DATA

VISUALIZATION
WITH
Review
TABLEAU
ONLINE
TUTORIAL
Training Guide
Fundamentals

DATA VISUALIZATION WITH

TABLEAU ONLINE TUTORIAL
What is Data Visualization with tableau online tutorial
all about?
Data Visualization with Tableau Online Tutorial course
will help you Incorporate data with R and also help you
design dashboards. It will also cover diverse ideas of
information representation like:
Restrictive organizing,
Connecting outlines,
Scripting,
Dashboard combination,
Tableaucoordination with R, etc.

LETS REVIEW
CONNECTING TO DATA
Tab l e a u su p po r ts a w i de v a r i e t y o f d a t a s o u rc e s i n c lu d in g M S O ffi c e
fi l e s , S Q L d a ta b a s e s , t ex t fi l e s , exc e l fi l e s a n d o th e r d a t a c o n n e c t i o n s .
T h e re a re tw o t y pe s o f da t a c on n e c ti o n s :
1. L iv e D a t a c o n n e c t i o n c o n n e c t i o n d i re c t l y t o th e d a ta b a s e
p u l l i n g l i v e d a ta ( u p t o d a t e a t e v e r y m o m e n t)
2. E x t r a c t D a t a c o n n e c t i o n c o p y o f d a t a f ro m d a ta b a s e a t a g i v e n
t im e (u p t o da t e a t t i m e o f ex tr a c t re f re s h )
N o t e : - G e n e r a l l y i f y o u h a v e a l a rg e d a ta s e t y o u w i l l u s e a n ex tr a c t t o
h e l p w i t h p e r f o rm a n c e , e s p e c i a l l y i f y o u d o n ' t n e e d it t o b e u p - t o - d a te a t
e v e r y m o m e n t.

Click on Data-> New Data

source (To create new data
source connection)

TABLEAU GRAPHICAL USER

INTERFACE

 Inside the Data window there are several diff erent

Icons, each icon will reveal your data / object type.
Each column in your data source will be brought into
the Data Window and Tableau will initially determine
if a column is a Dimension or a Measure.
Dimension: A Categorical Field
Measure: A Quantitative Field

SAVED DATA SOURCES

(.TDS FILES)

TABLEAU LETS YOU SAVE

YOUR DATA SOURCE FOR
REUSE
Save a Data source
S a v e t h e S a m p l e - S u p e r s t o re S a l e s . x l s Fi l e
O p e n Ta b l e a u
U n d e r c o n n e c t t o D a t a , c h o o s e M i c ro s o ft E xc e l , n a v i g a t e t o t h e S a m p l e x l s
fi l e .
C h o o s e s i n g l e t a b l e O rd e r s Ye s t h e fi r s t ro w h a s fi e l d n a m e s O K
Connect Live
D r a g a n d d ro p O rd e r I d , Ro w I d f ro m M e a s u re s t o D i m e n s i o n s
R i g h t c l i c k t h e S a l e s , Pro fi t , a n d S h i p p i n g C o s t m e a s u re s t o c h a n g e t h e
d e f a u l t n u m b e r f o rm a t t o C u rre n c y.
R i g h t c l i c k t o E d i t D i s c o u n t a n d u s e t h e a g g re g a t e f u n c t i o n o f a v e r a g e a n d
c h a n g e t h e d e f a u l t f o rm a t t o p e rc e n t a g e . Ad d th e c o m m e n t Av e r a g e
D i s c o u n t Pe rc e n t a g e
C h o o s e D a t a O rd e r s Ad d t o S a v e d D a t a S o u rc e s
Close the book
Re o p e n a b r a n d n e w w o r k b o o k u n d e r c o n n e c t t o d a t a s e l e c t t h e d a t a
s o u rc e O rd e r s . N o t e t h a t a l l t h e c h a n g e s y o u m a d e a re s t i l l i n p l a c e .
T h i s i s a g re a t exe rc i s e t o s h o w h o w y o u c a n s a v e y o u r o w n d a t a s o u rc e
c o n n e c t i o n s t o u s e o v e r a n d o v e r a g a i n i n d i ff e re n t re p o r ts a n d o n l y h a v e to
a d d y o u r c a l c u l a t i o n s , n u m b e r f o rm a t s , e t c 1 t i m e .

YOU TRY IT!

Take 10 mins to Connect and create the saved data
source

EXTRACTS- BOOST YOUR

PERFORMANCE
Instead of using the connect live feature you can use an
extract.
Extracts allow Tableau to take in all the data in a .TDE fi le
so that the data source is not queried each time a view is
rendered.
The Extract can be sent to the server where the workbook
is accessed by the client, the end result is faster view
rendering.
An extract can also be refi ned, fi ltered when it is created
so that just a subset of data is available.
Extracts can be set to refresh automatically based on a
schedule set by the publisher of the workbook.
To Extract data, go to the Data menu your data source
you want to create an extract for Extract. When the
Extract window opens you can add fi lters as needed then
select Extract.

USING PARAMETERS IN
DATA SOURCE
CONNECTIONS
You can also insert a parameter in your data source
when you are setting up the connection.
At the connection page, choose custom SQL, then
select the button to Insert Parameter.
You have the option to create a parameter right then,
or if you already have a parameter created in an
existing workbook you can just insert that parameter.
READ MORE ON
DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL

THANKS FOR YOUR TIME!

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