishing Your Visualizations


2. Set up Permission Groups
UW Groups are a core development building block at the
University of Washington. Before you create groups to manage
permissions, it may be helpful to first get acquainted with the UW
Groups Service: UW Groups
Tableau developers/project-owners, you will self-manage who has
access to your project’s visualizations.

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CONTENT
Advanced Visualization Tools

Publishing Your Visualizations


2. Set up Permission Groups
There are three roles to consider:
•Viewer
•Editor (creator)
•Publisher

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CONTENT
Advanced Visualization Tools

3. Request a Project Folder on the UW Tableau Transitional


Server:
Now that you have your permission groups configured, you’ll
need to request a “project folder” on the UW Tableau
Transitional Server. Your “project folder” on the server is your
very own location to publish the data visualization you built on
your desktop. Once you publish your work, you’ll be able to
share it with your colleagues. Only the users (net ids in the
groups you created) will be able to see your work on the
server.
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CONTENT
Advanced Visualization Tools

4. Publish to the Transitional Server


Okay, you’ve tested your dashboard, set up permissions, and
it’s time to share your work with your colleagues on the UW
Tableau Transitional Server.

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CONTENT
Daily Quiz

1. What Are the Data Types Supported in Tableau? ...


2. How Will You Understand Dimensions and Measures? ...
3. What is Meant by 'discrete' and 'continuous' in Tableau? ...
4. What Are the Filters? ...
5. There Are Three Customer Segments in the Superstore Dataset. ...
6. What Are the Different Joins in Tableau?
7. What is the Difference Between a Live Connection and an Extract?
8. What is a Calculated Field, and How Will You Create One?
9. How Can You Display the Top Five and Bottom Five Sales in the Same View?
10. Is There a Difference Between Sets and Groups in Tableau?

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THE CONCEPT LEARNING
Weekly/monthly/Unit TASK
Wise Assignment.

Assignment 1
1. What is the Difference Between Tree-maps and Heat Maps?
2. What is a Parameter in Tableau? Give an Example.
3. Write steps for installation of Tableau.
4. Write Overview of SUM, AVR, and Aggregate features ,Creating custom
calculations and fields.
5. Explain How to apply Applying new data calculations to your visualization.
6. What Are the Different Joins in Tableau?
7. What is the Difference Between a Live Connection and an Extract?
8. What is a Calculated Field, and How Will You Create One?
9. How Can You Display the Top Five and Bottom Five Sales in the Same View?
10.Is There a Difference Between Sets and Groups in Tableau?
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Faculty VideoTHE
Links,CONCEPT
You tube &LEARNING
NPTEL Video TASK
Links and Online
Courses Details

You Tube video Links

https://www.youtube.com/watch?v=6mBtTNggkUk

https://www.youtube.com/watch?v=HGMrIZq5dq0

https://www.youtube.com/watch?v=ttCDqyfrcEc

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

1.What is Tableau

a) Tableau is a people in Business Intelligence Industry

b) Tableau is suitable for factory industry only

c) Tableau is a new alternative for data programming

d) Tableau is a powerful and fastest growing data visualization


tool used in the Business Intelligence Industry

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

2.Calculations in Tableau

a) Numerical

b) String

c) Date

d) All of above

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

3.What are the file extensions in Tableau ?

a) Tableau Workbook (.twb)

b) Tableau Packaged Workbook (.twbx)

c) Tableau Data Source(.tds)

d) All of the above

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

4.Data Values available for the visualization

a) Table Calculation

b) Basic Expression

c) LoD Expression

d) None of the above

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

5.)How many maximum tables can you join in Tableau?

a) 2

b) 8

c) 16

d) 32

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

6.)What are the components of a Dashboard?

a) Horizontal

b) Vertical

c) Image Extract

d) All of the above

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

7.)Which of the following Data Pane items cannot be dragged


onto the Filters Shelf?

a) Dimensions

b) Parameters

c) Sets

d) Measures

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

8.Which of the following is NOT a Tableau Field data type?

a) Number (whole)

b) String

c) Boolean

d) Float

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

9.)Views in Tableau

a) Sheet

b) Dashboard

c) Story

d) All of above

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THE CONCEPT LEARNING TASK
MCQ unit wise/weekly

10.)Which of the following files types contains a Tableau


Workbook along with local data?

a) .twb

b) .twbx

c) .hyper

d) .tde

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THE CONCEPT LEARNING TASK
Glossary Questions

1. Raw Data ig original _______ of data.


2.Creating reproducible _______ is performed by Data Scientist.
3. Hadoop is a framework that works with a variety of related tools. Common
cohorts include ____________.
4. __________characteristic of big data is relatively more concerned to data
science.
5. ____________analytical capabilities are provided by information management
company?
6. __________step is performed by data scientist after acquiring the data.
7. _______ are not sufficient to describe big data.
8. _____focuses on the discovery of (previously) unknown properties on the data.
9. As companies move past the experimental phase with Hadoop, many cite the
need for additional capabilities, including _______________.
10. Data in ____ bytes size is called big data. ...

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THE CONCEPT LEARNING TASK
References

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THE CONCEPT
Expected LEARNING
Questions for University TASK
Exam

1.What is data science and its benefits?


2. Explain role and stages in data science?
3. What are the goals of data science?
4. What is data Analysis? Why python is used for data analysis?
5. Explain supervised and unsupervised machine Learning?
6. Why we need the machine Learning in data science?
7.Explain general techniques for handling volumes of data?
8.What are the problems face when handling large data?
9.Explain different stages of data Science?
10.Difference between data Analysis and analytics?

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CONTENT

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