Group 1 Final
Group 1 Final
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.
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.
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.
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.
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.
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.
Offline Access: You can work with the data without needing to be
connected to the data source.
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.
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:
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.