Using Tableau for OLAP

TABLE OF CONTENTS

Data Visualization in BI
Introduction to Tableau
Loading data & visualizing data
WHY data visualization?

Data is Data is BORING

SCATTERED—I —I’m LOST and
need an There is
answer! don’t know always TOO
I need MORE what I’m LITTLE OR
INFORMATION This tabular looking for! TOO MUCH—
! data DOESN’T is there a
HELP! right amount
of data?
Why data visualization?

 90% of information transmitted to

the brain is visual, and visuals are
processed 60,000 x faster in the
brain than text.
 40% of people will respond better to
visual information than plain text.
Why data visualization?
Why data visualization?
 Benefits of data visualization
 Expose underlying patterns and relationships within the data
 Observe them through clear visual models
 Increased precision through more effective data insights
 Guided analysis and quicker answers to Why?, What?, When?

High
Insight
Impac Data
Driven
t Driven
Action
Visual Insight
s
s
Data visualization maturity
Predictive
Analytics
Business Impact, Business Value

Data Insights

• Strategic
Visualization
• What drove the reports
results? • What will
Traditional • Tactical • Why did it happen
Reports reports happen? next?
• What • Who are my
• Ad-hoc or On- happened? target?
Demand reports • Was it better • What
• Detailed than last contributes to
• Simple year? increased
• Aggregated • Am I within adoption?
budget?
Data visualization tools

 Tableau
 Power BI (Microsoft)
 QlikView from QlikTech
 D3.js (Data Driven Documents) ➤ uses HTML, CSS and SVG
 Chart.js
 Tibco SpotFire
 IBM Cognos Visual Analytics
 Roambi Analytics
 Google Charts
 FusionCharts
Data visualization tools

 Tableau
 Power BI (Microsoft)
 QlikView from QlikTech
 D3.js (Data Driven Documents) ➤ uses HTML, CSS and SVG
 Chart.js
 Tibco SpotFire
 IBM Cognos Visual Analytics
 Roambi Analytics
 Google Charts
 FusionCharts
INTRODUCTION TO TABLEAU

 Tableau is a brand, not a specific product

 Tableau Desktop: Personal is the entry point for the paid development
versions of the software. It allows you to keep your workbooks private, but
connection and distribution options are limited.
 Tableau Desktop: Professional is similar to Tableau Desktop: Personal
in that it is a development version of Tableau. Both the Personal and
Professional versions have all of the same development capabilities, but
the Professional version provides full access to every data type and
distribution channel currently available in the software.
 Tableau Public is free download, but this product actually provides
development capabilities. The catch is that the workbooks have to be
saved to Tableau’s public cloud, making this an unsuitable choice for
proprietary business data.
 Tableau Reader, Tableau Online, Tableau Server
Connect to data source

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 Database Server

 Drag file to Tableau

Data Source is shown

here, maybe there are
more than one
 Connect to data source

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

Sheet(s) from data

source are shown here
 Connect to data source

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

To begin, drag sheet(s)

here
 Connect to data source

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

… and data will show

here
 Connect to data source

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

To start working, click

here
CLICK TO EDIT MASTER TITLE STYLE
 Data Sources: Displays
CLICK TOthe
all of EDIT
dataMASTER TITLE STYLE
connections in the
workbook.
CLICK TO EDIT MASTER TITLE Dimensions
STYLE area of the Data
pane: A list of all of the fields in
the data source classified as
dimensions
CLICK TO EDIT MASTER TITLE STYLE

Measures : A list of all the fields

in the data source classified as
measures
CLICK TO EDIT MASTER TITLE STYLE

Sets: If the data source you are using

contains at least one set, or if you
have created one or more sets, they
will show up here.
CLICK TO EDIT MASTER TITLE STYLE

If the workbook you are using

contains at least one parameter, or if
you have created one or more
parameters, they will show up here
CLICK TO EDIT MASTER TITLE STYLE
The Pages Shelf allows you to “flip”
through a “page” for each dimension
member
CLICK TO EDIT MASTER TITLE STYLE
Filters Shelf: Any dimension or
measure that you filter a view by will
be displayed here.
CLICK TO EDIT MASTER TITLE STYLE

Each square in this area is called a

Marks Card, which are called that
because they influence the marks on
the view (change color, size, etc.)
CLICK TO EDIT MASTER TITLE STYLE

Legend: There are several

different legends that will
appear here to show how the
marks are encoded.
CLICK TO EDIT MASTER TITLE STYLE
Columns Shelf: Fields placed
here will create columns on the
view.
CLICK TO EDIT MASTER TITLE STYLE

Rows Shelf: Fields placed here

will create rows on the view.
CLICK TO EDIT MASTER TITLE STYLE

Worksheet/View: Each tab in a Tableau

workbook is called a worksheet and the area
that displays a data visualization is a view.
Dimensions vs measures

 A dimension is a field that can be considered an independent

variable.
 By default, Tableau treats any field containing qualitative, categorical
information as a dimension.
 A measure is a field that is a dependent variable; that is, its value is a
function of one or more dimensions.
 Tableau treats any field containing numeric (quantitative) information
as a measure.
Download data from Kaggle

 https://www.kaggle.com/datasets/gregorut/videogamesales?
resource=download
Creating a bar chart

 Drag a measure to Rows

 Drag a dimensions to
Columns
 Choose chart type
 By default, every
measure on a view in
Tableau is aggregated in
some way. Default
aggregation is SUM
Independent axes

 Drag another
dimension into Rows
Independent axes

 Drag another
dimension into Rows
 or Columns
Independent axes

 Drag another
dimension into Rows
 or Columns
 Can change to other
type of chart (but
choose it wisely)
Level of details

 Column: Year
 Columns: Global Sales
 Add a dimension to Detail
Marks and change Color if
needed
 As you add dimensions to
the view, the analysis
becomes more granular,
so the level of detail
changes
Level of details

 Another example:
 Column: EU Sales
 Row: Global Sales
Level of details

 Another example:
 Column: EU Sales
 Row: Global Sales
 Add Year to Detail

 What conclusion can you get

from this chart?
Level of details

 Another example:
 Column: EU Sales
 Row: Global Sales
 Add Year to Detail

 Replace EU Sales by JP Sales,

can you get the same
conclusion?
Creating a pie chart

 Column: Genre
 Row: Global Sales
Creating a pie chart

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
Creating a pie chart

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
 Make chart bigger
 Win: Ctrol + Shift + B
 Mac: Cmd + Shift + B
Creating a pie chart

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
 Make chart bigger
 Win: Ctrol + Shift + B
 Mac: Cmd + Shift + B
 Drag Genre (from Data
panel) to Label
Creating pareto chart

 Column: Genre
 Row: Rank x 2
Creating pareto chart

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
Creating pareto chart

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark Type
> Bar
 Change color 1 chart
Creating pareto chart

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark Type
> Bar
 Change color 1 chart
 Right click 2nd Rank, choose Quick
Table Calculation > Running Total
Creating pareto chart

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark Type
> Bar
 Change color 1 chart
 Right click 1st Rank, choose Quick Table
Calculation > Running Total