Tableau
Business Intelligence and Analytics
Tableau Training Overview
TOPICS
⚫ Connecting to your data
⚫ Joins
⚫ Filtering
⚫ Sorting
⚫ Hierarchies
• Grouping
• Sets
• Data Types
• Dates
• Measure Names / Values
Connecting to your Data
Connecting to MS SQL server
Super Stores Excel
Measures Dimensions
Row ID Orders Customers Products Location
Sales Order ID Customer
Name
Product Name City
Discount Order Date Customer
Segment
Product Sub-
Category
State
Profit Order Priority Product
Category
Region
Unit Price Ship Mode Product
Container
Zip Code
Shipping Cost Ship Date
Order
Quantity
Product Base
Margin
Filtering Data
Filtering
⚫Extract filters
⚫Data source filters
⚫Context filters
⚫Filters on dimensions (whether on the Filters shelf or
in Quick Filters)
⚫Filters on measures (whether on the Filters shelf or
in Quick Filters)
Data Pane
SORTING
In Tableau, sorting a data view means
arranging dimension members in a
specified order. Tableau supports
computed sorting and manual sorting.
In The Hands On….
1. Computed Sorting
2. Manual Sorting
Hierarchies and Groups
•Hierarchies are created in the Data pane on the
multiple fields so that you can quickly drill down
between levels.
•A group is a combination of dimension members
that make higher level categories
In The Hands On….
1. Creating Groups and Hierarchy
2. Editing an Existing Group
3. Including an Other Group
4. Finding Members in Groups Dialog Box
Sets
•Sets are custom fields that define a subset of data based on
some conditions.
•A set can be based on a computed condition, for example, a
set may contain customers with sales over a certain
threshold.
•Computed sets update as your data changes.
In The Hands On….
1. Creating a Set
2. Using Sets
3. Combining Sets
4. Examples of Sets
Dates
Dates and times are automatically placed in the
Dimensions area of the Data pane and are
identified by the date or date-time icon.
In The Hands On….
1. Date Properties
2. Changing Date Levels
3. Custom Dates
4. Fiscal Dates
5. Continuous Dates
Data Types
data type reflects the kind of information stored in
that field, for example integers (410), dates below.
Generated Fields
•Measure Values and Measure Names
•Number of Records
•Latitude and Longitude (Generated)
In The Hands On….
How to show multiple measures in a
view as Individual columns?
SUMMARY
⚫Understanding the Data
view.
⚫Building Data Views.
⚫Modifying the data views.
Contact for Tableau Online Course
Hands on Practical Tableau Online Training by Industry Experts
2nd Floor, Nagasuri Plaza, Opp. Mythri
vihar, Ameerpet, Hyderabad,
Telangana 500082
Toll Free : 1800 300 73343
Mail: info@qedgetech.com
http://www.qedgetech.com/tableau-online-training

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FoJNHMH73B86GNga562.pptx

  • 1. Tableau Business Intelligence and Analytics Tableau Training Overview
  • 2. TOPICS ⚫ Connecting to your data ⚫ Joins ⚫ Filtering ⚫ Sorting ⚫ Hierarchies • Grouping • Sets • Data Types • Dates • Measure Names / Values
  • 4. Connecting to MS SQL server
  • 5. Super Stores Excel Measures Dimensions Row ID Orders Customers Products Location Sales Order ID Customer Name Product Name City Discount Order Date Customer Segment Product Sub- Category State Profit Order Priority Product Category Region Unit Price Ship Mode Product Container Zip Code Shipping Cost Ship Date Order Quantity Product Base Margin
  • 7. Filtering ⚫Extract filters ⚫Data source filters ⚫Context filters ⚫Filters on dimensions (whether on the Filters shelf or in Quick Filters) ⚫Filters on measures (whether on the Filters shelf or in Quick Filters)
  • 9. SORTING In Tableau, sorting a data view means arranging dimension members in a specified order. Tableau supports computed sorting and manual sorting. In The Hands On…. 1. Computed Sorting 2. Manual Sorting
  • 10. Hierarchies and Groups •Hierarchies are created in the Data pane on the multiple fields so that you can quickly drill down between levels. •A group is a combination of dimension members that make higher level categories In The Hands On…. 1. Creating Groups and Hierarchy 2. Editing an Existing Group 3. Including an Other Group 4. Finding Members in Groups Dialog Box
  • 11. Sets •Sets are custom fields that define a subset of data based on some conditions. •A set can be based on a computed condition, for example, a set may contain customers with sales over a certain threshold. •Computed sets update as your data changes. In The Hands On…. 1. Creating a Set 2. Using Sets 3. Combining Sets 4. Examples of Sets
  • 12. Dates Dates and times are automatically placed in the Dimensions area of the Data pane and are identified by the date or date-time icon. In The Hands On…. 1. Date Properties 2. Changing Date Levels 3. Custom Dates 4. Fiscal Dates 5. Continuous Dates
  • 13. Data Types data type reflects the kind of information stored in that field, for example integers (410), dates below.
  • 14. Generated Fields •Measure Values and Measure Names •Number of Records •Latitude and Longitude (Generated) In The Hands On…. How to show multiple measures in a view as Individual columns?
  • 15. SUMMARY ⚫Understanding the Data view. ⚫Building Data Views. ⚫Modifying the data views.
  • 16. Contact for Tableau Online Course Hands on Practical Tableau Online Training by Industry Experts 2nd Floor, Nagasuri Plaza, Opp. Mythri vihar, Ameerpet, Hyderabad, Telangana 500082 Toll Free : 1800 300 73343 Mail: [email protected] http://www.qedgetech.com/tableau-online-training