This document provides an overview and agenda for a workshop on getting started with Tableau. It introduces the presenter and their experience. It then covers the basics of data visualization, the history and role of analytics. An overview of Tableau is provided, including the product offerings and how the different Tableau objects like data sources, dimensions, measures, worksheets and dashboards work. Real world examples are shown and learning resources are discussed. The document concludes with a planned hands-on Tableau desktop lab session to have participants connect data and create their own dashboards and workbooks.

1. Victoria Tableau User Group –
Getting Started with Tableau
by Dmitry Anoshin

2. Agenda
1. About myself
2. Data Visualization 101
3. Tableau Software Overview
4. Hands-on Building Dashboard with Tableau Desktop

3. 1. About Myself

4. About Myself
• Work с Business Intelligence
since 2007
• Canada since 09/2015

5. #dimaworkplace

6. Technical Skills Matrix
2015
2010
2007
Data
Warehouse
ETL/ELT
Business
Intelligence
Big Data
Cloud
Analytics
(AWS,
Azure,
GCP)
Machine
Learning
2019

7. Other Activities
Jumpstart Sno
wflake: A Step-
by-Step Guide
to Modern
Cloud Analytics.
• BITechTalk (100+ BI teams globally)
• AmazonTableau User Group (2000+ users)
• Conferences (EDW 2018, 2019, Data Summit, SQLPass)
• Amazon internal conferences
• Uvic and HighTechU

8. 2. Data Visualization 101

9. History of Data Viz – Napoleon March Map.
From 470K to 10k soldiers.

10. History of Data Viz – 1854 Broad Street Cholera
Outbreak Map

11. How many times does the number 89
appear?

12. How many times does the number 89
appear?

13. 3. Role of Analytics

14. BusinessValue
Stakeholders Employees Customers
Value
”The goal of any organization is to generateValue”
The Future of Competition.
https://www.amazon.com/Future-Competition-Co-Creating-Unique-Customers/dp/1578519535

15. BIValue Chain
Stakeholders Employees Customers
Value
Decisions
Data
Value creation based on effective decisions
Effective decisions based on accurate
information

16. 4. Tableau Overview

17. Gartner BI Quadrant 2015 vs 2018 vs 2019
from Enterprise BI to Self-Service BI

18. Tableau Benefits
Speed to
Market Easy to Use
Big Data and
Cloud Analytics
Creative
Best
Community
Any Data
Source
Desktop, Server,
Mobile, Prep, Reader
Career
Advantage

19. Tableau Drawback – Not like Excel!
Legacy Reporting or Pixel Perfect Report

20. Tableau Drawback
Scatterplot

21. Tableau Products
• Tableau Desktop
• Tableau Server
• Tableau Viewer
• Tableau Prep
• TabCMD
• Tableau Public
• Tableau Online

22. Tableau Desktop

23. Tableau Server

24. Tableau Mobile

25. Tableau Prep

26. Tabcmd – Tableau Automation (Windows,
Linux)

27. Tabcmd – Tableau Automation, why?

28. Tableau Public

29. Summary Tableau Products
Product Purpose
Tableau Desktop Connect and discover Data
Tableau Server Share your findings and collaborate
Tableau Viewer Share your work with colleagues (12$ per user)
Tableau Mobile Get access to the Server from Mobile device
Tableau Prep Clean and Reshape data before use
Tabcmd Automate your routine
Tableau Public Server for everyone
Tableau Online Tableau Server as a service

30. Tableau Objects
• Data Source
• Dimensions and Measures
• Worksheet (View)
• Dashboard
• Story

31. Tableau Data Source – Semantic Layer

32. Dimensions – qualitive data

33. Measures – numeric, qualitative data

34. Tableau Worksheet

35. Tableau Dashboard

36. Tableau Dashboard - elements

37. Tableau Stories

38. Product Purpose
Tableau Data Source Connect and discover Data
Dimension Qualitive Information (date, name)
Measure Quantitative Information (amount, quantity)
Worksheet Single peace of work (report)
Dashboard Place for organization worksheets together
Stories PowerPoint inside Tableau – tell interactive story
Tableau Objects Summary

39. To be Tableau, or not to be Tableau: that is
the question.

40. Story from my life - My Dashboard before
Tableau
1. Using Excel and Pivot connect
to database (6 sheets)
2. Update each data sheet
manually, by changing filters
3. Copy-Pasta data to report,
adjust rows by add/drop rows if
needed.
4. Apply formatting
5. Check numbers
6. Send an email to managers
I spent up to 3 hours because it was boring.

41. With Tableau

42. Pros and Cons
Pros
• Automate Work
• Creativity at work
• Prevent human error
• Share insights
• Interactivity
Cons
• Learning Curve
• Change habits by replacing excel

43. BI Survey – helps to know better users

44. 5. Real World examples

45. Sales Distribution across Product Category

46. 4 worksheets querying 3.7B rows in 1 minute

47. Daily Playlist Activity

48. US Consumables

49. Bill and Melinda Gates Foundation launched an initiative to better understand mosquito genetics
with the eventual goal of using gene-driven technology to suppress or replace mosquito
populations that carry malaria. This project is using Tableau.

50. Tableau Implementation at the organization

51. Learning Resources
Spoiler: You can master Tableau for FREE.
Train
• Books
• Online Training
Practice
• Makeover Monday
• Workout Wednesday
• Tableau Beta
Engage
• Tableau User Groups
• Tableau forum

52. Q&A and break

53. Tableau Workshop

54. Tableau Desktop Lab
• Connect Data
• Discover Data (Dimensions/Measures)
• Organize Data
• Create Dashboard
• Create Self-Service Workbook

55. Tableau Paradigm
VizQL was developed as a Stanford research
project, focusing on the natural ways humans
visually perceive the world and how that could
be applied to data visualization.
We naturally see differences in size, shape,
spatial location, and color. VizQL allows Tableau
to translate your actions, as you drag and drop
fields of data in a visual environment, into a
query language that defines how the data
encodes those visual elements.

56. Tableau Live Connection

57. Tableau Extract When using a live connection,
Tableau issues queries directly to
the data source (or uses data in the
cache if possible).
When you extract the data, Tableau
pulls some or all of the data from
the original source and stores it in a
TDE le.
Extracts extend the way in which
Tableau works with data.