Tableau Tableau Data Model Organizing Data Tableau Project Steps

CHEAT SHEET Every data source that you create in Tableau has a data model. You can think of a data model
as a diagram that tells Tableau how it should query data in the connected database tables HIERARCHY
ANALYSE REQUIREMENTS
PHYSICAL LAYER LOGICAL LAYER Group related dimensions into a logical tree structure. Hierarchies make it easy to understand
Collect Requirements
Layer under the logical layer. Tables can be Default view in data source. Tables can be data at a high level and drill down easily to specific details to gain a deeper understanding of
your data Choose the Right Charts
combined here using JOINs and UNIONs combined here only using relationships
Draw Mockups
Choose Colors
COMBINE MTHODS GROUPS CLUSTER GROUPS

Group similar and related members of Cluster groups are another way of grouping
JOINS UNION
Tableau Introduction dimensions into higher-level categories, data, and they are used in data clustering,
Combines the columns of two Combines the rows of two tables creating a new dimension for your data which is a statistical technique to group BUILD DATA SOURCE
tables into a single table in the into a single table in the physical analysis similar data points together
Connect Data
Refers to technical infrastructure that collects, stores, and physical layer level. Tables must layer level. Tables must exist within
BUSINESS exist within the same data source the same data source
Create Data Model
analyzes the data produced by a company’s activities to help SETS BINS
INTELLIGENCE (BI) making better data-driven decisions Rename Fields/Tables
Divides data based on specific criteria into two
Check Data Types
Divides data into groups of equally sized
TERMS

DATA The process of converting raw data into visuals and graphs, RELATIONSHIPS DATA BLENDING Understand Data
groups: containers, leading to a systematic
such as charts, plots, or maps, to tell a meaningful story using
VISULIZATIONS the data Describes how two tables relate to 'In' group includes data points that are part of distribution of data, that is usaly used to
Combine tables from two multiple
each other based on common fields the subset. They are members of the set create histogram chart.
data sources on the worksheet
Powerful data visualization and business intelligence tool that but does not merge them at the 'Out' group, consists of data points not included histogram is a chart that shows the
level
TABLEAU allows users to connect, visualize, and share data in a way that logical layer level. Tables must exist in the subset. They are not members of the set frequency of data within a certain range
BUILD CHARTS
provides insights and facilitates decision-making within the same data source
Create Calculated Fields & Test
JOIN TYPES Build Chart
BIG DATA
Tableau Metadata
AUTOMATION SECURITY VISUALS
TABLEAU

Format
WHY

INNER LEFT Remove Lines & Grids

JOIN JOIN Clean up Axis & Headers
Show all matching Show all records DATA TYPES Coloring
records in both from left table, Tooltip
and only Every field has data type which is determined by the type of informaiton it contains. The
tables
matching records avaiable data types in tableau Whole Number, Decimal Number, String, Date, Date&Time,
from right table Boolean, Geographic Role, Image Role, Groups, Cluster Groups, Bins, Sets
BUILD DASHBOARD
Tableau Interface RIGHT FULL Draw Mockups for Containers
JOIN JOIN DIMENSIONS MEASURES Build Container Structure
Show all records Put all Charts together
DATA SOURCE from right table, Fields above the line in the data pane Number fields below the line in the data Format
HOME PAGE Show all records
and only contain descriptive values (e.g., locations, pane contain quantitative values (e.g.,
from both tables
Distributed Content “Evenly”
Connect Data, Build data matching records categories) that can't be aggregated and sales, profits). When dragged into a view,
Landing Page in Tableau Format Colors, Sizes..etc
model and combine from left table are usually non-numeric fields. Dimensions this data is aggregated, a process
Desktop Fit “Entire View”
tables using physical and are used to define the level of detail (LOD) determined by the dimensions in the view
logical layers in the view Add Legends
Add Spaces (Inner/Outer
WORKSHEET DASHBOARD STORY
Padding)
DISCRETE
Single view in workbook A collection of multiple A collection of multiple
Tableau Filters CONTINUOUS Add filters & Dynamic
Add Icons
Blue-colored fields are used to display Green-colored fields are used to display
dedicated to create data worksheets and objects to worksheets and
EXTRACT FILTER DATA SOURCE FILTER disconnected and discrete values, creating unbroken and connected values, creating
visualizations, filters, provide a comprehensive dashboards that describe
headers in the view. Continuous fields form an axis in the view. Continuous fields form a
legends, and more view of the data a data sotry Filters the data between source system and Filters the data between data source and
a distinct list of values range of values
data source. Reducing the data can worksheets. Reducing the data can
improve the performance of your views. improve the performance of your views.
Extract filter can be used only in data Data source filter can be used in data
sources with extract connection. sources with extract or live connection.
Tableau Interactivity
CONTEXT FILTER DATA SOURCE FILTER
Tableau Products Suite PARAMETERS
Links
When you create a context filter, Tableau A dimension filter is used to filter data
Variables that allow users to replace a fixed constant values
generates a temporary table that includes based on categorical variables or
Parameters can be used in calculations, filters, text, bins, reference lines
DEVELOPMENT

TABLEAU TABLEAU TABLEAU only the data relevant to the filter dimensions
DESKTOP PUBLIC PREP Context filter can be created individually for
DESKTOP
Data Engineering tool each worksheets
Tool used to create (Free) Tool used to create
used to transfer and ACTIONS Add context and interactivity to your data using actions. Users interact with Tableau Community
and publish and publish MEASURE FILTER
prepare data to be ready TABLE CALC FILTER your visualizations by selecting marks, or hovering, or clicking a menu,
data visualizations data visualizations
A measure filter is used to filter data based You can use table calculations to filter and the actions you set up can respond with navigation and changes in
for data visualization
data dynamically based on the result of the view
Tableau Viz of the Day
on quantitative measures
TABLEAU TABLEAU a computation
TABLEAU
Download Tableau Public
SHARING

CLOUD PUBLIC
SERVER
(Free) Tableau-cloud Go to Go to FILTER
In-House platform to Tableau-cloud based 10 TIPS TO OPTIMIZE FILTERS
share and host data based platform to share URL SHEET Sample Data
platform to share and host
visualization and host Create hyperlinks to Simplify navigation to Use the data from one
data visualization #1 Tip Use extract, data source and context filters to optimize performance
data visualization external resources, other worksheets, view to filter data in
#2 Tip Avoid using "Only relevant values" in quick filters another to help guide Data with Baraa
#3 Tip Avoid using dimensions with 'High' cardinality as quick filters e.g.web page, file, or dashboards, or stories
TABLEAU TABLEAU analysis
VIEWING

#4 Tip Use 'Wildcard Match' option in quick filters for dimensions with 'High' cardinality another worksheet
MOBILE READER
Software allows users to
#5 Tip Use 'Apply Button' for quick filters Baraa's Youtube Channel
Mobile App allows users #6 Tip Avoid using 'Exclude' in filters PARAMETER SETS
view visualization HIGHLIGHT
to view visualization #7 Tip Minimize the number of quick filters
#8 Tip Sort and Position the quick filters in logical order Call attention to marks Let users change Let users change the Baraa's Linkedin
#9 Tip Don't use 'All' value for filters with 'low' cardinality of interest by coloring parameter values by values in a set by directly
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#10 Tip Choose the right filter modes for quick filters: Range for dates, List for low cardinality, specific marks and directly interacting with interacting with marks on
Tableau Public Desktop & Tableau Public a viz
[email protected]
Dropdown for medium cardinality, and Wildcard Match for high cardinality dimming all others marks on a viz