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DATA
VISUALIZATION
WITH
TABLEAU
ONLINE
TUTORIAL
Training Guide Fundamentals
DATA VISUALIZATION WITH
TABLEAU ONLINE TUTORIAL
What is Data Visualization with tableau online tutorial all about?
Data Visualization with Tableau Online Tutorial course will help you
Incorporate data with R and also help you design dashboards. It will
also cover diverse ideas of information representation like:
 Restrictive organizing,
 Connecting outlines,
 Scripting,
 Dashboard combination,
 Tableau coordination with R, etc.
LET’S REVIEW
CONNECTING TO DATA
 Tableau supports a wide variety of data sources including MS Office
files, SQL databases, text files, excel files and other data connections.
 There are two types of data connections:
1. Live Data connection – connection directly to the database pulling
live data (up to date at every moment)
2. Extract Data connection – copy of data from database at a given
time (up to date at time of extract refresh)
Note: - Generally if you have a large data set you will use an extract to
help with performance, especially if you don't need it to be up -to-date at
every moment.
Click on Data-> New Data
source (To create new data
source connection)
TABLEAU GRAPHICAL USER
INTERFACE
 Inside the Data window there are several different Icons,
each icon will reveal your data / object type.
 Each column in your data source will be brought into the
Data Window and Tableau will initially determine if a column
is a “Dimension” or a “Measure”.
 Dimension: A Categorical Field
 Measure: A Quantitative Field
SAVED DATA SOURCES
(.TDS FILES)
 Save a Data source
 Save the Sample- Superstore Sales.xls File
 Open Tableau
 Under connect to Data, choose Microsoft Excel, navigate to the Sample xls
file.
 Choose single tableOrdersYes the first row has field namesOK
 Connect Live
 Drag and drop Order Id, Row Id from Measures to Dimensions
 Right click the Sales, Profit, and Shipping Cost measures to change the
default number format to Currency.
 Right click to Edit Discount and use the aggregate function of average and
change the default format to percentage. Add the comment “Average
Discount Percentage”
 Choose DataOrdersAdd to Saved Data Sources
 Close the book
 Reopen a brand new workbook under connect to data select the data source
Orders. Note that all the changes you made are still in place.
This is a great exercise to show how you can save your own data source
connections to use over and over again in different reports and only have to
add your calculations, number formats, etc 1 time.
TABLEAU LETS YOU SAVE YOUR
DATA SOURCE FOR REUSE
 Take 10 mins to Connect and create the saved data source…
YOU TRY IT!
 Instead of using the connect live feature you can use an
extract.
 Extracts allow Tableau to take in all the data in a .TDE file so
that the data source is not queried each time a view is
rendered.
 The Extract can be sent to the server where the workbook is
accessed by the client, the end result is faster view rendering.
 An extract can also be refined, filtered when it is created so
that just a subset of data is available.
 Extracts can be set to refresh automatically based on a
schedule set by the publisher of the workbook.
 To Extract data, go to the Data menu  your data source you
want to create an extract for  Extract. When the Extract
window opens you can add filters as needed then select
Extract.
EXTRACTS- BOOST YOUR
PERFORMANCE
 You can also insert a parameter in your data source when you
are setting up the connection.
 At the connection page, choose custom SQL, then select the
button to Insert Parameter.
 You have the option to create a parameter right then, or if you
already have a parameter created in an existing workbook you
can just insert that parameter.
 READ MORE ON DATA VISUALIZATION WITH TABLEAU ONLINE
TUTORIAL
USING PARAMETERS IN DATA
SOURCE CONNECTIONS
For More Information Contact
TechandMate
C-2A, Second Floor,
Opposite Dwarka Sec-1 Power house,
New Delhi – 110059
We are just a call away…
+91-9711231150 (Sales and Corporate Sales Query)
+91-9650803331 (HR Query)
We are available online at…
support@techandmate.com
info@techandmate.com
THANKS FOR YOUR TIME!

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Data visualization with tableau online tutorial review

  • 2. DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL What is Data Visualization with tableau online tutorial all about? Data Visualization with Tableau Online Tutorial course will help you Incorporate data with R and also help you design dashboards. It will also cover diverse ideas of information representation like:  Restrictive organizing,  Connecting outlines,  Scripting,  Dashboard combination,  Tableau coordination with R, etc.
  • 3. LET’S REVIEW CONNECTING TO DATA  Tableau supports a wide variety of data sources including MS Office files, SQL databases, text files, excel files and other data connections.  There are two types of data connections: 1. Live Data connection – connection directly to the database pulling live data (up to date at every moment) 2. Extract Data connection – copy of data from database at a given time (up to date at time of extract refresh) Note: - Generally if you have a large data set you will use an extract to help with performance, especially if you don't need it to be up -to-date at every moment. Click on Data-> New Data source (To create new data source connection)
  • 5.  Inside the Data window there are several different Icons, each icon will reveal your data / object type.  Each column in your data source will be brought into the Data Window and Tableau will initially determine if a column is a “Dimension” or a “Measure”.  Dimension: A Categorical Field  Measure: A Quantitative Field
  • 6.
  • 7.
  • 9.  Save a Data source  Save the Sample- Superstore Sales.xls File  Open Tableau  Under connect to Data, choose Microsoft Excel, navigate to the Sample xls file.  Choose single tableOrdersYes the first row has field namesOK  Connect Live  Drag and drop Order Id, Row Id from Measures to Dimensions  Right click the Sales, Profit, and Shipping Cost measures to change the default number format to Currency.  Right click to Edit Discount and use the aggregate function of average and change the default format to percentage. Add the comment “Average Discount Percentage”  Choose DataOrdersAdd to Saved Data Sources  Close the book  Reopen a brand new workbook under connect to data select the data source Orders. Note that all the changes you made are still in place. This is a great exercise to show how you can save your own data source connections to use over and over again in different reports and only have to add your calculations, number formats, etc 1 time. TABLEAU LETS YOU SAVE YOUR DATA SOURCE FOR REUSE
  • 10.  Take 10 mins to Connect and create the saved data source… YOU TRY IT!
  • 11.  Instead of using the connect live feature you can use an extract.  Extracts allow Tableau to take in all the data in a .TDE file so that the data source is not queried each time a view is rendered.  The Extract can be sent to the server where the workbook is accessed by the client, the end result is faster view rendering.  An extract can also be refined, filtered when it is created so that just a subset of data is available.  Extracts can be set to refresh automatically based on a schedule set by the publisher of the workbook.  To Extract data, go to the Data menu  your data source you want to create an extract for  Extract. When the Extract window opens you can add filters as needed then select Extract. EXTRACTS- BOOST YOUR PERFORMANCE
  • 12.  You can also insert a parameter in your data source when you are setting up the connection.  At the connection page, choose custom SQL, then select the button to Insert Parameter.  You have the option to create a parameter right then, or if you already have a parameter created in an existing workbook you can just insert that parameter.  READ MORE ON DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL USING PARAMETERS IN DATA SOURCE CONNECTIONS
  • 13. For More Information Contact TechandMate C-2A, Second Floor, Opposite Dwarka Sec-1 Power house, New Delhi – 110059 We are just a call away… +91-9711231150 (Sales and Corporate Sales Query) +91-9650803331 (HR Query) We are available online at… support@techandmate.com info@techandmate.com THANKS FOR YOUR TIME!