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STWD Unit1 Slides

The document provides an overview of Tableau's features, including different versions (Server, Online, Desktop, Public) and their respective purposes, hosting options, collaboration capabilities, data connectivity, licensing, access control, security, ease of setup, audience, and cost. It also explains VizQL, a core component of Tableau that simplifies data interaction through visualizations, and outlines the types of joins available in Tableau for data analysis. Additionally, it discusses the roles of dimensions and measures in creating visualizations, emphasizing their importance in categorizing and analyzing data.
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0% found this document useful (0 votes)
9 views140 pages

STWD Unit1 Slides

The document provides an overview of Tableau's features, including different versions (Server, Online, Desktop, Public) and their respective purposes, hosting options, collaboration capabilities, data connectivity, licensing, access control, security, ease of setup, audience, and cost. It also explains VizQL, a core component of Tableau that simplifies data interaction through visualizations, and outlines the types of joins available in Tableau for data analysis. Additionally, it discusses the roles of dimensions and measures in creating visualizations, emphasizing their importance in categorizing and analyzing data.
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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Dr. Vignesh Ramamoorthy.

H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Tableau Comparison
Tableau Comparison
• Tableau Server: Best for enterprises needing on-premise deployment
with full control over infrastructure and security.
• Tableau Online: Ideal for organizations wanting cloud hosting without
infrastructure management.
• Tableau Desktop: Best for individual users who need powerful tools for
creating and analyzing visualizations.
• Tableau Public: Perfect for learning Tableau, creating public
dashboards, or showcasing work publicly.
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public
On-premise
platform for Cloud-hosted
Desktop Free platform for
sharing and version of
application for publishing and
managing Tableau Server
Purpose creating and sharing public
Tableau for sharing
analyzing dashboards
dashboards and dashboards and
visualizations. online.
reports within an reports.
organization.
Hosted on your Hosted on
Fully cloud-
organization's Tableau's cloud Installed on your
based, hosted on
Hosting infrastructure (on- infrastructure (no personal
Tableau Public's
premise or private need for on- computer.
servers.
cloud). premise servers).
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public

Allows teams to
Allows teams Primarily for
collaborate and
within the individual use, Dashboards are
share
organization to but dashboards public and visible
Collaboration dashboards
collaborate, can be shared to everyone (no
globally (ideal for
share, and via Tableau access control).
distributed
manage access. Server/Online.
teams).

Connects to live Connects to live


or extracted data or extracted data Limited to public
Connects to
(wide range of (wide range of or extracted data
Data various data
sources, sources, (cannot connect
Connectivity sources for
including including cloud- to private
analysis.
enterprise based databases).
databases). databases).
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public

Requires a
Requires a
Tableau Server Requires a Free to use but
Tableau Online
Licensing license for Tableau Desktop limited in
license
deployment and license. functionality
subscription.
user access.

No built-in
Fine-grained Fine-grained
access control No access
access control access control
Access Control (relies on where control; all
with user roles with user roles
dashboards are content is public.
and permissions. and permissions.
published).
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public

Fully Security Limited security;


Tableau handles
customizable depends on all data and
security, with
security policies; where dashboards are
Security enterprise-grade
you control all dashboards are openly
encryption and
data and shared or accessible to the
compliance.
infrastructure. hosted. public.

Installed locally No setup


Requires IT No setup
on your required;
setup, required;
computer; account creation
Ease of Setup configuration, Tableau handles
simple on Tableau
and all hosting and
installation Public is
maintenance. maintenance.
process. sufficient.
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public

Students,
Individuals or researchers, or
Large Organizations or
analysts creating individuals who
enterprises with teams that prefer
dashboards for want to
Audience IT infrastructure a cloud-based,
sharing or showcase public
and control maintenance-
further use in work or learn
requirements. free solution.
other platforms. Tableau without
cost.
Subscription-
High upfront and based pricing; One-time license
ongoing costs more cost- fee or
Cost Free.
for infrastructure effective than subscription
and licenses. Tableau Server model.
for small teams.
Feature Tableau Server Tableau Online Tableau Desktop Tableau Public

Fully available
Not available Not available Not available
offline for
Offline Usage (requires server (requires cloud (cloud-based
creating
access). access). platform).
dashboards.
VizQL (Visual Query Language)

VizQL is a core component of Tableau that enables users to interact with data
through visualizations instead of writing complex queries.

It translates your drag-and-drop actions in Tableau into optimized database


queries and then visually represents the query results.
How VizQL Works in Tableau
1.User Interaction: When you drag a field into the Tableau workspace (e.g.,
rows, columns, filters), VizQL generates a query based on the fields and
aggregations you selected.
2.Query Generation: VizQL translates your actions into SQL, MDX (for
multidimensional data sources), or other query languages depending on the
connected data source.
3.Query Execution: The query is sent to the data source, and the results are
retrieved.
4.Rendering Visuals: VizQL converts the query results into graphical
elements like charts, maps, and tables.
Benefits of VizQL

•Ease of Use: Users don’t need to write SQL or other query languages. The
drag-and-drop interface hides the complexity.
•Speed: VizQL queries are optimized, ensuring fast performance even with
large datasets.
•Flexibility: Supports various data types and complex aggregations while
creating interactive visuals.
•Interactivity: Allows dynamic updates to visualizations as filters,
parameters, or data are changed.
Thank you
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Storytelling with Data

Joins

• In the tableau, we have the tables in which the data are stored and data are
stored in different tables. So to perform a depth analysis, we have to combine
data from multiple tables.

• A join in Tableau means combining columns from one or more tables in a


relational database. It also creates a set that can be saved as a table, or it can
be saved as it is.
Storytelling with Data

Joins

What is Join in Tableau?

A join in Tableau means combining columns from one or more tables

in a relational database. It also creates a set that can be saved as a

table, or it can be saved as it is.


Storytelling with Data

Joins

Types of Join
Tableau offers 4 types of join:

• Inner

• left

• right

• full outer join


Storytelling with Data

Joins

Inner Join
•Inner join combines the table that contains values that has
matches in both the table

•When a value doesn’t match across both the table, it dropped


entirely
Storytelling with Data

Joins
Storytelling with Data

Joins

Left Join
• Left join combines all the values from the left table and corresponding
matches from the right table
• When the value in the left table doesn’t have a corresponding match in
the right table, you will see a null value in the grid
Storytelling with Data

Joins

Left Join
Storytelling with Data

Joins

Right Join
• Right join combines all the values from the right table and
corresponding matches from the left table
• When the value in the right table doesn’t have a corresponding match in
the left table, you will see a null value in the grid
Storytelling with Data

Joins

Right Join
Storytelling with Data

Joins

Full outer join


•Full outer join combines all the values from both the tables

•When a value from either of the table doesn’t have a match with the other
table, you will see a null value in the grid
Storytelling with Data

Joins
Storytelling with Data

Joins

• Join clauses are an expression that helps tableau to identify shared


files between tables and methods to match the corresponding rows.

• Join clause most often use the equality operator (=) which matches
rows with the same value. There are other operators like < >, <, < =,
>, >=.

• Note: A join can have multiple join clauses.


Storytelling with Data

Joins

• Example: In a company, you want to make email-id of all the


employees but the employee’s name and company domain both are
in different columns. So it may be beneficial to join if:

• “User name = User name” and “domain = domain”

• Both the conditions will have to be true to be joined.


Storytelling with Data

Joins

Common Join Issues


•Different Capitalization: Name and name
•Different Spelling: Boys and Boys’s
•Data entry errors: Naukri and Naukari
•Abbreviation: Naukri Pvt ltd and Naukri Private limited
•Extra spaces
These field values are directly fixed in the join clause or work with the
excluded values by clicking in the Excluded bars in the Summary of Join
Result and using the cleaning operation in the profile card menu.
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu
Usage of Dimensions in Tableau:

•If you place Product Category in Columns and Customer Name in


Rows, Tableau will categorize data based on these dimensions.

•If you drag Order Date into a visualization, Tableau will group sales data
by year, month, or day.
Usage of Measures in Tableau:

If you drag Sales into Rows and Product Category into Columns,
Tableau will sum up the sales for each category.

If you apply SUM(Profit), Tableau will display the total profit for a
selected dimension.
Examples of Dimensions and Measures in Tableau Visualization

Example 1: Sales by Product Category


Dimension: Product Category (Columns)
Measure: SUM(Sales) (Rows)

Example 2: Profit Over Time


Dimension: Order Date (Columns)
Measure: SUM(Profit) (Rows)

Example 3: Sales by Region and Category


Dimension: Region, Product Category
Measure: SUM(Sales)
Dimensions (Categorical Data) → BLUE Measures (Numerical Data) → GREEN
Summary

•Dimensions help categorize data (e.g., Customer Name, Product Category).

•Measures provide numerical analysis (e.g., Sales, Profit).


•Understanding their roles allows you to create meaningful visualizations in
Tableau.
Dr. Vignesh Ramamoorthy. H
Associate Professor
Department of Computer Applications
vigneshrm@pes.edu

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