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Session 1 Tableau Environment

Tableau is a data visualization tool that allows users to connect to data sources, drag fields to create visualizations, and then enhance and modify those visualizations. It provides benefits like visualizing data and speed of analysis. Tableau allows users to connect to and prepare data, explore data visually, create various data visualizations, perform data analysis, and tell data stories through interactive dashboards. The Tableau workspace contains key areas like the data and analytics panes, shelves to add dimensions and measures, and tabs for different sheet types like worksheets and dashboards.

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126 views16 pages

Session 1 Tableau Environment

Tableau is a data visualization tool that allows users to connect to data sources, drag fields to create visualizations, and then enhance and modify those visualizations. It provides benefits like visualizing data and speed of analysis. Tableau allows users to connect to and prepare data, explore data visually, create various data visualizations, perform data analysis, and tell data stories through interactive dashboards. The Tableau workspace contains key areas like the data and analytics panes, shelves to add dimensions and measures, and tabs for different sheet types like worksheets and dashboards.

Uploaded by

Ayush
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Data Visualization using Tableau

An Introduction
What is Tableau?

• A Data visualization tool


• Designed to present data visually.
• Allowing more and more people to make meaningful sense of the vast amounts of
data available to them.
• Core approach:
• Connect to the desired data source, drag various data fields to desired parts of the Tableau
screen
• Result is a simple visualization that can then be enhanced and modified by dragging
additional data fields to different destinations in the workspace.
• Benefits
• Visualization of data
• Speed of analysis
An introduction
Tableau allows you to accomplish numerous tasks, including:
• Data connection, integration, and preparation: Tableau allows you to connect to data from
sources and, if necessary, create a structure that is ready to use. Most of the time this is as
easy as pointing Tableau to a database or opening a file, but Tableau gives you the tools to
bring together even complex and messy data from multiple sources.
• Data exploration:You can visually explore a dataset using Tableau in order to understand
what data you have.
• Data visualization: This is the heart of Tableau.You can iterate through the countless ways of
visualizing the data to ask and answer questions, raise new questions, and gain new insights.
• Data analysis: Tableau has an ever growing set of analytical functions that allow you to dive
deep into understanding complex relationships, patterns, and correlations in the data.
• Data storytelling: Tableau allows you to build fully interactive dashboards and stories with
your visualizations and insights so that you can share the data story with others.
Start Page

• Connect to your data


• Open your most recently used
workbooks, and
• Discover and explore content
produced by the Tableau
community.
Data Source Page

Four main areas:


• left pane,
• canvas,
• data grid, and
• metadata grid.
The Tableau Workspace
A. Workbooks and Sheets name.
B. Shelves and Cards - 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. Goes to the start page.
F. The 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.
Worksheets
Data and Analytics
panes appear on the
left side of the
workspace
Worksheets - Data and Analytics panes
• The Data pane includes the
names of the data sources
included in the workbook, and
the fields, parameters, and
sets included in the active
data source
• The Analytics pane provides
analytic features in Tableau.
You can drag reference lines,
forecasts, trend lines, and
other objects into your view
from the Analytics pane.
Dimensions and Measures
Measures: Measures are values that are
aggregated. That is, they can be
summed, averaged, and counted, or
have a minimum or maximum.

Dimensions: Dimensions are values


that determine the level of detail at which
measures are aggregated. You can think
of them as slicing the measures or
creating groups into which the measures
fit. The combination of dimensions used
in the view defines the view's basic level
of detail.
Discrete and continuous
Discrete fields: Discrete (blue) fields have
values that are shown as distinct and
separate from each other.
• Discrete values can be reordered and
create headers in the view.
Continuous fields: Continuous (green) fields
have values that flow from first to last.
• Numeric and date fields are often used as
continuous fields in the view.
• Continuous fields produce axes
• The values of these fields have an order,
which would make little sense to change.
Worksheets – Other components
• The Marks card and
the Pages and Filters shelves
appear on the left of the view.
• Columns and Rows for
measures and dimensions
shelves appear above the
view.
• Tabs for worksheets and
dashboards in the workbook
appear at the bottom of the
workspace.
Parts of the View
A. Field Labels - The label of a
discrete field added to the row or
column shelf that describes the
members of that field. For example,
Category is a discrete field that
contains three members; Furniture,
Office Supplies and Technology.
B. Titles - The name that you give
your worksheet, dashboard, or story.
Titles display automatically for
worksheets and stories and you can
turn them on to display them in your
dashboards.
C. Marks - The data that represents
the intersection of the fields
(dimensions and measures) included
in your view. Marks can be
represented using lines, bars,
shapes, maps and so on.
Parts of the View
D. Legends - A key that describes
how the data is encoded in your
view. For example if you use
shapes or colors in your view, the
legend describes what each shape
or color represents.
E. Axes - Created when you add a
measure (fields that contain
quantitative, numerical information)
to the view. By default, Tableau
generates a continuous axis for this
data.
F. Headers - The members of a
field.
G. Captions - Text that describes
the data in the view. Captions can
be automatically generated and can
be toggled on and off.
Workbooks and Sheets

Tableau uses a workbook and sheet file structure, much like Microsoft Excel.
• A workbook contains sheets, which can be a worksheet, a dashboard, or a story.
• A worksheet contains a single view along with shelves, legends, and the Data
pane.
• A dashboard is a collection of views from multiple worksheets.
• A story contains a sequence of worksheets or dashboards that work together to
convey information.
Within a workbook, you can create new sheets, clear an entire worksheet, duplicate
sheets, hide or show a worksheet, and delete a sheet. Tableau has several ways to
view and organize the sheets in your workbook
Files and Folders
You can save your work using several different Tableau specific file types:
• Workbooks (.twb) –twb file extension. Workbooks hold one or more worksheets, plus zero or
more dashboards and stories.
• Packaged Workbooks (.twbx) – .twbx file extension. A packaged workbook is a single zip file
that contains a workbook along with any supporting local file data and background images. This
format is the best way to package your work for sharing with others who don’t have access to
the original data.
• Others:
• Data Extract (.tde)
• Data Source (.tds)
• Bookmarks (.tbm)
• Packaged Data Source (.tdsx)
Note: These files can be saved in the associated folders in the My Tableau Repository directory,
which is automatically created in your My Documents folder when you install Tableau. Your work
files can also be saved in other locations, such as your desktop or a network directory.

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