TABLEAU FOR DATA

ANALYSIS
Hiruthiga
 LESSON 1
• Introduction to TABLEAU
• Basics of Visualization
• PRODUCT type and FILE Type
• Walk through Tableau Interface
• Q&A
DATA VISUALIZATION
 DATA VISUALIZATION
• Data visualization is the art of presenting the data in a way that anyone can
understand
• Graphical representation of data
 DATA VISUALIZATION
• Data visualization is the art of presenting the data in a way that anyone can
understand
• Graphical representation of data
 DATA VISUALIZATION
• Data visualization is the art of presenting the data in a way that anyone can
understand
• Graphical representation of data
 DATA VISUALIZATION
• Data visualization is the art of presenting the data in a way that anyone can
understand
• Graphical representation of data
DATA VISUALIZATION TOOL
 DATA VISUALIZATION TOOL
• Data visualization tools provide hands-on methods to observe and explore
trends, outliers and patterns in data.
• Data visualization is all about presenting your data to user in the right device
to gain insights
 DATA VISUALIZATION TOOL
• Data visualization tools provide hands-on methods to observe and explore
trends, outliers and patterns in data.
• Data visualization is all about presenting your data to user in the right device
to gain insights
 DATA VISUALIZATION TOOL
• Data visualization tools provide hands-on methods to observe and explore
trends, outliers and patterns in data.
• Data visualization is all about presenting your data to user in the right device
to gain insights
 DATA VISUALIZATION TOOL
• Data visualization tools provide hands-on methods to observe and explore
trends, outliers and patterns in data.
• Data visualization is all about presenting your data to user in the right device
to gain insights
WHAT IS TABLEAU
WHAT IS TABLEAU
TYPES OF CHARTS TO VISUALIZE
DATA
TYPES OF CHARTS TO VISUALIZE
DATA
TYPES OF CHARTS TO VISUALIZE
DATA
BAR CHART
BAR CHART
BAR CHART
LINE CHART
LINE CHART
LINE CHART
PIE CHART
PIE CHART
PIE CHART
SCATTER PLOT
SCATTER PLOT
SCATTER PLOT
SCATTER PLOT
OTHER TYPES OF CHARTS
TABLEAU PRODUCT SUIT
TABLEAU DESKTOP AND TABLEAU PUBLIC
TABLEAU DESKTOP AND TABLEAU PUBLIC
TABLEAU DESKTOP AND TABLEAU PUBLIC
TABLEAU DESKTOP AND TABLEAU PUBLIC
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
OTHER TABLEAU SUIT
QUIZ
QUIZ
QUIZ
QUIZ
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
TABLEAU ARCHITECTURE
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
INSTALLING TABLEAU DESKTOP
TABLEAU FILE TYPES
FILE TYPES
FILE TYPES
FILE TYPES
FILE TYPES
FILE TYPES
FILE TYPES
QUIZ
QUIZ
 LESSON 2
• TABLEAU Building Blocks
• Dimension and Measure
• Auto Generated Field
• Data Types in Tableau
• Discrete and Continuous Field
DIMENSION & MEASURE
 AUTO GENERATED FIELDS
• Suppose you have a dataset containing information about sales transactions
in an e-commerce store. The dataset includes the following columns: Order ID,
Product Category, Product Name, Quantity, Unit Price, and Total Price.

• Auto-Generated Fields in Tableau:

• Number of Records (Number of Records):

• This auto-generated field will provide the count of records in the dataset.

• In this example, if you have 100 sales transactions, the Number of Records
field will have a constant
• value of 100 for each data point.
 AUTO GENERATED FIELDS
• Auto-Generated Fields in Tableau:

• Measure Names (Measure Names):

• The Measure Names auto-generated field will list all numeric measures available in the dataset, which
in this case are Quantity, Unit Price, and Total Price.
• It enables users to create dynamic views or dashboards that automatically adjust based on the
selected
• measures.
• Measure Values (Measure Values):
• The Measure Values auto-generated field contains the numeric values of all the measures in the
dataset, which are Quantity, Unit Price, and Total Price.
• By using this field, users can create a single view that simultaneously displays the quantities, unit
prices,
• and total prices of products in the e-commerce store.
 USAGE OF AUTO GENERATED
FIELDS
• Using the auto-generated fields in Tableau, you can create a dashboard
that displays the total sales revenue by product category.
• You can place the Product Category dimension on the Rows shelf and
the Total Price
• measure on the Columns shelf.
• Then, you can use the Measure Names filter to allow users to switch
between different measures (Quantity, Unit Price, Total Price) and
dynamically view the sales performance of products.
 DIFFERENT DATA TYPES IN TABLEAU
• String (Text):
• Represents text values or alphanumeric characters.
• Examples: Names, addresses, product descriptions.

• Integer (Whole Number):

• Represents whole numbers without decimals.
• Examples: Number of units sold, quantity of items.

• Integer (Decimal Number):

• Represents numbers with decimal points.
• Examples: Prices, monetary values, percentages.
 DIFFERENT DATA TYPES IN TABLEAU
• Date:
• Represents calendar dates (year, month, day).
• Examples: Order dates, registration dates, event dates.

• Date Time:
• Represents dates and times together, including hours, minutes, and
seconds.
• Examples: Timestamps, log entries.
 DIFFERENT DATA TYPES IN TABLEAU
• Boolean (Logical):
• Represents binary values (True or False).
• Examples: Yes/No responses, binary indicators.

• Geographical (Spatial):
• Represents geographical data, such as latitude and longitude
coordinates.
• Examples: Geographic locations, map data.
QUIZ
QUIZ
 UNDERSTANDING DISCRETE AND
CONTINUOUS FIELDS
• In Tableau, data fields are categorized into two main types: discrete and continuous.
Understanding the distinction between these field types is crucial for data analysis and
visualization.

• Discrete Fields:
• Discrete fields represent data that is categorical or qualitative in nature.
• They have distinct, separate values and are used for grouping and creating categories.
• Examples: Country names, product categories, gender, and any data that is not
continuous.

• Characteristics of Discrete Fields:

• The data points are distinct and separate, such as individual categories or labels.
• Discrete fields are typically used for dimensions in Tableau, providing the context for
data analysis.
• Discrete data can be represented in bar charts, pie charts, and other discrete
visualizations
 UNDERSTANDING DISCRETE &
CONTINUOUS FIELDS
• Usage and Impact:

• Understanding the distinction between discrete and continuous fields

in Tableau is vital for choosing appropriate visualization types,
performing correct aggregations, and accurately interpreting data.

• Using the correct field type ensures that the visualizations represent
the data accurately and facilitate meaningful insights for data-driven
decision-making.
 INTRODUCTION TO AGGREGATION
•
AND GRANULARITY
Aggregation in Tableau refers to the process of summarizing or combining multiple data
points into a single value.

• It involves applying a mathematical function (e.g., SUM, AVG, COUNT) to a set of data to
obtain a higher-level overview or insight.

• Purpose of Aggregation:

• Aggregation helps in simplifying and understanding large datasets by presenting

essential information in a concise format.

• It allows users to analyze trends, patterns, and general characteristics of the data
without dealing with individual data points.
• Examples of Aggregation:
• Summing up sales revenue to find total revenue for a specific period.
• Calculating the average temperature for a month using daily temperature readings.

• Counting the number of orders to determine the total number of transactions.

 INTRODUCTION TO AGGREGATION
AND GRANULARITY
• Granularity in Tableau refers to the level of detail or the degree of data aggregation in a visualization
or dataset.

• It defines the level at which individual data points are represented or how finely data is divided.

• Purpose of Granularity:

• Granularity allows users to control the level of detail in visualizations and analysis, helping focus on
specific insights.
• It enables users to view data at different levels, from the most detailed (fine-grained) to the most
• summarized (coarse-grained).

• Examples of Granularity:

• Fine-grained granularity: Visualizing sales data at the individual transaction level, showing each sale
separately.
• Coarse-grained granularity: Visualizing sales data aggregated at the monthly level, displaying
• total sales for each month.
 INTRODUCTION TO THE MARK
CARDS
• Marks Cards in Tableau are a fundamental part of the Tableau interface used
to customize
• the appearance and behavior of individual data points (marks) in a
visualization.
• Each data point in a visualization, such as a bar, a point on a line, or a slice in a
pie chart, is represented as a mark.
• Purpose of Marks Cards:
• Marks Cards allow users to control how data is represented visually,
enabling precise customization for better communication of insights.
• By adjusting properties on Marks Cards, users can change colors, sizes, labels,
shapes,
• and other visual attributes of marks.
 CUSTOMIZATION OPTION ON
MARK CARDS
• Color: Change the color of marks based on data values or specific conditions, highlighting
patterns or differences.
• Size: Modify the size of marks to emphasize significance or create visual hierarchy.
• Label: Display data labels on marks to provide additional context or show specific values.

• Shape: Use different shapes for marks to differentiate categories or add unique visual
elements.

• Tooltip: Configure tooltips to show data details when hovering over marks, enhancing
interactivity.
• Impact on Visualizations:

• Marks Cards allow users to tailor visualizations to fit specific data storytelling needs and
effectively communicate insights.

• Fine-tuning visual attributes on Marks Cards enhances the clarity and impact of
visualizations, making them more engaging and informative.
QUIZ
QUIZ
DEMO – TABLEAU SHOW ME
DEMO – Create a Simple
Visualization using a Dataset
QUIZ
QUIZ
 ACTIVITY 1
• Pre-requisites: A small dataset containing sales data, including
product categories and corresponding sales revenue.
• Scenario: You are a data analyst for a retail company, and your task is
to create a simple bar chart using Tableau to visualize the sales
performance of different product categories.

• Expected Outcome: The final result should be a bar chart showing the
total sales revenue for each product category. The chart should be
labeled appropriately and visually appealing.
 ACTIVITY 1
• Steps:

a. Open Tableau and connect to the sales dataset.

b. Drag the "Date" field to the Columns shelf and the "Sales Revenue" field to the Rows shelf.

c. Tableau may automatically aggregate the data by date. If not, right-click on the "Date"
field, choose "Measure," and select "Sum" to aggregate the sales revenue.

d. Tableau should create a line chart showing the sales revenue over time.

e. Add a date filter to enable users to choose a specific time period for analysis.

f. Customize the chart by adding appropriate labels, axis titles, and a chart title for clarity.
g. Test the line chart by applying different date filters to observe sales trends over different
• periods.
DEEP DIVE INTO TABLEAU
 LESSON 3
• Connect Tableau to Excel, CSV, and PDF files, as well as SQL databases using common file-based
connections and techniques.
• Understand and navigate the Tableau Metadata Grid to explore
• data sources and metadata effectively.

• Apply Data Interpreter to clean and structure messy data for analysis.

• Use Pivot and Split Fields to reshape data for better visualization
• and analysis.

• Combine data from multiple sources using Joins and Cross Database Joins to create
comprehensive analyses.

• Master the usage of Union and Tableau Data Extracts to

• optimize data sources and enhance performance.

• Apply Data Source Filters to refine data for targeted analysis.

QUIZ
QUIZ
Managing Data Connections
 IMPORTANCE OF DATA
CONNECTIONS IN TABLEAU
• Data Accessibility: Connect to diverse data sources (Excel, CSV,
databases) for
• comprehensive analysis.
• Real-Time Analysis: Perform real-time analysis with live data
connections for up-to-date insights.
• Data Integration: Blend data from different sources to create holistic
analyses.
• Data Transformation: Use Data Interpreter for efficient data
preparation and cleansing.
 IMPORTANCE OF DATA
CONNECTIONS IN TABLEAU
• Performance Optimization: Optimize data sources with Tableau Data
Extracts for faster query times.
• Enhanced Data Exploration: Access metadata and data details for
better data exploration.
• Cross-Functional Insights: Foster collaboration by visualizing data
from multiple sources.
• Data Security: Ensure data security and governance with Tableau's
robust features.
 OVERVIEW OF TABLEAU
METADATA GRID
• The Tableau Metadata Grid is a powerful feature that provides users
with a comprehensive view of the underlying data structure and
metadata associated with the data sources used in Tableau.
• It offers valuable insights into the data source, enabling users to better
understand the data and efficiently navigate through complex
datasets.
 KEY ELEMENTS OF TABLEAU
METADATA GRID
• Tables and Fields: The Metadata Grid displays a list of tables and fields
present in the connected data source. It presents a clear hierarchy of
tables, allowing users to explore the data schema.
• Data Types: For each field, the Metadata Grid provides information
about the data type, such as string, integer, date, etc. Understanding
data types is crucial for accurate data analysis and visualization.
• Aggregation: The Metadata Grid indicates whether each field is
aggregated or not. This helps
• users identify how Tableau will handle the field in calculations and
visualizations.
 KEY ELEMENTS OF TABLEAU
METADATA GRID
• Data Source Filters: The Metadata Grid displays data source filters,
allowing users to identify any filters applied to the data source. This
helps in understanding data restrictions and potential data quality
concerns.
• Joins and Relationships: Users can view information about joins and
relationships between tables, which helps in comprehending how the
data is related and blended within Tableau.
• Aliasing: The Metadata Grid allows users to alias table names and field
names to provide more
• user-friendly labels in the Tableau interface.
Demo – Connecting to
Common File-based Sources
QUIZ
QUIZ
Preparing Data for Use
 INTRODUCTION TO THE DATA
INTERPRETER
• The Data Interpreter is a powerful data preparation feature in Tableau
that automatically detects and resolves common data issues when
connecting to external datasets.
• It streamlines the process of cleaning and structuring data, ensuring
that analysts can work with clean and accurate data for analysis and
visualization.
 KEY FEATURES OF DATA
INTERPRETER
• Automated Data Cleaning: The Data Interpreter automatically identifies and cleans
common data anomalies, such as extra headers, footers, and irregular spacing, to
create a consistent and structured dataset.
• Handling Data Unions: When working with datasets that require union (combining
similar tables vertically), the Data Interpreter handles varying numbers of columns in
each table, making the process seamless.
• Skip Rows and Columns: The Data Interpreter intelligently skips irrelevant rows and
columns, avoiding unnecessary data inclusion in the analysis.
• Handling Data Type Inconsistencies: It detects and corrects inconsistencies in data
types,
• ensuring that numeric fields are treated as numbers and textual fields as strings.
• Data Preview and Correction: Users can preview the data before applying the Data
Interpreter and make manual corrections if needed.
 JOINTS IN TABLEAU
• In Tableau, "joins" refer to the process of combining data from two or
more tables based on a common field. It allows users to create a unified
dataset that includes information from multiple tables, facilitating more
comprehensive analysis and visualization. Tableau supports various types
of joins, each serving a specific purpose.

• Use Case:
• Imagine you have two tables, one containing customer information (Customer
Table) and the other with sales data (Sales Table). Both tables have a common
field, "CustomerID," which uniquely identifies each customer. By performing an
inner join on "CustomerID," you can create a combined dataset that includes
customer information along with their sales data. This unified dataset enables
deeper analysis, such as identifying customer segments with high sales or
customer demographics influencing purchase behavior.
 TYPES OF JOINTS IN TABLEAU
• Inner Join: An inner join returns only the rows that have matching values in
both tables. It eliminates rows that do not have a corresponding match in the
other table. This type of join is used to find common data between tables.
• Left Join (Left Outer Join): A left join returns all the rows from the left
(primary) table and matching rows from the right (secondary) table. If there
is no match in the right table, the result will show null values for the right
table columns.
• Right Join (Right Outer Join): A right join returns all the rows from the right
(secondary) table and matching rows from the left (primary) table. If there is
no match in the left table, the result will show null values for the left table
columns.
• Full Outer Join: A full outer join returns all the rows from both tables and
matches them where possible. It includes rows from both tables, even if
there are no matches in the other table, filling in null values for unmatched
data.
 INTRODUCTION TO CROSS-
DATABASE CLIENTS
• Cross-database clients in Tableau refer to the capability of connecting to and
analyzing data from multiple data sources simultaneously. This feature
empowers Tableau users to combine and blend data from different database
platforms, such as SQL Server, Oracle, MySQL, and more, within a single
Tableau workbook.

• Use Case:
• Suppose a retail company stores sales data in an SQL Server database and
customer data in an Oracle database. By using Tableau's cross-database
clients, analysts can connect to both databases simultaneously. They can then
combine customer data with sales data to analyze customer buying behavior,
identify high-value customers, and gain insights into sales patterns based on
customer demographics.
QUIZ
QUIZ
Demo – Data Preparation
Techniques
Demo – Applying Data
Source Filters
 ACTIVITY 2
• Pre-requisites:
• Students should have access to a dataset containing sales data, including
product categories, sales
• revenue, and dates.
• Scenario:
• Imagine you are working as a data analyst for an e-commerce company. Your
task is to prepare the sales data for analysis and visualization in Tableau.
• Expected Outcome:
• The final result should be a cleaned and structured dataset ready for
analysis in Tableau. The dataset should include appropriate field types and no
duplicate or irrelevant data.
 ACTIVITY 2
• Steps:
• Use Data Interpreter in Tableau to clean the dataset, resolving any common data issues
like extra headers or
• footers.
• Identify and handle any missing or null values in the dataset.
• Convert data types to appropriate formats, ensuring numeric fields are recognized as
numbers, and dates are
• properly formatted.
• Pivot the data to create a tidy dataset suitable for analysis, with sales revenue and
product categories as separate fields.
• Save the cleaned dataset as a Tableau Data Extract for better performance during analysis.
THANK YOU