Tableau Tutorial

Tableau
Submitted By:
Kajal Kapoor
1902103
Introduction to Tableau
 It is a reporting Tool and it is a data visualization tool where we can

see the data in dashboards.
 It is very easy to connect to the different data sources like Flat Files or
Database.
 It will take less development time and access data much faster.
 Connect to your data and perform queries without writing a single line
of code.
 Visual analysis in a click -Powerful analytical tools—at your fingertips.
Tableau Feature
Tableau Architecture
Tableau has a highly scalable, n-tier

client-server architecture that serves
mobile clients, web clients and desktop-
installed software. Tableau Desktop is the
authoring and publishing tool that is used
to create shared views on Tableau Server
Tableau Server Components
The following are the components of Tableau Server:
 Application Server: Application Server processes (wgserver.exe) handle browsing and

permissions for the Tableau Server web and mobile interfaces. When a user opens a
view in a client device, that user starts a session on Tableau Server. This means that
an Application Server thread starts and checks the permissions for that user and that
view
 VizQL Server: Once a view is opened, the client sends a request to the VizQL process
(vizqlserver.exe). The VizQL process then sends queries directly to the data source,
returning a result set that is rendered as images and presented to the user. Each
VizQL Server has its own cache that can be shared across multiple users.
 Data Server: The Tableau Data Server lets you centrally manage and store Tableau
data sources. It also maintains metadata from Tableau Desktop, such as calculations,
definitions, and groups.
Tableau Environment
 Opening and Closing the Application The first thing to understand is how to open and close
the application.
 Open Tableau There are many ways to open Tableau from your desktop computer. Open the
application by doing one of the following: Double-click the Tableau icon on your desktop.
Select Start > All Programs > Tableau. Double-click a Tableau workbook or bookmark file.
Tableau files are typically stored in the My Tableau Repository folder of your My Documents
folder.
 Close Tableau When you are done working in Tableau you should save your work and close
the application. Close the application by doing one of the following: • Click the Close icon
located in the right corner of the application title bar.
 Select File > Exit. If your workbook has not been saved, you will be asked whether you want
to save it.
Data into Tableau
CONNECTING TO DATA
DATA PREP WITH TEXT AND EXCEL FILES
USING DATA INTERPRETER
A NOTE ON FILE TYPES
 Workbook (.twb): Workbooks hold worksheets, dashboards and stories.
 Bookmark (.tbm): Bookmarks contain a single sheet.
 Packaged workbook (.twbx):Archive containing a workbook along with all data
sources and files.
 Data extract (.tde): Local copy of a subset or entire data source to share and
improve the performance.
 Data source(.tds): Shortcut to oftenly used data sources, containing information
and modifications.
 Packaged data source (.tdsx):Archive containing a data source file along with any
related files.
Joining Tables
Joining tables is a way of combining information from multiple tables based on a field they share.
Joins are always made on a specific field (or fields).
Union follows the behavior

“Union all” even if there are
duplicate values for some
rows.
Union appends new

rows AND new
columns if the
shred field don’t
match across the
unioned data
sources
Data Blending
 Data blending is when you blend data from multiple data sources on a single
worksheet. The data is joined on common dimensions. Data Blending does not create
row level joins and is not a way to add new dimensions or rows to your data.
 Data blending should be used when you have related data in multiple data sources
that you want to analyze together in a single view.
 To integrate data, you must first add one of the common dimensions from the primary
data source to the view.
 For example, when blending Actual and Target sales data, the two data sources may
have a Date field in common. The Date field must be used on the sheet. Then when
you switch to the secondary data source in the Data window, Tableau automatically
links fields that have the same name. If they don’t have the same name, you can
define a custom relationship that creates the correct mapping between fields.
Steps to open Tableau Report
in Server
Sample Examples
THANK YOU

Tableau Tutorial

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Tableau Tutorial

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Tableau

 It is a reporting Tool and it is a data visualization tool where we can

Tableau has a highly scalable, n-tier

 Application Server: Application Server processes (wgserver.exe) handle browsing and

Union follows the behavior

Union appends new

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