Business Analysis

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Tableau Introduction
June 2018
 Agenda

 Data Visualization overview

 Download and Install Tableau
 Connecting with data
 Creating views and analysis
 Calculation
 Geo-mapping & Graphs
 Dashboard and Stories
 Publishing workbooks
 Best Practices for Tableau
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What is it ?
Presentation of data in a
pictorial or graphical format
which enables decision
making or identify new
patterns and relationships
to drive a business.
Data Visualization overview
When to use?
using charts and graphs to
represent large amounts of
complex data is easier than
poring data over
spreadsheets or reports
because of how human
brain processes
information.
Why to use?
• Comprehends information
quickly
• Identify relationships and
patterns
• Pinpoint emerging trends
• Communicate the story to others
 Data Visualization overview

Example
Year Sum of Sales($)
2013 138645.64
2014 130570.59
2015 130395.81
2016 125899.54

Sales Comparison Sales Comparison

140000
2016, 23.96%
135000 2013, 26.38%

130000

125000

120000
2015, 24.81%
2014, 24.85%
115000
2013 2014 2015 2016
 Download and Install Tableau

Tableau Desktop/Public - To create workbooks and views, dashboards, and data sources in Tableau Desktop, and then
publish this content to your Server.
Tableau Server/Online - To access up-to-date content and gain quick insights on web browser.
Tableau reader - To open, view and interact with visualizations that have already been created

Available versions
• Tableau Desktop Professional Edition
• Tableau Desktop Personal Edition
• Tableau Desktop Public Edition

Install Tableau Server/Online (Source) Install Tableau Desktop/Public (Source)

• Run Server Setup • Download the installer and run as Admin
• Activate and register Tableau Server • Customize the install (Optional)
• Configure essential Tableau Server settings • Install database drivers
• Create a Tableau Server administrator user • Activate Tableau Desktop
• Sign in (Source)
 Connecting with data

Popular Data connections:

Excel (Source) Box
Connect to a Published Data Source on Tableau Online or Cisco Information Server
Server Cloudera Hadoop
Google Analytics DataStax Enterprise
Google Sheets Denodo
MySQL Dropbox
Other Databases (ODBC) EXASOL
Text File, Access Firebird
PDF File MySQL
Statistical File Odata
Other Files (such as Tableau .hyper, .tds, .twbx) OneDrive
Amazon Athena Oracle
Amazon Aurora Oracle Eloqua
Amazon EMR Oracle Essbase
Amazon Redshift Pivotal Greenplum Database
Anaplan PostgreSQL
Apache Drill Presto
Aster Database Progress OpenEdge
Google BigQuery
 Connecting with data – Excel
• Tableau can connect to .xls, .xlsx, .csv files.
• After you open Tableau, under Connect, click
Microsoft Excel.
• Select the Excel workbook you want to connect to,
and then click Open.
• You can connect to multiple Excel workbooks at the
same time as long as each connection in the data
source has a unique name.
• You can use Data Interpreter to clean your data.
• you can pivot your data from crosstab format into
columnar format for easy analysis.
 Creating views and analysis

Common Chart Types (Source):

Area Chart Line Chart

Bar Chart Packed Bubble Chart
Box Plot Pie Chart
Bullet Graph Scatter Plot
Gantt Chart Text Table
Highlight Table Treemap
Histogram Build Combination Charts

Install Tableau Server/Online (Source) Install Tableau Desktop/Public (Source)

• Run Server Setup
• Activate and register Tableau Server
• Configure essential Tableau Server settings
• Create a Tableau Server administrator user
• Sign in (Source)
• Download the installer and run as Admin
• Customize the install (Optional)
• Install database drivers
• Activate Tableau Desktop
 Creating views and analysis – Line Chart & Bar Chart

• Connect to the Sample - Superstore data source.

• Drag the Order Date dimension to Columns.
• The data is aggregated by year and column headers appear.
• Drag the Sales measure to Rows.

On the Marks card, select Bar from the drop-down list.

The view changes to a bar chart.
 Creating views and analysis – Pie Chart
• Connect to the Sample - Superstore data source. To add labels, drag the Sub-Category dimension
• Drag the Sales measure to Columns. from the Data pane to Label on the Marks card.
Tableau aggregates the measure as a sum.
• Drag the Sub-Category dimension to Rows.
• Click Show Me on the toolbar, then select the pie chart
type.
 Creating views and analysis – Scatter Plot

• Open the Sample - Superstore data source.

• Drag the Profit measure to Columns.
Tableau aggregates the measure as a sum and creates a horizontal axis.
• Drag the Sales measure to Rows.
Tableau aggregates the measure as a sum and creates a vertical axis.
• Drag the Category dimension to Color on the Marks card.
• Drag the Region dimension to Detail on the Marks card.

To add trend lines, from the Analytics pane, drag the Trend
Line model to the view, and then drop it on the model type.
 Calculation

Calculated fields allow you to create new data from data that already exists in your data source.

We can use calculated fields for many, many reasons like:

• To segment data
• To convert the data type of a field, such as converting a string to a date.
• To aggregate data
• To filter results
• To calculate ratios

In Tableau, select Analysis > Create Calculated Field

• Enter a name for the calculated field (e.g. Discount Ratio)
• Enter a formula. This exampleTip: uses the following formula: To see a list of available
IIF([Sales] !=0, [Discount]/[Sales],0) functions, click the triangle
• This formula checks if sales is not equal to zero or not. icon on the right-side of
• If true, it returns the discount ratio (Discount/Sales); if false, it returns
the Calculation Editor.
zero.
 Geo-mapping & Graphs
Plotting your data on a map
• Connect to your geographic data
• Assign geographic roles to your geographic data (Select Geographic Role, and then select a role that best matches your
data)
• Create a geographic hierarchy and Build a basic map
• Change from points to polygons
• Add visual detail – Label, Color
 Dashboard
Collection of several worksheets and supporting
information shown in a single place so you can compare
and monitor a variety of data simultaneously.
• You create a dashboard in much the same way you create a
new worksheet.
• After you create a dashboard you can add views and
objects.
you can add objects, including web pages, blank space, and
layout containers.

you can set up filters and interactivity to associate the different

views on your sheet
 Stories
• Sequence of visualizations that work together to convey information.
• A story is a sheet, so the methods you use to create, name, and manage worksheets and dashboards also apply to stories
• At the same time, a story is also a collection of sheets, arranged in a sequence. Each individual sheet in a story is called
a story point.
 Stories
Create a story point

Explore layout options

 Publishing workbooks

• Select Server > Publish Workbook in Tableau Server.

• If the Publish Workbook option does not appear on the Server menu, make sure a worksheet or dashboard tab is
active
• In the Publish Workbook dialog box, select the project, enter a name for the workbook, and add search tags.
• If you’re publishing an extract, and you want to set up a refresh schedule, you must select Embed password or Allow
refresh access, depending on whether your underlying data is on-premises or in the cloud.
• Click Publish.

• In Tableau Public, select File > Save to Tableau Public option and login with your public credential to publish the
workbook.
• Give a meaningful name to the workbook and save.
• Workbooks published via Tableau public will be accessible to all the user and is not private.
 Tableau Best Practices

• Know your purpose and Audience

• Leverage the most viewed spot
• Define your display size in advance
• Limit the number of views in the dashboard
• Be mindful of security. Use secure URL’s wherever needed inside the dashboards
• Keep the data current, out of date data can lead to incorrect decision making
• Keep the dashboard interactive by using filters and drill down functionality