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To learn and understand about Tableau workspace, terminologies and its
functionalities.
Tableau – Getting Started
Introduction to Tableau and Installation Tableau is a data visualization tool that provides
pictorial and graphical representations of data. It is used for data analytics and business
intelligence. Tableau provides limitless data exploration without interrupting flow of analysis.
With an intuitive drag and drop interface, user can uncover hidden insights in data and make
smarter decisions faster. Tableau can be downloaded from the following website:
https://www.tableau.com/products/public/download after downloading, the following is the
screen appears.
Click the license agreement checkbox and then click on install button. After installation,
click on Tableau Public icon to run Tableau. Following is the Tableau Public home screen.
Tableau Terminologies
1. Dataset: On Tableau worksheet, there is always this section at the first. To make data
related changes or data refresh or extraction, this section is very much important.
2. Dimensions section: This is useful and well-known section in worksheet. In
Dimensions section there are many dimensions which are just like attributes names of
data are present. For example, customer name, Order date, Region, etc. This section
also contains measure names which contains the names of the measures.
3. Measure Section: Contains the numerical data type fields like sale, profit, quantity,
etc. Also contains measure values field which contains the values of measure names
present in dimensions section. This section also has number of records fields which by
default
4. Sets section: Sets are the group of data where it can be changed dynamically. Sets
are updated once data gets refreshed. When set is created then it may be automatically
coming under this data pane section.
5. Parameter section: If I created a parameter or if there is a parameter present already
then, that field will comes in this section of data pane. Parameters are used for
dynamic selection of user defined data values which makes our dashboard dynamic.
6. Pages shelf: This shelf is used for creating transitions to visuals or motion charts in
Tableau. Pages shelf allows to see dimensions in flips or switches between data
breakups.
7. Filters Shelf: If you are applying any dimension or measure into filter, then it will
come into filter shelf.
8. Marks Card: Marks cards contains color card, size card, label, details, tooltip and
path cards. If I want to aggregate my data with respect to level of details and then
show the analysis in visuals, then will put the data field into the marks card.
9. Legends shelf: Legends shelf contains how the data is encoded into the marks cards
like color, shape, etc. There are different legends for different marks cards.
10. Columns shelf: Columns shelf will make data values to be plotted on x-axis or it will
make different columns. This shelf contains green pills as well as blue pills depending
on the data types either discrete or continuous data.
11. Rows Shelf: Rows shelf used to plot y-axis on graph which will creates rows in the
chart.
12. Workspace: Workspace is where I can plot my data or view different charts or data
points. Workspace of worksheet is where one can do visual analysis and present it in
the form of visuals and use it in reports or dashboards.
13. Pills: Pills are the data fields present in the views are either green or red depending on
the behaviour of data whether data is continuous then green pills or data is discrete
then it is blue in color.
14. Data points in workspace: The bubbles in above image are data points in the view. I
can change the shape or views of these data points in workspace just by changing the
shape of data or changing the chart types in marks cards.
15. Show me section in Tableau: The show me section in tableau is located at top-right
corner of the worksheet. If I open this section, I can see there are 24 chart types
greyed. When I select any data fields from either dimensions or measures then in
show me section some of the charts gets greyed and some are enabled. If I hover over
any chart, then it will show the description about that chart as what it is required to
build. Like how many dimensions and how many measures are required to build the
specific chart.
Tableau - Basic Functionalities
Here are some basic functionalities of Tableau that enable effective data visualization and
analysis:
1. Data Connection: Connect to various data sources, including spreadsheets (Excel,
CSV), databases (SQL Server, Oracle), and cloud services (Google Analytics,
Salesforce).
2. Data Preparation: Clean and transform your data using features like:
o Data Blending: Combine data from different sources.
o Calculated Fields: Create new fields using formulas.
o Filters: Refine data by applying filters to focus on specific subsets.
3. Drag-and-Drop Interface: Easily create visualizations by dragging fields onto rows,
columns, and the canvas, simplifying the design process.
4. Visualizations: Create a variety of charts, including:
o Bar and column charts
o Line graphs
o Pie charts
o Maps (geographical data)
o Scatter plots
5. Dashboards: Combine multiple visualizations into interactive dashboards that
provide a comprehensive view of data, allowing users to drill down into specifics.
6. Interactivity: Enhance user experience with features like:
o Tooltips: Display additional information on hover.
o Actions: Link different visualizations for interactive exploration (e.g., filtering
one chart based on selections in another).
7. Formatting: Customize visual elements like colors, fonts, and labels to improve
readability and aesthetics.
8. Sharing and Collaboration: Share visualizations via Tableau Server, Tableau
Online, or Tableau Public, allowing for easy collaboration with others.
9. Data Refresh: Set up scheduled data refreshes to keep visualizations up-to-date with
the latest information.
10. Storytelling: Create stories by combining visualizations and text to guide users
through insights in a structured manner.
