This document provides an overview and instructions for using Tableau software for data visualization and analysis. It describes Tableau as a tool for simplifying data into understandable formats via dashboards and worksheets. Steps are outlined for connecting a CSV file on demographic data to Tableau, creating a map visualization showing populations by state in India, and differences between live and extract connections. Basic concepts like dimensions, measures, and different methods for creating visualizations through drag and drop or double clicking are also summarized.

1. Data Visualization Software
Version 2019.3.0
Made By: Kanika Nagpal

2. Data visualization tool used in Business
Intelligence industry
Software to simplify data in an
understandable format
Platform to visualize data via
dashboards and worksheets
Secure, easy and flexible tool for end-
to-end data analytics

3. Collecting, storing
and analyzing
data to optimize
performance
Converting raw
data into
meaningful
information
Concluding about
revenue and
financial model of
the business

4. To
Generate
Meaningful
Hypotheses
To Identify
Outliers
To Find
Missing
Pattern

6. Demographic data refers to
socio-economic information
expressed statistically. Let us
consider a dataset named
Demographic Details. In this
we have 4 columns:
1) City : Name of cities
2) States : Name of states
3) Population : Number of
people in every City
4) Literacy rate : Percent of
people literate in each City

7. STEPS TO ANALYSE DATA USING
TABLEAU

8. In “Connect” section
under “To a file“ select
“Text file” as our file
type is comma
separated values file.
Browse the file
“Demographic_Details”
and click “Open”.

9. A window named
“Data Source” will
pop up where you
will be able to see
your imported
dataset.
A screenshot of that
window has been
attached in the next
slide for your
reference. Now, click
on “Sheet 1”.

11. In “Dimensions”
section, select
“State” and under
“Show Me”, select
“Symbol maps”.
A political map of
Indian will be
plotted.
Drag “Population”
and “State” to
“Label” card.
Sum of Population
per state and name
of each State will be
displayed.
Similarly, drag
“Population” to color
card.
The resulting graph
has been put up on
the next slide.

14. •The names and population sum
of all States are not visible on
graph. One can zoom in using
the “+” sign icon on the graph to
view those.
•The States which are not
colored, like Punjab, imply data
for those States is not available.
•As per the data, Assam has the
lowest population sum whereas
Uttar Pradesh has the highest
population sum.

16. Live Extract
A live connection will
query the underlying
data in the data
source/database.
Refreshing the
visualization will give
you the latest results.
No data is copied to
Tableau Server for
pre-processing.
An “Extract” connection
is a connection with a
static database.
All data is copied from
the data source to
Tableau Server.
Refreshing the data
source will not give you
the latest data, you
have to refresh the
extract to get these.

17. Dimensions
Fields containing
qualitative, categorical
information
Dimensions affect the
level of detail in the view
Measures
Fields containing
numerical information
Aggregation is applied by
default when a Measure
is dragged in the view

18. • Drag a Dimension to row(or column) shelf.
• Drag a Measure on the column(or row) shelf.
A graph is created. Under Show Me section,
the type of this graph can be changed.
Drag and
Drop
• Select a Measure and Dimension together by
using Ctrl key.
• Under Show Me section, select the desired
type of graph.
Point and
click
• Double click on a Dimension, then on a
Measure. A graph will be automatically
created. Change the type of the graph under
Show Me section.
Double
click

19. Rename
Worksheet
• Right click
on the
sheet you
wish to
rename.
• Select
Rename.
Add
Worksheet
• Right click
on sheet
you are
currently
working on.
• Select New
Worksheet.
Duplicate
Worksheet
• Right click
on the
sheet you
want to
duplicate.
• Select
Duplicate.

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