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Group 1 Final

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0% found this document useful (0 votes)
58 views31 pages

Group 1 Final

Uploaded by

Siri Reddy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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GROUP 1

Presentation By :
Gagan
Sravani
Nikitha
D.Keerthi
Shivani
Vibha
Sharma
Siri
TOPICS
 Tableau
 Live and Extract
 Dimension filters
 Measure filters
 Trend lines
 Relationships
 Inner Join
1.TABLEAU
Overview of Tableau:
 Tableau is a powerful data visualization and business
intelligence tool.
 Transforms complex data into easy-to-understand visuals
such as charts, graphs, and dashboards.
 Widely used for data-driven decision-making across
industries.
 Data Analysis: Converts raw data into visual insights.
 Interactive Dashboards: Create dynamic, interactive
reports.
 Ease of Use: User-friendly, drag-and-drop interface
without coding.
Key Features:
 Data Connection: Supports multiple data sources like Excel, SQL, and cloud platforms.
 Interactive Visuals: Real-time, responsive dashboards for data exploration.
 Collaboration: Shareable and customizable dashboards.
Types of Tableau:
 Tableau Desktop: For creating and modifying reports and dashboards.
 Tableau Server: Used to share reports securely across organizations.
 Tableau Online: A cloud-based version of Tableau Server for online
 Tableau Public: Free, for sharing visualizations publicly.
 Tableau Prep: For data preparation, cleaning, and shaping.
 Tableau Mobile: A mobile application for Android and iOS users that can connect to Tableau
Online and Tableau Server.
 Tableau Reader : Open and interact with workbooks created in Tableau Desktop or Tableau
Server
Why Use Tableau?
 Better Decision Making: Turns data into
actionable insights through visuals.

 Real-Time Analytics: Supports real-time data


updates for timely decisions.

 Scalability: From individual users to large


enterprises.

 User-Friendly: No technical expertise is


needed, and it is suitable for all users.

 Collaboration: Accessible to multiple users


across different devices for team analysis.
2.LIVE CONNECTION IN
TABLEAU
 Live Connection establishes a direct and dynamic link between Tableau and your data
source.

 With a Live Connection, Tableau doesn't store a copy of the data; instead, it queries the
data source in real-time every time you interact with your visualization.

 This means that you are always working with the most up-to-date data available.

 This approach is ideal for scenarios where you need to see the most recent changes
and updates to your data.

How to Set Up Live Connection:

1. Connect to Data: When creating a new connection in Tableau, choose your data
source and opt for a Live Connection.
2. No Extract Needed: Tableau will not create a local copy of the
data; it will query the data source directly each time.
Benefits of Live Connection:
 Data Freshness/Real Time Data: Always displays the most up-to-date information
from the data source.

 No Data Storage: In live connection it doesn’t store a local copy of data so it


reduces storage requirements .Since Tableau doesn't store your data, sensitive
information remains within the secure environment of your data source. This helps
maintain data privacy and security.

 Quick Decision making based on most recent trends and patterns.

Cons of Live Connection:


 Performance: Can be slower, especially with large datasets or complex queries,
since each interaction queries the live data source.

 Data Source Availability: Requires a stable connection to the data source; any
issues with the source can impact your Tableau dashboard’s performance or
availability.

 Network Dependence: Performance and accessibility can be affected by network


speed and reliability.
EXTRACT CONNECTION IN TABLEAU
 Unlike Live Connection, Extract Connection involves taking a snapshot of your data
and storing it locally within Tableau.

 This snapshot, called an extract, is a static representation of the data at the time of
extraction. Tableau stores this snapshot in a file called a .hyper file, which you can use
for analysis.

How to Set Up Extract Connection:

1. Connect to Data: When setting up a new connection, select your data source and
choose the “Extract” option.

2. Create Extract: Click on “Sheet” or “Data” and then select “Extract” from the data
menu. Tableau will create a .hyper file.

3. Refresh Extracts: Set up scheduled refreshes if using Tableau Server or Tableau


Online to update the extract periodically.
Benefits of Extract Connection:
 Performance: Generally faster because Tableau queries a local snapshot
instead of the live data source.

 Offline Access: You can work with the data without needing to be
connected to the data source.

 Enhanced Collaboration: You can easily share extracts with colleagues,


allowing them to work with the same data set without requiring access to
the original data source.

Cons of Extract Connection:


 Data Freshness: The data can become outdated as it only reflects the
state of the data source at the time the extract was created.
 Data Management: You need to manage the extracts, including refreshing
them to keep data up-to-date.
3.Dimension filter
 In Tableau, a dimension filter is used to filter data based on the values of one
or more dimensions.
 A dimension is typically categorical data, such as names, dates, or categories,
which allows you to slice your data.
 When you apply a dimension filter, you are selecting specific values or groups
from that dimension to display in your visualization.
Here’s how to apply a dimension filter in Tableau:
1. Add a Dimension Filter: Drag the desired dimension (e.g., "Category",
"Region", "Customer") from the Data Pane to the Filters Shelf.A filter window will
pop up, allowing you to select which values from the dimension you want to filter
by.
2. Customizing the Filter:
 General Tab: Choose specific dimension members to include or exclude.
 Wildcard Tab: Use wildcard matching to filter dimension members (e.g., names
that start with "A").
 Condition Tab: Apply conditional logic to filter, such as based on an aggregate
function (e.g., show customers with sales greater than $1000).
 Top Tab: Limit the filter to display only the top or bottom results based on a field
(e.g., top 10 products by sales).
3. Filter Across Multiple Worksheets: If you want the filter to apply across multiple
worksheets, right-click the filter in the Filters Shelf and select Apply to Worksheets.
You can choose to apply it to all related data sources or specific worksheets.
4. Interactive Filters: You can show the filter as an interactive control by right-
clicking the filter on the Filters Shelf and choosing Show Filter. This adds a filter
control to the view, allowing users to change the filter dynamically.
Step 1: Choose a dimension from the drop-down menu.
Step 2:The Tableau Filter Window appears. Choose a member from the drop-down
menu.
Step 3: Click on the Ok button.

The above procedure filters data set to show the records only for category
‘Furniture.’
4.Measure Filters
 In Tableau, a "Measure Filter" is used to filter data based on numerical values in
a measure (a quantitative field).
 When creating a PowerPoint presentation from Tableau, you might use measure
filters to control which data points are included in your visualizations.
 This helps to focus on specific ranges or values of data that are relevant to your
presentation.
Here’s a quick overview of how to use measure filters in Tableau:
Drag a Measure to the Filters Shelf: Start by dragging the measure you want
to filter onto the filters shelf.
Configure the Filter: Tableau will prompt you to specify how you want to filter
the measure. You can set conditions such as:
 Range of Values: Specify a range for the measure values.

 Relative Dates: Filter based on a relative time frame (e.g., last 30 days).

 Top N: Filter to show only the top N values based on the measure.

 Custom Condition: Set custom conditions using formulas.

Apply and Visualize: Apply the filter, and Tableau will update the visualization to
reflect the filtered data.

Export to PowerPoint: Once your visualizations are set up with the measure
filters, you can export your Tableau dashboard or worksheets to PowerPoint. The
filtered data will be included in the exported slides.
Here are some examples of how you might use measure filters in
Tableau:
Range Filter:
Scenario: You have sales data for the entire year and want to focus on sales
between 10,000 and 50,000.
Action: Drag the “Sales” measure to the Filters shelf, select “Range of Values,”
and set the minimum to 10,000 and the maximum to 50,000.
Top N Filter:
Scenario: You want to show only the top 10 products by revenue.
Action: Drag the “Revenue” measure to the Filters shelf, choose “Top N,” and
set N to 10. Tableau will display the top 10 products based on revenue.
Relative Date Filter:
Scenario: You want to display data for the last 3 months.
Action: If your measure is “Sales” and you have a “Date” field, drag
“Date” to the Filters shelf, select “Relative Date,” and set it to the last 3
months.
Custom Condition:
Scenario: You want to filter to show only the sales greater than 20,000
and less than 100,000.
Action: Drag the “Sales” measure to the Filters shelf, select “By
Formula,” and enter a condition like [Sales] > 20000 AND [Sales] <
100000.
Percentile Filter:
Scenario: You want to display the top 25% of products based on sales.
Action: Drag the “Sales” measure to the Filters shelf, choose
“Percentile,” and set it to the top 25%.
5. What are Trend Lines in
Tableau?
 A trend line in simple words is a line showing the patterns or trends emerging
from data points.

 For instance, just by looking at a trend line for sales data, we can infer whether
the sales are increasing with time, is not changing or decreasing.

 In this way, trend lines help us in interpreting data trends, predicting future
scenarios and draw a correlation between two variables in the analysis.

 Tableau has a total of five types of trend lines; Linear, Exponential, Logarithmic,
Polynomial, and Power trend line.
How to Add Trend Lines in Tableau?

As shown in the
screenshot, we have a
scatter plot for yearly
sales. Now, in the steps to
follow, we will add trend
lines in this scatter plot.
Step 1: In the first step, we need to switch to the Analytics tab from the
Data tab. In the Analytics tab, there is a Trend Line option under the
Model section.
Step 2: Now, to add a trend line on this plot, hold the Trend Line option
and drag it on to the scatter plot (or visualization area). You will see that it
gives us five options of different types of trend lines which we can add on
our graph. The options are Linear, Logarithmic, Exponential, Polynomial,
and Power trend line.
Step 3: Upon selecting the Linear trend line option (or one of your
choice). As you can see in the screenshot below, four trend lines (each
for a particular year) are added on the scatter plot. Each trend line is
color-coded corresponding to the year it represents.
Edit Options in Trend Lines:
To edit a single trend line, select the trend line and right-click on it. A small menu will open
having the options such as Describe trend line, Format trend line, Show trend lines, Edit
trend lines, and Describe trend model.
Format Trend Lines:
Using the Format option, we can format the appearance of the trend line. We can
change the line type, thickness, color, etc of the trend line from here. You can explore
more formatting options from the formatting pane which appears on the left.
6.RELATIONSHIPS
Understanding Relationships in Tableau:
 Definition: A relationship in Tableau connects different tables based on shared
fields (keys) without merging them.
 Flexible Joins: Unlike traditional joins, relationships automatically adjust based
on the analysis and data context.
 Logical Layer: Relationships work at the logical layer, defining how tables
should relate without physically combining data.
 Preserving Table Integrity: Each table maintains its identity, ensuring data
integrity and avoiding duplications.
 Automatic Aggregation: Tableau intelligently aggregates data from multiple
related tables during analysis.
Key Features of Tableau Relationships:

 No Duplicates: Relationships prevent duplicate records by dynamically


determining how data should connect.

 Multi-table Analysis: You can analyze data across multiple tables without
merging them into one.

 Flexible Data Sources: Relationships work with data from different sources,
making it easier to combine insights.

 Automatic Join Optimization: Tableau adjusts joins automatically to optimize


performance and avoid unnecessary data blending.

 Visual Feedback: Tableau visually indicates the relationship strength, making


it easier to understand how tables are linked.
7.JOIN
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.

How to create a Join in Tableau?


• Connect the relevant data sources
• Here, we will use the sample superstore data
• Drag the first table to the canvas
• Here, the order table

• Double click or drag another table to the join canvas.


• Here the second table will be Return
• Choose the desired join which you want
• When finished, close the joined dialogue and join the canvas
Types of Join:
• Tableau offers 4 types of join: inner, left, right, and full outer join.
• Let’s discuss inner join:
Inner Join :
• Inner join combines the table that contains values that match in both the
table
• When a value doesn’t match across both the table, it drops entirely
THANK YOU

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