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Tableau

The document discusses the three basic steps involved in creating a Tableau data analysis report: connecting to a data source, choosing dimensions and measures from the source data, and applying a visualization technique such as a chart or graph. It provides an example using sample superstore data to demonstrate these steps.

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shaukat JALAL
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45 views4 pages

Tableau

The document discusses the three basic steps involved in creating a Tableau data analysis report: connecting to a data source, choosing dimensions and measures from the source data, and applying a visualization technique such as a chart or graph. It provides an example using sample superstore data to demonstrate these steps.

Uploaded by

shaukat JALAL
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 DOCX, PDF, TXT or read online on Scribd
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Tableau

There are three basic steps involved in creating any Tableau data analysis report.

These three steps are −

 Connect to a data source − It involves locating the data and using an appropriate type of
connection to read the data.

 Choose dimensions and measures − This involves selecting the required columns from the
source data for analysis.

 Apply visualization technique − This involves applying required visualization methods, such as a
specific chart or graph type to the data being analyzed.

For convenience, let’s use the sample data set that comes with Tableau installation named sample –
superstore.xls. Locate the installation folder of Tableau and go to My Tableau Repository. Under it, you
will find the above file at Datasources\9.2\en_US-US.

Connect to a Data Source

On opening Tableau, you will get the start page showing various data sources. Under the
header “Connect”, you have options to choose a file or server or saved data source. Under Files, choose
excel. Then navigate to the file “Sample – Superstore.xls” as mentioned above. The excel file has three
sheets named Orders, People and Returns. Choose Orders.

Choose the Dimensions and Measures

Next, choose the data to be analyzed by deciding on the dimensions and measures. Dimensions are the
descriptive data while measures are numeric data. When put together, they help visualize the
performance of the dimensional data with respect to the data which are measures.
Choose Category and Region as the dimensions and Sales as the measure. Drag and drop them as shown
in the following screenshot. The result shows the total sales in each category for each region.

Apply Visualization Technique

In the previous step, you can see that the data is available only as numbers. You have to read and
calculate each of the values to judge the performance. However, you can see them as graphs or charts
with different colors to make a quicker judgment.

We drag and drop the sum (sales) column from the Marks tab to the Columns shelf. The table showing
the numeric values of sales now turns into a bar chart automatically.
You can apply a technique of adding another dimension to the existing data. This will add more colors to
the existing bar chart as shown in the following screenshot.

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