Module 3
Module 3
INTRODUCTION TO TABLEAU
1
What will we cover today?
Motivation
What is Tableau?
Tableau Workflow
Important Components
Learn by Doing
2
Visualization Objectives
Record information
Analyze data to support reasoning
Confirm hypotheses
Communicate ideas to others
3
Why Visualize
To record information
4
Why Visualize
To communicate information
5
Why Visualize
To analyze data
8
Connect
9
Connect
10
Data Sources Types
Relational Other
Spreadsheets Cloud Data
Sources
Databases
• Excel or csv • MySQL or • AWS or • Spatial Files
file Oracle Microsoft or R
Azure
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Data Field
A field, also known as a column, is a single piece
of information from a record in a data set.
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Data Field
13
Data Field
Dimensions
14
Data Field
Dimensions
Measures
15
Data Field
Dimensions
Measures
• By default, aggregated by SUM
• Can be aggregated as average,
median, count, or count distinct.
16
Data Field
Dimensions
• Break down the aggregated total into
smaller totals by category.
Measures
• By default, aggregated by SUM
• Can be aggregated as average,
median, count, or count distinct.
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Data Types
Discrete Date/Time
Continuous
Numeric Value
Discrete Date
Calculated
Field
Geographic field -
State or Zip Code
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Chart Types
19
Chart Types
20
Chart Types
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Tableau Workspace
24
Tableau Workspace
25
Tableau Workspace
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Tableau Workspace
27
Tableau Workspace
28
Visualization
29
Visualization
30
Visualization
31
Visualization
32
Visualization
33
Visualization
34
Visualization
35
Visualization
36
Visualization
37
Dashboard
38
Story
39
Story
40
Share
• Saved File
• .twb or .twbx
• Publish to Tableau Server (Secure)
• Publish to Tableau Public (Unsecure)
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