TableauDevelopment

Table of Content
1 Architecture..................................................................................................................3
2 Connecting To DataSources ......................................................................................3
3 Introduction To Designer & Simple Reports..............................................................6
4 Marks Card....................................................................................................................8
5 Simple Map Chart From Dimensions........................................................................10
6 Formatting a visualization.........................................................................................12
7 Filters..........................................................................................................................14
8 PageShelf....................................................................................................................17
9 Simple filters...............................................................................................................19
10 Drop field type..........................................................................................................24
11 Dimesions/Measure..................................................................................................26
12 Dashboard/Actions..................................................................................................27
13 Custom SQL..............................................................................................................33
14 Linking To Webpages/ URL action.........................................................................36
15 Changing measures.................................................................................................43
16 Top N Filters.............................................................................................................44
17 Limiting data using parameters..............................................................................46
18 Parameters In Title...................................................................................................50
19 Dynamic Mesaure and Dimensions........................................................................52
20 Date Range................................................................................................................60
21 Relative dates...........................................................................................................62
22 Custom SQL Join.....................................................................................................63
23 Nested sorting..........................................................................................................64
24 Embeding Data Into Report Extracts......................................................................80
25 Include/Exclude Values...........................................................................................82
26 Limiting data by expression....................................................................................85
27 Wildcard....................................................................................................................86
28 Saving data source..................................................................................................87
29 TreeMap....................................................................................................................87
30 Using Hierarchy in a horizontal bar chart..............................................................90
31 Stacked Bar chart.....................................................................................................92
32 Side By Side Bar Chart............................................................................................92
33 Stacked circle view..................................................................................................92
34 Area Chart.................................................................................................................93
35 Rolling Up Data For Continious Values..................................................................96
36 Rolling Up Data For Discrete Values......................................................................98
.......................................................................................................................................98
37 Packed Bubble Chart...............................................................................................99
38 Calculating frequency..............................................................................................99
39 Scatter Plot.............................................................................................................100
40 Pie Chart.................................................................................................................106
41 Combination Chart.................................................................................................106
42 Standard Devation..................................................................................................109
43 Piviot Table.............................................................................................................111
44 Unpivot....................................................................................................................111
45 Heat Map.................................................................................................................115
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.....................................................................................................................................115
46 Histogram................................................................................................................116
47 Bullet Graph............................................................................................................121
48 Gant Chart...............................................................................................................125
49 Introduction............................................................................................................130
50 Introduction............................................................................................................130
51 Introduction............................................................................................................130
1 Architecture
The information dashboards that are used in business today show a dense array of information in a
small amount of space in a manner that communicates clearly and immediately. This requires design
that taps into and leverage's the power of visual perception to sense and process large chunks of
information rapidly. This can be achieved only when the visual design of dashboards is central to the
development process and is informed by a solid understanding of visual perception what works, what
doesn't, and why.
2 Connecting To DataSources
Tableau lets the user connect to an array of data sources that can be used in dashboard development.
Connecting to a oracle db.
Page 3 of 130

Connecting to a flat file
Page 5 of 130

3 Introduction To Designer & Simple Reports
Page 6 of 130

Drag the Sum(Sales) on to the column shelf. You get a dual chart
Page 7 of 130

4 Marks Card
Drag Sales on to the Label card
Page 8 of 130

5 Simple Map Chart From Dimensions
the icon in the dimensions against the "Sateorprovince" changes
Double click on the "Stateorprovinve" icon it opens up a map chart
Page 10 of 130

Select the filled map option from the marks card section.
Page 11 of 130

6 Formatting a visualization
right click on visualization and say format
Page 12 of 130

the visualization reflects the same.
Page 13 of 130

7 Filters
drag and drop stateorprovince column on to the filter shelf
Page 14 of 130

right click on the column in filter shelf and select
the filter shows up on the right side.
Page 15 of 130

now the values get filtered as seen
Page 16 of 130

8 PageShelf
Using pages we view a subset of a list at a time from a given column.
we see a drop down list of values also navigation arrows.
Page 17 of 130

Also using Pages we can see the history of sales. In this case I want to see the history of a selected
product subcategory for the last 3 motnhs.
Page 18 of 130

9 Simple filters
to resolve the error click on the errors in the right bottom corner
Page 19 of 130

drag size on to the size marks card
We see that bubbles are created around cities depending upon the size of sales
Page 20 of 130

now to edit the border around the bubble
create filters on the right hand side
Page 21 of 130

make a selection on the region and only the map belonging to that region will show up and the relevant
states will show up in the "Stateorprovince" quick filter
Page 22 of 130

When hovering over the area it shows the following details
Page 23 of 130

10 Drop field type
Page 24 of 130

11 Dimesions/Measure
Dimensions are discreet values. Blue (Dimensions are those which cannot be aggregated, for ex:- order id)
Measures is continuous values. Green (Measures are those values which make sense when aggregated.
For ex sum of sales over a period of time)
Page 26 of 130

12 Dashboard/Actions
create two sheets showing "sales by region" and "sales by state"
to create a dashboard we click on
Drag and drop the sheets
Page 27 of 130

13 Custom SQL
Writing custom sql. To write custom sql
Page 33 of 130

14 Linking To Webpages/ URL action
When the user selects California in the above dashboard, I want to show a Wikipedia page showing details
about California
Similarly, when the user selects Texas in the above dashboard, I want to show a Wikipedia page showing
details about Texas
Page 36 of 130

If we observer there is a similarity in the url's of the different wikipedia pages.
http://en.wikipedia.org/wiki/Texas
http://en.wikipedia.org/wiki/California
So the state names will be passed as a parameter from the dashboard
Page 37 of 130

To achieve the statement stated above click on actions and select the url
Page 38 of 130

15 Changing measures
Page 43 of 130

16 Top N Filters
Page 44 of 130

shows the top ten states
17 Limiting data using parameters
Page 46 of 130

Right click on the measures and create a parameter
Page 47 of 130

18 Parameters In Title
Edit the title
Page 50 of 130

19 Dynamic Mesaure and Dimensions
Page 52 of 130

editing the title to also reflect the calculated field.
Page 56 of 130

Above if you see the Y-axis has the name of "Calculated Field Dimensions" showing up. To correct it the
below steps need to be done.
Page 58 of 130

21 Relative dates
Page 62 of 130

22 Custom SQL Join
Page 63 of 130

23 Nested sorting
Page 64 of 130

create a calculated field
Page 65 of 130

as a result the sorting works in descending order for ever region
Page 70 of 130

To let the user pick the Top N Values in clustered filtering.
first create a parameter
Page 73 of 130

now create a calculated field
Page 75 of 130

say you want to see only true values
Page 76 of 130

24 Embeding Data Into Report Extracts
In tableau extracts are created to fetch all the data from the datasource to the machine where tableau
server is installed by using the concept of "Columnar" architecture. The extracts are stored in .ted
extension. As a result the data is loaded in a fraction of the time on to the visualization.
Page 80 of 130

now the report is using data from extract and not directly from the DB
Page 81 of 130

25 Include/Exclude Values
Page 82 of 130

26 Limiting data by expression
Page 85 of 130

28 Saving data source
29 TreeMap
Is used to show visualizations that show data in a hierarchy
Page 87 of 130

30 Using Hierarchy in a horizontal bar chart
Page 90 of 130

31 Stacked Bar chart
32 Side By Side Bar Chart
33 Stacked circle view
This is not recommended to be used at all
Page 92 of 130

35 Rolling Up Data For Continious Values
If you are showing sales for a year. The Feb month should contain data for Jan+Feb, Mar should contain
Jan+Feb+Mar
Page 96 of 130

36 Rolling Up Data For Discrete Values
Page 98 of 130

37 Packed Bubble Chart
38 Calculating frequency
Calculating frequency is done by using number of records. Frequency is calculated by number of
occurrences for a particular type of record in a data set. For ex:- how many times the word bad that
occurred in a data set.
Page 99 of 130

39 Scatter Plot
Scatter plot is used to identify the co-relationship between two measures and identify the outliers.
The measure that comes on the X-axis is called the explanatory variable and the measure that comes on
the y-axis is called the response variable.
We will be tracking the movement of the response variable with respect to the explanatory variable. Also
there will be no aggregation in scatter plot.
Page 100 of 130

right click on visualization and select
Page 102 of 130

the trend lines need to contain the following setting
Page 104 of 130

drop region on to color shelf
Page 105 of 130

40 Pie Chart
Not a best practice to use pie chart to display a large distinct data set.
41 Combination Chart
It has two measure and one dimensions.
Page 106 of 130

Since it is showing two scales one for SUm of sales and profit and we want to show one scale for two
measures.
Page 108 of 130

42 Standard Devation
Page 109 of 130

43 Piviot Table
44 Unpivot
To see this feature in tableau we will first create a worksheet in excel with Pivoted data, then bring it into
Tableau and unpivot it.
Page 111 of 130

Now we import this excel into tableau.
Page 112 of 130

46 Histogram
It shows the frequency distribution
Page 116 of 130

the same can be done through expression
Page 118 of 130

47 Bullet Graph
Page 121 of 130

doing the same using a bar chart.
Page 123 of 130

create a negative profit column
Page 127 of 130

I don't want to see colour gradient. I only want to see if it is a loss or profit.
49 Introduction
50 Introduction
51 Introduction
postgre sql
tableu
Page 130 of 130

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