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Tableau

The document discusses data analytics using Tableau. It covers topics like introduction to business intelligence and Tableau, data visualization, data manipulation, and advanced Tableau features like parameters, filters and hierarchies. The document is organized into 6 modules covering these topics across multiple days of learning.
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0% found this document useful (0 votes)
78 views14 pages

Tableau

The document discusses data analytics using Tableau. It covers topics like introduction to business intelligence and Tableau, data visualization, data manipulation, and advanced Tableau features like parameters, filters and hierarchies. The document is organized into 6 modules covering these topics across multiple days of learning.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 14

Data Analytics With

Tableau
Presented By
Batch-2
1.P.Pravalika(208X1A0576)
2.N.Divya(208X1A0570)
3.N.Mukesh Krishna(208X1A0569)
4. P.Joshua(208X1A05A6)
CONTENTS:
Module:1
Introduction to BI &BA Module:4
Introduction to Tableau & installation Loding data and Calculated fields
Data extraction and Introduction to SQL Quick table Calculations
SQL basics and operations Quick table sheet
Module:2 LOD expression
Location visualization
Architecture of Tableau
Data visualaization with Tableau Module:5
Coustamization of charts Parameters in tableau
Tableau Metadata Creating parameters using
Module:3 tableau

Tableau Data types


Module:6
Introduction to Flask
Advanced Data Manipulation
Advantages of Flask.
Tableau Bin & Hierarechies
Working with Filters, Organizing Data & Visual
Analytics
Tableau Public
Module:1
Day-1: Introduction to BI &BA

Business Intelligence(BI)
Over view Day-2: Introduction to Tableau & installation
Evaluation of BI
Process of BI Tableau is a powerful and fastest growing data visualization tool
Tools for BI used in the Business Intelligence Industry. It helps in simplifying
raw data in a very easily understandable format. Tableau helps
Business Analytics(Data Analytics) create the data that can be understood by professionals at any
Over view level in an organization.
Types of BA
Step 1) Go to https://public.tableau.com/en-us/s/download on your web browser.
Now you need to enter
your email id and click on “DOWNLOAD THE APP” button.
Step 2) This will start download tableau .exe file for Windows by default, and you
can see the downloading process in the bottom left corner of the website.
Step 3) Open the downloaded file. Accept the terms and conditions and click on
“Install” button
Day-3: Data extraction and Introduction to SQL

Data extraction in Tableau creates a subset of data from the data source.
This is useful in increasing the performance by applying filters.

However, the data extract feature is most frequently used for creating an
extract to be stored in the local drive for offline access by Tableau.

Extraction of data is done by following the menu - Data → Extract Data. It


creates many options such as applying limits to how many rows to be
extracted and whether to aggregate data for dimensions.

Day-4: SQL basics and operations

SQL stands for Structured Query Language.

By executing queries SQL can create, update, delete, and retrieve data in databases
like MySQL, Oracle, PostgreSQL, etc.

Overall SQL is a query language that communicates with databases.

The basic commands of SQL are UPDATE, SELECT, INSERT, and DELETE
Module-2:
Day-1: Architecture of Tableau
It can be categorized into three main segments. The segments are –

1.Data Source: it is where a user can extract data from a gamut of data source options available like SAP, Oracle,
Salesforce, Excel file, MySQL
2.Tableau Server: Tableau Server is an online platform that allows you to host and manage Tableau data sources, workbooks,
reports, and dashboards created on Tableau Desktop.
3.Tableau Desktop: Tableau desktop is the analytical Tool, by which you can connect to a variety of data sources
and start visualizing data.

Day-2: Data visualaization with Tableau

Data visualization is the representation of data through use of common graphics, such as
charts, plots, infographics and even animations.
Harvard Business Review categorizes data visualization into four key purposes:
1.idea generation
2.idea illustration
3.visual discovery
4.everyday dataviz.
Day-3: Coustamization of charts

A chart is a representation of data in the form of a graph, diagram, map, or tabular format.

Each Chart type has its own strengths and weaknesses. But if used well people will understand the data better. When you
pay attention to aesthetic conventions you can also make your visualization beautiful. Some examples are.
Day-4: Tableau Metadata

The Tableau Metadata API discovers and indexes all of the content on your Tableau Cloud site or
Tableau Server, including workbooks, data sources, flows, and metrics. Indexing is used to gather
information about Tableau content, or metadata, about the schema and lineage of the content. Then
from the metadata, Metadata API identifies all of the databases, files, and tables used by the content
on
Youyour
can Tableau Cloud site
do the following or Tableau
tasks Server
using the Metadata API:

•Discover data that’s associated with the content published to your Tableau Cloud site or your Tableau
Server. Search for external assets like tables, databases, and data sources.

•Track lineage or the relationships between content and external assets, like data sources and
workbooks. For example, identify which workbooks use a specific published data source.

•Perform impact analysis. Using upstream and downstream lineage information, you can evaluate
impact of changes to content. For example, find all worksheets that depend on a database table
column or identify the authors you should notify when a data source change occurs.
Module-3
Day-1: Tableau Data types
In Tableau, we have seven primary data types. The function of Tableau is to
automatically detect the data types of various fields, as soon as the data is uploaded
from the source and allocate it to the fields. These seven data types are:
1.String values
2.Number/Integer values
3.Date values
4.Date & Time values
5.Boolean values
Day-2: Data Manipulation
6.Geographic values
7.Cluster or mixed values
Data Manipulation is the process of manipulating (creating, arranging,
deleting) data points in a given data to get insights much easier. Data
manipulation is a fundamental step in data analysis, data mining,
and data preparation for machine learning and is essential for making
informed decisions and drawing conclusions from raw data.

The steps we perform in Data Manipulation are:


1.Mine the data and create a database:
2.Perform data preprocessing:
3.Arrange the data:
4.Transform the data:
5.Perform data analysis
Day-3:Tableau Bin & Hierarechies

Hierarchy: Hierarchy is tree-like structure that represents the level-wise configuration. In


Tableau, the data with relation can be used to form a hierarchy. Similar and related data are
grouped in the form of a hierarchical structure to do further operations

Tableau bins are containers of equal size that store data values like or fitting in bin size.
Also, we’ll say that bins a group of data into groups of equal intervals or size making it a
scientific distribution of data
To create bins in tableau follow the given instructions:
•Select an attribute
•Right click on it Day-4: Filtering and Grouping in visualization
•Click on create
•Click on bins •Filtering: Filter a visualization to limit and customize the data
•Modify the suggested values (optional) displayed on visualization in a dashboard. For example, you can
•Click ok. filter the visualization to display only selected geographical regions,
the top five most-profitable regions, or those regions with more than
$1 million in revenue.

•Grouping : Grouping means a set of associated people acting


together, especially within a larger organization or the action of
putting people or things in a group or groups.
Module-4:
Day-1:Loding data and Calculated fields

1. Loading Data in Tableau


Loading data in Tableau refers to the process of connecting to data sources such as databases, spreadsheets,
or cloud services, and importing the data into Tableau for analysis and visualization.
2. Calculated Fields in Tableau:
Calculated fields in Tableau are custom fields created by users to perform calculations on existing data within
a dataset, allowing for the creation of new insights, measures, or dimensions based on mathematical
operations, logical comparisons, or string manipulations.

Day-2: Quick table Calculations

Quick Table Calculations in Tableau are pre-built analytical functions that allow
users to perform computations directly on visualized data, enabling quick analysis
without writing complex formulas, such as computing running totals, percentages,
or moving averages. They provide a convenient way to generate insights and
comparisons within Tableau visualizations.
Day-3: LOD expression

LOD (Level of Detail) expressions in Tableau allow users to compute aggregations at different
levels of granularity than the visualization's primary data source, providing flexibility in
analysis by specifying the level of detail for calculations. They enable users to control how
calculations are computed, offering insights that may not be achievable with traditional
aggregations.
There are three types of LOD supported:
•Exclude: This LOD type is used to exclude specified dimension from the view.
•Include: This LOD type is used to include a specified dimension along with other dimensions
within the view.
•Fixed: Unlike exclude and include, fixed doesn’t depend on what is on the view rather
focuses more on calculations. Thus it produces a fixed value for the specified dimensions

Day-4: Location visualization

Location visualization in Tableau enables users to plot geographical data such


as latitude and longitude coordinates onto maps, allowing for intuitive spatial
analysis and insights. Users can customize map layers, apply filters, and add
additional data overlays to enhance understanding of geographic patterns
and relationships.
Module-5:
Day-1: Parameters in tableau
Parameters in Tableau are dynamic control elements that allow users to interactively modify aspects of a
visualization, such as filtering data, changing measures or dimensions, or adjusting calculations. They
enable users to create more flexible and interactive dashboards by providing a way to input values or select
options directly within the visualization interface, enhancing data exploration and analysis capabilities.

Day-2:Creating parameters using tableau

1. Create Parameter: Right-click in the Parameters shelf and select "Create Parameter."
2. Define Properties: Name the parameter, choose its data type, and set allowable values.
3. Select Control Type: Choose how users will interact with the parameter (e.g.,
dropdown, slider).
4. Set Default Value: Optionally, define a default value for the parameter.
5. Use in Calculations/Filters: Incorporate the parameter into calculations or filters by
right-clicking on it.
6. Apply and Test: Apply the parameter to your visualization and test its functionality.
Module-6:

Flask
Flask is a web framework that allows developers to build lightweight web applications quickly and easily
with Flask Libraries. It was developed by Armin Ronacher, leader of the International Group of Python
Enthusiasts(POCCO). It is basically based on the WSGI toolkit and Jinja2 templating engine

Advantages of Flask:
1. Flask is a lightweight backend framework with minimal dependencies.
2. Flask is easy to learn because its simple and intuitive API makes it easy to learn and use for beginners.
3. Flask is a flexible Framework because it allows you to customize and extend the framework to suit your needs
easily.
4. Flask can be used with any database like:- SQL and NoSQL and with any Frontend Technology such as
React or Angular.
5.Flask is great for small to medium projects that do not require the complexity of a large framework.
Presented By
Batch-2
1.P.Pravalika(208X1A0576)
2.N.Divya(208X1A0570)
3.N.Mukesh Krishna(208X1A0569)
4. P.Joshua(208X1A05A6)

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