Tableau

• Itis a software that produces interactive data visualization

products focused on business intelligence.
Tableau
Products

Tableau Tableau Tableau Tableau

Desktop Prep Server Online

• Products offered by Tableau:

1.Tableau Desktop- Analytics anyone can use.
2.Tableau Prep- Data prep anyone can use.
3.Tableau Server- Analytics for organizations.
4.Tableau Online- Cloud analytics for organizations.
 Latest Products:
Product Version Release Date
Tableau Desktop 2018.3.3 31st Jan 2019
Tableau Prep 2019.1.1 10th Jan 2019
Tableau Server 2018.3.3 31st Jan 2019
Tableau Online 2018.3 9th Jan 2019

• Data analysis is very fast with Tableau and the visualizations created are in

the form of dashboards and worksheets.

• The best features of Tableau are:

1. Data Blending
2. Real Time Analysis
3. Collaboration of Data
Decisive Factors of Tableau Role play
Technical Knowledge No need for any prior technical language in order
to use Tableau.
Connecting to Data Source Tableau connects to all kinds of Data sources like
Ms Excel, Data warehouse or web data etc.

Speed Coming up with interactive, visual data

presentation in mere seconds rather than months
or years.
Data Visualization Highly evolved data visualization provides
number of ways in which data can be studied to
benefit and empower the businesses’ growth

Gaining insights It generates visually engaging business insights.

Ease of use Tableau is a simple drag and drop interface which

makes it easy to learn and operate.

Dashboard Creation of Stories, objects and views to

dashboards.
Six years a leader in the Gartner Magic Quadrant for Analytics and Business Intelligence
 Tableau Dashboards
• A dashboard is a collection of several views, letting us to compare a variety
of data simultaneously. For example, if we have a set of views that is
reviewed every day, we can create a dashboard that displays all the views
at once, rather than navigate to separate worksheets. Example:
Dashboard Menu: This menu is used to create a new dashboard along with
various display features, such as showing the title and exporting the image, etc.
The important features in this menu are as follows −
 Format sets the layout in terms of colors and sections of the dashboard.
 Actions link the dashboard sheets to external URLs or other sheets.
 Export Image option exports an image of the Dashboard.
Steps to create a Tableau Dashboard
1. Click the New Dashboard button to create a new, empty
dashboard.
2. Drag the first sheet that you want to incorporate as part of the
dashboard onto the Dashboard workspace.
3. Drag the second sheet that you want to use onto the Dashboard
workspace.
4. Release the mouse button to drop the chart in the indicated
location.
5. If desired, change the target size of your dashboard by making a
selection from the Size drop-down list in the Dashboard section of
the navigation menu on the left.
 We can add additional sheets, titles, and so on to a dashboard to
further enhance our visualization. We can also add filters so that
viewers can choose to see only the information that matters to
them.
 If sheets don’t seem to fit properly onto our dashboard, click the
sheet on the dashboard and then select the appropriate Fit option
from the toolbar.
 Story in Dashboard
 Sheet that contains a sequence of worksheets or dashboards that work
together to convey information.
 All methods are able for datasheets and dashboards are apply to stories.
 Powerful navigation tool for presentation. Example:
 Tableau Terminology
 Dimensions: Tableau treats any field containing qualitative, categorical information
as a dimension. This includes any field with text or dates values.
 Measure: A measure is a field that is a dependent on value of one or more
dimensions. Tableau treats any field containing numeric (quantitative) information as
a measure.
 Marks Card: A card to the left of the view where you can drag fields to control mark
properties such as type, color, size, shape, label, tooltip, and detail.
 Shelves: They are Named areas to the left and top of the view. You build views by
placing fields onto the shelves. Some shelves are available only when you select
certain mark types.
 Worksheet: A sheet where you build views of your data by dragging fields onto
shelves.
 Connect live: It Creates a direct connect to the data source and speed up access.
 Extract: A saved subset of a data source that you can use to improve performance
and analyze offline. We can create an extract by defining filters and limits that
include the data you want in the extract.
 Parameters: Parameters are dynamic values that can replace constant values in
calculations.
 Story: A story is a sheet that contains a sequence of worksheets or dashboards that
work together to convey information.
 Tableau Dashboards

Dashboard Terms Explanation

Dashboard and Layout Tabs By default, we worked on the dashboard tab which
allows us to set most aspects of the dashboard. The
layout tab allows us to set the dimensions and location
of individual dashboard components

Device Preview Button It allows us to see what the dashboard will look like on
different devices and can even save different versions
of the dashboard.

Size It can set the height and width of the dashboard in

pixels. There are several preset size options or we can
set an exact size of your choosing.

Sheets These are the individual worksheets in a workbook that

can be added to the dashboard.
Objects Horizontal: Adds a horizontal layout container that
additional objects can be added to.
Vertical: Adds a vertical layout container that additional
objects can be added to.
Text: Opens a mini word processor where you can add and
format any text you wish.
Image: Adds an image from your computer to the dashboard.
Web Page: Embeds a web page in the dashboard (requires an
Internet connection to display the web page).
Blank: Adds blank space to the dashboard which can be
helpful when dashboard elements are too close to each other
and in a tiled layout.
Tiled or Floating When dashboard elements are tiled, they fill all available
space in their respective tiles. When dashboard elements are
floating, it can be controlled their exact size and location on
the dashboard.
THANK YOU!

-Abhishek Thakur