INTRODUCTION

TO SOFTWARE
TABLEAU DESKTOP UI

Import datasets from here

of
different formats.
TABLEAU DATA TYPES
Boolean Values Date
True/False Date Values

Ex- True/False Ex- Aug 16, 2019

Date and Time

Date and Geographical Values
timestamp values Geographical
Ex- Aug 16, 2019 mapping
Ex- India, France,
12:00:00 PM Newyork

Text/String Number
Text or Number
(Decimal)
String (Whole)
Decimal
Values Whole
Numbers
Ex- Welcome Numbers
Ex- 5.000
to Tableau Ex- 5
 TABLEAU DESKTOP UI
Toolb
ar

Columns
and
Rows
Data
Shelves
Pane

Workspa Marks Card Canvas

ce
TABLEAU DESKTOP UI - TOOLBAR

Each Changes about the file will be

Opening an existmade here.
● Creating a new file
● Saving the current file
● Printing a file to pdf
● Show start Page
● Closing the current file
● Exit the whole file
TABLEAU DESKTOP UI - TOOLBAR

By this you can import different datasets in the workbook

● New data Source
● Connect to any other type of data
● Replace some data set
● Use the sample data
TABLEAU DESKTOP UI - TOOLBAR

Actions within the worksheet will be done here

● Creating a new worksheet
● Reviewing what to show on the worksheet and
what not
● Auto update worksheets
● Auto update Filters
TABLEAU DESKTOP UI - TOOLBAR

Actions within the dashboards will be done here

● Creating a new Dashboard
● Adding new layouts to dashboard
● Exporting or Copying image from dashboard
● Auto update
● Run Update
TABLEAU DESKTOP UI - TOOLBAR

Actions to be done within the story, can be made from

here
● Creating a new story
● Exporting Image
● Copying image
● Auto update
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Action done within the analysis of the data will be done

by this tool
● Reviewing Aggregate Measures
● Parameters
● Explain data
● Reviewing Highlights
● Reviewing Legends
● Reviewing Filters
TABLEAU DESKTOP UI - TOOLBAR

Actions done within the maps, will be

made through this tool
● Background maps
● Background images
● geocoding
TABLEAU DESKTOP UI - TOOLBAR

Actions to be made within the format of the

worksheet or dashboard you are using, will be made
with this tool
● Changing font
● Changing alignment
● Changing shading
● Changing borders
● Changing Lines
● Changing animations
● Changing workbook theme
TABLEAU DESKTOP UI - TOOLBAR

All the changes within the window would be done

from
this tool
● Opening presentation mode
● Creating bookmark
● Showing or Hiding Toolbar, Status Bar and Side
Bar
 TABLEAU DESKTOP UI -
TOOLBAR

If you are facing any kind of problem within the

Software or if you want any information related to the software, you
may click on the HELP button for any assistance.
● You can Get Support
● You can watch training videos
● You can change the language
● You can choose some other sample workbook
● You can know more about tableau
 TABLEAU DESKTOP UI - TOOLBAR

Show start Page - (Ctrl+2)

Undo any action - (Ctrl+Z)

Redo any Action - (Ctrl+Y)

TOOLBARTABLEAU DESKTOP UI - TOOLBAR

Save the current File - (Ctrl+S)

New Data Source - (Ctrl+D)

Pause Auto Updates

TABLEAU DESKTOP UI - TOOLBAR

Run Update - (F9)

Create New Worksheet -

(Ctrl+M)

Duplicate the Worksheet

TABLEAU DESKTOP UI - TOOLBAR

Clear the Worksheet - (Ctrl+Shift+Backspace)

Swap Rows and Columns -

(Ctrl+W)

Sort Ascending
Sort Descending
TABLEAU DESKTOP UI - TOOLBAR

For Highlighting

Group Members

Show Mark Labels

TABLEAU DESKTOP UI - TOOLBAR

Fix Axis

Fit Ratios for the Scree

Show/Hide Cards
TABLEAU DESKTOP UI - TOOLBAR

Presentation Mode - (F7)

Share Workbook With Others

TABLEAU DESKTOP - DIMENSIONS AND
MEASURES

● Once we connect to a Data Source in

tableau, the columns get divided into
Dimensions and Measures.

1. A Dimension is a field that is an Independent

Variable.

2. A Measure is a field that is a Dependent

Variable and its value is a function of one or
more dimensions.
TABLEAU DESKTOP UI - SHOW
ME

● Show me in Tableau shows all the possible

visualizations available for our data source.

● The Visualizations that are highlighted are the

ones that are currently available for the current
sections of Dimensions and Measures.
DATA VISUALISATION AND
VISUAL PERCEPTION
TABLEAU - VISUALISATION

This Graph clearly represents the

sales made by each and every
customer. Given with their
individual names and the Price of
products they have purchased.

This Picture given is of a Bar

Diagram.
TABLEAU - VISUALISATION

here represents the Order date by Year a This

Graph nd the Profit made with increasing year.
On the X axis we have the constant years and on
the Y axis, we have the Value of Profit made.

This is a Line Graph

 TABLEAU - VISUALISATION

This Graph represents the

Order date according to the
Years, Discounts given by the
respective company and the
Profit made.

This is a Dual- Axis Graph

TABLEAU - VISUALISATION

This Graph
represents maximum
number of sales and
profit by region.

This is a Geographical Graph

TABLEAU - VISUALISATION

This Graph represents Sales

and Profit on a particular Date.

This is a Dual Area Graph

TABLEAU - VISUALISATION

This graph is
representing the Sales
and Profit of
particular Product by
adding category and
sub-category in the
rows.

This is called a HEAT

TABLEAU - VISUALISATION

This graph represents

the amount of profit
earned by sales of the
products.

This is called a TREE

MAP
 TABLEAU - APPLYING VISUALISATIONS
Let’s discuss which visualisations are best for various
applications
VISUALISATION APPLICATION

Bar Graph Used when Dimension is

Discontinuous

Line Graph Preferred for Continuous

Dimensions

Dual Axis Graph Used to represent two Measures

together

Geographical Graph Used to plot measures on Geographical

Map

Area Graph - Dual Axes Provides better comparison amongst

Measures

Heat Map Used to visualise Variations across

Categories

Tree Map Used to represent quantity in Nested

Rectangles
 TABLEAU - JOINS AND UNIONS
Join and Union functions are used to perform
operations to combine data
TABLEAU - SORT
Sort function can be used
to sort categories and sub
- categories based on
their measures

Sorting
Sub- categories
 TABLEAU - SET
Using SET function

Set is a type of
filter where we
can set a
condition for
displaying
values, e.g.
Discount >
10%
TABLEAU - FORECASTING

Forecastin
g for
Future

Forecasting is used to predict the

future trend based on the current
values of graphs.
TABLEAU - HIGHLIGHTING

Highlighting is used to highlight

specific sub- categories among all
others.
TABLEAU - DEVICE DESIGNER

Device designer is used to make best visualizations

for specific devices.
THANK YOU FOR
WATCHING!!