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Tableau Sketchnotes

The document outlines various topics related to Tableau, including big data concepts such as variety, velocity, and volume, as well as data architecture, modeling, and visualization. It covers the differences between Tableau products, hosting options, and sharing processes, along with data types and metadata. Additionally, it discusses calculations, filters, and actions within Tableau, providing a comprehensive overview of its functionalities and applications.

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sthasmiya96
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© © All Rights Reserved
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0% found this document useful (0 votes)
126 views133 pages

Tableau Sketchnotes

The document outlines various topics related to Tableau, including big data concepts such as variety, velocity, and volume, as well as data architecture, modeling, and visualization. It covers the differences between Tableau products, hosting options, and sharing processes, along with data types and metadata. Additionally, it discusses calculations, filters, and actions within Tableau, providing a comprehensive overview of its functionalities and applications.

Uploaded by

sthasmiya96
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
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BIG DATA | VARIETY

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


BIG DATA | VELOCITY

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


BIG DATA | VOLUME

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


BIG DATA

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA ARCHITECTURE

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA MODELING

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA MINING

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA VISUALIZATION

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


MACHINE LEARNING

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA ENGINEERING

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA SCIENCE

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


DATA BUZZWORDS

Tableau Ultimate Course | Section 1: Tableau Basics | Data Buzzwords


BUSINESS INTELLIGENCE

Tableau Ultimate Course | Section 1: Tableau Basics | Business Intelligence


POWER OF VISUAL

Tableau Ultimate Course | Section 1: Tableau Basics | Power of Data Visualization


BENIFITS OF DATA VIZ

Tableau Ultimate Course | Section 1: Tableau Basics | Power of Data Visualization


BI with Excel

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Big Data

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Big Data

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Data Load

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Data Load

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Security

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Security

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


Row-Level-Security (RLS)

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Row-lvl-Security

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Row-lvl-Security

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Excel | Row-lvl-Security

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


BI with Tableau & Excel

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


Benifits of Tableau vs Excel

Tableau Ultimate Course | Section 1: Tableau Basics | Excel vs Tableau


Tableau History

Tableau Ultimate Course | Section 1: Tableau Basics | What is Tableau


DEVELOPEMENT PROCESS

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Development Products & Process
SHARING PROCESS

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Sharing Products & Process
Tableau Ultimate Course | Section 2: Tableau Products | Tableau Desktop
Tableau Ultimate Course | Section 2: Tableau Products | Tableau Public
Tableau Ultimate Course | Section 2: Tableau Products | Tableau PREP
Tableau Ultimate Course | Section 2: Tableau Products | Tableau Public
Tableau Ultimate Course | Section 2: Tableau Products | Tableau Reader & Mobile
Tableau Ultimate Course | Section 2: Tableau Products | Tableau Reader & Mobile
HOSTING |ON-PREM

Tableau Ultimate Course | Section 2: Tableau Products | Hosting Tableau


HOSTING | IaaS

Tableau Ultimate Course | Section 2: Tableau Products | Hosting Tableau


HOSTING | SaaS

Tableau Ultimate Course | Section 2: Tableau Products | Hosting Tableau


Dev Products Comparison

Hosting

Hardware YOU THEY THEY

Software YOU YOU THEY

Project YOU YOU YOU

Full Control Flexibility Focus on Core Business


PROS
Data behind Firewalls No Upfront Costs Always Up-To-Date

High Upfront Costs Software Administration Loss of Control


CONS
Inflexibility Unexpected costs Potential Networking Issue

Tableau Ultimate Course | Section 2: Tableau Products | Hosting Tableau


Dev Products Comparison

Purpose Data Visualization Data Visualization Data Engineering

Costs

Security

Data Limit No Limit 15 Million Rows No Limit

Connectors

Live Con.

Store Locally

Audience Data Scientists & Analysts Everyone Data Engineers

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Desktop vs Public vs PREP
Sharing Products Comparison

Project

Software

Hardware

Storage Limit Server Disk Space No Limits 10 GB No Limits

Connectors

Automation

Mobile

Sharing

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Server vs Cloud vs Public vs Reader vs Mobile
Choose Right Dev Product

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Desktop vs Public vs PREP
Choose Right Sharing Product

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Server vs Cloud vs Public vs Reader vs Mobile
Choose Right Tableau Product

Tableau Ultimate Course | Section 2: Tableau Products | Tableau Server vs Cloud vs Public vs Reader vs Mobile
LIVE vs EXTRACT

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Live vs Extract


Tableau File Types

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau File Types


Tableau File Types & Products

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau File Types


Tableau Data Source

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Desktop Components
Tableau Workbook Files

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Desktop Components
Tableau Desktop Architecture

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Desktop Components
Publish Process

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Server: Publish Process
Authenticate Process

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Server: Authentication Process
VIZ Access Process

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Server: Access View Process
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Architecture

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Architecture: Server Components
Tableau Public Architecture

Tableau Ultimate Course | Section 3: Tableau Architecture | Tableau Public Architecture


Data Normalization

Tableau Ultimate Course | Section 5: Data Modeling | Concept of Data Modeling


3 Types of Data Models

Tableau Ultimate Course | Section 5: Data Modeling | Concept of Data Modeling


Multi-Dimensional Data Models

Tableau Ultimate Course | Section 5: Data Modeling | Concept of Data Modeling


Training Dataset Data Model

Tableau Ultimate Course | Section 5: Data Modeling | Concept of Data Modeling


Tableau Data Models

Tableau Ultimate Course | Section 5: Data Modeling | Tableau Data Modeling and Layers
JOINS

Tableau Ultimate Course | Section 5: Data Modeling | Joins


JOINS

Tableau Ultimate Course | Section 5: Data Modeling | Joins


JOIN TYPES

Tableau Ultimate Course | Section 5: Data Modeling | Joins


JOIN |How it Works

Tableau Ultimate Course | Section 5: Data Modeling | Joins


UNION

Tableau Ultimate Course | Section 5: Data Modeling | Union


JOINS vs UNION

Tableau Ultimate Course | Section 5: Data Modeling | Joins vs Union


Relationships

Tableau Ultimate Course | Section 5: Data Modeling | Relationships


Relationship | Referential Integrity

Tableau Ultimate Course | Section 5: Data Modeling | Relationships


Relationships |How it Works

Tableau Ultimate Course | Section 5: Data Modeling | Relationships


Data Blending

Tableau Ultimate Course | Section 5: Data Modeling | Data Blending


Summary | Combine Methods

Tableau Ultimate Course | Section 5: Data Modeling | Summary: Join vs Union vs Relationships vs Data Blending
Summary | Combine Methods

Layer Physical Layer Physical Layer Logical Layer Visualization Level

Multi-
Data Sources

Merge Tables?

Flexibility Static Static Very Flexible


Flexible (Page by Page)

Join Types n/a Inner, Left, Right, Full All Left

Rank n/a 3 1 2
(Default)

Tableau Ultimate Course | Section 5: Data Modeling | Summary: Join vs Union vs Relationships vs Data Blending
Tableau Metadata

Tableau Ultimate Course | Section 6: Tableau Metadata | Introduction to Tableau Metadata


Tableau Data Types

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Basic Data Types

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | Number

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | String

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | String

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | Date

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | Date & Time

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Data Type | Boolean

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types


Online Analytical Processing (OLAP)

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Dimensions & Measures
Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Dimensions & Measures
Dimensions vs Measures

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Dimensions & Measures
Dimensions vs Measures

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Dimensions & Measures
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Discrete vs Continous

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Discrete & Continuous
Tableau Metadata

Tableau Ultimate Course | Section 6: Tableau Metadata | Tableau Data Types vs Dimensions & Measures vs Discrete & Continuous
Naming Conventions

Tableau Ultimate Course | Section 7: Renaming | Naming Conventions


Hierarchy

Drill Up 140
Level 0 Hierarchy All

90 50
Level 1 USA
Country Germany

40 50 20 30
Level 2
City Portland Seattle Stuttgart Berlin

30 10 50 20 10 20
Level 3
Postal Code 97201 97219 9812 70563 110115 12209

Drill Down

Tableau Ultimate Course | Section 8: Organizing Data | Hierarchies


K-Means Clustering

Tableau Ultimate Course | Section 8: Organizing Data | Cluster Group


SETS

Tableau Ultimate Course | Section 8: Organizing Data | Sets


Bins

Size of Bins = 30 Bins


Customers
Customer_ID First_Name Score 5

Number of Customers
1 Bill 63
2 Gerald 9 4
3 Harry 11
4 Dwight 25
5 Rutherford 57
6 Grover 35
7 Grover 24 1
8 Bill 44
9 Calvin 0
10 Dwight 55
0 30 60 90
Size of Bins = 30
Score (Bin)

Tableau Ultimate Course | Section 8: Organizing Data | Bins & Histograms


Bins

Customers
Customer_ID First_Name Score

Number of Customers
1 Bill 63
2 Gerald 9
3
4
Harry
Dwight
11
25
2 2 2
5 Rutherford 57
6 Grover 35 1 1 1 1
7 Grover 24
8 Bill 44
9 Calvin 0
10 Dwight 55
0 10 20 30 40 50 60 70
Size of Bins = 10
Score (Bin)

Tableau Ultimate Course | Section 8: Organizing Data | Bins & Histograms


Tableau Filters

Tableau Ultimate Course | Section 9: Tableau Filters | Types of Filters (Concept)


Tableau Filters Order

Tableau Ultimate Course | Section 9: Tableau Filters | Types of Filters (Concept)


Apply Filters

Apply Filters

Sheet 1

Only This Worksheet

DS1
All Using This Data Source
Sheet 2

All Using Related Data Sources


DS2
Selected Worksheets Sheet 3

Tableau Ultimate Course | Section 9: Tableau Filters | Customize Filters


Filter Values
Filter Values

Worksheet
2

View 3
Data Context
Source

1 All Values in Database


2 All Values in Context
3 Only Relevant Values

Tableau Ultimate Course | Section 9: Tableau Filters | Customize Filters


Filter Customizations

All Values Only Relevant

Result Query
View Result Query View
Data Result Query
Data Result Query
Source Source Result Query

Multiple Quieres for each user


1 Initial Query as user starts View
Interaction

Tableau Ultimate Course | Section 9: Tableau Filters | Customize Filters


Tableau Actions

Tableau Ultimate Course | Section 11: Tableau Actions | Concept of Actions


Tableau Actions

Tableau Ultimate Course | Section 11: Tableau Actions | Choose The Correct Trigger
Calculation Types

Tableau Ultimate Course | Section 12: Calculations


Order of Execution

RANK(SUM([Quantity]*[Price]))

1 Row-Level
Calculation

2 Aggregate
Calculation

3 Table
Calculation

Tableau Ultimate Course | Section 12: Calculations


Types of Calculations

Row-Level Aggregate LOD Table


Calculation Calculation Calculation Calculation

[Quantity]*[Price] SUM([Revenue]) {FIXED[Category]:SUM([Revenue])} RANK(SUM([Revenue]))

Do Not Aggregate Data Aggregate Data Aggregate Data Aggregate Data

Row Level VIZ Level Of Details Specific Level Of Details VIZ Level Of Details

Calculated using Data Calculated using Data Calculated using Data Calculated using Data
in Data Source in Data Source in Data Source in VIZ

Pre-Calculated Calculated in the Fly Calculated in the Fly Calculated in the Fly

Simple Calcuations Simple Calcuations Complex Calcuations Complex Calcuations

Tableau Ultimate Course | Section 12: Calculations


Choose Right Calculation Type

Q1: Do you have to aggregate the data?


NO
Row-Level
Calculation

YES

Q2: Is all the needed data already in the VIZ?


YES
Table
Calculation

NO

Q3: Is the Level of Details in VIZ matches the Question?


YES
Aggregate
Calculation

NO

LOD
Calculation

Tableau Ultimate Course | Section 12: Calculations


Tableau Calculations

ABS Number
…FLOOR Functions

TRIM RUNNING_...
String
…SPLIT Functions WINDOW_...
RANK_...
DATENAME Date Row-Level Table FIRST
…DATEADD Functions Calculations Calculations
LAST
ZN NULL INDEX
…ISNULL Functions LOOKUP
IF ELSE Logical
…CASE WHEN Functions Tableau
Calculations
MAX
MIN
AVG FIXED
COUNT Aggregate LOD
Calculations INCLUDE
COUNTD Calculations
EXCLUDE
SUM
ATTR

Tableau Ultimate Course | Section 12: Calculations


{ FIXED } LOD Expression

Tableau Ultimate Course | Section 12: Calculations


{ EXCLUDE } LOD Expression

Tableau Ultimate Course | Section 12: Calculations


{ INCLUDE } LOD Expression

Tableau Ultimate Course | Section 12: Calculations


{ LOD } Level Of Details

Tableau Ultimate Course | Section 12: Calculations


Dashboard Mockup

Tableau Ultimate Course | Section 14: Tableau Dashboards


Container Mockup

Tableau Ultimate Course | Section 14: Tableau Dashboards


Tableau Ultimate Course | Section 15: Tableau Project | Tableau Project Steps
Tableau Ultimate Course | Section 15: Tableau Project | Tableau Project Steps
Tableau Ultimate Course | Section 15: Tableau Project | Tableau Project Steps
Tableau Ultimate Course | Section 15: Tableau Project | Tableau Project Steps
Tableau Ultimate Course | Section 15: Tableau Project | Tableau Project Steps
Dashboard Mockup

Tableau Ultimate Course | Section 15: Tableau Project | Requirements Analysis


Dashboard Mockup

Tableau Ultimate Course | Section 15: Tableau Project | Requirements Analysis


Container Mockup

Tableau Ultimate Course | Section 15: Tableau Project | Requirements Analysis

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