Tableau Workspace – contd..

A. Workbook name.
B. Cards and shelves - Drag fields to the cards and shelves in the workspace to add data to your view.
C. Toolbar - Use the toolbar to access commands and analysis and navigation tools.
D. View - This is the workspace where you create your data visualizations.
E. Go to the start page. F. Side Bar. The side bar provides two panes: the Data pane and the Analytics pane.
G. Go to the data source page.
H. Status bar - Displays information about the current view.
I. Sheet tabs - Tabs represent each sheet in your workbook. This can include worksheets, dashboards and
stories
Connecting to Data
 Click the Tableau icon in the upper left-hand
corner of any page to visit the start page at any
time.
 Under Connect, you can:
 Connect to data that is stored in a file, such as
Microsoft Excel or Access.
 Connect to data that is stored on a server, such as
Tableau Server, Microsoft SQL Server, or Google
Analytics.
 Connect to a data source that ou e connected to
before.
 Tableau supports the ability to connect to a wide
variety of data stored in a wide variety of places.

 Under Open, you can open workbooks that you

have already created.
 Under Sample Workbooks, view sample
dashboards and worksheets that come with
Tableau Desktop.
 Under Discover, find additional resources like
video tutorials, forums, or the Viz of the eek
to get ideas about what you can build.
Connecting to Data
About the Dataset

The Sample – Superstore dataset that comes with every

download of Tableau will be used to explain the basic
concepts in Tableau.

26
Live Vs Extract Connection

Live Connection : Connecting to your data live. Live is nothing but real time Extract

Extract (In-Memory) :It presents a fast, in-memory Data Engine to optimize for analytics. You can connect to
your data and after that, with one click, extract your data to get it in-memory in Tableau.

Tableau Data Extracts are snapshots of data optimized for aggregation and loaded into system memory to be
quickly recalled for visualization. Extracts tend to be much faster than live connections, especially in more
complex visualizations with large data sets, filters, calculations, etc.

Live connections offer the convenience of real-time updates, with any changes in the data source reflected in
Tableau. But live connections also rely on the database for all queries. And unlike extracts, databases are not
always optimized for fast performance. With live connections, your data queries are only as fast as the database
itself.
 Tableau Joins
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).


Tableau – Data types

All fields in a data source have a

data type. The data type reflects
the kind of information stored in
that field, for example integers
(410), dates (1/23/2015) and
stri gs Wis o si . The data
type of a field is identified in the
Data pane by one of the icons
shown below.

29
Data Prep With Text And Excel Files

With no columns names and a lot of nulls, Data Interpreter strips out
DATA them and the columns are properly identified.
INTERPRETER
The Pivot merges the information from the original columns and rows
PIVOT into two new columns.

It’s can be a useful view with a large number of files and when tables
METADATA GRID 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!
Tableau – Field Types
When you connect to a new data source, Tableau assigns each field in the data source to either the
Dimensions area or the Measures area of the Data pane, depending on the type of data the field
contains.
If a field contains categorical data (such as names, dates, or geographical data), Tableau assigns it to
the Dimensions area.
If a field contains numbers, Tableau assigns it to the Measures section.
Tableau – Field Types
By default, dimensions are discrete and measures are continuous, but in fact all four combinations are
possible:

If you are dragging a field from the Dimensions area, the resulting field in the view will be discrete (with
a blue background). If you are dragging a field from the Measures area, the resulting field will be
continuous (with a green background).
My First Visualization
Saving And Publishing Data Sources

Saving a data source makes it

easily ...or it can be published to
available in your copy of Tableau Tableau Online or
Desktop... Tableau Server.

Saving data source as a .tds this is not the data 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.
Difference between .twb and .twbx


The .twb file alone is not enough to perform any
 .
A twbx file is a Tableau Package.
analysis because it only contains Ta leau s instructions  .twbx files can be considered analogous to specialized
for interacting with a datasource. zip files, in which these zip files contain all the
information necessary to work in Tableau.d
 In actuality, .twb files are XML files specially tailored Workbook.
to interact with datasources. They are custom built to  The primary advantage to using .twbx files is that
make the awesome visualizations that Tableau analysis can be performed without network/internet
generates. Here you can see a picture of a .twb file connections to your data because your data is already
opened in Notepad++: present on your computer in this packaged file.
 Hands-On Lab

© Copyright, Intellipaat Software Solutions Pvt. Ltd. All rights reserved.

Hands-on Lab
 Install Tableau Desktop / Tableau Public

 Connect to Sample Superstore Dataset

 Join Orders, People & Region

 Identify Data Types

 Create Extract

 Create a Bar Graph

 Quiz
1.Tableau was Introduced in the year?
o2000
o2001
o2010
o2003

2.How many modes of data connecting does tableau has ?

o1 mode
o2 modes
o 3 modes
o 4 modes

3. What is called as Primary Tableau Server ?

oData Server
oVIzQL server
oGateway
oApplication Server
 Quiz
4. MDX connectors are essentially used for ?
oOLAP database
oQuickbooks database
oJSON database

5. What is fast data engine?

oTransfers data
oAssigns data interpreter
oImports data quickly to perform analysis
o All the above
Summary
 Data Visualization
 Benefits of Data Analytics
 Visual Analytics
 Power of Tableau
 Introduction to Tableau
 Tableau Products
 Tableau Architecture
 Installing Tableau
 Tableau Interface
 Connecting to Datasources
 Live Vs Extract Connection
 Tableau Joins
 Tableau Data Types
 Data Preparation
 Tableau Fields Types
 Tableau File Types
 Thank You
Email us – [email protected]

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© Copyright, Intellipaat Software Solutions Pvt. Ltd. All rights reserved.