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    Day 1 - 360digiTMG - May25

    Uploaded by

    Vijay Sampath
    This document provides an overview of Tableau tools, data visualization concepts, connecting to data sources, the Tableau user interface, and saving/sharing options. It discusses the differences between paid desktop tools for authoring and server tools for sharing/collaborating, as well as free tools. Key aspects of data visualization and understanding requirements, data, audience and appropriate charts are covered. Live and extract connection modes are compared. The Tableau user interface elements like data, analytics and page panes are explained. Options for saving workbooks and sharing on Tableau server are also summarized.

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    Day 1 - 360digiTMG - May25

    Uploaded by

    Vijay Sampath
    119 views3 pages
    This document provides an overview of Tableau tools, data visualization concepts, connecting to data sources, the Tableau user interface, and saving/sharing options. It discusses the differences between paid desktop tools for authoring and server tools for sharing/collaborating, as well as free tools. Key aspects of data visualization and understanding requirements, data, audience and appropriate charts are covered. Live and extract connection modes are compared. The Tableau user interface elements like data, analytics and page panes are explained. Options for saving workbooks and sharing on Tableau server are also summarized.

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    This document provides an overview of Tableau tools, data visualization concepts, connecting to data sources, the Tableau user interface, and saving/sharing options. It discusses the differences between paid desktop tools for authoring and server tools for sharing/collaborating, as well as free tools. Key aspects of data visualization and understanding requirements, data, audience and appropriate charts are covered. Live and extract connection modes are compared. The Tableau user interface elements like data, analytics and page panes are explained. Options for saving workbooks and sharing on Tableau server are also summarized.

    Copyright:

    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
    Download as txt, pdf, or txt
    119 views3 pages

    Day 1 - 360digiTMG - May25

    Uploaded by

    Vijay Sampath
    This document provides an overview of Tableau tools, data visualization concepts, connecting to data sources, the Tableau user interface, and saving/sharing options. It discusses the differences between paid desktop tools for authoring and server tools for sharing/collaborating, as well as free tools. Key aspects of data visualization and understanding requirements, data, audience and appropriate charts are covered. Live and extract connection modes are compared. The Tableau user interface elements like data, analytics and page panes are explained. Options for saving workbooks and sharing on Tableau server are also summarized.

    Copyright:

    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
    Download as txt, pdf, or txt
    of 3

    Paid Tools (14 day free trial)

    Tableau Desktop : Authoring Tool - Create the visualizations


    Tableau Server : Sharing and Collaborating platform (publish our work)
    Tableau Online : Cloud version of Tableau Server
    Tableau Prep : Prepare the data for analysis (clean the data)

    Free Tools

    Tableau Public: Free version of Tableau Desktop with a few limitations


    Tableau Mobile: Free App used to View the report on the go
    Tableau Reader: Read/View the graphs (dashboard or reports)

    Data Visualization - Pictoral representation of data as Graphs, Plots, Maps,


    Charts, Views, Vizs...

    4 things that we need to understand


    1) Understand the Requirement
    2) Understand the Data
    3) Understand the Audience
    4) Understand which chart to create when

    Connecting to Datasources:
    Two modes of Connection -
    1) Live - Direct connection with the data in the data server (Eg: Oracle)
    Adv: Up to date information
    Dis Adv: Need to have network connection, performance might be an issue

    2) Extract - Fetch a copy of the data and save it locally on your machine (Tableau
    Data Extract - .hyper format, in older version it was called .tde)
    Adv: Performance will be better, Offline access to data
    DisAdv: No up to date information
    ___________________________________________________________________________________
    _____________________________
    26-May-2021 - Day 2
    Tableau User Interface

    Menu Bar, Tool Bar

    Data Pane - List of data sources that you are connected to in the workbook.
    Fields seperated as Dimensions and Measures.

    Measures : They are always presented in an aggregated form. All numbers are
    Measures except for Pseudo Numbers(number used for identification purpose)

    Dimension : All the Non-Numerical Data (String, Dates, Date and Time, Boolean,
    Geographic) including Pseudo Numbers

    How to convert a dimension into a measure? Drag and drop it in the Measures pane.

    Analytics Pane - Instant Analytics


    Pages Shelf, Filter Shelf, Collumns Shelf, Rows Shelf
    Marks Card

    Pill:
    Blue Pill - Discrete Data - Field Labels
    Green Pill - Continuous Data - a field with a min value and a max value and all the
    numbers in that range (from min to max) will be valid - Axis will a Range of values
    Tableau's Fast Data Engine:
    1) Create the .hyper
    2) Decide the data type of the field
    3) Decide whether a field wil be in Dimensions pane or Measures pane
    4) Default aggregation property to Measures

    Show Me Panel - Crown Jewel of Tableau


    _______________________________________________________________________________
    Save and Share Options

    Tableau Workbook (.twb) : All the sheets and connection details to the resources
    used in it.

    Tableau Packaged Workbook (.twbx) : .twb + Local resources will be internally


    packaged inside the workbook
    __________________________
    Share with a large group of audience in a secure manner (role based security; View
    Access, Edit Acces, Full Control)
    ___________________________________________________________

    27-May-2021
    Workbooks created on Tableau Desktop cannot be opened on Tableau Public.
    Workbooks created on Tableau Public (we save it on the Gallery), if you download it
    from the gallery, then that .twbx which is donwloaded from the Gallery can be
    opened on Tableau Desktop.

    We can create workbooks on Tableau Server also - this feature is called as Web
    Authoring.
    We can Edit workbooks published to Tableau Server - This feature is called Web
    Edit.

    Module 1 and Module 2 are complete.


    Please work on the quiz questions and complete them.

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