Scribd Logo
Upload

Welcome to Scribd!

  • 3 views

    Aaotosao d5s4 Caat Tableau

    Uploaded by

    barsha2011

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Aaotosao d5s4 Caat Tableau

    Uploaded by

    barsha2011
    3 views19 pages

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    3 views19 pages

    Aaotosao d5s4 Caat Tableau

    Uploaded by

    barsha2011

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    You are on page 1of 19

    Computer Assisted Audit

    Techniques (CAATs)-Data
    Analytics - Tableau

    Mandatory Training for AAOs to be empanelled for


    promotion as SAOs – Day 5 Session 3 (Common)
    Session Overview

     Overview of Tableau Features


     Data connections
     Views, dashboards and storage

    2
    On completing this session, participants will be
    able to understand the:

     features of Tableau
     various file types used in Tableau Learning
     Datatypes and variable classification Objectives
    in Tableau
     three report formats in Tableau
     use of mark shelf in Tableau
     chart types used in Tableau

    3
    References

     Tableau User Guide

    4
    What is Tableau…

    A business intelligence tool

    An interactive data
    visualization software
    5
    Features of Tableau
    Queries relational databases, online analytical processing cubes,
    cloud databases, and spreadsheets

    Generates graph-type data visualizations.

    Extract, store, and retrieve data to and from an in-memory data


    engine. A subset of data can be extracted to improve performance

    Plots latitude and longitude coordinates and connect to spatial


    files to build custom mapping

    6
    Tableau products

    Tableau Desktop: Professional and personal editions

    Tableau Server: Online hosting platform for tableau workbook, data sources, etc.

    Tableau Online: for sharing analytics online

    Tableau Prep: Data preparation tool

    Tableau Public: free to use, with limited functionalities

    Tableau Reader: free to use, only for viewing tableau output

    Tableau Mobile: for use on mobile platform

    7
    Tableau Reports

    Tableau provides three formats for its output


    • Views: Individual chart objects
    • Dashboards: Different views that share a common
    theme brought together in a single screen. Dashboards
    are dynamic and the different views in the same
    dashboard are synchronized in such a way that a filter or
    parameter applies to all the views simultaneously
    • Stories: Different views or dashboards strung together
    in a sequence with appropriate captions to run like a
    presentation
    8
    Tableau file types…
    Tableau workbook • Contains data of all work book elements but does not carry
    (.twb) source data

    Tableau packaged • Contains data of workbook elements and source data.


    workbook (.twbx)
    • Contain all the necessary information regarding a data
    Tableau data source connection made in Tableau. Does not save the actual
    (.tds) data

    Tableau packaged • Contains information about connection to a data source


    datasource (.tdsx) along with the data extracted from that source

    Tableau data extract • Stores a local copy of the data extracted from its source
    (.tde)
    Tableau book mark • Used to save and share worksheets
    (.tbm) 9
    Tableau can connect to:
    Traditional file formats: Excel, text, Access, PDF etc.

    Java Script Object Notation (JSON) files

    Spatial file types like Shapefiles, MapInfo tables, KML,


    GeoJSON, TopoJSON, Esri etc.

    Statistical files from statistical software platforms like SPSS, R


    etc.

    Open Data Protocol (Odata) – data in storage

    Other formats like Oracle, Google sheets etc.


    10
    Data types in Tableau
    ‘#’ - Numeric Datatype

    ‘Abc’ – Text (String) Datatype

    Calendar symbol – Date


    Datatype

    ‘Globe’ symbol – Geospatial


    Datatype 11
    Variables (columns) are categorized as…

    Dimensions
    Categorical Data like text,
    dates etc.

    Measures
    Continuous Data like
    numeric data

    12
    Different types of charts in Tableau…

    The ‘Show me’ option allows user to select a desired chart type

    Sl.No Chart Type Dimensions Measures

    1 Text tables 1 or more 1 or more


    2 Heat maps 1 or more 1 or 2
    3 Highlight tables 1 or more 1
    4 Symbol maps 1 geo-dimension Up to 2
    5 Filled maps 1 geo-dimension 1
    6 Pie charts 1 or more 1 or 2
    7 Horizontal bars 0 or more 1 or more
    8 Stacked bars 1 or more 1 or more
    13
    Different types of charts in Tableau…
    Sl.No Chart Type Dimensions Measures

    9 Side-by-side bars 1 or more 1 or more


    10 Tree maps 1 or more 1 or 2
    11 Line charts (continuous, discrete, 1 date 1 or more
    dual)
    12 Area charts (continuous, discrete) 1 date 1 or more
    13 Scatter plots 0 or more 2 to 4
    14 Histogram 0 1
    15 Box and whisker 0 or more 1 or more

    14
    Different types of charts in Tableau…
    Sl.No Chart Type Dimensions Measures

    16 Gantt charts 1 date and 1 or 0 to 2


    more dimensions
    17 Bullet charts 0 or more 2
    18 Packed bubbles 1 or more 1 or 2

    15
    Mark shelf elements… Assigns size
    proportional to
    value

    Assigns a different
    colour to each Shows values
    variable value labelled on the
    chart

    Splits the graph by


    different variable
    values

    Shows values on
    mouse pointer

    16
    Tableau tool bar elements
    Save Swap Axis Presentation
    Show Start Mode
    Page
    New Sheet
    Show labels

    Sort
    New Data Share
    source Delete sheet workbook
    Undo Duplicate
    sheet

    17
    Other features of Tableau…
     Filter: fields can be added to the filter shelf to show selected elements
    alone or to allow the user to select subsets of data to be shown in the
    view
     Set: Elements in a variable can be custom grouped into two based on a
    given parameter
     Groups: Elements in a variable can be grouped into custom classes
    manually
     Parameter controls: Search or display criteria can be user defined by
    using parameters
     Calculated fields: Derived fields can be computed shown in views

    18
    19

    You might also like