A Technical Seminarreport on
Dashboard Using Tableau
A Seminar Report Submitted to JNTU Hyderabad in partial
fulfillment of the academic requirements for the award of the degree
Bachelor of Technology
In
AI&DS
Submitted by
---------------------
Under the esteemed guidance of
(Dr.Nausheen Fathima)
(Associate Prof. AI&DS)
Department of Artificial Intelligence and Data Science
Shadan Women’s College Of Engineering And Technology
(An Autonomous Institution under JNTUH, Approved by AICTE, Affiliated to JNTUH)
KHAIRTABAD, HYDERABAD.
2.
CERTIFICATE
This is tocertify that the Technical Seminar report entitled “Dashboard
Using Tableau” being submitted By ---------------------- in partial fulfillment for the
award of Bachelor of Technology in AI&DS is a record of bonafide work carried out
his/her under my guidance and supervision.
Signature
Dr.Nausheen Fathima
Associate Professor
Dept.of AI&DS
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ACKNOWLEDGEMENT
With great Pleasure,I want to take this opportunity to express my heartfelt gratitude to
all the people who helped in making this project work a grand success.
I am grateful to Dr. Nausheen Fathima for her valuable suggestions and guidance
during the execution of this project work.
I would like to thanks Dr. Berin Jones , Head of the Department of AI&DS, for
his moral support throughout the period of my study in SWCET.
Finally, I express my sincere thanks to -------------------, for her continuous care. I
sincerely acknowledge and thank all those who gave support directly and
indirectly in completion of this project work.
SIGNATURE
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(----------)
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ABSTRACT
A dashboard isa consolidated display of many
worksheetsandrelatedinformationinasingleplace.Itisusedtocompareandmonitor a
variety of data simultaneously. The different data views are displayed all at once.
Dashboards are shown as tabs at the bottom of the workbook and they usually get
updated with the most recent data from the data source. While creating a dashboard,
you can add views from any worksheet in the workbook along with many supporting
objects such as text areas, web pages, and images.
Tableau offers robust features that set it apart from competitors, such
as: The ability to blend data from multiple data sets and sources. Real-time analytics
and animated dash boarding. The legitimate collaboration of data between team
members.
As the market-leading choice for modern business intelligence, the
analyticsplatformmakesiteasierforpeopletoexploreandmanagedata,andfasterto
discover and share insights that can change businesses and the world. Everything
tableau do is driven by the mission to help people see and understand data, which is
why the products are designed to put the user first whether they are an analyst, data
scientist, student, teacher, executive, or business user. From connection through
collaboration, Tableau is the most powerful, secure, and flexible end-to-end analytics
platform. Tableau mission is to help people see and understand their data using
meaningful insights.
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TABLEOF CONTENTS
CHAPTERS TITLEPAGE No.
1 INTRODUCTION 07-15
1.1 Introduction 07-09
1.2 History of Tableau 10-11
1.3 Architecture of Tableau 12-13
1.4 Download and Installation 14-15
2 DATACONNECTION 16-22
2.1 Connecting to Data Files 16-17
2.2 Data Preparation 17-19
2.2.1DataInterpreter 18
2.2.2Data Pivoting 19
2.3 Data Extraction 20
2.4 Data Joining and Blending 21-22
3 DATAVISUALIZATION 23-27
3.1 Tableau Workspace 23-24
3.2 Visualizing Distributions 25-26
3.3 Parameters 27
4 CREATINGDASHBOARD 28-30
4.1 Building Views 28-29
4.2 Sample Dashboard 30
5 SAVINGANDPUBLISHING 31-32
5.1 Saving and Publishing Dashboard 31-32
6 CONCLUSION 33
7 REFERENCES 34
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LISTOFFIGURES
FIGNO TITLE PAGENO
FIG1Tableau Product Suite 8
FIG2 Growth of Tableau Server 11
FIG3 Architecture of Tableau Server 13
FIG4 Tableau Website 15
FIG5 Tableau Screen of Connecting to Data Files 17
FIG6 Tableau Screen of Data Interpreter 18
FIG7 Pivoting the Data 19
FIG8 Extract the Data 20
FIG9 Joining the Data 21
FIG 10 An Example of Blending Data for Sales Data 22
FIG 11 Tableau Workspace 24
FIG 12 A Bar Graph Representation of Data 26
FIG 13 A Bubble Chart Representation of Data 26
FIG 14 A Tableau Screen of Calculating Parameters 27
FIG 15 Tableau Navigations 28
FIG 16 A Dashboard of Indian Tourists Information Summary 30
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CHAPTER1
INTRODUCTION:
Tableau is apowerful and fastest growing data visualization tool used in the
Business Intelligence Industry. It helps in simplifying raw data in a very easily understandable format.
Tableau helps create the data that can be understood by professionals at any level in an organization. It
also allows non-technical users to create customized dashboards. Data analysis is very fast with Tableau
tool and the visualizations created are in the form of dashboards and worksheets.
A dashboard is a consolidated display of many worksheets and related information in a
single place. It is used to compare and monitor a variety of data simultaneously. The different data
views are displayed all at once. Dashboards are shown as tabs at the bottom of the workbook and they
usually get updated with the most recent data from the data source. While creating a dashboard, you can
add views from any worksheet in the workbook along with many supporting objects such as text areas,
web pages, and images. Each view you add to the dashboard is connected to its corresponding
worksheet. So when you modify the worksheet, the dashboard is updated and when you modify the
view in the dashboard, the worksheet is updated.
Tableau Product Suite
The Tableau Product Suite consists of
Tableau Desktop
Tableau Public
Tableau Online
Tableau Server
Tableau Reader
For a clear understanding ,data analytics in Tableau tool can be classified into two section.
1. Developer Tools: The Tableau tools that are used for development such as the creation of
dashboards, charts, report generation, visualization fall into this category. The Tableau products,
under this category, are the Tableau Desktop and the Tableau Public.
2. Sharing Tools: As the name suggests, the purpose of these Tableau products is sharing the
visualizations, reports, dashboards that were created using the developer tools. Products that fall
into this category are Tableau Online, Server, and Reader.
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Tableau Desktop
TableauDesktophasarichfeaturesetandallowsyoutocodeandcustomizereports.Rightfromcreating thecharts,
reports, to blending them all together to form a dashboard, all the necessary work is created in Tableau
Desktop.
Tableau Desktop Personal: The development features are similar to Tableau Desktop. Personal
version keeps the workbook private ,and the access is limited.The work books can not be
published online. Therefore, it should be distributed either Offline or in Tableau Public.
Tableau Desktop Professional: It is pretty much similar to Tableau Desktop. The difference is
that the work created in the Tableau Desktop can be published online or in Tableau Server.
Fig.1TableauProductSuite
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Tableau Public
It isTableau version specially build for the cost-effective users. By the word "Public," it means that the
workbooks created cannot be saved locally; inturn , it should be saved to the Tableau's public cloudwhich
can be viewed and accessed by anyone.
There is no privacy to the files saved to the cloud since anyone can download and access the same. This
version is the best for the individuals who want to learn Tableau and for the ones who want to share their
data with the general public.
Tableau Server
The software is specifically used to share the workbooks, visualizations that are created in the Tableau
Desktop application across the organization. To share dashboards in the Tableau Server, you must first
publish your work in the Tableau Desktop. Once the work has been uploaded to the server, it will be
accessible only to the licensed users.
However, It's not necessary that the licensed users need to have the Tableau Server installed on their
machine.Theyjustrequirethelogincredentialswithwhichtheycancheckreportsviaawebbrowser.The security
is high in Tableau server, and it is much suited for quick and effective sharing of data in an organization.
Tableau Online
As the name suggests, it is an online sharing tool of Tableau. Its functionalities are similar to Tableau
Server, but the data is stored on servers hosted in the cloud which are maintained by the Tableau group.
ThereisnostoragelimitonthedatathatcanbepublishedintheTableauOnline.TableauOnlinecreatesa
directlinktoover40datasourcesthatarehostedinthecloudsuchastheMySQL,Hive, Amazon Aurora, Spark
SQL and many more.
Tableau Reader
Tableau Reader is a free tool which allows you to view the workbooks and visualizations created using
Tableau Desktop or Tableau Public. The data can be filtered but editing and modifications are restricted.
The security level is zero in Tableau Reader as anyone who gets the workbook can view it using Tableau
Reader.
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HISTORYOFTABLEAU
Until the early21stcentury, the Database were used to produce numbers and data. It's the job of
IT professionals to analyze the data and create reports.
Tableau was founded by Pat Hanrahan, Christian Chabot, and Chris Stolte from Stanford
University in 2003. The main idea behind its creation is to make the data base industry
interactive and comprehensive.
Tableau appears in the era when there were already established companies like Cognos,
Microsoft Excel, Business Objects, etc. It managed to climb the success chart with $3.8 billion of
current marketvalue.InAugust2016,Tableau announced and appointed Adam Selipsky as
president and CEO of the company.
The main logic behind creating this tool was developing a simple and user-friendly tool that can
help you in creating graphs, charts, maps, reports as well as assist you in the next-gen concepts
like the predictive and prescriptive analysis.
The worldwide business analytics market grew from$37.7billionin2013to$59.2billionin2018,
which translates to 9.4% compounded annual growth rate for the forecast period.
The main features that led Tableau Software to achieve success are-
o Powered by VizQL language, which makes it more flexible to pull data from any source.
o Provide Facility to the user with n number of visualization tools to customize the
Tableau reports.
o All the complicated graphs and maps can be prepared with drags and drops method.
o Tableau data visualizations can be inserted with multiple platforms.
o It can analyze and display the data in real-time.
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Fig.2GrowthofTableau Server
Tableauhasseenaconsiderablegrowthof82%initsannualsalesover thepast seven years
from$18millionin2009to$654million in2015 ,making it to obtain the highest position in the
rankingchart.Thiscompanynowranksundertop10BItoolsgivingcompetitiontootheroldtools like
IBM, Microsoft, Qlik, Oracle, etc.
AreportbyForbesin2016showsthatthetotalincomeofTableaugrew32%inthefirstquarter
to$172million,with foreign incomeupto52%.Thecompanyclosed268transactionsgreaterthan
$100,000, up to 8% per year. If Tableau continues to perform with the same speed, its net worth
will be in the $3 billion counted as one of the top three BI companies in the world.
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ARCHITECTUREOFTABLEAU
Tableau Server isdesigned to connect many data tiers. It can connect clients from Mobile, Web,
and Desktop. Tableau Desktop is a powerful data visualization tool. It is very secure and highly
available.
It can run on both the physical machines and virtual machines. It is a multi-process, multi-user,
and multi-threaded system.
Providing such powerful features requires unique architecture.
1. Data server:-The primary component of Tableau Architecture is the Data sources which can
connect to it.
Tableaucanconnectwithmultipledatasources.Itcanblendthedatafromvariousdatasources.It can
connect to an excel file, database, and a web application at the same time. It can also make the
relationship between different types of data sources.
2. Data connector:-The Data Connectors provide an interface to connect external data sources
with the Tableau Data Server
Tableau has in-built SQL/ODBC connector. This ODBC Connector can be connected with any
databaseswithoutusingtheirnativeconnector.Tableaudesktophasanoptiontoselectbothextract and
live data. On the uses basis, one can be easily switched between live and extracted data.
3. ComponentsofTableauserver:DifferenttypesofcomponentoftheTableauserver are:
o Application server
o VizQL server
o Data server
4. Gateway: The gateway directed the requests from users to Tableau components. When the
client sends a request, it is forwarded to the external load balancer for processing. The gateway
works as a distributor of processes to different components.
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Thedifferentlayersused inTableauserveraregiveninthefollowingarchitecturediagram:-
Fig.3 Architectureof TableauServer
Clients:The visualization and dashboards in Tableau server can be edited and viewed using different
clients. Clients are a web browser, mobile applications, and Tableau Desktop.
o Web Browser: Web browsers like Google Chrome, Safari, and Firefox support the
Tableau server. The visualization and contents in the dashboard can be edited by using
these web browser.
o Mobile Application: The dashboard from the server can be interactively visualized using
mobile application and browser. It is used to edit and view the contents in the workbook.
Tableau Desktop: Tableau desktop is a business analytics tool. It is used to view, create,
and publish the dashboard in Tableau server. Users can access the various data source
and build visualization in Tableau desktop.
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DOWNLOADANDINSTALLATION
Tableau is availablein two ways:-
o Tableau Public(Free)
o Tableau Desktop(Commercial)
Here is a comparison between the Tableau Public and Tableau Desktop
Tableau Public
o Tableau Public is a free and open-source.
o Tableau public data source can connect to Excel and Text files.
o Tableau public can be installed on Window and Mac operating system.
o DataandVisualizationsarenotsecuredintheTableaupublicbecauseitisavailablein public.
o In Tableau public, data cannot be obtained from different data sources as it is limited to connect
only Excel and Text files.
o Tableau public uses the details at Personal level.
Tableau Desktop
o Tableau Desktop is a paid source, personal edition- $35 per month and professional edition- $70
per month.
o Tableau desktop data source can connect to any data source file ,including databases, web
applications, and more.
o Tableau desktop can also install on Window and Mac operating system.
o Data and Visualization are secured in Tableau desktop.
o In Tableau desktop, data can extract from various data sources and stored as Tableau extract file.
o Tableau desktop uses the details at Professional and Enterprise level.
Lets install the Tableau Desktop on Window machine and go through step by step:-
Step1:- Go to https://www.tableau.com/products/desktopon your Web browser.
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Step2:-Clickon the 'Try Now' button.
Fig.4TableauWebsite
Step3:-Now, enter your Email id and click on the 'Download FreeTrial' button.
Step4:- This will start downloading the .exe File for window machine by default.
Step5:- Open the download file, and click on the 'Run' button.
Step6:-Accept the terms and condition and click on 'Install' button.
Step7:-A pop message will be shown on the screen to get the approval of the administrator to install the
Tableau software. Click on 'yes' to approve it than installation will be started.
Step8:-Once the installation is completed, then open the Tableau desktop software.
Step9:-In the registration window
1. Click on Activate Tableau and fill your complete details.
2. Click on start trial now.
Step10:-Wait for complete registration.
Step11:-Start screen of the Tableau Desktop.
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CHAPTER2
CONNECTINGTO DATA FILES
Tableau connects to data stored in a wide variety of files and databases. This includes flat files,such
asExceldocuments,spatialfiles,andtextfiles;relationaldatabases,suchasSQLServerandOracle; cloud-
based data sources, such as Google Analytics and Amazon Red shift; and OLAP data sources, such
as Microsoft Analysis Services. With very few exceptions, the process of analysis
Tableaucanconnectwithalltheaccessibledatasourceswhicharebroadlyused.ItcanlinktoExcelfiles, PDF files,
text files, etc. It can also connect to various databases using its ODBC connector. Tableau can connect to
web connectors and servers.
Tableaus native connectors can connect to the following types of data sources:
o File Systems: Such as Microsoft Excel ,CSV, etc.
o Cloud Systems: Such as Google big Query ,Windows Azure, etc.
o Relational System: Such as Microsoft SQLServer,Oracle,DB2, etc.
o Other Sources: It uses ODBC.
Tableaucanconnecttovarioustypesofdatasources.Itcanconnecttotextfiles,excel files, PDF files,etc. It can
also connect to various databases using its ODBC connector. Tableau has the capability to connect
toserversandwebconnectors.InthisTableaudataconnectionstutorial,we will learn about the connection
procedures from various Tableau data sources using data connections in Tableau.
Tableau server can store extracted data sources and data connections in Tableau. In enterprise level,
it is important to keep all the required data connections in Tableau Server. It helps all the users of the
enterprise to connect to the data source easily. Tableau can connect multiple data sources in a single
workbook. The different Data Sources in Tableau can be used to build various sheets and dashboards. In
some cases, data sources need to be replaced with updated file. Tableau has a data source replacing
feature which can replace data sources. This feature does not affect the already built visualizations using
the old data source. It is important to keep or replace all the used dimensions and measures while
replacing the data source.
The given below picture shows all of the data sources available through Tableau's native data connectors.
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Fig.5TableauScreenofConnectingtoDataFiles
DATAPREPARATION
It is important to ensure that data that is obtained from external sources is of good quality. If you
choose to select data from online sources, choose websites that are reputable. Sites such as Statistics
Canada or the World Health Organization are great resources. In the example through out this
tutorial we selected data from The Canadian Institute for Health Information. You are able to select
from various file types when working with tableau. Examples of acceptable data files include Excel
files, PDF, or text files. Data can also be uploaded from servers such as Google Sheets. The data
needs to be in the correct format before uploading to Tableau The data you want to use in Tableau
should follow these guidelines.
1. The data should be granular as possible .This mean that your data is detailed rather than just
average values.
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2.Ensure that there are no aggregated data(no total values)
3. All extra titles and notes should be removed. This excludes data headers.
4. Ensure that there are no blank cells or rows
5. The data should follow database format where it is row-oriented rather than column oriented.
Tableau is optimized to work with row-oriented tables. This can be done either in Tableau or before
you upload your data.
DATA INTERPRETER
After loading the data into the tableau workspace it looks like the below figure.
Fig.6 Tableau Screen of Data Interpreter
There would be an-built Data Interpreter, which is used after loading the data .It cleans the data.In
order to optimize the data for tableau, the null data cells needs to be replaced with zeros. The extra
notes at the top must also be deleted. Once all the data is in the correct format, you can upload the
file to Tableau.
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DATAPIVOTING
Aftercleaning the data by using the Data Interpreter, we can reformat the table so that it is row-
oriented. While holding the shift key, select the data that you want to be grouped together. In this
example we want three columns, the year, province ,and the expenditure. To achieve this ,we need
to group to gether all the province columns. After highlighting all columns, we want to be
grouped,click on the dropdown menu that appears in the heading of any province columns, and
select pivot table. After pivoting the table, we can rename the columns and being to work with the
data set.
The below figure shows the data pivoting for Indian Tourist Information Summary.
Fig.7PivotingtheData
By clicking on pivot ,the data is pivoted into row-oriented data. These columns can be renamed according to
the dataset.
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DATAEXTRACTION
In Tableau, Data extraction creates a subset of data from the data source. Data extraction is useful for
increasing the performance by applying filters. It also helps in using some features of Tableau. Probably,
which is not available in the data source like finding the distinct values in the data. However, the data
extract feature is the most commonly used to create a local drive for offline access by Tableau.
Extraction of the data is done by following the menu:
Data→Extract Data.
It creates multiple options such as applying limits to how many rows to extract and whether to aggregate
data for dimensions.
The following screen show the Extract Data option.
Fig.8Extract the Data
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DATAJOINING
Tableau will allow you to select which sheet from the file you want to work with if you have more then
one sheet in your excel file. To select a sheet, click and drag the file into the open space on the top half
of the screen. During this stage you also have the option to clean up your data by checking the box on
the left hand side of the screen.
Data joining is a common requirement in any data analysis. You may need to join data from different
tables in a single source or join data from multiple sources.
Fig.9JoiningtheData
Tableau provides the feature to join the tables by using the data pane that is available in the Data menu.
A join means combining columns from one or more tables in a relational database. It also creates a set that
can be saved as a table, or it can be used as it is.
To combine a dataset from two separate sheets, click and drag the two sheets you want to the center
space on the top half of the screen. Ex: Combined data sets from different sheets on one excel file
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DATABLENDING
Data Blending is a powerful feature of Tableau. It is used to analyze the data in a single view from a related
data in multiple data source.
Data Blending is a very powerful feature in Tableau. It is used when there is related data in multiple data
sources, which you want to analyze together in a single view.
As an example, consider the Sales data is present in a relational database and Sales Target data in an
Excel spreadsheet. Now, to compare actual sales to target sales, you can blend the data based on common
dimensions to get access to the Sales Target measure. The two sources involved in data blending are
referredasprimaryandsecondarydatasources.Aleftjoiniscreatedbetweentheprimarydatasourceand the
secondary data source with all the data rows from primary and matching data rows from secondary data
source.
Fig.10 An example of Blending Data for Sales Data
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CHAPTER3
DATAVISUALIZATION
TABLEAUWORKSPACE
The Menu Bar Even though most of the work in Tableau can be achieved by directly interacting
with items using the mouse, there is a lsoa menu bar at the top that lets you access additional
features and settings. Let’s take a closer look at some of the particularly useful entries:
File Menu the File menu contains the key functions Open, Save, and Save As(see also the section
“Saving, Opening, and Sharing Your Workbooks
Data Menu Here, the Insert function is especially interesting, as it presents a quick, ad hoc
way to add a data table—for example, from a website. Simply select and copy the table inthe
original document, and click Insert in Tableau.
Worksheet Menu With Export, we can take our data of Tableau by creating an image, a
database file, or an Excel crosstab. Duplicate As Crosstab, on the other hand, opens a new
worksheet in Tableau, showing a crosstab view of the data used in Visualization.
Dashboard Menu Dashboard actions that add interactivity to dashboards are set up and
tweaked by clicking Actions.
Story Menu The Story menu entry lets you create a story from your worksheets and
dashboards.
Analysis Menu With this menu, you can create and edit calculated fields. Here, you will
also find options for tweaking table layouts as well as for showing grand totals ,forecasts,
andtrend lines.
Map menu In the Map menu, you can choose between different background maps.
Format Menu In this menu, you can set the font, alignment, shading, and other formatting
options. In addition, you can set the overall workbook design and adjust the cell size.
Format Menu In this menu, you can set the font, alignment, shading, and other formatting
options. In addition, you can set the overall workbook design and adjust the cell size.
Server Menu Use this menu for sharing our dashboard via Tableau Online, Tableau Server,
or Tableau Public
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WindowMenu Use the Presentation Mode option to use the full screen for your
dashboard.
The Data Pane
The Data pane is divided into measures and dimensions.
Measures
Measures are numeric variables. By adding a measure to the view, you decide which
values from your dataset to visualize. By default, Tableau automatically applies an
aggregation function such as SUM or AVG (the arithmetic mean) to measures.
Dimensions
Dimensions are descriptive, categorical variables. With dimensions, you can decide
how to group the aggregated values of the used measures. For instance, the sum of
sales revenue(ameasure)couldbebrokendownbycountry,productcategory,orboth (i.e.
two different dimensions). Typically, dimensions come with blue symbols in
Tableau, which represent discrete variables.
Fig.11Tableau Workspace
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VISUALIZINGDISTRIBUTIONS
The workbook interface will show all the features required to create stunning visualizations.
The variables of your datasets will appear on the left side and visuals being on the right side
under the Show Me section.
The table below shows the appropriate applications of the popular visuals:
Visualization Application
Line Graph Mainly used for continuous dimensions
Bar Graph Used when the dimension is not continuous
Dual Axis Graph Used to present two different variable or
measures together
Geographical Graph Used to measure the sales and other plots on
geographical maps
Area Graph Used to compare the measures
Tree Map Used to present the quantities in nested
rectangles
Heat Map Used for measuring the variation across
various categories
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PARAMETERS
Parametersare dynamic entities that add tremendous value toTableau as a functionality.
They can be used in multiple ways based on the context.
The basic idea underlying parameters in Tableau remains the same as that of any parameter in
general that they are not constant but assumes any value assigned to them in real-time.
Fig.14 ATableauScreenofCalculatingParameter
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CHAPTER4
CREATINGDASHBOARD
BUILDING VIEWS
Tableau Navigations of the workbook can be explained using the below diagram:
Fig.15TableauNavigationns
Data Source: We can modify existing data source, and create or add the new data source using the 'Data
source' tab, which is present at the bottom of the Tableau desktop window.
Current Sheet: Current Sheet is a sheet of workbook in which we are currently working. All the
dashboards, worksheets, and storyboard present in the workbook, are available in this tab.
New Sheet: The new sheet icon presents in the tab is used to create a new work sheet in the Tableau
workbook.
New Dashboard: The new dashboard icon presents in the tab is used to create a new dashboard in the
Tableau workbook.
New Storyboard: The new storyboard icon presents in the tab is used to create a new storyboard in the
Tableau Workbook.
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Tableaureduces the need for technical staff in the dashboard development process by providing a user-
friendly environment that doesn’t require knowledge of database schema, SQL-scripting,or
programming. Creating dashboards with Tableau is primarily a drag and drop operation.When individual
chart panes are placed into the dashboard workspace, filtering and highlighting between panes is also
accomplished with point and click efficiency.
Best Practices for Dashboard Building
After you have analyzing some data and determined what information you need to share, adhering to
these principles will help you create better dashboard designs:
Size the dashboard to fit the in the worst-case available space.
Employ 4-pane dashboard designs.
Use Actions to filter instead of Quick Filters.
Build cascading dashboard designs to improve load speed.
Limit the use of color to one primary color scheme.
Uses mall instructions near the work to make navigation obvious.
Filter information presented in crosstabs to provide relevant details on-demand.
Remove all non-data ink.
Avoid One Size Fits All dashboards
All the Data Visualization Worksheets can be dropped into the Dashboard. Size of the dashboard needs
to be selected. A dashboard is a collection of several views, letting you compare a variety of data
simultaneously. For example, if you have a set of views that you review every day, you can create a
dashboard that displays all the views at once, rather than navigate to separate worksheets.
Like worksheets, you access dashboards from tabs at the bottom of a workbook. Data in sheets and
dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice versa.
Both sheets and dashboards update with the latest available data from the data source.
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SAMPLEDASHBOARD
The Dashboard which I have created is Indian Tourists Information Summary. It consists of three
visualizations.
Most Visitors By Region:
It is bubble chart worksheet which gives the information about the number of tourists who
visited from different countries from 2001 to 2016.
Yearly Movement:
This visualization consists of Bar graph and line graph. Bar graph represents percentile difference
between the number of tourists from previous along the table.
Line graph represents the % difference from Previous year.
Top N by Nationality:
This visualization gives the Top N countries by Nationality.
Top N can be selected from the parameters on the right side on Dashboard.
Fig.16ADashboardofIndianTouristsInformation Summary
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CHAPTER5
SAVINGDASHBOARD
Openthe File menu,and click Save As.
There are two different filetypes to choose from in the dialog box that opens:
Tableau Workbook (*.twb) Tableau workbooks contain all the visualizations as well as the
metadata.Theydonot,however,containtheactualdata.WhenyoushareaTableauworkbook,the
recipient will need to have access to the original file or database that you used.
Tableau Packaged Workbook(*.twbx)A Tableau packaged workbook,on the other hand,contains
the actual data in addition to the visualizations and metadata. The data is greatly compressed,
there by reducing the overall file size. When you share a Tableau packaged
workbook,therecipient will be able to open and work with your visualizations even without
having access to the original data source. Choose one of the two file types, give the file a name,
and click Save.
Fig.17Saving a Dashboard on Desktop
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DASHBOARD USING TABLEAU
PUBLISHINGDASHBOARD
Once satisfied with your workbook, which includes sheets, dashboards, and stories, you can publish it to
the Tableau Public website. This is the only way to save your work when using Tableau Public, so make
sure to do it if you wish to return to the workbook in the future.
You will then be directed to the webpage on which your workbook is publicly available for
download. Your workbook has now been published and saved! This page includes information on you,
including a link to your Tableau Public profile, as well as additional information on the work book.
There are several options for making use of your work data visualizations that can be found at the bottom
right of the workbook image.
Fig.18ADashboardpublishedonTableauPublic
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DASHBOARD USING TABLEAU
CHAPTER6
CONCLUSION
Dashboardsare a great way to combine data visualizations and have them interact
withone-another.Alotofbusinessesusedashboardstokeepup-to-dateinrealtimeaboutkeyperformance
indicators at a glance . Tableau provides flexible interactivity in your dashboards beyond the default tool
tips that appear when you hover your mouse over dashboard marks. This interactivity is supplied via
dashboard actions, interactive settings that allow you to highlight, filter, and navigate from any mark on
any worksheet on your dashboard. From connection through collaboration ,Tableau is the most powerful,
secure, and flexible end-to-end analytics platform. Tableau mission is to help people see and understand
their data using meaningful insights.
Tableau offers robust features that set it apart from competitors, such
as: The ability to blend data from multiple data sets and sources. Real-time analytics and animated
dashboarding. The legitimate collaboration of data between team members.
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