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DATA VISUALIZATION Lab Manual Based On Syllabus

The document outlines the vision and mission of St. Mary's Group of Institutions and its Computer Science Engineering Department, emphasizing innovative education and community impact. It details the objectives, outcomes, and specific skills students will acquire in the Data Visualization lab course using R Programming and Power BI. Additionally, it provides guidelines for laboratory conduct and an overview of the course structure, including practical applications of data visualization tools like Tableau.

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Vemula Naresh
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0% found this document useful (0 votes)
114 views46 pages

DATA VISUALIZATION Lab Manual Based On Syllabus

The document outlines the vision and mission of St. Mary's Group of Institutions and its Computer Science Engineering Department, emphasizing innovative education and community impact. It details the objectives, outcomes, and specific skills students will acquire in the Data Visualization lab course using R Programming and Power BI. Additionally, it provides guidelines for laboratory conduct and an overview of the course structure, including practical applications of data visualization tools like Tableau.

Uploaded by

Vemula Naresh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 46

St.

Mary’s Group of Institutions, Hyderabad


Near Ramoji Film City, Behind Mount Opera, Deshmukhi Village,
Pochampally Mandal, Yadadri Bhuvanagiri District

DEPARTMENT OF COMPUTER SCIENCE ENGINEERING

DATA VISUALIZATION - R PROGRAMMING/


POWER BI
LAB MANUAL
Regulation : R22/JNTUH
Academic Year: 2023-2024

II B. TECH I SEMESTER
DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING
VISION AND MISSION OF THE INSTITUTION
VISION
➢ To become self-sustainable institution this is recognized for its new age engineering
through innovative teaching and learning culture, inculcating research and entrepreneurial
ecosystem, and sustainable social impact in the community.
MISSION
➢ To offer undergraduate and post-graduate programs that is supported through industry
relevant curriculum and innovative teaching and learning processes that would help
students succeed in their professional careers.
➢ To provide necessary support structures for students, this will contribute to their
personal and professional growth and enable them to become leaders in their respective
fields.
➢ To provide faculty and students with an ecosystem that fosters research and development
through strategic partnerships with government organizations and collaboration with
industries.
➢ To contribute to the development of the region by using our technological expertise to
work with nearby communities and support them in their social and economic growth.

VISION AND MISSION OF CSE DEPARTMENT


VISION
➢ To be recognized as a department of excellence by stimulating a learning environment in which
students and faculty will thrive and grow to achieve their professional, institutional and societal
goals.
MISSION
➢ To provide high quality technical education to students that will enable life-long learning and
build expertise in advanced technologies in Computer Science and Engineering.
➢ To promote research and development by providing opportunities to solve complex
engineering problems in collaboration with industry and government agencies.
➢ To encourage professional development of students that will inculcate ethical values and
leadership skills while working with the community to address societal issues.
PROGRAM EDUCATIONAL OBJECTIVES (PEOs)

Program educational objective 01 (PEOs-01):


➢ Empowering graduates with skills in visualization, information gathering, articulation, analysis,
problem-solving, and decision-making is crucial. These abilities are indispensable for tackling the
complexities of computation-intensive problems, ultimately enhancing productivity in the face of
challenges.

Program educational objective 02 (PEOs-02):


➢ Empower graduates with immediate employability through honing technical skills and obtaining
certifications. This deepens their understanding of advanced computer science, motivating them to
pursue higher education and research aligned with their interests.

Program educational objective 03 (PEOs-03):


➢ Equip graduates with essential soft skills, such as mission fulfillment, goal-setting, effective
communication, self-confidence, teamwork, leadership, career and life management.

Program educational objective 04 (PEOs-04):


➢ Empower graduates with awareness of professional ethics, emphasizing grooming, conservative
style, adherence to dress and safety codes, and embracing technology advances.
PROGRAM SPECIFIC OUTCOMES (PSOs)

Upon finishing the B. Tech Information Technology program, graduates will demonstrate the following
specific outcomes tailored to the program:

1. Fundamentals and critical knowledge of the Computer System:- Able to Understand the working
principles of the computer System and its components , Apply the knowledge to build, asses, and analyze
the software and hardware aspects of it .

2. The comprehensive and Applicative knowledge of Software Development: Comprehensive skills of


Programming Languages, Software process models, methodologies, and able to plan, develop, test,
analyze, and manage the software and hardware intensive systems in heterogeneous platforms
individually or working in teams.

3. Applications of Computing Domain & Research: Able to use the professional, managerial,
interdisciplinary skill set, and domain specific tools in development processes, identify the research gaps,
and provide innovative solutions to them.
PROGRAM OUTCOMES (PO)
PO1
Engineering knowledge: Apply the knowledge of mathematics, science, engineering
fundamentals, and an engineering specialization to the solution of complex engineering problems.

PO2
Problem analysis: Recognize, define, evaluate research literature, and analyze intricate
engineering problems, arriving at well-supported conclusions through fundamental principles of
mathematics, natural sciences, and engineering sciences.
PO3
Design / development of solutions: Devise solutions for intricate engineering issues and design
system elements or processes meeting specified requirements while prioritizing public health,
safety, and considering cultural, societal, and environmental factors.
PO4
Conduct investigations of complex problems: Use research-based knowledge and research
methods including design of experiments, analysis and interpretation of data, and synthesis of the
information to provide valid conclusions.
PO5
Modern tool usage: Create, select, and apply appropriate techniques, resources, and modern
engineering and IT tools including prediction and modeling to complex engineering activities with
an understanding of the limitations.
PO6
The engineer and society: Apply reasoning informed by the contextual knowledge to assess
societal, health, safety, legal and cultural issues and the consequent responsibilities relevant to the
professional engineering practice.
PO7
Environment and sustainability: Understand the impact of the professional engineering solutions
in societal and environmental contexts, and demonstrate the knowledge of, and need for sustainable
development.
PO8
Ethics: Apply ethical principles and commit to professional ethics and responsibilities and norms
of the engineering practice.
PO9
Individual and team work: Function effectively as an individual, and as a member or leader in
diverse teams, and in multidisciplinary settings.
PO10
Communication: Communicate effectively on complex engineering activities with the engineering
community and with society at large, such as, being able to comprehend and write effective reports
and design documentation, make effective presentations, and give and receive clear instructions.
PO11
Project management and finance: Demonstrate knowledge and understanding of the engineering
and management principles and apply these to one’s own work, as a member and leader in a team,
to manage projects and in multi-disciplinary environments.
PO12
Life-long learning: Recognize the need for, and have the preparation and ability to engage in
independent and life-long learning in the broadest context of technological change
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St.Mary’s Group of Institutions, Hyderabad


DEPARTMENT OF COMPUTER SCIENCE
GENERAL LABORATORY INSTRUCTIONS

1. Students are advised to come to the laboratory at least 5 minutes before (to the starting
time), those who come after 5 minutes will not be allowed into the lab.

2. Plan your task properly much before to the commencement, come prepared to the lab
with the synopsis / program / experiment details.
3. Student should enter into the laboratory with:
a. Laboratory observation notes with all the details (Problem statement, Aim,
Algorithm, Procedure, Program, Expected Output, etc.,) filled in for the lab session.
b. Laboratory Record updated up to the last session experiments and other utensils (if
any) needed in the lab.
c. Proper Dress code and Identity card.

4. Sign in the laboratory login register, write the TIME-IN, and occupy the computer
system allotted to you by the faculty.

5. Execute your task in the laboratory, and record the results / output in the lab observation
notebook, and get certified by the concerned faculty.

6. All the students should be polite and cooperative with the laboratory staff, must
maintain the discipline and decency in the laboratory.

7. Computer labs are established with sophisticated and high end branded systems, which
should beutilized properly.

8. Students / Faculty must keep their mobile phones in SWITCHED OFF mode during the
lab sessions. Misuse of the equipment, misbehaviors with the staff and systems etc., will
attract severe punishment.

9. Students must take the permission of the faculty in case of any urgency to go out; if any
body found loitering outside the lab / class without permission during working hours
will be treated seriously and punished appropriately.

10. Students should LOG OFF/ SHUT DOWN the computer system before he/she leaves
the lab after completing the task (experiment) in all aspects. He/she must ensure the
system / seat is kept properly.
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St.Mary’s Group of Institutions, Hyderabad

II Year B. TECH- CST – I - SEM L/T/P/C


0/0/2/1
(R22) DATA VISUALIZATION - R PROGRAMMING/ POWER BI

COURSE OBJECTIVES:
1. Effective use of Business Intelligence (BI) technology (Tableau) to apply
data visualization.
2. To discern patterns and relationships in the data.
3. To build Dashboard applications
4. To communicate the results clearly and concisely
5. To be able to work with different formats of data sets.

COURSE OUTCOMES:
At the end of the course, Students will be able to:
1. Understand How to import data into Tableau.
2. Understand Tableau concepts of Dimensions and Measures.
3. Develop Programs and understand how to map Visual Layouts and
Graphical Properties.
4. Create a Dashboard that links multiple visualizations.
5. Use graphical user interfaces to create Frames for providing
solutions to real world.
6. problems.
Reference Books:
1. Microsoft Power BI cookbook, Brett Powell, 2nd edition.
2. R Programming for Data Science by Roger D. Peng (References)
3. The Art of R Programming by Norman Matloff Cengage Learning India
Lab Problems:
1. Understanding Data, What is data, where to find data, Foundations for building Data
Visualizations, Creating Your First visualization?
2. 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.
3. Tableau Calculations, Overview of SUM, AVR, and Aggregate features, Creating
custom calculations and fields.
4. Applying new data calculations to your visualizations, Formatting Visualizations,
Formatting Tools and Menus, Formatting specific parts of the view.
5. Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting Tableau
data.
6. Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.
7. Advanced Visualization Tools: Using Filters, Using the Detail panel, using the Size
panels, customizing filters, Using and Customizing tooltips, Formatting your data with
colors.
8. Creating Dashboards & Storytelling, creating your first dashboard and Story,
Design for different displays, adding interactivity to your Dashboard, Distributing
& Publishing your Visualization.
9. Tableau file types, publishing to Tableau Online, Sharing your visualizations, printing,
and Exporting.
10. Creating custom charts, cyclical data and circular area charts, Dual Axis charts.
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TABLE OF CONTENTS

Week Number Name of the Program Page No


Understanding Data, What is data, where to find data,
1 Foundations for building Data Visualizations, Creating
Your First visualization?

Getting started with Tableau Software using Data file


2 formats, connecting your Data to Tableau, creating
basic charts(line, bar charts, Tree maps),Using the
Show me panel.

Tableau Calculations, Overview of SUM, AVR, and


3 Aggregate features, Creating custom calculations and
fields
Applying new data calculations to your visualizations,
4 Formatting Visualizations, Formatting Tools and
Menus, Formatting specific parts of the view.

Editing and Formatting Axes, Manipulating Data in


5 Tableau data, Pivoting Tableau data.

Structuring your data, Sorting and filtering Tableau


6 data, Pivoting Tableau data.

Advanced Visualization Tools: Using Filters, Using the


7 Detail panel, using the Size panels, customizing filters,
Using and Customizing tooltips, Formatting your data
with colors.

Creating Dashboards & Storytelling, creating your


8 first dashboard and Story, Design for different displays,
adding interactivity to your Dashboard, Distributing
& Publishing your Visualization.

9 Tableau file types, publishing to Tableau Online,


Sharing your visualizations, printing, and Exporting.

10 Creating custom charts, cyclical data and circular area


charts, Dual Axis charts.
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Week 1: Understanding Data, What is data, where to find data, Foundations for building
Data Visualizations, Creating Your First visualization?

Understanding data involves grasping its fundamental concept and recognizing its sources.
Data refers to raw facts, figures, or information. It can be found in various places, such as
databases, spreadsheets, online repositories, and public datasets. Distinguishing between
structured and unstructured data is crucial, with structured data organized in a predefined
manner (like tables), while unstructured data lacks a predefined data model (like text
documents). Knowing where to find relevant data involves exploring databases,
governmental websites, research publications, and specialized platforms tailored to specific
fields. Developing data literacy skills enables individuals to interpret, analyze, and derive
meaningful insights from the available information.
Data visualization is the practice of translating information into a visual context, such as a
map or graph, to make data easier for the human brain to understand and pull insights from. It
is the representation of information and data through use of common graphics, such as charts,
plots, infographics, and animations. Data visualization is a powerful way for people, especially
data professionals, to display data so that it can be interpreted easily.
Data Visualization enables decision-makers of any enterprise or industry to look into analytical
reports and understand concepts that might otherwise be difficult to grasp.
Benefits of Data Visualization:
1. It is easy to understand the information with graphics
2. It made data to be represented in attractive way
3. Shows complex relationships
4. Helps to process large datasets
5. Useful for identifying trends

6. Minimizes ambiguity

Data visualization tools provide the ability to see and understand data trends, outliers, and
patterns in an easy, intuitive way. There are various data visualization tools available. One must
choose the tool based on various factors such as its ease of use, types of graphical
representations the tool can produce, size of the dataset the tool can handle etc. some of Data
Visualization tools are Tableau, Power BI, Google Charts, JupyteR, Grafana etc.
The following are some common types of data visualizations:
• Table: A table is data displayed in rows and columns, which can be easily created in a
Word document or Excel spreadsheet.
• Chart or graph: Information is presented in tabular form with data displayed along an
x and y axis, usually with bars, points, or lines, to represent data in comparison.
• Geospatial visualization: Data is depicted in map form with shapes and colours that
illustrate the relationship between specific locations, such as a choropleth or heat map.
• Dashboard: Data and visualizations are displayed, usually for business purposes, to help
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analysts understand and present data.


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Week 2: 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.

Tableau is a data visualization tool that provides pictorial and graphical representations of data.
It is used for data analytics and business intelligence. Tableau provides limitless data exploration
without interrupting flow of analysis. With an intuitive drag and drop interface, user can uncover
hidden insights in data and make smarter decisions faster.
Tableau can be downloaded from the following website:

https://www.tableau.com/products/public/download

after downloading, the following is the screen appears

Click the licence agreement checkbox and then click on install button. After installation, click on
Tableau Public icon to run Tableau. Following is the Tableau Public home screen.
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Tableau supports connecting to a wide variety of data, stored in a variety of places. For example,
data might be stored on computer in a spread sheet or a text file, or in a big data, relational, or cube
(multidimensional) database on a server in enterprise or the data can be from a public domain
available on the web.
Data can be imported in Tableau Public from Connect panel on left side. For example, an Excel
sample data set was loaded into Tableau as follows:
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After clicking on open, screen is as follows:

The data store page appears as above. The left pan shows that above dataset consists of 3 worksheets.
If we drag orders table, screen appears as follows: Tableau automatically identifies the data type of
each column.
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Now drag Returns table onto the Canvas to the right of Orders table. This shows the relation between
the two tables Orders and Returns.

If we click on the link between Orders and Returns table names at the top gives the summary of the
relationship between the tables. Now rename the data store and click on Sheet1 at the bottom left to
proceed. This step creates a data extract which improves query performance.

Bar chart:
Bar charts can be created in 3 variations in Tableau: Horizontal bars, stacked bars, side-by-side bars.
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Horizontal bars can be created by selecting that type of chart from Show Me menu on right hand side
of Canvas. The type of chart in box on right hand side represents horizontal bar graph.

In similar to above, stacked bar graph can be created and the result is shown below.
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Side-by-side bar chart can be created in following way.

Discrete line graph is shown below:


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Pie chart:
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Week3: Tableau Calculations, Overview of SUM, AVR, and Aggregate features, Creating custom
calculations and fields.

We can apply various aggregation and statistical functions on data such as count, minimum,
maximum, sum, Avg, standard deviation, variance etc. This is shown below. This can be done by
right clicking on the required field of dataset, click on Default properties and click on aggregation

Or the above operation can be done by creating a calculated field as shown below. To create a
calculated field, click on the down arrow button beside search tab above Tables panel, drag a field to
that calculated field window.
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Then click on apply and results are shown below:

In the same way we can apply any aggregate or statistical function on data with the help of calculated
fields.
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Week 4 : Applying new data calculations to your visualizations, Formatting Visualizations,


Formatting Tools and Menus, Formatting specific parts of the view.

Tableau lets you format specific elements of your visualization:


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.

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.
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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.
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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.
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Week 5: Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting Tableau data.

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

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.
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Dashboard Menu:

If you're working with dashboards, the Dashboard menu allows you to format the entire
dashboard layout, including background, size, and title.
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Week 6: Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.
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.

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.
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Sort from the toolbar:

1. Select the dimension you wish to sort.

If you don’t select a field before sorting, the default behavior is to sort the deepest
dimension.

2. Choose the appropriate sort button (ascending or descending) in the toolbar.


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Week 7: Advanced Visualization Tools: Using Filters, Using the Detail panel, using the Size
panels, customizing filters, Using and Customizing tooltips, Formatting your data with colors.

Create Views in Tooltips


In the source sheet, click the Tooltip button in the Marks card to open the Tooltip
Editor

Formatting your data with colors


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Using Filters:
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 to the 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.
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Week 8: Creating Dashboards & Storytelling, creating your first dashboard and
Story, Design for different displays, adding interactivity to your Dashboard, Distributing
& Publishing your Visualization.

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.
For example, category of sales across months in a year, region is the field added. The first view
is shown below. This can be renamed at the bottom of the screen.

Now go to 2nd sheet for creating the 2nd view. The second view is shown below. A bubble chart was
drawn between profit and subcategory. Then rename the sheet.
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Next 3rd view is created as follows for profit for each subcategory in the category with averages.

After creating individual views, now a Dashboard can be created by clicking on create dashboard at
the toolbar.
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after clicking on new dashboard option, the screen is shown below.

Now the sheets or views which are created earlier can be drag and dropped on this dashboard. The
above three created views are placed in the dashboard as follows. One can follow their own way of
importing sheets on the dashboard. After creating dahsboard, title can be given to the dashboard from
Dashboard tab. Dahsboard can be customized in terms of its appearance by the user if requied.
Dashboard once created can be saved on users system and can be retrieved whenever required.
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Week 9: Tableau file types, publishing to Tableau Online, Sharing your visualizations, printing,
and Exporting.

Tableau File Types:

You can save your work using several different Tableau specific file types: workbooks,
bookmarks, packaged data files, data extracts, and data connection files. Each of these file types
are described below. For related details, see Save Your Work.

• Workbooks (.twb) – Tableau workbook files have the .twb file extension. Workbooks
hold one or more worksheets, plus zero or more dashboards and stories.
• Bookmarks (.tbm) – Tableau bookmark files have the .tbm file extension. Bookmarks
contain a single worksheet and are an easy way to quickly share your work. For more
information, see Save a bookmark(Link opens in a new window).
• Packaged Workbooks (.twbx) – Tableau packaged workbooks have the .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. For
more information, see Packaged Workbooks.
• Extract (.hyper) – Tableau extract files have the .hyper extension. Extract files are a local
copy of a subset or entire data set that you can use to share data with others, when you
need to work offline, and improve performance. For more information, see Extract Your
Data.
• Data Source (.tds) – Tableau data source files have the .tds file extension. Data source
files are shortcuts for quickly connecting to the original data that you use often. Data
source files do not contain the actual data but rather the information necessary to connect
to the actual data as well as any modifications you've made on top of the actual data such
as changing default properties, creating calculated fields, adding groups, and so on. For
more information, see Save Data Sources.
• Packaged Data Source (.tdsx) – Tableau packaged data source files have the .tdsx file
extension. A packaged data source is a zip file that contains the data source file (.tds)
described above as well as any local file data such as extract files (.hyper), text files,
Excel files, Access files, and local cube files. Use this format to create a single file that
you can then share with others who may not have access to the original data stored
locally on your computer. For more information, see Save Data Sources.

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.

Changing the Repository Location

You can specify a new location for the Tableau repository if you are not using the default
location in your Documents folder. For instance, if you are required to have your data on a
network server instead of on your local machine, you can point Tableau at the remote repository.

1. Select File > Repository Location.


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2. Select a new folder that will act as the new repository location in the Select a Repository
dialog box.

3. Restart Tableau so that it uses the new repository.

Changing the repository location does not move the files contained in the original repository.
Instead, Tableau creates a new repository where you can store your files.

Simple Steps to Publish a Workbook

You want to share a workbook with your colleagues, you can publish it to Tableau Server or
Tableau Cloud with a few simple clicks. There, other people can view it, interact with it, and
even edit it if their server permissions allow.

Before you publish your workbook, make sure you know the following:

• The name of the server and how you sign in to it. If your organization uses Tableau
Cloud, you can click the Quick Connect link.
• Any publishing guidelines your Tableau administrator might have, such as the name of
the project you should publish to.

Publish your workbook

1. With the workbook open in Tableau Desktop, click the Share button in the toolbar.

If you aren’t already signed in to Tableau Server or Tableau Cloud, do so now. If you
don’t have a site yet, you can create one on Tableau Cloud.

2. In the Publish Workbook dialog box, select the project to publish to.

3. Name the workbook according to whether you’re creating a new one or publishing over
an existing one.

4. Under Data Sources, select Edit. For Authentication, select Allow refresh
access or Embed password.

For some data connections, only one authentication option appears. If None shows, leave
it set to that.
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5. Click Publish.

If this is your first time publishing a workbook, test it on the server and work out any
glitches before letting other users know the workbook is available.

For more details, see these topics:

• Comprehensive Steps to Publish a Workbook


• Publish a Data Source
• Set Credentials for Accessing Your Published Data

Let others know the workbook is available on the server

1. Make sure your colleagues can access the site and project you published to.

2. Send them a direct link to your workbook.

3. After they sign in, the workbook opens for viewing, interacting, or editing.
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Week 10: Creating custom charts, cyclical data and circular area charts, Dual Axis charts.

Creating custom charts:


Bump charts are very useful for comparative analysis and in understanding trends over a period
of time. In this blog let’s learn the steps to build a bump chart, with an example scenario –
comparing sales trends in different regions across months of 2017.
1. Build the following chart:

2. Convert the ‘SUM(Sales)’ green pill in Rows to a Rank table calculation:


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3. The problem here – as seen in the image above, is that ranking has been done based
on the sales across the months, for each region. But we need the ranking to be done
based on sales across the regions, for each month. So, we would need to change the
level at which the table calculation takes place. Change the ‘Compute Using’ option for
‘SUM(Sales)’ from ‘Table (Across)’ to Compute Using Region. After changing the
computation level, we get the following output:

4. Duplicate the ‘SUM(Sales)’ pill and place it beside the original pill in Rows and
create a dual axis:
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5. Convert ‘Marks’ of one of the Measure Axis to ‘Circle’ and add the ‘Rank of
SUM(Sales)’ as the ‘Text’ for the Labels. Change the ‘Alignment’ of the labels’ text as
shown below and hide the axis on the right side of the chart:

6. Finally, edit the axis and reverse the scale. Right click on the axis and select the
option to bring the marks to the front. We get the final output as shown below:
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Dual Axis charts:


A dual axis chart is used to present the relationship between two variables. More specifically,
these charts are useful for demonstrating the relationship between two or more measures with
different amplitude and scale. The dual axis charts help in presenting plenty of information in the
limited space present on your dashboard and also allows you to understand the trends, you may
have missed otherwise.

For example, in our US Super Store dataset, we have the Profit and Sales measures. These two
measures have different magnitude and scale. Let’s directly dive into the implementation in a
stepwise manner.

Here, for our visualization, we are going to use three attributes Sub-Category from the
dimensions and two measures i.e. Profit and Sales.

Open a new worksheet and add the Sub-category from the dimension pane to the Columns shelf.

Now pick Sales from the Measures pane and drop in the Row shelf below the Sub-Category.
Similarly, Select Profit measure and drop next to the Sales in Row shelf. After this step, your
visualization will look as shown in the image below.
DV Lab 2023-24

Here we have two charts present on multiple axes. The next step is to convert these two different
charts into a dual axis chart. For this click on the triangle present on the profit pill in the rows
shelf.

Hereafter, you will have a drop-down menu just select the Dual axis option from that.
DV Lab 2023-24

Once you select the Dual axis boom! your visualization changes completely. Like this

Although you have a dual axis visualization, they are on different scales. Now there is a need to

bring both measures on the same scale using synchronize axis. For this right-click on any axis

Profit or Sales and select synchronize axis from the menu. As shown in the following image.
DV Lab 2023-24

Here is the result you have your Dual axis chart with synchronized axes.

To make it more interesting you can further play around with it. Like changing the shape of
Sales from Automatic to bar in the markets card or changing the respective colors, adding
borders.
DV Lab 2023-24

Similarly, you can go to Profit and change its shape to a line. Your final visualization will look
like this. Interesting right!
DV Lab 2023-24
DV Lab 2023-24

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