Tableau Desktop Material

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Content
Prerequisites
Tableau?
BI Trends VS Tableau
Tableau Products
Tableau Desktop Family
Tableau Server Architecture
Tableau Server Components

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Prerequisites
Bit of database knowledge
Basic idea of visualization and dashboards
Windows OS with Minimum 2 GB RAM.
Latest version of Tableau trail or public

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Tableau?
Tableau is groundbreaking data visualization software created by Tableau
Software.
Tableau connects easily to nearly any data source, be it corporate Data
Warehouse, Microsoft Excel or web-based data.
Tableau allows for instantaneous insight by transforming data into visually
appealing, interactive visualizations called dashboards.
This process takes only seconds or minutes rather than months or years, and
is achieved through the use of an easy to use drag-and-drop interface.
Rapid BI Solution, Great Visualization, Easy of Use, Fast

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Reports (60%) Dashboards (80%)
Predictive
Analytics ( 25%)
Data
Discovery (95%)
Business
Intelligence
What
Happened ?
What
Happened ?
Why it
happened?What will
happen ?

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Tableau Products
Tableau Platform
Create
& Edit
Desktop
For anyone
Share &
Collaborate
Server
Analytics for
organizations
Online
Hosted
analytics for
organizations
Others
Public
Publish
interactive
data on
website - FREE
Reader
Tableau
Reader is a
free desktop
application
that you can
use to open
and interact
with data
visualizations
built in
Tableau
Desktop
Mobile
Tableau Mobile
is the fastest,
most delightful
way to keep
your data at
your fingertips
Embedded
Analytics
Embed Tableau
visual analytic
s and business
intelligence
into your
software,
application and
website to
drive
engagement,

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Public Personal Professional
Price Free 999 $ 1999 $
File Sharing
Vizzes can be shared via email,
Twitter, Facebook, LinkedIn,
Google+, and/or embedded on your
site(s).
Creates package files
for Tableau Reader
Creates package files for
Tableau Reader
Connects to Tableau Server,
and Tableau Online for web-
based analytics
Save Files To Your Tableau Public profile
Your computer/network
Your Tableau Public
profile
Tableau Server
Tableau Online
Your computer/network
Your Tableau Public profile
Data Sources
Google Sheets
Microsoft Excel 2007 or later
Text files － comma separated value
(.csv) files
JSON files
Statistical Files; SAS (*.sas7bdat),
SPSS (*.sav), and R (*.rdata, *.rda)
Spatial Files (ESRI shape files, KML,
and MapInfo)
Web Data Connectors
Odata
See all connectors here See all connectors here
Localization
All of Tableau’s products, with the exception of tabcmd and tabadmin, are Unicode-enabled
and compatible with data stored in any language. The user interface and supporting
documentation are in English, French, German, Spanish, Brazilian Portuguese, Japanese,
Korean and Simplified Chinese.

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Tableau Server Architecture

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Tableau Architecture and Components
Gateway/Load Balance
Application Server
VizQL Server
Data Server
Backgrounder
Data Engine
Search Licensing
PostGress
Repository
Http(S)Server

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Three main Stages of Dashboard
Import Data
Analyze Data
& Create
Dashboards
Share the
Results

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Import Data - Content
Tableau Initial Screen
Data Source ?
Data source data types
Data source field types
Data source vs Workbook vs worksheet vs dashboard vs story
Connect to and Prepare Data

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Tableau Desktop Initial Screen
1 2 3
The start page in Tableau Desktop is a
central location from which you can do the
following:
 Connect to your data
 Open your most recently used workbooks
 Discover and explore content produced by
the Tableau community.
The start page consists of three panes:
 Connect,
 Open, and
 Discover.

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Data Source ?
Data Source
•Data source is a view into the database
•Without data source we can’t create a report
1 2
3
4

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What is a Data Source ?
A Unique Data source will be created for a business process area
Example G/L, A/R, A/P, SD and Quality
Data
Source
1 Left pane
Connections
List of Tables
2 Canvas
Selected tables and
relations
Connection type
Live
Extractor
Global filter
3 Data Grid
Rename
Copy Values
Hide
Create Group
Create Calculation Fields
Alias
Split
Custom Split
Describe
4 Metadata Grid

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Data Source - Data Types
All fields in a data source have a data type. The data type reflects the kind of information stored
in that field, for example integers (410), dates (1/23/2015) and strings (“Wisconsin”).
You can change the data type for a field either on the Data Source page or in the Data pane

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Data Source Field types
Dimension:
• Provides the basis for analysis in a report i.e. what would you like to analyze your data by ?
• E.G. Customer, Vendor, Material and Doc Type … Etc.
Measure:
• Conveys numeric information which is used to quantify a dimension i.e what would you like to
analyze?
• E.G. Revenue, Order Qty, # of Sales Order and Material Price ...Etc.
By default, dimensions are discrete and measures are continuous, but in fact all four combinations are
possible:

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Data Source Vs Worksheet VS Dashboard vs Story
A Data Source is super set for a business process
Query/worksheet/View is the sub-set of data source
A worksheet contains a single view along with shelves, legends, and the Data pane.
A dashboard is a collection of views from multiple worksheets.
A story contains a sequence of worksheets or dashboards that work together to convey information.
All these combined called as workbook
Workbook can be created more than one data source
One data source can be created multiple workbooks
Data Source
(Super set for a
Business Process)
Query/Worksheet
/View
(Sub Set of Data
Sources)
Dashboard
(One or more
worksheets)
Story (One or
More
Dashboards/
Worksheets)
Story
Dashboard 1
Worksheet 1
Shelves,
Cards and
Data View,
Worksheet 2
Dashboard 2
Worksheet 1
Worksheet 2
Worksheet 1 … Etc.

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Connecting and preparing Data
 Connect to your Data
 Before you can build a view
and analyze your data, you must
first connect Tableau to your data.
 Example like Spreadsheet,
text, relational, MDX, Big data,
Odata, Salesforce, Google
Analytics and Redshift
 Tableau Desktop supports
connecting to a wide variety of
data, stored in a variety of places
 Set Up Data Sources
 After you connect to your data,
use the Data Source page to set
up the data source and prepare
your data for analysis
 There are many optional
configurations that you can make
before you begin your analysis
Manage Data Sources
• The topics in this section
describe the tasks you can
perform after you have set up
data sources.
How to connect MS SQL GA and
HANA
 Join Your Data
 Blend Your Data
 Union Your Data
 Connect to a Custom SQL Query
 Use a Stored Procedure
 Convert a Field to a Date Field
 Pivot Data from Columns to Rows
 Clean Your Data with Data
Interpreter
 Split a Field into Multiple Fields
 Filter Data from Data Sources
 Understand Field Type Detection
and Naming Improvements
 Extract Your Data
 Edit Data Sources
 Refresh Data Sources
 Replace Data Sources
 Export Data Sources
 Upgrade Data Sources
 Close Data Sources

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Design View and Analyze Data - Content
Modern UX/UI Terminology
Tableau Workspace
The Side Bar: Data and Analytics
Worksheet Cards and Shelves
Sorting your Data
Filter, Filter options and Context Filters
Mark Cards
Mark Properties
Parts of view & Terminology
Annotations and Mark Labels
Inspecting Data
Working with Dates
Groups, Parameters, Bins and Sets
Calculation fields and Table Calculations
Level of Details (LOD)
Format – Workbook, Worksheets, fields and field labels and number
Action Filters
Dashboards
Stories
Working with MAPS

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Modern UX Terminology
Typically refers to the largest visual container for
an application viewWindow
Typically refers to an outside element or border
object which contains a single body of content.
Frame
Typically refers to a container within a window
which contains multiple related elements. For
example, a panel might contain a form, a set of
information, a data table, etc.
Panel
Typically refers to a rectangular container that
contains multiple related elements that can
appear several times on a page. For example,
news articles, search results, and restaurant
listings are all items that may contain multiple
elements (image, title, description) and are well
suited to card layouts.
Card
Tiles typically represent small, single-
purpose containers
Title
The Columns shelf creates the columns of a table,
while the Rows shelf creates the rows of a table.
You can place any number of fields on these
shelves.
Shelf
Each mark represents the intersection of all of the
dimensions in the view
Mark

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Tableau Workspace
The Tableau workspace consists of menus, a toolbar, the Data pane, cards and shelves, and one or more sheets.
Sheets can be worksheets, dashboards, or stories
Worksheets contain shelves and cards that you can drag and drop data fields on to build views

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The Side Bar: Data and Analytics
Data Pane
Dimensions - fields that contain data like text or dates..
Measures - fields that contain numbers. Numerical data can be aggregated.
Sets - subsets of data that you define, for example if you want to create a report
that shows only data you specify.
Parameters - dynamic placeholders that can replace constant values in calculated
fields and filters so that view designers can give data consumers choices about what
they see
Analytical Pane
The Analytics pane provides quick and easy access to common analytic features in
Tableau.
You can drag reference lines, box plots, trend lines forecasts, and other items into
your view from the Analytics pane, which appears on the left side of the workspace

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Worksheet Cards and Shelves
Every worksheet in Tableau contains shelves and cards.
 Columns and Rows
Shelves
The Columns shelf creates the columns of a table, while the Rows shelf creates the
rows of a table
 Pages Shelf
The Pages shelf lets you break a view into a series of pages so you can better analyze
how a specific field affects the rest of the data in a view
 Filters Shelf
The Pages shelf lets you break a view into a series of pages so you can better analyze
how a specific field affects the rest of the data in a view
 Marks Card
The Marks card is where you drag fields to control mark properties such as type,
color, size, shape, and so on.
Parts of the View
This section describes the basic components of the views you can create in Tableau.
The parts of a view can be categorized as either table components, which are part of
every view, or optional components, which can be turned on or off.
 Additional Shelves,
Legends, Cards, and
Controls
 Some shelves, legends, cards, or controls are only displayed as a result of things
that you do as you work with views. For example, the Color legend is only displayed
when there is a field on Color.

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Sorting
Tableau has multiple methods for sorting data in views, including computed sorts and manual sorts
 Sort
• Default
• Right click on sorting on a dimension
• One click sorting on an axis

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Filter Shelf
 Dimension
• General – Shows Members of the
Dimensions select (include or
Exclude)
• Wildcard – Set up Wildcard
matching the value entered
• Condition – Based on specific
condition by fields, range of values,
or formula
• Top – Top N and bottom N by
fields or formula
 Measure
• Range of Values – Include all the
values with the specified range
• At Least – Include all the values
above specified value
• At Most- Include all the values
below specified value
• Special – Set filter for null or
non-null values
Date
• Relative Date – Update data
dynamically with time
• Range of dates – Specify the
span of time
• Starting Date - >=
• Ending Date - <=
• Special - Set filter for null or
non-null values
Using filters narrows the data shown in a view. Filter options vary by field type

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Filter Options
 Customize filter
• Show all values
• Show include/Exclude
• Show filter type
• Show more/fewer or all values
button
• Show apply button
 Apply worksheets
• All using related data sources
• All using this data source
• Selected worksheets
• Only this worksheet
Filter types
• Single and multivalued list
• Single and multivalued
dropdown
• Single value slider
• Multivalued custom list
• Wildcard match
Using filters narrows the data shown in a view.

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Add to Context Filter
 Context Filters
 By default, all filters that you set in Tableau are computed independently. That is, each filter accesses all rows in
your data source without regard to other filters. However, you can set one or more categorical filters as context filters
for the view
 Improve performance – If you set a lot of filters or have a large data source, the queries can be slow. You can set
one or more context filters to improve performance.
 Create a dependent numerical or top N filter – You can set a context filter to include only the data of interest, and
then set a numerical or a top N filter.
Using a single context filter that significantly reduces the size of the data set is much better than applying many
context filters. In fact, if a filter does not reduce the size of the data set by one-tenth or more, it is actually worse to
add it to the context because of the performance cost of computing the context.
Complete all of your data modeling before creating a context. Changes in the data model, such as converting
dimensions to measures, require recomposing the context.
Set the necessary filters for the context and create the context before adding fields to other shelves. Doing this work
first makes the queries that are run when you drop fields on other shelves much faster.
If you want to set a context filter on a date you can use a continuous date. However, using date bins like YEAR(date)
or context filters on discrete dates are very effective

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Mark Card
Marks
 When you drag fields to the
view, the data are displayed using
marks.
 Each mark represents the
intersection of all of the dimensions
in the view
 For example, East 2011, East
2012, West 2011, West 2012
Marks types
 Mark types are available from
the Marks card drop-down menu at
the top of the Marks card
 After selecting a mark type, you
can further modify the marks by
adding fields to Color, Size, Shape,
and so on. The available mark
properties are dependent on the
type of mark you select.
Mark Properties
 You can control the mark
properties using the Marks card.
 For example, you can control the
colors, size, shape, etc. of the
marks in the view. Drag fields to
each property to encode the marks
using your data
 Color Properties
 Size Properties
 Label/Text Properties
 Detail Properties
 Tooltip Properties
 Shape Mark Properties
 Path Properties
The Marks card is where you drag fields to control mark properties such as type, color, size, shape, and so on

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Color Properties
Categorical Palettes
• When you drop a field with
discrete values (typically a
dimension) on Color on the
Marks card, Tableau uses a
categorical palette and
assigns a color to each value
of the field
Quantitative Palettes
• When you drop a field with
continuous values on the
Marks card (typically a
measure), Tableau displays a
quantitative legend with a
continuous range of colors.
Configure Color Effects
• Click the Color drop down on
the Marks card to configure
additional Color settings not
related to the actual colors
shown.

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Size Properties
Categorical Palettes
When you place a discrete field on Size on the Marks card,
Tableau separates the marks according to the members in the
dimension, and assigns a unique size to each member.
Quantitative Palettes
When you place a continuous field on Size on the Marks card,
Tableau draws each mark with a different size using a
continuous range..
The Size property allows you to encode data by assigning different sizes to the marks in a data view

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Label/Text Properties
 Dimension
 When you place a dimension on Label or Text on
the Marks card, Tableau separates the marks
according to the members in the dimension. The text
labels are driven by the dimension member names
 Measure
 When you place a measure on Label or Text on the
Marks card, the text labels are driven by the measure
values. The measure can be either aggregated or
disaggregated. However, dis-aggregating the measure
is generally not useful because it often results in
overlapping text.
The Label property allows you to encode data by assigning text labels to the marks.
When working with a text table, this property is called Text, which allows you to view the
numbers associated with a data view

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Detail Properties
 Detail mark card
 Drop a dimension on Detail on the Marks card to separate the marks in a data view according to the members of a
dimension. Unlike dropping a dimension on the Rows or Columns shelf, dropping it on Detail on the Marks card is a way
to show more data without changing the table structure
 If the measures are disaggregated, then it isn't possible to separate the marks into additional levels of detail because
all levels of detail are already shown.
Whenever you place a dimension on the Rows or Columns shelf, Tableau uses the categorical members of the
dimension to create table headers.
The headers show how Tableau is sorting the underlying row data into specific categories.
For example, the Segment dimension separates the data source rows into four levels of detail: Consumer,
Corporate, and Home Office

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Tooltips Properties
Tooltips are details that appear when you hover over one or more marks in the view.
Tooltips are also convenient for quickly filtering or removing a selection, or viewing
underlying data
Include Command buttons Uncheck the command button

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Shape Properties
The Shape property allows you to encode data by assigning different shapes to the marks
in a data view.
Add custom shape

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Path Properties
The Path property allows you to encode data by connecting marks using a particular drawing order. You can
path-encode your data using either a dimension or a measure.
The Path property is available only when you select the Line or Polygon mark type from the Marks card
drop-down menu.

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Panes
Panes are created by the intersection of rows and columns in a table. An example of a pane is highlighted
in the view below.

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Annotations and Mark Labels
Annotations
Annotations call attention to specific marks, points, or
areas in a view. An annotation, sometimes called a call-
out, is most commonly displayed as a text box with a line
pointing to a specific point or mark
•Mark - select this option to add an annotation that is
associated with the selected mark. This option is only
available if a mark is selected.
•Point - select this option to annotate a specific point in the
view.
•Area - select this option to annotate an area in the view
such as a cluster of outliers or a targeted region of the
view.
Mark Labels
•Additionally, you can use mark labels to call out marks of
interest or more commonly to label the view to make it
more understandable. You can show mark labels for all the
marks in the view, or selectively show and hide individual
labels.
•Automatic - select this option to turn the label on and off
depending on the view and the settings in the Label drop-
down menu.
•Always Show - select this option to show the mark label
even when it would otherwise be hidden (based on the
settings in the Label drop-down menu).
•Never Show - select this option to hide the mark label
even when it would otherwise be shown (based on the
settings in the Label drop-down menu).

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Inspecting Data
Pan and Zoom
The pan tool and zoom controls help
you interact with the view and
inspect your data. They are located
in the upper-left corner of the view,
on the view toolbar
Drop Lines
•Use drop lines to distinguish marks
and call out their position in the
view. For example, in a view that is
dense with scatter marks, you can
turn on drop lines to show the
position of a particular data point
Summary Card
•The Summary Card, available on the
Show/Hide Cards toolbar menu ,
provides a quick view of information
about a selection or the entire data
source.

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Working with Data and Time
How you work with dates in Tableau depends on whether you are using a relational or cube (multidimensional) data
source. This section discusses the differences.
For relational data sources, dates and times are automatically placed in the Dimensions area of the Data pane and are
identified

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Measure Names and Measure Values
Measure Names and Measure Values Shelf
• Measure Values is a special field that always appears at the bottom of the Measures area of the Data pane
and contains all the measures of your data collected into one field.
• Tableau automatically adds Measure Values to the view when multiple measures are sharing the same axis.
• When Measure Values is in the view, Tableau displays a Measure Values shelf that shows which measures
are being included.
• You can add measures to or remove measures from this card.

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Groups
Groups
• Group is a combination of dimension members that make higher level categories. For example, if you are
working with a view that shows average test scores by major, you may want to group certain majors
together to create major categories.
• English and History may be combined into a group called Liberal Arts while Biology and Physics may be
grouped as Science Majors
• Groups are useful for both correcting data errors (e.g., combining CA, Calif., and California into one) as well
as answering "what if" type questions (e.g., "What if we combined the East and West regions?).

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Parameters
Parameters
The parameter control is a worksheet card that lets you modify the parameter value.
Parameter controls are very similar to filter cards in that they contain controls that modify the
view
To open the parameter control, right-click (Control-click) the parameter in the Data pane and
select Show Parameter Control.
Parameters are commonly used to create additional types of interactive filters, but they are
not, in themselves, filters. Rather, they are variables. As such, they aren’t really useful on their
own; they have to be part of something else, such as an equation, a filter, a reference line, a
calculated field, or what Tableau calls parameter controls (sliders, selection menus and type-in
fields).

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Bins
Bins
For example, suppose you create a view with Profit on Rows and State on Columns. You could consider the State field as a set of
bins—each profit value is sorted into a bin corresponding to the state from which the value was recorded. But if you want to bin
Profit values without reference to a dimension, you can create a numeric bin, with each bin corresponding to a range of values so
that each profit value is sorted into a bin.

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Sets
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
• Constant set
• Computed set

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Using Sets
Sets
• In most cases, when you drag a set to the view, Tableau displays the set using the In/Out mode. This mode
separates the set into two categories: In, which contains the members in the set; and Out, which contains
any members that are not part of the set

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Combining the sets
How many members of a set exist in another set?
• In most cases, when you drag a set to the view, Tableau displays the set using the In/Out mode. This mode
separates the set into two categories: In, which contains the members in the set; and Out, which contains
any members that are not part of the set

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Hierarchical sets – Cube based
Hierarchical sets and descendants
• A hierarchical set filters data to the selected members and all of their descendants. They are unique to
multidimensional (cube) data sources and are defined within the data source prior to connecting to Tableau
Desktop.

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Create Sets for Top N and Others
Sets
• If you collect large sets of data that you want to visualize, you might find that limiting the amount of
information displayed to an important subset of records helps you work with and answer questions about the
data more effectively.
Step 1: Create the parameter
Step 2: Create the top N customers set
Step 3: Create Calculation field
IF [Top N Customers by Sales]
THEN "Top " + str([Top Customers 2]) + " Customers"
ELSE "Others"
END

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Calculations
Calculation fields • Use the calculation editor to create or modify a calculated field.
Create or Edit a Calculated Field
Create Formulas in Tableau
Auto-Completion for Formulas
Ad-Hoc Calculations
How to Create a Calculated Member
Example – Creating a Calculated Field
Aggregate Calculations
Example - Spotlighting Using Calculations

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What is a Table Calculation?
Add Table
Calculation
•A table calculation is a transformation you apply to the values of a single measure in your view, based
on the dimensions in the level of detail.
•For any Tableau view, there is a virtual table that is determined by the dimensions in the view. This table
is not to be confused with the tables in your data source. Specifically, the virtual table is determined by
the dimensions within the “level of detail,” which means the dimensions on any of the following shelves
or cards in a Tableau worksheet:

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Quick Table Calculations
Quick Table
Calculations
•A quick table calculation is a one-step process where you choose a common table calculation type from
a list. Tableau automatically applies the most typical settings for that calculation type.

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Table Calculations: Use the Visual Structure of Your View
Computing
using
When you configure a table calculation using the Compute Using options in the Table Calculation
dialog box, you define a table calculation using the visual structure of your view.
Table Across
For example, a Table (Across) calculation
moves from left to right across the entire width
of the view
A Pane (Down then Across)
A Pane (Down then Across) calculation moves
down the first column in a pane, then down the
second column in a pane, and so on:

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Table Calculations: Reference Specific Dimensions in Your View
Computing
using
With this approach, you define a table calculation by referencing the dimensions in the view

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Customize How Tableau Sorts the Results of Table Calculations
Sorts with
Tableau
Calculation
When you add a table calculation using specific dimensions from your view, you can also
customize the way Tableau sorts the values. This option is available for all table calculation types
except Rank and Percentile.

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Level of Detail Expressions (LOD)
LOD
Level of detail expressions support aggregation at dimensionalities other than the view level.
With level of detail expressions, you can attach one or more dimensions to any aggregate
expression.
Example 1 { INCLUDE [Customer Name] :
SUM([Sales]) }
Example 2 { INCLUDE [State] : SUM(Sales)}

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FIXED Level of Detail Expressions
LOD
FIXED level of detail expressions compute a value using the specified dimensions, without
reference to the dimensions in the view.

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Include level of Detail Expressions
LOD
INCLUDE level of detail expressions compute values using the specified dimensions in addition to
whatever dimensions are in the view.
Example 1 { INCLUDE [Customer Name] :
SUM([Sales]) }
Example 2 { INCLUDE [State] : SUM(Sales)}

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Exclude Level of Detail Expressions
LOD
EXCLUDE level of detail expressions declare dimensions to omit from the view level of detail.
EXCLUDE level of detail expressions are useful for ‘percent of total’ or ‘difference from overall
average’ scenarios. They are comparable to such features as Totals and Reference Lines.
EXCLUDE level of detail expressions declare dimensions to
omit from the view level of detail.
EXCLUDE level of detail expressions are useful for ‘percent
of total’ or ‘difference from overall average’ scenarios.
They are comparable to such features as Totals and
Reference Lines.
EXCLUDE [Region]: SUM([Sales])}

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Format workbook
 Format at the Workbook Level
• You can quickly change how fonts, titles, and lines look in every view in a workbook by specifying format settings at the
workbook level instead of at the worksheet level

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Format at the Worksheet Level
 Format at the Worksheet Level
• You can format settings for fonts, alignment, shading, borders, lines and tooltips at the worksheet level. For example, you
might want to remove all the borders in a text table, or add shading to every other column in a view.
In this article

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Format Fields and Field Labels
 Format Fields and Field Labels
• You can format settings for fonts, alignment, shading, borders, lines and tooltips at the worksheet level. For example, you
might want to remove all the borders in a text table, or add shading to every other column in a view.
In this article

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Format Numbers and Null Values
 Format Numbers and Null Values
• When you format a measure, you can specify the number format for both the axis and the pane text. You can select from a
set of standard formats, such as number, currency, scientific, and percentage; or you can define a custom number format
using Microsoft Excel style format codes.
In this article
Number Format
Format Titles, Captions, Tooltips,
and Legends
Format Filter and Parameter Cards
Resize Tables and Cells

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Action Filters
 Action Filters
• Filter actions are a way to send information between worksheets.
• Typically a filter action is used to send information from a selected mark to another sheet showing related
information
• For example, when looking at a view showing the sales price of houses, you may want to be able to select a
particular house and show all comparable houses in a different view.
• Filter
• Highlighter
• URL
 Filter Actions
 Highlight Actions
 URL Actions
 Running Actions
 Actions and Dashboards
 Use Field and Filter Values in Actions

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Filter Source
On a worksheet, select Worksheet > Actions.
From a dashboard, select Dashboard > Actions.
Use the drop-down list to select a source sheet or data source. When you select a data source or
dashboard sheet you can further refine by selecting the individual sheets you want to launch the
action from.
Hover - rest the pointer over a mark in the view to run the action. This option works well for
highlight and filter actions within a dashboard.
Select - click on a mark in the view to run the action. This option works well for all types of actions.
Menu -right-click (control-click on Mac) a selected mark in the view and then select an option on a
the context menu. This option works well for filter and URL actions

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Filter Target
Use the second drop-down list to select a target sheet. When you select a dashboard sheet
you can further refine the target by selecting one or more sheets within the dashboard.
Leave the filter - leaves the filter on the target sheets. The target views in the dashboard
will show the filtered results.
Show all values - changes the filter to include all values.
Exclude all values - changes the filter to exclude all values. This option is useful when you
are building dashboards that only show some sheets if a value in another sheet is selected

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Target Filters
Setup one or more filters to specify the data that you want to show on the target sheets.
You can filter on All Fields or define filters on Selected Fields.
The fields available in the Target Field drop-down list are dependent on what you selected
as the Source Field. Only fields with the same data type as the source field can be selected
as a destination field.

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Action Filter
Source – Target Filters
To Target Sheets – Cleaning the
selection
From Source Sheets – Action type

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Highlight Actions
• Highlight actions allow you to call attention to marks of interest by coloring specific marks and dimming all
others
• You can highlight marks in the view using a variety of tools
• For example, you can manually select the marks you want to highlight,
• use the legend to select related marks,
• use the highlighter to search for marks in context or create an advanced highlight action.
Select Marks to
Highlight
Color Legend
Highlighting
Highlight Data
Points in Context
Highlight Toolbar
Button
Create Advanced
Highlight Actions

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Creating Advanced Highlight Actions
• You can define more advanced highlight actions using the Actions dialog box
• There you can specify source and target sheets and the fields you want to use for highlighting
• On a worksheet select Worksheet > Actions.
• From a dashboard, select Dashboard > Actions.
 Selected Fields - Marks in the target sheet are highlighted based on select fields. For example, highlighting using the Ship Mode field will result in an
action that highlights all marks in the target sheet that have the same ship mode as the selected mark in the source sheet.
 Dates and Times - Marks in the target sheet are highlighted when their date and time match those of the marks
selected in the source sheet. All dates and time fields are considered when determining a match.
 All Fields - Marks in the target sheet are highlighted when they match the marks selected in the source sheet. All
fields are considered when determining a match.

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URL Actions
 URL Actions
• A URL action is a hyperlink that points to a web page, file, or other web-based resource outside of
Tableau.
• You can use URL actions to create an email or to link to more information about your data that may be
hosted outside of your data source
Make a URL action that opens a web page Make a URL action that creates an email
 Use Field and Filter Values in URLs
 Use Field and Filter Values in Action Names

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Dashboards
 Dashboards
• A dashboard is a collection of several worksheets and supporting information shown in a single place so you can compare
and monitor a variety of data simultaneously.
• After you've created one or more views, you can pull them into a dashboard, add interactivity, and much more
Open a dashboard sheet Add views Add objects Add interactivity

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Dashboards Device layouts
 Device Layout
• After you've built a dashboard you can create layouts for it that are specific to particular devices.
• After you've created one or more views, you can pull them into a dashboard, add interactivity, and much more

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Refine Your Dashboard
 Refine Your Dashboard
• After you've created your dashboard, take a moment to step back and evaluate it. This topic lists some areas to check and
refine.
 Automatic - The dashboard automatically resizes to fill the window it's
displayed in.
 Fixed size - The dashboard always remains a specific size. If the dashboard
is larger than the window the dashboard becomes scrollable.
 Range - The dashboard scales between minimum and maximum sizes that
you specify, after which scroll bars or white space display.
Use a layout container
 A layout container can create a smoother experience for your users by helping dashboard objects
reposition and resize when one view is filtering another
If you want an item to overlap another, you can use a Floating layout for one
or more items instead

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Stories
 Stories
• In Tableau, a story is a sequence of visualizations that work together to convey information.
• You can create stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes, or to simply
make a compelling case.
Example - A Story That Examines a Trend

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Share Results Content
Why publish
What you can publish
Who can publish
Publish Data Sources
Publish workbook

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Why Publish
 Publish
• You can publish data sources and workbooks when you want to widen the audience for your data analysis within your
organization
 Collaborate and share with others
Allow people in your organization to view, interact with, download, subscribe to, share, edit, and save published
views, even if they do not use Tableau Desktop. Incorporate views into blog posts or websites.
 Centralize data and database driver management
Create and publish data models that everyone can use. Centralized data management allows for sharing a single
source for your Tableau data. All workbooks connected to the published data reflect updates to it.
In addition, when you publish and connect to data on the server, people connecting to the data from Tableau
Desktop do not need to install and maintain database drivers on their own computers.
 Support mobility
Access your data from a different computer or location, through a web browser or the Tableau Mobile iOS app. Sign
in to your organization's Tableau Server from a private network offsite.

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What you can publish
Content types you can publish include:
Data sources:
You can publish data sources that others can use to build new workbooks.
A data source can contain a direct (or live) connection to your database or an
extract you can refresh on a schedule. For information, see Best Practices for
Published Data Sources.
Workbooks:
Workbooks contain your views, dashboards, and stories, and data
connection. You can include local resources, such as background images and
custom geocoding, if they reside in a location that the server or other
Tableau users cannot access.

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Who can publish
To publish to Tableau Server or Tableau Online, your server or site
administrator must grant you the following capabilities:
 A site role of Publisher on the site you're publishing to.
 View and Save capabilities set to Allowed on the project into which you
publish.
 Restrict Access at the Data Row Level

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Publishing Data Source and Workbook
 Comprehensive Steps for Publishing a Data Source
 Comprehensive Steps for Publishing a Workbook
 Schedule Extract Refreshes as You Publish a Workbook

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Tableau Files and File Types
Tableau Files and File Types and purpose

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Tableau files and file types
The Tableau Workbook is the basic file type created by Tableau Desktop. This includes all of the
worksheets, dashboards, story points, etc. Everything that you’ve done to the tabs within the
workbook, such as mark colors, chart types, labels, border styles, etc. are recorded here. If you
have a live connection to your data source, this is the type of file that you’ll create. Automatically
included within a TWB file is the TDS file, detailed below. Remember, your data does not reside
inside of a TWB (or therefore a TDS either). Instead, the Tableau Workbook is XML code that
Tableau Desktop generates to translate what you’ve done on your worksheets and dashboards.
Inside of the My Tableau Repository in your documents folder, new TWB files will be placed in
the Workbooks folder.
A Tableau Data Extract is a local copy of either the entire data source or a subset of that data.
There are several reasons to create an extract, such as portability, performance and data control.
Extracts that are created by Tableau are highly optimized for use in your visualizations. You have
a great of control of how Tableau builds your data extract by using the Extract Data window from
the Data Connection page. A Tableau data extract is a columnar store. Any new columns that
appear in your data source as a result of Tableau Desktop will also be included in your extract.
This includes calculated fields, groups, hierarchies, sets, bins and even some default formatting
(such as number formatting).
Inside of the My Tableau Repository in your documents folder, new TDE files will be placed in the
Data sources folder.
The Tableau Data Source file includes all of the connection information and metadata about your
data source. For instance, if you’ve changed aliases for your dimensions, revised number
formatting, changed default aggregations, etc., then it will all be saved here. It also includes
calculated fields, parameters, bins, hierarchies, groups and sets. A TDS file is automatically
included as a part of a TWB file, but it can also be saved as a separate file if you wanted to share
the connection information as well as the metadata for that particular data source. To do this,
right-click on the data source at the top of the Data pane and select Add to Saved Data Sources
Inside of the My Tableau Repository in your documents folder, new TDS files will be placed in the

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The Tableau Packaged Workbook combines the workbook, the connection data and metadata and
the data itself in the form on a TDE. If there are any images, such as background images, the
packaged workbook will include those, as well. It is a completely portable workbook that can be
shared or used offline. A TWBX file is required for another use to open the workbook using
Tableau Reader. Think of a Tableau packaged workbook as a special set of zip files that are
compressed together. To save your workbook as a Packaged Tableau Workbook, when you save
your workbook change the drop-down menu Save As Type to Tableau Packaged Workbook
(*.twbx).
Inside of the My Tableau Repository in your documents folder, new TWBX files will be placed in the
Workbooks folder.
Similar to a TWBX, the Tableau Packaged Data Source is a combination of a couple of different
files. The TDSX combines the data source metadata, connection info and the data extract. This is
the most complete way to share your data because it also includes all the modifications and
preparation you’ve done. Remember, this includes parameters, sets, hierarchies, groups,
calculated fields, bins and all of the default formatting of your fields. To create a TDSX file, right-
click on the data source and select Add to Saved Data Sources. In the dialogue box that appears,
change the Save As Type drop-down menu to Tableau Packaged Data Source (*.tdsx).
Inside of the My Tableau Repository in your documents folder, new TDE files will be placed in the

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A bookmark is used to earmark a specific worksheet. If you want to share just a worksheet and
not the entire workbook or if you frequently access this worksheet, then use a Tableau bookmark.
To create a bookmark, while on the worksheet you want to bookmark, go to the Window menu
and select Bookmark > Create Bookmark. You can open the bookmark by clicking on the file icon
or by selecting it under the Window menu.
Inside of the My Tableau Repository in your documents folder, new TBM files will be placed in the
Bookmarks folder.
If you choose to save the TBM file in a different place than the My Tableau Repository folder, then
it will not appear in your Bookmarks menu inside of Tableau Desktop.
Tableau Data source Connection files (TDC) are used to store settings and preferences for data
connections. These types of files can be created with any text editor. They are typically saved in
the Data sources folder in My Tableau Repository or within the Tableau Server program files.
Here's an example of configuring a TDC file on an ODBC connection.
The TDC file is referenced under the heading “Making customizations global. "NOTE: Finding a file
image for TDC has proven very difficult, and I've yet to find one. As such, I left it blank for now.
Tableau comes native with a connection to Tableau’s map server. If you connect to a
map server that does not support the WMS standard, you’ll need to create a TMS file.
Check out this article for more information on TMS files.
If you want to create a custom color palette, you can create them inside of your Tableau
Preferences file. It is located in the top level folder of the My Tableau Repository folder.
Remember, Power Tools for Tableau has the free Color Tool to easily create your own
palette.

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File types Contains
File
Extension
advantage
Workbook Worksheets + Dashboards .twd
Packaged
workbook
Workbook + Data Source +
Supporting Local files + Background
Images
.twdx
Best way to share your work who don't have
data access
Data Extract Data source Data (Full or subset) .tde Work Offline and improve performance
Data Sources Shortcut to connect to the database .tds
Bookmarks a Single worksheet .tbm Easy way to quick share your work
Data
connections
.tdc
Tableau Map
Source .tms
Tableau
Packaged Data
Source
.tdsx
Tableau
Preferences
. TPS

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Content
Working with Multiple Data Sources
Tableau Blending
Highlighting Data with Reference lines
Statistic and forecasting
Comparing Measures against a Goal
Pass expressions to R

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Optimization Queries Principles
Reduce the number of rows returned
Reduce number queries to the database
Push calculations to database as much as possible
Understand the limitations of the database
Leverage on Cache
Optimize on desktop first before going to server
Bring data closer to Tableau

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Performance Guidelines
Hardware Details, such as disk speed, Memory and Processer Cores
The number of server in your deployment
Network traffic
Usage factors such as workbook complexity, concurrent user activity,
and data caching
Tableau configuration settings, such as how many of each server
process you’re running
Data considerations, such as data volume, data types, and database
configurations
Every server is unique, many variables that can impact the
performance
https://onlinehelp.tableau.com/current/server/en-us/perf.htm

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Optimization Queries – Two step Process
Querying the
database to
return records
Executing
Query
Aggregations
and joins
Calculated
Fields
# of
rows
Rendering the
display
Computing
the view
layout
Tableau
Calculations
SortingMarks
https://www.youtube.com/watch?v=ZIlxe1UEJo8

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Useful links
Tableau Server Installation https://www.youtube.com/watch?v=59LJyXbNd2A
Tableau server administration https://www.youtube.com/watch?v=34WGBP221aw
Tableau Architecture Part 1 https://www.youtube.com/watch?v=v8_iLBdGlm4
Tableau Architecture Part 2 https://www.youtube.com/watch?v=tLlETQJjFVg
Planning Architecting tableau
server
https://www.youtube.com/watch?v=CpyrCryHr8c
Server log files http://onlinehelp.tableau.com/current/server/en-us/logs_loc.htm
Server Processes http://onlinehelp.tableau.com/current/server/en-us/processes.htm
Performance
http://onlinehelp.tableau.com/current/server/en-
us/perf_guidelines.htm

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