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Tableau

Tableau is a groundbreaking data visualization software that connects to nearly any data source and allows users to transform data into interactive visualizations called dashboards. It features speed, ease of use, the ability to handle big data, and is an industry leader. Tableau uses a variety of data types and allows users to prep data using functions like data interpretation, pivoting, splitting columns, and custom splits. Users can save data sources, publish them to Tableau Online or Server, and perform joins, unions, and data blending between multiple sources. Tableau offers powerful visual analytics capabilities through features like hierarchies, groups, sets, filters, and statistical tools. Dashboards and stories allow users to create interactive views and presentations. Tableau

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Amrin Mulani
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26 views45 pages

Tableau

Tableau is a groundbreaking data visualization software that connects to nearly any data source and allows users to transform data into interactive visualizations called dashboards. It features speed, ease of use, the ability to handle big data, and is an industry leader. Tableau uses a variety of data types and allows users to prep data using functions like data interpretation, pivoting, splitting columns, and custom splits. Users can save data sources, publish them to Tableau Online or Server, and perform joins, unions, and data blending between multiple sources. Tableau offers powerful visual analytics capabilities through features like hierarchies, groups, sets, filters, and statistical tools. Dashboards and stories allow users to create interactive views and presentations. Tableau

Uploaded by

Amrin Mulani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 45

TABLEAU

Introduction to
Tableau
Let’s start with the first
1
WHAT IS
TABLEAU?

We have to answer two important


questions:

WHAT IS DATA WHY IS DATA VISUALIZATION


VISUALIZATION? IMPORTANT?
WHAT IS DATA
VISUALIZATION?
Data visualization is the process of
describing information through visual
rendering.
WHAT IS DATA
VISUALIZATION?
WHY IS DATA VISUALIZATION IMPORTANT?

◉ Technological advances have made data visualization


more
prevalent and powerful than ever before.
◉ Businesses purpose.
WHAT IS
TABLEAU?
◉ Tableau is groundbreaking data visualization software created
by Tableau Software.

◉ Tableau connects easily to nearly any data source

◉ Tableau allows for instantaneous insight by transforming data


into
interactive visualizations called dashboards.
WHAT IS TABLEAU? -
Cont’d
TABLEAU
FEATURES
SPEED TO TABLEAU IS EASY TO TABLEAU DOES BIG
MARKET USE DATA

TABLEAU DOES ANY STUNNING & INTERACTIVE TABLEAU IS AN INDUSTRY


DATA PLOTS LEADER
Tableau architecture:
Connecting to
data
Let’s connect Tableau to the
2
CONNECTING TO
DATA

EXCE DATABASE CLOU


L D
ADDING ANOTHER DATA
SOURCE
A workbook can have multiple data source. We can
connect to a locally saved extract or to a data source
which is published to Tableau Online or Tableau
Server.

LIVE VS
EXTRACT
types
Data Types in Tableau
Tableau expresses fields and assigns data types automatically. If the data source appoints
the data type, Tableau will use that data type. If the data source doesn't individually
assign a data type, Tableau will assign one. Tableau consist of the following data types:

•Date values
•Text values
•Numerical values
•Date and time values
•Boolean values (True or False conditions )
•Geographic values (longitude and latitude used for maps)
DATA PREP WITH TEXT AND EXCEL
FILES
DATA INTERPRETER With no columns names and a lot of nulls, Data Interpreter
strips out them and the columns are properly identified.
The Pivot merges the information from the original columns and
PIVOT
rows into two new columns.

METADATA GRID It’s can be a useful view with a large number of files and when
tables
have been joined.
SPLIT We can split the columns based on the shared delimiter of that
hyphen.
CUSTOM SPLIT We can choose our delimiter and use a hyphen.
USING DATA
INTERPRETER
Click on
Review the
results

An Excel file is generated


with the interpreted null
values.
Look the ‘A’s!
SAVING AND PUBLISHING DATA
SOURCES
Saving a data source
makes it easily ...or it can be
available in your copy of published to Tableau
Tableau Desktop... Online or Tableau
Server.

Saving data source as this is not the data


a .tds itself!
A NOTE ON FILE
TYPES

◉ Workbook (.twb): Workbooks hold worksheets, dashboards and stories.


◉ Bookmark (.tbm): Bookmarks contain a single sheet.
◉ Packaged workbook (.twbx): Archive containing a workbook along with all data sources and
files.
◉ Data extract (.tde): Local copy of a subset or entire data source to share and
improve the performance.
◉ Data source(.tds): Shortcut to oftenly used data sources, containing information
and modifications.
◉ Packaged data source (.tdsx): Archive containing a data source file along with any
related files.
JOIN TYPES WITH
UNION
Joining tables is a way of combining information from
multiple tables based on a field they share.
Joins are always made on a specific field (or fields).

Union follows the behavior “Union all”


even if there are duplicate values for
some rows.

Union
appends new
rows AND
new columns
if the shred
field don’t
match across
the unioned
data
sources
CROSS-DATABASE Sales and
JOIN Products

●DATA FROM ● CROSS DATABASE ● USING INTEGRATED


DIFFERENT SOURCES JOINS DATA SOURCES
WHAT IS DATA
BLENDING?
Data blending is a way to combine data from multiple data sources into a single
view.

Blend Relationship and How To Blend

Blue: Primary data source


Orange: Secondary data source

Links:
Orange: Use the common field for linking
Gray: Don’t use the common field for linking
Visual
Analytics
Let’s give some meaning to that
3
WHAT IS VISUAL
ANALYTICS?
Is a field in information visualization that
focuses on analytical reasoning facilitated and
supported by interactive visual interfaces.
A PICTURE IS WORTH A THOUSAND
WORDS

Humans are very Visual


good enhances the
representations
in solving
problems
complex human
cognitive
… process
WHAT TABLEAU HAS TO OFFER? - PT1

Powerful ways to select and aggregate the data to


consider:
◉ Hierarchies
◉ Groups
◉ Sets
◉ Filters
WHAT TABLEAU HAS TO OFFER? - PT2

Make use of the visual analytics power easily and


effectively:
◉ Reference lines and trend lines to visually evaluate the
plots
◉ Forecasting to make predictions with a confidence level
◉ Statistical tools like average lines, median and Box
Plots
◉ K-means bundled clustering
HOW DOES IT LOOK
LIKE?
Dashboard and
stories
Let’s make it more
4
WHAT IS A
DASHBOARD?
◉ Powerful tool for mixing multiple views in a unique one

◉ Allow us to create interactive and common filters for


all the sheets grouped

◉ Excellent tool for generic views


DASHBOARDS -
EXAMPLE
WHAT IS A STORY IN
TABLEAU?
◉ Sheet that contains a sequence of worksheets or
dashboards that work together to convey information
◉ All methods that are able for datasheets and
dashboards apply to stories

◉ Powerful navigation tool for presentations


STORIES -
EXAMPLE
Calculations
Or how to manipulate the data
set
5
TYPES OF
CALCULATIONS
Calculations Table Calculations
Manipulate the dataset Manipulate the current
over which tableau is view, operations are
running. performed on the view
The operations are by Tableau, without
performed by the passing through the
underlying underlying database.
database.
CALCULATIONS ON
WHAT?
◉ Strin
g
◉ Logic
◉ Date
◉ Type
◉ ...
CALCULATIONS
SYNTAX
LOD
expressions
Level of Detail
expressions introduce the
capability to specify the
exact level of
aggregation within
a calculation
itself.
Mapping, Similar Tools & Tableau
Online
Let’s give some meaning to that
6
THE POSSIBILITIES ARE
INFINITE

Automatically
Online maps, WMS
recognize and display
and Mapbox let you
geographic data and
create your own custom
associated metrics at
background map or
different geographic
connect to one
granularities
TABLEAU’S
COMPETITORS
TABLEAU DESKTOP VS THE
REST

Download &
Installation
Data Connection

Data Manipulation

Graphic Ability

*
Cost

*Pentaho asks for a specific price depending on the desired solution: we suppose that, in the average, is more
expensive than Tableau.
WHAT HAS TO OFFER TABLEAU
ONLINE?

◉ Skip hardware cost & setup


time
◉ Connection with other users
◉ Support live data connections
◉ Secure

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