SKILL DEVELOPMENT COURSE - (DATA VISUALIZATION - R

PROGRAMMING/ POWER BI)

WEEK-1
Aim:
Understanding Data, What is data, where to find data, Foundations for building Data
Visualizations,Creating Your First visualization?
Solution :
What is Data?
Data refers to raw facts, statistics, or information collected or stored in a structured or
unstructured form. Data can take various forms, such as text, numbers, images, videos, and more. It is
the foundation of all information and knowledge and is used in various fields for analysis, decision-
making, and understanding trends and patterns.
Data can be categorized into two main types:
 Structured Data: This type of data is organized into a specific format, such as tables or
databases, and is easily searchable and analyzable. Examples include spreadsheets, relational
databases, and CSV files.
 Unstructured Data: Unstructured data lacks a specific format and can include text documents,
social media posts, images, audio recordings, and more. Analyzing unstructured data often
requires advanced techniques like natural language processing and image recognition.
Where to Find Data?
You can find data from various sources, depending on your specific needs:
 Open Data Portals: Many governments and organizations provide free access to a wide range
of data through open data portals. Examples include Data.gov (United States) and data.gov.uk
(United Kingdom).
 Data Repositories: Academic institutions, research organizations, and data enthusiasts often
share datasets on platforms like Kaggle, GitHub, and the UCI Machine Learning Repository.
 APIs (Application Programming Interfaces): Some websites and services offer APIs that
allow you to programmatically access and retrieve data. Examples include Twitter API, Google
Maps API, and financial market APIs.
 Web Scraping: You can extract data from websites using web scraping tools and libraries like
BeautifulSoup and Scrapy. However, be mindful of the website's terms of use and legal
restrictions.
 Surveys and Surveys: You can conduct your own surveys or collect data through
questionnaires and interviews.
 IoT Devices: Internet of Things (IoT) devices generate vast amounts of data that can be used
for various purposes.
  Commercial Data Providers: Some companies specialize in selling datasets for specific
industries, such as market research, finance, and healthcare.
Foundations for Building Data Visualizations:
Creating effective data visualizations requires a strong foundation in several key areas:
 Data Analysis: Before creating visualizations, you should thoroughly analyze your data to
understand its structure, relationships, and any patterns or trends. Exploratory data analysis
(EDA) techniques can help with this.
 Statistical Knowledge: Understanding basic statistics is essential for making meaningful
interpretations of data. Concepts like mean, median, standard deviation, and correlation are
commonly used in data visualization.
 Domain Knowledge: Having knowledge of the specific domain or subject matter related to
your data is crucial for creating contextually relevant visualizations. It helps you ask the right
questions and provide valuable insights.
 Visualization Tools: Familiarize yourself with data visualization tools and libraries such as
matplotlib, Seaborn, ggplot2, D3.js, and Tableau. Each tool has its strengths and can be used
for different types of visualizations.
 Design Principles: Study design principles, including color theory, typography, and visual
hierarchy, to create visually appealing and effective visualizations. Avoid common pitfalls like
misleading visualizations.
 Interactivity: Learn how to add interactive elements to your visualizations to engage users
and allow them to explore the data. This can be achieved using tools like JavaScript, Python
libraries, or dedicated visualization software.
Creating Your First Visualization:
To create your first data visualization, follow these general steps:
 Select Your Data: Choose a dataset that aligns with your goals and interests. Ensure that the
data is clean and well-structured.
 Define Your Objective: Clearly define what you want to communicate or explore with
your visualization. Are you looking to show trends, comparisons, or distributions?
 Choose the Right Visualization Type: Select a visualization type that suits your data and
objectives. Common types include bar charts, line charts, scatter plots, histograms, and pie
charts.
 Prepare and Transform Data: Preprocess your data as needed. This may involve
aggregating, filtering, or transforming the data to fit the chosen visualization.
 Create the Visualization: Use a suitable tool or library to create your visualization.
Customize it with labels, colors, and other design elements.
 Interactivity (Optional): If appropriate, add interactive features to your visualization to allow
users to interact with the data.
 Test and Iterate: Review your visualization for accuracy and clarity. Seek feedback from
others and make improvements as necessary.
  Publish or Share: Once you are satisfied with your visualization, publish it on a platform,
embed it in a report, or share it with your intended audience.
 Document and Explain: Provide context and explanations for your visualization. Clearly
communicate what the viewer should take away from it.
 Maintain and Update: If the data changes or new insights emerge, update your visualization
accordingly.
WEEK-2
Aim:
Getting started with Tableau Software using Data file formats, connecting your Data to
Tableau,creating basic charts(line, bar charts, Tree maps),Using the Show me panel.
Solution :
Getting started with Tableau software is a great way to create data visualizations quickly and
efficiently. Here are the steps to get started, including connecting your data to Tableau, creating basic
charts like line charts, bar charts, and treemaps, and using the Show Me panel:
1. Download and Install Tableau:
First, you'll need to download and install Tableau Desktop or Tableau Public (a free version).
Follow the installation instructions provided on the Tableau website for your specific operating
system.
2. Prepare Your Data:
Before connecting your data to Tableau, ensure that your data is in a suitable format. Common
data file formats that Tableau supports include Excel (.xlsx), CSV (.csv), and text files (.txt). Make
sure your data is organized with headers for each column.
3. Connect Your Data to Tableau:
3.1 Launch Tableau Desktop.
3.2 Go to "File" Menu and then click on "Open".
3.3 Choose the data source type (e.g., Excel, CSV, text file) and Select the data file(P6-
SuperStoreUS-2015.xls) and click "Open".
3.4 Drag any table(e.g. Orders) into working area.

3.5 Click on Worksheet(Sheet1).

4. Data Source Pane:
Once your data is connected, the Data Source Pane will appear on the left-hand side of the
Tableau interface. Here, you can see a preview of your data and perform data transformations or join
multiple data sources if necessary.

5. Creating Basic Charts:

Now, let's create some basic charts using Tableau:
a. Line Chart:
1. From the "Data Source pane", drag and drop the date field to the Columns shelf and a numeric
field (e.g., sales, revenue) to the Rows shelf.
2. Then Tableau will automatically create a line chart. You can customize it by adding labels, titles,
and formatting.

b. Bar Chart:
1. Drag and drop a categorical field (e.g., product category, region) to the Columns shelf and
a numeric field to the Rows shelf.

2. Then Tableau will create a bar chart. You can adjust the orientation and formatting as needed. To
display Labels on the bars click on Lables and select "Show mark lables"
c. Treemap:
1. Drag and drop a categorical field to the Columns shelf.
2. Drag and drop a numeric field to the Size shelf.
3. Tableau will create a treemap visualization. You can further customize it by adjusting colors and
labels.

6. Using the Show Me Panel:

The Show Me panel in Tableau helps you explore various chart types based on your data and the fields
you select. Here's how to use it:
1. After adding fields to the Rows and Columns shelves, click on the "Show Me" panel located on the
left side of the Tableau interface.
2. In the Show Me panel, you'll see a variety of chart options that Tableau recommends based on your
data. Click on a chart type to create it.
3. Tableau will automatically generate the selected chart type with your data. You can further
customize it as needed.
4. To go back to the regular worksheet view, click the "Clear" button in the Show Me panel.

WEEK-3

Aim:
Tableau Calculations, Overview of SUM, AVR, and Aggregate features, Creating custom
calculationsand fields
Solution :
Tableau offers a powerful set of calculation tools that allow you to manipulate, transform, and
analyze your data in various ways. Here's an overview of some key concepts related to Tableau
calculations, including SUM, AVG (average), and aggregate functions, as well as creating custom
calculations and fields

SUM and AVG (Average) Functions

SUM Function
The SUM function in Tableau calculates the total sum of a numeric field. You can use it to find
the sum of values in a column or as part of a more complex calculation. To use SUM, simply drag and
drop a numeric field into the "SUM" shelf, or you can create a calculated field using the SUM
function.

AVG (Average) Function

The AVG function calculates the average (mean) value of a numeric field. Like SUM, you can use it
by dragging a numeric field into the "AVG" shelf or
 creating a calculated field with the AVG function.

Aggregate Functions:
Tableau provides a range of aggregate functions that allow you to perform calculations on
groups of data. Common aggregate functions include SUM, AVG, COUNT, MIN (minimum value),
and MAX (maximum value). These functions are particularly useful when you want to analyze data at
different levels of granularity (e.g., by category, region, or time period).
Creating Custom Calculations
Tableau allows you to create custom calculations using calculated fields. Here's how to create a
custom calculation:
1. Create a New Calculated Field
In the Data Source Pane, right-click on your data source and select "Create Calculated Field".

Alternatively, you can create a calculated field by right-clicking on a shelf in your worksheet and
choosing "Create Calculated Field".
2. Enter Your Calculation:
In the calculated field editor, you can use functions, operators, and field references to define
your calculation.
For example, you can create a calculated field to calculate profit margin as (SUM([Profit]) /
SUM([Sales])) * 100.

3. Name and Save the Calculated Field:

Give your calculated field a meaningful name.
Click the "OK" or "Apply" button to save the calculated field.

4. Use the Calculated Field in Your Worksheet:

You can now use the calculated field like any other field in your worksheet. Drag it to the
Rows or Columns shelf, use it in filters, or create visualizations based on it.
WEEK 4:
Applying new data calculations to your visualizations, Formatting
Visualizations, Formatting Toolsand Menus, Formatting specific parts of the
view.

Aim:
Applying new data calculations to your visualizations, Formatting Visualizations,
Formatting Toolsand Menus, Formatting specific partsof the view.

Solution :

Applying New Data Calculations to Visualizations

1. Drag and Drop Calculated Fields:

To apply your newly created calculated fields to a visualization, simply drag and drop them
onto the appropriate shelves in your worksheet. For example, you can drag a calculated field
to the Rows or Columns shelf, use it in filters, or place it on the Marks card to control the
appearance of marks.
2. Filter with Calculated Fields:
Create filters using calculated fields to control which data points are displayed in your
visualization. You can use calculated fields to filter by specific criteria, such as a calculated
date range or a custom ranking.
Formatting Visualizations
Tableau provides a wide range of formatting options to make your visualizations more
appealing and informative:

1. Format Pane:
On the left side of the Tableau interface, you'll find the Format pane. It allows you to format
various aspects of your visualization, such as fonts, colors, lines, shading, and borders. Simply
select the element you want to format and use the options in the Format pane to make changes.
2. Marks Card:
The Marks card, located above your visualization, offers formatting options specific to the
type of marks you're using (e.g., color, size, label). Click on the Marks card to access these
options and modify how your data is represented.

3. Axis and Gridlines:

You can format axis labels, titles, and gridlines to improve the readability of your visualization.
Right-click on an axis or gridline to access formatting options.
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

4. Legends and Color Scales:

Customize legends and color scales to provide context for your visualizations. You
can change colors, labels, and the position of legends to match your data.

Formatting Tools and Menus

Tableau provides several formatting tools and menus to help you refine the appearance
of your visualizations:

Format Menu:The Format menu at the top of the Tableau interface provides
access to various formatting options, including font styles, shading, borders,alignment,
and more. You can use this menu to format text, labels, and other elements.

Worksheet Menu:In the Worksheet menu, you'll find options to format the entire
worksheet, including background color, borders, and worksheet title. You can also
adjust the worksheet size.

Dashboard Menu:If you're working with dashboards, the Dashboard menu

allows you to format the entire dashboard layout, including background, size, and
title.
Formatting Specific Parts of the View

Tableau lets you format specific elements of your visualization:

1. Annotations:
You can add annotations to your visualizations to highlight important points or
provide additional context. Format these annotations using the options available when
you right-click on an annotation.

28
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

2. Tooltips:
Customize tooltips to display relevant information when users hover over data
points. You can format tooltips to show or hide specific fields and control their
appearance.

3. Headers and Titles:

Format headers, titles, and subtitles for clarity and consistency. Use the Format pane
or the Format menu to adjust text formatting, alignment, and shading.

WEEK 5:

Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting

Tableau data.

Aim:

Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting Tableau data.
Solution :

Edit Axes :When you add a continuous field (a field with a green background) to the
Columns or Rows shelf, it adds an axis to the view. An axis shows data points that lie
within a range of values. For each axis, you can specify the range, scale, and tick mark
properties.
Double-click an axis to open the Edit Axis dialog box and change the axis
configuration and formatting.
In this example, the Profit field (a continuous measure) on the Rows shelf creates a
vertical axis, and the Order Date field (a continuous date dimension) on the Columns shelf
creates a horizontal axis.

29
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Edit an axis range

To edit an axis range, double-click the axis that you want to edit.

When you select an axis, the marks associated with the axis are not selected so
that you can edit and format the axis without modifying the marks.

To select the marks associated with the axis, right-click the axis and select Select
Marks. You can also select each mark individually.

Note: In Tableau Desktop, you can right-click (control-click on Mac)

the axis, and then select Edit Axis. In web authoring, you can click
the arrow button on an axis, and then select Edit Axis.

Why can't I edit my axis?

If you can't edit an axis, it's most likely a header rather than axis.

● Continuous fields (green background) on the Rows and Columns

shelves create axes in the view.
● When you right-click an axis, you will see this menu:

30
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

● Discrete fields (blue background) on the Rows and Columns shelves create
headers, not axes. When you right-click a header, you will see this menu:

You can edit the formatting of headers by right-clicking a header, and then selecting
Format.
Hide and reshow axes and headers
If you have hidden an axis or a header in the view, you can show it again from
its related field in the view.

To hide an axis
Right-click (control-click on Mac) the axis in the view, and then clear the check
mark next to the Show Header option.
To show a previously hidden axis
Right-click (control-click on Mac) the continuous field in the view that is associated
with axis you want to show, click its drop down menu, and then click Show Header.

31
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Change an axis range

You can limit the axis range to focus the view on certain data points.

For example, assume your view shows sales over four years. The automatic axis might
show a range from 0 to $750,000. If sales never go below
$470,000, you can adjust the axis range to start at $470,000 to keep the focus on
where the data points actually lie.

To change an axis range:

1. Double-click the axis that you want to edit. You can also right-click (control-
click on Mac) the axis, and then select Edit Axis.
2. In the Edit Axis dialog box, select one of the following options:
○ Automatic.Automatically bases the axis range on the data used in the
view.
○ Uniform axis range for all rows or columns.Sets the axis range uniformly
to the maximum data range for all panes in the view.
○ Independent axis ranges for each row or column. Makes the axis range
independent. The axis range varies for each pane in the view, depending
on the range of data in each pane.
○ Fixed. Specifies to start and/or end the axis at a specific value. You can
fix both ends of the axis or only one end. When you fix both ends of the
axis, the axis range is determined by the values you specify. When you
fix only one end of the axis, you must set the other end of the axis as
automatic, uniform, or independent.
3. You can also specify whether to include zero. When you clear the Include zero

32
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

check box, the axis range adjusts to show only the range of values in the data.
4. Click OK.

Change the appearance of an axis

Every axis has a title that is automatically generated based on the fields in the
view. You can specify a custom axis title and add a subtitle using the Edit Axis dialog
box. You can also specify the scale of the axis, such as whether to use a logarithmic
scale or whether to reverse the axis.

1. To change the scale of the axis, select one of the following options:
○ Reversed- select this option to reverse the order of values on the
axis.Logarithmic - select this option to use a logarithmic scale on the
axis.
2. Click OK.
Format tick marks

You can specify how often the tick marks are displayed along the axis. Tableau allows
you to modify both the Major and Minor tick marks. Major tick marks are
accompanied by unit labels while Minor tick marks simply represent smaller
increments between the major marks. You can choose to use automatic or fixed tick
marks or have none at all.

To format tick marks:

1. Right-click (control-click on Mac) the axis you want to edit and select
Edit Axis.
2. In the Edit Axis dialog box, select the Tick Marks tab.
3. For both Major and Minor tick marks, select from one of the
33
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

following options:
○ Automatic - select this option to automatically show tick marks
based on the data in the view.
○ Fixed - select this option to specify how often the tick mark should
display and the starting value.
○ None - select this option to hide the tick marks completely.
4. Click OK.

How to Pivot Data in Tableau:

1. Using Table Preview Window
2. Using Metadata Window

The data source we will be using for the demonstration looks like the following:

We have dates as the column names and product names as the measure values or row
names.

34
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

1. How to Use Table Preview Window to Pivot Data

To use the table preview window in Tableau, follow the steps given below: Step 1:
Load in the dataset that you want to pivot.
After loading, you will see a screen like the following:

Step 2

In the table preview window, select pivot columns, right-click on the drop-
down icon, and select Pivot.

After performing the above pivot step, your data will look like the following:

35
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Step 3
The next step is to change the column names of the pivoted data. Double-click on the column
name and change it accordingly.

36
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

By following the above steps, you can easily pivot your data using Tableau.

2. How to Use Metadata Window to Pivot Data

Another method is using the metadata window. To pivot data using this method,
follow the steps given below:

Step 1

Navigate to the metadata window found in the left-down area of Tableau.

Step 2

Select the column you want to pivot, right-click on the drop-down menu and click pivot.

37
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

This will pivot the data in the table, which will look like the following:

Step 3

Next, change the column names in the data table accordingly.

This will automatically rename pivoted fields.

38
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

WEEK 6:

Structuring your data, Sorting and filtering Tableau data,

Pivoting Tableau data.

Aim:
Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.
Solution :

Tableau is a powerful data visualization tool that allows you to structure, sort, filter, and pivot
your data in various ways. Here are some notes on each of these topics:

● Structuring your data: The structure of your data can have a significant impact on your
analysis. Tableau Prep Builder is a tool that can help you shape your data in the
desired format. You can also use Tableau Desktop to structure
your data by pivoting, aggregating, or joining tables 1.
● Sorting and filtering Tableau data: Tableau provides several ways to filter and sort data
in your visualizations. You can filter data from your visualizations
and across multiple worksheets and data sources, sort data in the visualization, create
nested sorts, and more 23.
● Pivoting Tableau data: Pivoting is a technique used to transform data from a wide
format to a long format. Tableau Desktop provides an easy way to pivot your data
from columns to rows. After you have set up the data source, select two or more
columns, click the drop-down arrow next to the column name,
and then select Pivot. New columns called “Pivot field names” and “Pivot field values”
are created and added to the data source. The new columns replace the original
columns that you selected to create the pivot 4.

39
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Here are some of the general filter card options:

 Edit Filter - This option opens the main Filter dialog box so you can further
refine the filter by adding conditions and limits.

 Remove Filter - Removes the filter from the Filters shelf and removes the filter
card from the view.
 Apply to worksheets - Allows you to specify whether the filter should apply
to only the current worksheet or be shared across multiple worksheets. For more
information, see Apply Filters to Multiple Worksheets.
 Format Filters (Tableau Desktop only) - Customize the font and colors of all
your filter cards in the view.
 Only relevant values - Specifies which values to show in the filter. For
example, a filter on State will only show the Eastern states when a filter on
Region is set. You can use the toggle at the top of the filter card to switch
between this option and the All Values in Database option.
 All values in hierarchy - Specifies which values to show in the filter. When
40
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

you create a filter from a hierarchical field, this option is selected by default.
Filter values are displayed based on relevance of the parent/child relationships
in the hierarchy.
 All values in database - Specifies which values to show in the filter. When you
select this option all values in the database are shown regardless of the other
filters on the view.
 All values in context (Tableau Desktop only) - When one of the filters in the
view is a context filter, select this option on a different filter to only display
values that pass through the context filter. For more information, see Use
Context Filters.
 Include values - When this option is selected, the selections in the filter card
are included in the view.
 Exclude values - When this option is selected, the selections in the filter card
are excluded from the view.
 Hide Card (Tableau Desktop only) - Hides the filter card but does not remove
the filter from the Filters shelf.
Sort Data in a Visualization
Quickly sort from an axis, header, or field label

There are multiple ways to sort a visualization with single click sort buttons. In all

cases, one click sorts descending, two clicks sorts ascending,

and three clicks clear the sort.

Sort icons displayed on an axis (Metric A), header (Light Green) or field label (Hue)
41
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

The sort updates if the underlying data changes.

Sort from an axis

1. Hover over a numerical axis to bring up the sort icon.

2. Click the icon to sort.

Sort: Color is sorted within each Hue in decreasing order of Metric A

Sort from a header

1. Hover over a header to bring up the sort icon.

2. Click the icon to sort.

Sort: Materials are arranged in decreasing order of Metric B for Green.

In this example, the sort is applied to Material (sorting the order of the
columns—Paint, Fabric, and Paper) based on the values for Green, since that header
was used for the sort.

42
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Sort from a field label

1. Hover over a field label to bring up the sort icon.

The sort icon for a field label is slightly different from aheader or axis. The default option is
alphabetical sorting, but there’s also a menu where you can choose to sort by a field in the view.

2. Click the A-Z icon to sort alphabetically. Or, click the menu to select a field
to sort by. The icon switches to the bar icon and you can click to sort.

Sort: Hues are arranged in descending order by Metric B.

In this example, the sort is applied to the outermost dimension (Hue) based on total
Metric B. (Metric B is aggregated for all the colors within each hue and Hue is sorted.
Therefore, Purple is first,then Green, then
Blue.)

43
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

44
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Clear sorts

You can sort data from many areas of a view. Sometimes it can be useful to clear all
sorts at once.

To remove the sort on a specific field, right click to open the menu and select Clear
Sort.

To remove all sorts in the view, open the menu next to the clear sheet icon in the toolbar
and select Clear Sorts. Or, from the Worksheet menu, click Clear > Sorts.

Remove the ability to sort

As an author, you can disable the sort icons in published content. This can be useful to
preserve the current sort as you built it. Navigate to the Worksheet menu and uncheck
the option to Show Sort Controls. This will prevent the sort icons from appearing when
a consumer of the view hovers over an axis, header, or field label. Hiding field labels,
headers, or the axis will also remove the sort icons.

WEEK 7:
Advance Visualization Tools: Using Filters, Using detail panel, Using thesize
Panel, Customizing Filters, Using and customizing tool tips andFormatting your
data with colors.

Filter Data in the View

Filtering is an essential part of analyzing data. This article describes the many
ways you can filter data from your view. It also describes how you can display
interactive filters in the view, and format filters in the view.
Filtering Order of Operations
Before you begin filtering data in Tableau, it's important to understand the order
in which Tableau executes filters in your workbook.
Tableau performs actions on your view in a very specific order; this is called the
Order of Operations. Filters are executed in the following order:

1. Extract filters
2. Data source filters
3. Context filters
4. Filters on dimensions (whether on the Filters shelf or in filter cards inthe
view)
5. Filters on measures (whether on the Filters shelf or in filter cards in the view)

Select to keep or exclude data points in your view

You can filter individual data points (marks), or a selection of data points from
your view. For example, if you have a scatter plot with outliers, you can exclude them
from the view so you can better focus on the rest of the data.

To filter marks from the view, select a single mark (data point) or click and drag in
the view to select several marks. On the tooltip that appears, you can: 45
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

 Select Keep Only to keep only the selected marks in the view.

 Select Exclude to remove the selected marks from the view.

46
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Select headers to filter data

You can also select headers to filter them from your view.

To filter entire rows or columns of data from your view, select the header in the view.
On the tooltip that appears, select to Exclude or Keep Only the selected data.

When you select a table header that is part of a hierarchy, all of the next level headers
are also selected. For example, the view shown below consists of two unrelated
dimensions placed on the Columns shelf, and two levels of the same hierarchy placed
on the Rows shelf.

The selected row headers include the Furniture member of the

Category dimension, and the Binders and Labels members of the Sub- category
dimension. When Furniture is selected, all members from the next (inner) level in the
hierarchy are automatically selected. In this case, that means the Bookcases, Chairs,

47
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Furnishings, and Tables members.

48
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Drag dimensions, measures, and date fields to the Filters shelf

Another way to create a filter is to drag a field directly from the Data pane tothe Filters
shelf.

When you add a field to the Filters shelf, the Filter dialog box opens so you can define
the filter. The Filter dialog box differs depending on whether you are filtering
categorical data (dimensions), quantitative data (measures), or date fields.

Filter categorical data (dimensions)

Dimensions contain discrete categorical data, so filtering this type of field generally
involves selecting the values to include or exclude. When you drag a dimension from
the Data pane to the Filters shelf in Tableau Desktop, the following Filter dialog box
appears:

49
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

 General: Use the General tab to select the values you want to include or exclude.
 Wildcard (Tableau Desktop only): Use the Wildcard tab to define a pattern to filter
on. For example, when filtering on email addresses you might want to only include
emails from a specific domain. You can define a wildcard filter that ends with
"@gmail.com" to only include Google email addresses.
 Condition: Use the Condition tab in the Filter dialog box to define rules to filter
by. For example, in a view showing the average Unit Price for a collection of
products, you may want to only show the Products that have an average unit price
that is greater than or equal to $25. You can use the built-in controls to write a
condition or you can write a custom formula.
 Top: Use the Top tab in the Filter dialog box to define a formula that computes the
data that will be included in the view. For example, in a view that shows the average
Time to Ship for a collection of products, you can decide to only show the top 15
(or bottom) products by Sales. Rather than having to define a specific range for
Sales (e.g., greater than $100,000), you can define a limit (top 15) that is relative
to the other members in the field (products).

Filter quantitative data (measures)

Measures contain quantitative data, so filtering this type of field generally

involves selecting a range of values that you want to include.

When you drag a measure from the Data pane to the Filters shelf in Tableau Desktop,
the following dialog box appears:

Select how you want to aggregate the field, and then click Next.

50
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

In the subsequent dialog box, you're given the option to create four types of quantitative
filters:

Range of Values: Select the Range of Values option to specify the minimum and
maximum values of the range to include in the view. The values you specify are
included in the range.

At Least: Select the At Least option to include all values that are greater than or equal
to a specified minimum value. This type of filter is useful when the data changes often
so specifying an upper limit may not be possible.

At Most: Select the At Most option to include all values that are less than or equal to a
specified maximum value. This type of filter is useful when the data changes often so
specifying a lower limit may not be possible.

Special: Select the Special option to filter on Null values. Include only Null values,
Non-null values, or All Values.

Filter dates

When you drag a date field from the Data pane to the Filters shelf in Tableau Desktop,
the following Filter Field dialog box appears:

You can select whether you want to filter on a relative date; filter between a range of
dates; or select discrete dates or individual dates to filter from the view.

51
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

To show a filter in the view:

1. In the view, click the field drop-down menu and select Show Filter.

52
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

The field is automatically added to the Filters shelf (if it is not already being filtered),
and a filter card appears in the view. Interact with the card to filter your data.

Using detail panel - Marks Card

Separate marks in the view by dimension members

From the Data pane, drag a dimension to Detail on the Marks card.

53
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

When you drop a dimension on Detail on the Marks card, the marks in a data view are

separated according to the members of that dimension. Unlike dropping a dimension

on the Rows or Columns shelf, dropping it on Detail on the Marks card is a way to
show more data without changing the table structure.

54
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Using the size Panel - Marks Card

To change the size of marks in the view, do one of the following:

On the Marks card, click Size, and then move the slider to the left or right.

The Size slider affects different marks in different ways, as described in the
following table.

MARK TYPE DESCRI

PTION
Circle, Square, Shape, Text Makes the mark bigger or smaller.

Bar, Gantt Bar Makes bars wider or narrower.

Line Makes lines thicker or thinner.

Polygon You cannot change the size of a

polygon.

Pie Makes the overall size of the pie

bigger and smaller.

The size of your data view is not modified when you change marks using the Size slider.
However, if you change the view size, the mark size might change to accommodate the55
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

new formatting. For example, if you make the table bigger, the marks might become
bigger as well.

From the Data pane, drag a field to Size on the Marks card.

56
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

When you place a discrete field on Size on the Marks card, Tableau separates the marks
according to the members in the dimension, and assigns a unique size to each member. Because
size has an inherent order (small to big), categorical sizes work best for ordered data like years
or quarters.

When you place a continuous field on Size on the Marks card, Tableau draws each mark with
a different size using a continuous range. The smallest value is assigned the smallest sized mark
and the largest value is represented by the largest mark.

Edit marks sizes

To edit the size of marks, or change how size is being applied to marks in the view:

1. On the Size legend card (which appears when you add a field to Size on the Marks card),
click the drop-down arrow in the right-hand corner and select Edit Sizes.

2. In the Edit Sizes dialog box that appears, make your changes and then click OK.

The options available depend on whether the field being applied to Size is a
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

continuous or discrete field.

For continuous fields, you can do the following:

For Sizes vary, click the drop-down box and select one of the following:

Automatically - Selects the mapping that best fits your data. If the data is numeric and does
not cross zero (all positive or all negative), the From zero mapping is used. Otherwise, the By
range mapping is used.

By range - Uses the minimum and maximum values in the data to determine the distribution
of sizes. For example, if a field has values from 14 to 25, the sizes are distributed across this
range.

From zero - Sizes are interpolated from zero, assigning the maximum mark size to the absolute
value of the data value that is farthest from zero.

Use the range slider to adjust the distribution of sizes. When the From zero mapping is selected
from the Sizes vary drop-down menu, the lower slider is disabled because it is always set to
zero.

Select Reversed to assign the largest mark to the smallest value and the smallest mark to the
largest value. This option is not available if you are mapping sizes from zero because the
smallest mark is always assigned to zero.
To modify the distribution of sizes, select the Start value in legend and End value for range
check boxes and type beginning and end values for the range.

For discrete fields, you can do the following:

Use the range slider to adjust the distribution of sizes.

Select Reversed to assign the largest mark to the smallest value and the smallest mark to
the largest value.
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Continuous axis mark sizing

For views where the mark type is Bar and there are continuous (green) fields on both Rows
and Columns, Tableau supports additional options and defaults for sizing the bar marks on
the axis where the bars are anchored.

The bar marks in histograms are continuous by default (with no spaces between the marks),
and are sized to match the size of the bins. When there is a field on Size, you can determine
the width of the bar marks on the axis where the bars are anchored by using the field on Size.
To do this, click the Size card and select Fixed.
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

When there is no field on Size, you can specify the width of the bar marks on the axis
where the bars are anchored in axis units. To do this, click the Size card, choose Fixed,
and then type a number in the Width in axis units field.

Customizing ToolTips

Tooltips are details that appear when you hover over one or more marks in the view. Tooltips
are also convenient for quickly filtering or removing a selection, or viewing underlying data.
You can edit a tooltip to include both static and dynamic text. You can also modify which
fields are included in a tooltip and whether you want to be able to use those fields to select
marks in the view.

Add a tooltip

1. Drag a field to Tooltip on the Marks card.

2. Click Tooltip on the Marks card to open the Edit Tooltip dialog box, where you
can add text, rearrange the tooltip contents, and insert more fields.

Tooltip options
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

After you open the Edit Tooltip dialog box, there are several options that you can choose from
to format the tooltips in your view and configure their behavior. You can choose from the
options below.

Format tooltips: Tooltips are specified on a per-sheet basis and can be formatted using the tools on the top of
the Edit Tooltip dialog box.

Adding dynamic text: Use the Insert menu at the top of the dialog box to add dynamic text
such as field values, sheet properties, and more. The All Fields command on the Insert menu
adds all field names and values that are used in the view to the tooltip for any mark in the view.

Show tooltips: Tooltips are shown by default. If you prefer to hide automatic tooltips, clear
the Show Tooltips check box.

Configure tooltip behavior: Configure how tooltips behave by selecting one of the following
options in the drop-down list next to the Show Tooltips check box:

Responsive - Show tooltips instantly: Select this option to show tooltips instantly as you
move the cursor over the marks in the view. This is the default for all views. With this option,
tooltips appear without command buttons. You must first click a mark in the view to see the
command buttons.

On Hover - Show tooltips on hover: Select this option to show tooltips only after you rest
the cursor on a mark. However, with this option, command buttons appear on the tooltip
without any further action from you (unless you specify otherwise in the Edit Tooltips dialog
box).

Show commands: Select the Include command buttons check box to add Keep Only,
Exclude, Group Members, Create Set and View Data buttons at the top of the tooltip. These
buttons show both in Tableau Desktop and when the view is published to the web or viewed
on a mobile device.
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Select marks in a view from the tooltip. Select the Allow selection by category check box
to be able to select marks in a view that have the same value by clicking on a discrete field in
a tooltip. If this check box is selected, you can use this feature to select marks in a view in
Tableau Desktop, when the view is published to the web or viewed on a mobile device.

Add or remove fields: To add and remove fields when using the automatic tooltip, right-click
(control-click on Mac) the field on one of the shelves in the view and select Include in Tooltip.

Customize filter cards

In addition to the general filter options and the filter modes, you control how your filter appears
in the worksheet, on dashboards, or when published to the web even further in Tableau
Desktop.

To customize filters, click the filter card drop-down menu and select Customize.

You can select from the following options:

 Show “All” Value - toggles whether to show the “All” option that displays by default
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

in multiple values and single value lists.

 Show Search Button - toggles whether to show the search button at the top of the
filter.
 Show Include/Exclude - toggles whether to show the Include Values and Exclude
Values commands on the filter card menu. When shown, users can switch the filter
between include and exclude modes.
 Show Control Types - toggles whether to let users change the type of quick filter
shown. For example, when shown, a user can change a multiple values list to a compact
list.
 Show More/Fewer button - toggles whether to show the More/Fewer button at the
top of the filter.
 Show All Values button - toggles whether to display the Show All Values button
on the filter card.

Whenever data is excluded in the filter, the small red "x" appears on the Show All
Values button. When all values are showing, the red "x" disappears.

 Show Apply Button - toggles whether to show the Apply button at the bottom of the
filter. When shown, changes to the filter are only applied after you click the button.
Pending changes are indicated with a green color. This option is only available in
multiple values lists and dropdowns. This options is available in web authoring.
 Show Readouts - controls whether the minimum and maximum values are displayed
as text above a range of values. The readouts can be used to manually type a new value
instead of using the sliders.
 Show Slider - controls whether the slider displays. When this option is cleared, the
filter only displays the readouts.
 Show Null Controls - shows a drop-down list that lets you controlhow the filter
handles null values. You can select from values in a range;values in a range and null
values; null values only, non-null values, or all values.

Formatting your data with colors:

If you drop one field on Color and then drop a different field on Color, the second field replaces
the first field. However, depending on the chart type, for example treemaps and bullet graphs,
you can put multiple fields on color. You can use one field to set the hue, and the other to show
gradations within that hue. Follow these steps, using the Sample - Superstore data source, to
build a treemap with two fields on Color.
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

1. Drag Category and Sub-Category to Columns.

2. Drag Sales to Size on the Marks card.

3. Click Show Me in the toolbar, then select the Treemap chart type.

Tableau moves all fields to the Marks card, putting SUM(Sales) onboth Size and
Color, and Category and Sub-Category on Label:
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

4. Click the label icon to the left of Category on the Marks card and select Color:

Category replaces SUM(Sales) on Color. The marks are still sized by the sum of Sales, but
now they are colored by Category:

5. Click the label icon to the left of Sub-Category on the Marks card and select
Color.

Tableau uses distinct, categorical colors for the first field, Category, and a range of
sequential shades to distinguish values for the second field, Sub-Category:
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

The size of the individual rectangles is still determined by Sales, per Category
and Sub-Category.
The two fields on Color (Category and Sub-Category) are related within a hierarchy, so if
you swap their positions on the Marks card, moving Sub- Category to be above Category,
the effect is the same as if you had removed Category from the view altogether. The treemap
changes to show a uniquely colored rectangle for each Sub-Category.
When the two fields on Color are not related within a hierarchy, you can switch the order of
the fields on the Marks card so that the field that was used for categorical colors was used for
sequential shades, and vice versa.

If you aren’t satisfied with the colors that Tableau used, you can change them. To open the
Edit Colors dialog, do one of the following:

 In Tableau Desktop, double-click the color legend.

 In Tableau Server or Tableau Cloud, click the drop-down arrow in the top right-hand
corner of the legend.
6. Make the view more readable by adding Category, Sub-Category, and Sales to Label.
Users can hover to see tooltips for any rectangle that is too small to show text by default.
 MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

WEEK 8:
Creating Dashboards & Storytelling, creating your first dashboard andStory, Design for
different displays, adding interactivity to your Dashboard, Distributing & Publishing your
Visualization.
Building the views
Tableau allows you to bring together related data visualizations into a single dashboard. This
dashboard could be a static view of various aspects of the data or a fully interactive environment,
allowing users to dynamically filter, drill down, and interact with the data visualizations.

Dashboard definition
From a Tableau perspective, a dashboard is an arrangement of individual visualizations, along
with other components, such as legends, filters, parameters, text, containers, images, extensions,
buttons, and web objects, that are arranged on a single canvas. Ideally, the visualizations and
components should work together to tell a complete and compelling data story. Dashboards are
usually (but not always) interactive.

Dashboard objectives
The primary objective of a dashboard is to communicate data to a certain audience with an intended
result.
A dashboard is a collection of several views, enabling one to compare a variety of data
simultaneously.
A dashboard is a way of displaying various types of visual data in one place. Usually, a dashboard
is intended to convey different, but related information in an easy-to-digest form. And oftentimes,
this includes things like key performance indicators (KPI)s or other important business metrics
that stakeholders need to see and understand at a glance.
Dashboards are useful across different industries and verticals because they’re highly
customizable. They can include data of all sorts with varying date ranges to help you understand:
what happened, why it happened, what may happen, and what action should be taken.

Objects
Dashboards are made up of objects that are arranged on a canvas. You'll see a list ofobjects
that can be added to a dashboard in the left-hand pane of a dashboard:

Objects available to add to a dashboard

MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

The pane includes these objects:

 Horizontal: A layout container within which other objects will be arranged in asingle
row (horizontally).

 Vertical: A layout container within which other objects will be arranged in a single
column (vertically).

 Text: An object that allows you to include richly formatted text in your dashboard.

 Image: An image (for example, .gif, .png, or .jpeg) that can be positioned andsized
on your dashboard.

Etc..
Benefits of Using Tableau Dashboards

Tableau dashboard benefits include:

 Data Visualization
Tableau dashboards offer a variety of dynamic and visually engaging data visualizations, including
charts, graphs, maps, and tables.
 Data Analysis

 Tableau dashboards may be integrated with real-time data sources, allowing for real-time data
analysis. This is especially useful for collecting data that requires regular updates or measuring
key performance indicators (KPIs).

 Interactive Dashboards

Tableau dashboards allow users to interact with data presented by sorting, filtering, and getting
down to particular elements. This interaction enables users to analyze the data from various
perspectives, answer ad hoc questions, and gain more comprehensive insights.

 Integration of Data

Tableau may be linked with many data sources, including spreadsheets, databases, cloud services,
and big data platforms.

 Sharing and Collaboration

Tableau offers tools for teamwork that let users collaborate on dashboards, reports, and insights.
Dashboards may be uploaded to Tableau Server or Tableau Online, making sharing data within
teams or an enterprise simple.

 Scalability
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Tableau is renowned for its scalability, enabling users to manage huge and complicated datasets
effectively. Even with large amounts of data, Tableau's data engine enhances searches and
collections to produce quick, responsive dashboards.

 Device Compatibility

Tableau dashboards are responsive and functional across various gadgets, such as PCs, laptops,
tablets, and smartphones.
 Storytelling

Tableau dashboards facilitate storytelling by enabling users to construct a story based on the data.
Users can mix and match various visualizations, comments, and content to create engaging data-
driven narratives and deliver presentations that have a lasting impact on stakeholders or consumers.

Creating a Dashboard

Steps

1. Click the New dashboardbutton.

2. Drag Sales in the Southto the empty dashboard
3. Drag Profit Mapto the dashboard, and drop it on top of the Sales in the Southview. Both
views can be seen at once. To be able to present data in a manner so that others can understand it
we can arrange the dashboard to our liking.
4. On the Sales Southworksheet in the dashboard view, click under
the Regionand clear off the Show Header. Repeat the same process for all the otherheaders. This
helps to emphasize only what is needed and hides away the not so important information.
5. On the Profit Map, Hide the Title as well and perform the same steps for the Sales
Southmap.
6. We can see that the Sub-Category filter card and Year of Order Date have been
repeated on the right-side. Let us get rid of the extra by simply crossing them out. Finally,
click on the Year of Order Date. A drop-down arrow
appears and select the option of Single Value (Slider). Now let the magic unfold.Experiment by
choosing different years on the slider and the Sales also vary accordingly.
7. Drag the SUM(Profit)filter to the bottom of the dashboard below Sales inSouth for
a better view.
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Storytelling

The stories feature allows you to tell a story using interactive

snapshots of dashboards and views. The snapshots become points in a story.
This allows you to construct a guided narrative or even an entire
presentation. A dashboard is a cool feature, but tableau also offers us to
showcase our results in presentation mode in the form of stories about
which we will discuss in this section.

Stories

Building a Story: Steps

1. Click the New storybutton.
2. From the Story pane on the left, drag the Sales in the Southworksheet
(createdearlier) onto the view.
3. Edit the text in the gray box above the worksheet. This is the
caption. Name itas Sales and profit by year.
4. Stories are quite specific. Here we will tell a story about selling machines
in North Carolina. In the Story pane, click on Duplicate to duplicate the first
caption, or you may even create a new one.
5. In the Sub-Category, filter select only Machines. This helps to gauge sales
and profit of machines by year.
6. Rename the caption to Machine sales and profit by year.

Designing for different displays and devices 70

MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

When designing a dashboard, some of the first questions you'll often

ask yourselfare: How will my audience view this dashboard? What kind of
device will they use? Withthe wide adoption of mobile devices, this latter
question becomes very important because what looks great on a large flat-
screen monitor doesn't always look great on a tablet or phone.

The top of the Dashboard tab on the left sidebar reveals a button to preview
the dashboard on various devices, as well as a drop-down for Size options:

The Device Preview option allows you to design and preview your
dashboard for other devices, Clicking the Device Preview button not only
allows you to see how your dashboard will look with various device types
(and even specific models) but also allows you to add a layout for each
device type, which you can customize:

Customizable options for devices

Interactivity with actions

In Tableau, an action is a user-initiated event that triggers a response from

Tableau. You've seen a few examples of actions being used in dashboards
already. We'll now consider some details of how actions work in Tableau.

Tableau supports six kinds of actions:

 Filter actions: The user's action causes one or more filters to be

applied to oneor more views.

 Highlight actions: The user's action causes specific marks and

headers to behighlighted in one or more views.

 URL actions: The user's action causes a specific URL to be

opened (either ina browser, a new tab, or in an embedded web
71
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

object).
 Go to Sheet: The user's action causes navigation to a selected
sheet ordashboard.

 Parameter actions: The user's action changes the value of a

parameter. Thisallows the user to visually interact with parameters
in new and exciting ways!

 Set actions: The user's action defines a specific action.

Adding Interactiveness

In order to make the dashboard more interactive like viewing which sub-
categories areprofitable in which states, a few changes need to be done.

Steps

1. Let's start with the Profit Map. On clicking the map, a Use as filter icon
appears in the upper right. Click on it. If we select any map, Sales
corresponding to that state will be highlighted in the Sales-Southmap.
2. For the Year of Order Date, click on the drop-down option and go to
Apply toWorksheets > Selected Worksheets. A dialog box opens
up. Select the All option followed by OK. What does this option do? It
applies filters to all the worksheets having the same data source.
3. Explore and experiment. In the visualization below, we can filter the
Sales South map to view products that are being sold in North Carolina only.
We can then easily explore the profits yearly.
4. Rename the Dashboard to Regional Sales and Profit.

Distributing & Publishing your Visualization

In Tableau Desktop, open the workbook you want to publish.
Select Server > Publish Workbook.
If the Publish Workbook option does not appear on the Server menu, make
sure a worksheet or dashboard tab is active (not the Data Source tab).
If necessary, sign in to a server. For Tableau Cloud, enter
https://online.tableau.com. For more information, see Sign in to Tableau
Server or Tableau Cloud.
In the dialog box, select the project, enter a nam Publish Workbook e for
the workbook, and add search tags.
Tags help users find related workbooks when they browse the server.
Separate tags using a comma or space. To add a tag that contains a space,
put the tag in quotation marks.

72
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

For Permissions, accept the default project settings. For Data Sources, select
if you want to change whether the data is Edit embedded in the workbook
or published separately, or change how people authenticate with data
sources.

If you’re publishing an extract and want to set up a refresh schedule, you

must select Embed password or Allow refresh access.
If your workbook connects to a Tableau data source, we recommend
embedding the password. If you instead choose to prompt users, they'll need
additional permissions on the data source.

Click Publish .

WEEK 9:
Tableau file types, publishing to Tableau Online, Sharing your visualizations,
printing, and Exporting.

Tableau File Types and Extensions:

File Type File Extension Purpose

Tableau Workbook .twb It contains information on each sheet and
dashboard that is present in a workbook. It
has the details of the fields, which are used
in each view and the formula applied to the
aggregation of the measures. It also has the
formatting and styles applied. It contains
the data source connection information
and any metadata information created for
that connection.
Tableau .twbx This file format contains the details of a
Package workbook as well as the local data that is
d Workbook used in the analysis. Its purpose is to share
with other Tableau desktop or Tableau
reader users, assuming it does not need
data from the server.
Tableau Data Source .tds The details of the connection used to create
the tableau report are stored in this file. In
the connection details, it stores the source
type (excel/relational/sap, etc.) as well as
the data types of the columns.
73
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Tableau .tdsx This file is similar to the .tds file with the
addition of data along with the connection
Packaged Data details.
source

Tableau Data Extract .tde This file contains the data used in a .twb
file in a highly compressed columnar data
format. This helps in storage optimization.
It also saves the aggregated calculations
that are applied in the analysis. This file
should be refreshed to get the updated data
from the source.
Tableau Bookmark .tbm These files contain a single worksheet that
is shared easily to be pasted into other
workbooks.

Tableau Preferences .tps This file stores the color preference used
across all the workbooks. It is mainly used
for consistent look and feel across the
users.

publishing to Tableau Online

The publishing workflow guides you through these steps. For some data types you publish
to Tableau Cloud, the publishing process starts Tableau Bridge on your computer.
Variable publishing options
The following options appear when they’re appropriate for the workbook.
Show or hide sheets
By default, Tableau Desktop publishes all sheets in a multiple-sheet workbook. In the
section of the Publish Workbook dialog box, yo Sheets u can specify which sheets to
include. Hiding sheets is useful when you want to publish a dashboard or story without
showing theworksheets that were used to create it.
Show sheets as tabs
If you select multiple sheets to show, you can specify how users navigate them. Select

74
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

the Show Sheets as Tabs check box to provide tab-based navigation.

Clear the check box to allow people to open only one view at a time.
Show selections
Select this to highlight a particular portion of the view when others open the workbook.
Make your selections in Tableau Desktop before you start the publishing process.
Explain about sharing your visualization?
Tableau Online, our cloud collaboration and sharing platform.

When it comes to analytics, sharing is caring. But what options do you have
for sharing?
How do you encourage others to ask questions of your data? Better yet, how do you put
dashboards and visualizations where they’ll be seen the most? Don't worry— we're here
to help.
Sharing views:
After you've published your workbook(s) to Tableau Online, you can share any view with
anyone on your site. Perhaps you want to show a coworker a certain visualization within
your published workbook. Simply click the share icon in the toolbar, copy the URL in the
Link field & past it into your mail.

75
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

But imagine you’ve discovered something really important in a certain product group or
manufacturing site. Rather than sending a link to the original dashboard and describing
how to find your specific insight, you can save the specific set of filters and highlights
you’ve already created in Tableau Online. When you are ready to save your custom view,
click the Original View button in the toolbar. Give your custom view a name and click
Save.

Sharing data sources

There are probably people in your team who’d like to ask their own questions of
data. But they don't know the underlying data source very well. Publishing a data source
empowers them to create their own analyses without worrying about the underlying data.
When you publish a data source it retains the joins, unions, groups, hierarchies, calculated
fields, and all other modifications you've made in Tableau Desktop.
This makes it easy for anyone to build an accurate analysis, regardless our their
ability to work with metadata. When publishing your data source, make sure you set the
right permissions. Most databases or applications have their own credentials, and you’ll
need to embed them in the data source if people will be accessing it from Tableau Online.
Embedding your views: Another powerful way to share your insights is to put your
visualization in places where people are already looking. That’s why we make it easy or
you to embed your dashboards in other websites, company portals, or apps. Simply copy
and paste the embed code for a dashboard and place it in an iframe.

76
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Printing and Exporting

Share the views and data in a workbook as well as include them in presentations and
documents. You can Print the PDF, Export to Another Application, or Print one or more
worksheets.

Set up the page

You can apply different page setup options for each worksheet in a workbook, For
example, worksheets can print with titles showing or hidden, with unique page
orientation, and more.

To begin, select File > Page Setup.

General settings (available for individual sheets, not dashboards)

Show - Show or hide the title, view, caption, color legend, shape legend, size
legend, and map legend.

Headers and Breaks - Control the appearance of these table elements. Repeat
headers and legends on each page - adds table row and column headers at the
top of each printed page when a view breaks across several pages.

Break pages on pane boundaries - prevents page breaks in the middle of a

table cell.
Pages Shelf - If the view uses the Pages Shelf, specify whether to print the
current page or all pages.

Layout settings

Legend Layout - If you include one or more legends, select how you want the
legends to appear on the printed page.
Margins - Specify top, bottom, left, and right margins by typing values into the
text boxes.

Centering - Optionally, select whether to center the view horizontally or

vertically—or both—on the page.
77
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Print Scaling settings

These settings affect only printed documents, not exported images or PDFs. However, the
page orientation settings are used as the default when you publish the workbook to
Tableau Cloud or Tableau Server.

Print Scaling - Scale a view to fit within a single page or print across multiple
pages. Select from the following options:

Automatic – Scales the view automatically based on the paper size.

Scale to – Scales the view to the specified percentage of its original size.
Fit to – Scales the view to fit within the specified area. Select the number of
printed pages across and down. For example, if you have a really wide view that
is not very tall, you can specify three pages across by one page down.
Page Orientation - Specify how you want the view oriented on the printed
page. Select from the following options:
Use Printer Setting – Use the page orientation that is already specified by
the printer.

Portrait – Presents the view so that it is oriented vertically on the printed

page.

Landscape – Presents the view so that it is oriented horizontally on the

printed page.

The following diagram shows the difference between portrait and

landscape page orientations.

Print a view

After you have configured the Page Setup settings, select File > Print. The following
options in the Print dialog box are unique to Tableau.

Show Selections

When this option is selected any selections you’ve made in the views will be
maintained while printing.

Change the Print Range

When you print from a workbook with multiple worksheets, each worksheet
represents one or more printed pages, depending on the page setup. 78
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Select from the following print ranges:

Entire Workbook - Prints all the worksheets in the workbook.

Active Sheet - Prints only the sheet currently displayed in the workbook.

Selected Sheets - Prints the selected sheets.

Print to PDF

In Tableau Desktop, you can save views as PDF files rather than printing them as
hard copies. You do not need to have Adobe Acrobat installed on your computer.
When you print an individual sheet to PDF, filters in the view are not included. To show
filters, create a dashboard containing the sheet and export the dashboard to PDF.

Print to PDF using a Windows computer

1. Specify page setup options for each sheet in your workbook.

2. Select File > Print to PDF.

In the Print to PDF dialog box, select the print Range:

 Entire Workbook - Publishes all the sheets in the workbook.

 Active Sheet - Publishes only the sheet currently displayed in the workbook.
 Selected Sheets - Publishes the selected sheets. To select multiple sheets in a
Tableau workbook, hold down the Ctrl key as you select sheet tabs along the
bottom of the Tableau workbook.

Select a Paper Size. If you select Unspecified, the paper size will expand to the
necessary size to fit the entire view on a single page.

79
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Select View PDF File After Printing if you want to automatically open the PDF after
creating it. This option is only available if you have Adobe Acrobat Reader or Adobe Acrobat
installed on your computer.

Select whether to Show Selections. When this option is selected the selections in the views
are maintained in the PDF.
Click OK and specify where you want to save the PDF. Then click Save.

Export Data from Tableau Desktop

Export data in the data source

After you join tables from one or more connections and make general customizations (for
example, create a calculated field, pivot fields, create groups, apply data source or extract
filters, etc.) to your Tableau data source, you might want to share or reuse the data in its new
form. You can do this by using one of the methods listed below.

 Export your data to .csv file

 Extract your data
 Export the data source
Export your data to .csv file

Because the .csv format is one of the most simple structured formats for data, it's supported
by a wide range of tools, databases, and programming languages. Exporting your data in the
Tableau data source using this format creates an independent data set and can be a convenient
and flexible way to share your data with others.

There are two primary ways you can export your data in the data source to a .csv file in
Tableau: from the Data Source page and from the view.

From the Data Source page: On the Data Source page, select Data > Export Data
to CSV to export all the data in your data source to .csv file.

From the view: On the sheet tab, drag a field to the Columns or Rows shelf, click
the View Data icon in the Data pane, and click the Export All button.

80
MR22 II-I SKILL DEVELOPMENT COURSE 2023-24

Export the data source

After you connect to your data, you can export and save your data source as a Tableau data
source (.tds) file. Saving the data source creates a shortcut to your remote data and allows
you to avoid having to create a new connection to a specific data set each time.

81