Tableau Training In Hyderabad

Translate Success Of Your Career With Tableau Training In Hyderabad

Data visualization is powerful now with different technological advancements. From the beginning of civilization, human beings have used visualization to describe the world around them. With data visualization, you can describe the information with the aid of different visual rendering tools. The surge in the popularity of business intelligence has led to the importance of data visualization. Tableau is the leading software in the arena of data visualization and aids users from different industries and backgrounds. Visualization of data helps in better understanding and decision-making process. You can rely on us for tableau training as we at RCP Technologies cater superior quality training to business users.

Get adequate knowledge

Tableau has turned out to be groundbreaking software that helps in transforming data to interactive and visually appealing visualizations referred as A dashboard. You will get adequate information about this software through our training. Our certified experts will help you to gain expertise regarding the use of this software. With our training, you will translate your investment to the success story of your business, is easy. The curriculum of the training program comprises of topics that will provide you leverage in your business. You can get an insight of different best practices in the arena of data visualization.

Overview of training program

A blend of theory knowledge and practical experience will equip you with information that will help you to outperform your competitors. Experts have designed the training program emphasizes on better understanding of techniques and concepts of this software. Objectives of this training are

  • Understanding interface, terminology, data elements, components and other paradigms of this software
  • Dexterity to create effective and powerful visualizations
  • Complete basic arithmetic, string manipulation, date math, ratio and table calculations
  • Ability to represent data through various visualization processes like a geographic map, cross tab, page trials, bar charts and pie charts.
  • Combine interactive dashboards with visualizations and publish those in the web.

Get competitive edge

An important aspect of this software is that you can learn it with ease. But, a simplicity of this software should not deceive you. Tableau is an important tool that helps in visualization of data in different methods. It is user-friendly and effective use of this software seems to be an art. Our experts will help you to use this software seamlessly. Trainers have a profound experience of catering training programs to professionals in businesses that vary in size. Extensive training of this software will provide a competitive edge over others. We conduct training programs for both individuals and corporates.

Few distinct features

When in need of tableau training in Hyderabad then the only name that you can rely on is ours. Our trained certified have in-depth knowledge regarding visualization of data. Professionals, be it a novice or pros who have to deal with data for decision-making can opt for this training. Few highlights of the training make us stand apart from others

  • Demo and classroom teachings
  • Provision of case studies and projects in real-time situations
  • Get superior quality resource material
  • You can record sessions for future references
  • Round the clock technical support
Different types of training programs

Depending on the need of businesses, you can opt for basic or advanced courses with us. Fundamental courses cover different concepts and techniques of using this software. Participants of this training program develop their skill of building different visualizations with the use of this dashboard. Our advanced courses are for professionals who have profound experience in this arena. For this course, it is important for participants to have in-depth knowledge of topics covered in the fundamental course. Without this, it might turn out to be a daunting task to understand dashboard, spreadsheets and calculations related to advanced visualizations.

Various topics covered

Superior quality training is what makes us stand apart from others. The size of each class is small so that experts can pay individual attention to the participant. There are three modes of training classroom, online or corporate training.Depending on your need, you can opt for a perfect mode that will suit your timing. Irrespective of the training program you choose, few important topics are covered by these courses. Case studies are included in the curriculum o training programs irrespective of the mode you chose. These topics are segregated as

  • Fundamentals
  • Tableau Advance
  • Tableau Server
  • Visual Analytics
  • Administration

Different methodologies of training

There are two methodologies of imparting training. We have provision for both normal and fast track classes for the convenience of participants.In the normal course, you will be taught in details about concepts that are integral to your profession, whereas, in fast track, our experts highlight on important topics. Corporates prefer fast tracks in comparison to its counterpart. You can clarify your doubts after completing the class. Every week examinations are held by experts to assess the knowledge of participants. You will receive the resource online, and if you want, you can even download it as per your convenience.

Opt for online courses

In case, you have a dearth of time then the best option is tableau online training in Hyderabad. You can attend the training programs as per your schedule. For this training, all you need is a computer and an internet connection. You can save both money and time with this training. We cover different topics that will help you to gain a berth in a real-life situation. Our training programs help participants to perform in real-life setting of businesses. Study materials, manuals all emphasize on improving the learning process.

Training for corporates

For experienced professionals, special batches are conducted in different corporate settings. Customized approach to imparting training has made us different from others. Comprehensive training that we cater has proved to be beneficial for professionals. Apart from the training program, we also help our participants in preparing the resume. You can also get assistance in placement from us. We help in improving the technical skill of professionals irrespective of analytical background. Our partnership with various corporates ensures placement of our participants. You do not have to shell out an exorbitant amount for availing training program from us. So, avail the training and improve your ability of decision-making.

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 Tableau Classroom Notes

 

Data: – Stored representation anything which is understandable by the system is called as dates

(or) The stored representation of events and objects is called as data

[sociallocker] Ex:

1.Ramu                  TABLEAU

2.Raju                    TABLEAU

3.Mohan                 TABLEAU

4.Latha                   TABLEAU

Information: – meaningful data is called as information.

 

Ex: Student

S.ID        Name             Course –> Meta Data

1.            Rani               TABLEAU

2.            Mohan           TABLEAU

 

Meta Data:

The descriptive information about the Information system and its contents is called as Meta

Metadata + Data = Information

Metadata = Information-data

 

* TABLEAU helps the person who analyzes the Business

* OLTP is the system which stores the online transaction.

* Transaction of information is nothing but Business Information

* The process of converting the data of different format into valid information is called Data Ware Housing (DWH)

 

Data Mart: Subpart or the subset of DWH is called as a data mart.

Ex: In the DWH as we are storing the information from the 3 geographical locations namely Asia,

Europe, US and if you want to Analyze only Asia Business information then that particular Asia’s

information only we have to take for the analysis.

As here we are taking only Asia’s information which is a part of DWH. So this Asia’s information

is called one data mart.

 

A collection of multiple data Marts is called as one DWH.

BI / VI: BI stands for Business intelligence. The process of incorporating the intelligence to

the business information stored in the DWH is known as Business intelligence. If we are

performing the BI in the form of visuals, then it is called Visual intelligence.

 

Difference between OLAP and OLTP

 

OLAP:

 

1) It is the place where frequently insert, updates, deletes takes place.

2) Any user interface is a source is a source for OLTP.

3) Any user Interface is a source for OLTP.

4) OLTP’s are mainly used to run the business.

5) OLTP’s always contains less no. of data.

6)OLTP’s maintains only current information.

 

OLTP:

1) It is the place where frequently data retrieval (select)takes place.

2) Only top most users like CEO’s, Top most executives have the access to this.

3) All the OLTP’s are sources for the OLAP.

4) Mainly used to analyze the business.

5) OLAP’s always contains more no.of data.

6) OLAP’s maintains the historical Information

 

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*OLTP contains less amount of data then perform well. so after like 3 months in OLTP data dumped into DWH.

 

TABLEAU: –   It is a business intelligence application, the allows anyone to connect to the data and analyze the data within a few clicks and it analyzes the data in the form of visuals.

*TABLEAU is easy as  ‘ MS EXCEL ‘ but it is powerful enough to satisfy experts even the most complex analytical problems.

*TABLEAU is leading the way with not only the feature that we need for today but also the   capabilities the we need for tomorrow.

*The word TABLEAU is derived from French word called as TABLEAUX  which means pictures.

* TABLEAU is having its own patient query language called as VIZQL. VIZQL stands for visualization query language.

* VIZQL is a combination of SQL, and descriptive language for rendering (moving) graphics.

*VIZQL will automatically convert any data in the form of text to visuals.

 

[sociallocker]Q. Interview Questions 

1.what is DWH Architecture?

2. what is DWH and how it is different from VI?

3. what is data mart and what is different between DWH and Data mart?

4. Compare OLTP with OLAP?

5. what is TABLEAU?

6. How TABLE AU different from other BI, tools?

 

1. Visual Analytics: In TABLEAU we can analyze  anything in the form of visuals.

* TABLEAU takes input as textual data and its output as in the form of visuals.

* By making use of SQL, it is converting that textual data into visuals in the Background.

* The another state of art feature  for this TABLEAU is, it will generate the code by its own.

* In TABLEAU no need of writing the code manually.

 

2. Faster  Performance: – TABLEAU by making use of its brand new features like TABLEAU data engine, performance Recorder, paralyzed dashboards. It gives at least performance 100 times faster than any other  tool in the market currently.

 

3. Any Data: – It can analyze any kind of data right from the DWH to HADOOP and from HADOOP to EXCEL and even from EXCEL to sales force data.

 

4. Business Integration: –  TABLEAU is tightly coupled with any kind of business and it perform the analysis of any business very efficiently and accurately within a lesser amount of time.

 

5. The web and Mobile Authoring: The another new feature in the TABLEAU is we can securely share the analysis reports to anyone according to that needs over the web and even to their mobiles also. Just within a minute.

 

Note:- 1. In order to see the report from that mobile, the user needs to install the TABLEAU app in their mobiles.

2. currently the TABLEAU mobile app is supported or android, and IOS.

 

TABLEAU Components: –  In TABLEAU we are having 5 different components.

  1. TABLEAU Desktop  (Data visualization application )
  2. TABLEAU  server     (Data Business Intelligence sales )
  3. TABLEAU Reader
  4. TABLE Public
  5. TABLEAU online

 

  1. TABLEAU Desktop  :- In TABLEAU if you want to design(or) create anything we need to use TABLEAU desktop.

*TABLEAU desktop  Is the place where all the development  work to be done.

* It is core platform for all the TABLEAU Developers represent

2. TABLEAU  server: –   In TABLEAU if y we want to share anything globally then we have to make use of       TABLEAU server. It is a web-based component.

* TABLEAU server allows any user to share the visual  analyzes with anyone by taking help of a The

WEB BROWSER.

  1. TABLEAU Reader: – If we want to share anything on the TABLEAU Desktop locally then we have to use of TABLEAU Reader, in simple TABLEAU  Reader shares the visual analytics locally.
  2. TABLEAU  public: -If we want to share anything publicly then we have to make use of TABLEAU  public  even by analyzing  TABLEAU public we can enabled the visual analysis in websites and blog’s
  3. TABLEAU online: – If we want share TABLEAU is allowed any user to perform the  Rapid fire business analytic in the clouds.

*It is hosted version of “TABLEAU server “  in the cloud

* It displays the power of TABLEAU in the cloud.

 

Note: –   TABLEAU Reader, TABLEAU Public are the free components, whereas TABLEAU desktop, TABLEAU server, TABLEAU online are not free”

TABLEAU  desktop, server, online are available only in 14 days .(table one report from)

 

TABLEAU History:-

*This TABLEAU was invented by 3 members CRIS, PAT, Chabot, they combine called as CPC.

* these CPC are professors in stand ford university, their main theme to build a tool for business  analysis, with  rendering  graphics.

* They almost did their research for 10 years and they finally came out from stand ford   and give their TABLEAU in 2008 at SEETEL western America. Finally   they released their   1st version  of TABLEAU in they 8th June 2008, and also they got succeed in incorporating in rendering graphics

 

 

For  be by making use of VIZQL.

 

Different Versions in TABLEAU:-

 

 

TABLEAU Environment:-

There are multiple ways to open the TABLEAU.

  1. Directly from the desktop as its creates a shortcut icon.
  2. Click on start and go to all  programs click on TABLEAU 8.1
  3. Dray any data source file and drop into the TABLEAU icon.
  4. After opening the TABLEAU, the start page of TABLEAU divided into two sections.      a) Data section b) Work Books sections.

 

Data  sections: -The data sections lets any user to connect to a new data source (or) quickly opens a saved connection. If you save any data source. Connection, by default all then data   source will get  stored in the TABLEAU Repository under data source folder.

 

Work Books: –  work Book section shows the images for the workbooks we have opened recently .when we are opening the TABLEAU for the first time the workbook section will be blank.As we create any new workbook and if you save it then those are available in the workbook section.

*TABLEAU uses a workbook which is much similar like micro soft EXCEL.

*It is the place where the complete work to be performed in the TABLEAU.A worksheet (or) a dashboard.

 

Workboard: –    It is the smallest development object in the TABLEAU. A worksheet contains the single view of the data which contains shelves, Legends, and the data window.

 

Dashboard: –  A dashboard is a collection of multiple worksheets. Within a workbook we can create new sheet we can a duplicate sheets, we can delete sheets, even we can hide (or) show sheets.

TABLEAU has several  ways to view and organize the sheets in our workbook.

The workbook is the container for all our work in the TABLEAU.

Note: – The  Workbook in the tableau is created in the two ways.

  1. Click on a file and select new.
  2. Control +n

At  a time in the TABLEAU, we can open multiple workbooks.

Note: – once the work is saved and if you want  to open that workbook again we are having multiple ways.

1. In the page of TABLEAU in the data section, it will automatically show the workBook and click on that workbooks.

2.Click on file select open and select the workbook and click on open.

 

Data window:-

–          In the Table AU workspace, the first part is called as Data window

–          This Data window contains

  1.  Dimensions
  2. Measures
  3. Sets
  4. Parameter

This data window appears lift side of the workspace.

  1. How to hide a data window? How to display it again?

 

Step 1: -In order to hide the data window to the right of the data, click on the hide

Step 2: -In order to display it again, click on the window tab and select show side

 

Tool Bar: – The second part of the workspace is the toolbar. In that toolbar, the list of different options is available.

List of options:- 1. Undo and Redo

In TABLE navigating from current step from previous step and from previous to  the current step is very simple by making use

 

1.Of undo and redo option in the toolbar, we can easily navigate  from current to the previous step and previous to next.

 

2 . Save option: –  In that toolbar the second option is to save option.

 

3.  Connect to data: –   Even from the toolbar we can able  to create the connections.

 

4.  Creating new worksheets, Dashboards.

 

5. Duplicate sheet: –  If you want to create the copy of the current sheet you have made use of this duplicate

 

6. Clear sheet: –   Clear sheets erases the complete thing in a wok sheet.

 

7. Auto updates: – In TABLEAU toolbar the very important option available is auto update. this options.Works in two ways.

1. Auto update worksheet.

2.Auto update quick filters.

By default, the Auto update is enabled. If you want to disable the auto update on check the auto-update worksheets.

 

8. Rum Update: –     In TABLEAU if you want to perform updates manually    then you have to make the         Use of this Run update options.

 

9. Swapping: –   In TABLEAU if you want swap the fields  ( on rows columns selves in teaching field )

Then we then to make use of swapping.

 

10. Sorting: –  In TABLEAU if you want to perform sorting the toolbar having two options are available

1. Sorting  in  the  Ascending order.

2.Sorting  in  the Descending order.

 

11.ABC Option: – ABC option displays the values  in the data view.

 

12. presentation mode: – In TABLEAU if you want to display any report in the presentation      mode  then the toolbar views presentation mode.

 

13. Show (or) hiding cards: –  In TABLEAU we can display (or) hide the different shelves and legends. If you want to hide any shelves if the toolbar selects show on hide cards and uncheck the column shelve, row shelves, filter shelves, and marks.

14. Data view fitting in the window: – we can fit the data view in different ways. The different ways to fit a data in a window are   1. Normal   2. Fit  width     3. Fit height         4. Entire view

 

15. Show me the option: – It is the Place where the list of different data views is available. Any user can select views appropriately view in the show me and the highly interactivity  new in TABLEAU

 

Shelves :-

*Shelves are the part of every worksheet.

*Every worksheet contains  a variety of different cards that we can hide (or) show cards      are containers for shelves, legends, and other controls.

 

*The different shelves we are having in the TABLEAU are

1.Colum: –  It is the place where we can drag and drop in the data fields.

2.Row shelve: – Row shelve is the place where we can drag and drop  in the data fields

 

Filter  shelves: – Filter shelves is the place where we can drag and drop the data fields in order to perform the filtering.

Legends: – well-known objects are called as legends. the different types of legends we are having in TABLEAU are

  1. Colour  legend: – In TABLEAU we want to display data view in different colors that we will use this
  2. Size legend: – In TABLEAU we want to display the view in the different sizes that make use of this size legend.
  3. SHAPE Legend: – In TABLEAU if you want to display data view in diff shapes then make to use  of shape   legends.
  4. Map legends: – In TABLEAU if you want to display data   view in the form of map use the map legends.

 

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Marks Cord: -It is a container which contains different  shapes.

Reorganizing the workspace: – In TABLEAU even we can reorganizing the space also. we can change the positions of the marks cord, filter shelves in whatever way we want.

Note: – Even we can reorganize the column shelve and rows shelve also.

 

TABLEAU workspace controls: – TABLEAU workspace control are diff options where we can navigate from one place to the other place by making use of those  controls mainly we are having four different types of controls

  1. Home: – By making use of this connect to data we to the start page.
  2. Connect to data: – By making use of this connect to data we can connect to a database.
  3. Sheet TAB: – The 3rd control is sheet Tab, by making use of this we can able to see the list of sheets available in the current workbook.
  4. Workspace: – using this workspace control we can go to  the current workspace.

 

 

Q  Interview questions?

  1. What are the different options available in the TABLEAU toolbar?
  2. What is TABLEAU workspace control?
  3. What are different cards available in the TABLEAU?
  4. What is marks card?
  5. What is SHOW ME?
  6. How to hide and how to display the data window?

 

 

Scenario 1:

Creating data we are connections in TABLEAU:-

*In TABLEAU we are having two types of data connections.

1. Live connection.

2. Import connection.

 

Live Connection:-

If you define connection type as live there is a live communication path blw  table AU and  data source.

 

Task 1: Crating a live connection in TABLE AU.

Step 1: Create a sample text file with the following data. Save with first data.

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Step 2: – In TABLEAU start page clicks on connect  to data page click on Text file and select the

First data file which we created and click on open.

Step 3: – In the text file connection window select single table and select the first data, and click

On ok.

Step 4: – In the data connection window select connect live .in the data window of TABLEAU

Workspace clicks on view data.

Step 5: – Again go to the text file add one new record  and save the file.

Step 6-   Click on view data from TABLEAU workspace ( data is not updated yet)

Step 7: –  Right  click on the data source connection and click on Refresh.

Step 8: –  Again  click on view data. This time it will show the updated data

 

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  • The second types of the connection in the tableau is import
  • The import connection first  connects to the data source and takes the snapshot of the data source and takes the snapshot the data course and places the snapshot into tableau data engine.
  • This tableau data engine reads thew data from the snapshot and creates a local copy of the data course snapshot and it creates a local copy of the data course in the forn of tableau data extract file (TDE) which gets stored in the data sources folder of the tableau repository.

 

Task 2: –  creating import all connections in tableau

Step 1: – In connect to data click on the text file, and select the first data file and click on open.

Step 2: in the text file connection give the connection name as import connection

Step 3: – in the data connection window select import all data

Note: –  If you are connecting to the low-performance database and if you want to improve the performance then go with the import connection. The import connection  makes use of one powerful engine is called as  tableau data engine. Tableau data engine is the high-performance analytical data engine on out PC.it makes use of the memory available on the local machine this TABLEAU data engine it will create the local data copy in the form of TABLEAU data extract (TDE file)

Note: all the live connections are indicated with a plain database icon.

Whereas imported database connections are indicated with

 

 

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Task 3: – Refreshing an import connection in TABLEAU

Step 1- add one new record in the first data text file

Step 2 click on view data from TABLEAU workspace data window (data is not updated yet)

Step3: – Right click on the import connection go to extract and select refresh

Step 4: – It will display window by displaying a message that refreshing the extract will replace its contents click on yes.

Note: – refreshing the extracts will replace all the   data in the tableau with new data from the data source

 

Task 4: converting a line connection to the import on import connections to the life

Step 1: – converting live connections to import, right click on live connection and click extract data, it will automatically convert live  àimport

Step 2: – converting import to live, right click on the import conncetion and uncheck the use extract, it will automatically convert ectracts importà live

 

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Interview Questions:-

  1. What  are the different data connections available in TABLEAU?
  2. It is possible to convert live to import, inport to liv (or) not?
  3. What is TABLEAU data engine and what is TDE file?
  4. When have we to use live and import connection?

Note :-

  1. If we are connecting to the high-performance databases then the best practice is to go for the live connection
  2. If we are connecting to the low-performance databases and if we want to improve the prefomance the best practice is to go for the import connection

 

Worksheet: each workbook contains worksheets and dashboards. A worksheet is a place where we buiids the views use of our data by dragging and droping fields on to shelves.

In TABLEAU, we can create a new sheet in many ways.

  • Click on “t’ button in the toolbar
  • Click the new worksheet tab at the bottom of workbook
  • Press  contrl  TM on the keyboard
  • Right click on the sheet bar at the bottomand sheet new worksheet tab  and select  mew worksheet

 

Dashboard: – it is a collection of multiple worksheets where we can arrange all the worksheets for the presentation (or) in order to monitor.

The dashboard can be created in the multiple ways

1        Click on the dashboard tabat bottom and select new dashboard.

2        Click on  ‘+’ in the toolbar and select new dashboard.

3        Click on dashboard tab and select new dashboard

 

Properties of TABLEAU:-

1        Plug and play :-   The installation of TABLEAU is  very straight forward just can install and we can work with TABLEAU within  2 to 3 min only . so it’s just like play and play kind of functionally

2        Any data anytime: – Tableau can analyze any kind of data any point of time. by making use of TABleau, even we can work in offline which is not possible in other tools

3        Beyond Reporting: –   TABLEAU can not only report the business data but it has the ability to rapidly analyze and solving the business problems.

4        See the answer :-   In Table it helps the user to see the answer very fastly without demanding for the manual efforts by writing code.

5        Self sevice BI :-T ABLEAU was build in mindby keeping youngminds but not for experts

  • Even the client can create new reports and gives without help of IT (or) developers

 

Interview questions:

1        What are the key reasons to choose TABLEAU?

2        How TABLEAU is different fro oter BI Tools?

3        What arethe different TABLEAU components?

4        What isTABLEUA secktop, T.public, T.online , T.real?

5        What are the different version having in TABLEAU

 

TABLAU desktop Installation:-

Pre – requisites:-

 

Software pre-requisites:-

OS: it supports only windows platform supported

OS :- windows XP3, windows 7, windows 8, windows server 2003,2005,2008, 2008 R2,2012

Upto 8.1  it supports windows platform fromTABLEAU 8.2à it might support MAC also

 

Hardware pe-Requisites:-

RAM:- 512 MB (or) more

Hard-disk : 20 GB ( or ) more

Processor- Intel, AMD

 

Installation steps:-

Step 1: –  open any web broser andlogin into the PTP sever with the followingaddress

Fttp ;// 192.168.1.253:46  – index of/

Step 2 :– enter the user name and pass word

Step 3: download the TABLEAU click on the TABLEAU FTP and click on start doemload and it was

Step 4:- click on the download software

Step 5: – in the setup  window check thelicence agriment box and click on install.

Note :- after the Tableau installation it will create one directory called TABLEAU repository is the place where the complete information regarding the TABLEAU tool get stored.TABLEAU repository is the centralized components of TABLEAU.

For example the complete information od work books will get stored in the  work books folder of the TABLEAU repository.

 

TABLEAU work space:-

  • It is the area where the complete work to be preformed in the TABLEAU. TABLEAU workspace bconsist of data window. Toolbar sheets(shet can be either work sheets (or) dash boards).t also contains cards that contains shelves and legends
  • Work sheet contain shelves (shelve is the place where save sonethig) similarly TABLEAU also drag the dfata into the shelves in order to buildthe data views

Senario 2

Dimentions and measures:-

In DWH always the data exists in two table

1        Master table

2        Transactio table

 

Master table: – master table contains the information about the for example poduct table contain the

 

  • Master table always contains a primary key contains the unique information.
  • Master table values will never be duplicated. It always contains textual information.
  • Master table always contains primary keys  + textual information

 

Transaction table:

  • Foreign key tables are also known as transaction tables.
  • It may or may not have unique records.
  • It always contains metrics ( numeric)
  • Metrics is the measuring points of business, for example, marks are the metric points of Student, and Deposits are metric points of banks.
  • So metric are nothing but numbers which are used to analyze the business for example if you want to always the success or failure of a supermarket business by making use of sales metric.

Note:

  • Without master table transaction table can’t exist, because without the business no transaction will take place.

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Difference between Master and Transaction Table:

  • Chance of using master as a dimension is 99%, a chance of using master as fact is 1%.
  • Chance of using Transaction as a fact is 99%, the chance of using the transaction as a dimension is 1%.
  • If you want to know how the person or organizations are perfuming we need to as two questions.

1. Is It not possible to get the performance?

2. for example with want package he or she got the job in the company?

* Here the package is the metric and

* Company is the dimension.

 

Example Which company has more rating or Growth?

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Dimension:

In which angle we want to analyze the business or we want to see the data is the simplest or best way of dimension.

For example, company wise growth, customer wise sales, month wise profits… etc

  • The way I want to see the data is the simplest definition for the dimension.

 

Fact :

Based on what metric we can analyze the business is called fact.

For example profits, percentage, sales, Etc.

Note: Facts always represents the transactions whereas dimension always represents the master.

  • Facts always contain foreign keys (fk) + Metrics information whereas Dimension always contains primary key (pk) + Textual information.

 

Types of Dimensions:

Again the dimensions are divided into 9 different types.

 

1.SCD (Slowly changing dimension): If the data in the dimension is changing over the period of time then such a fix of dimension is called as SCD.

Example: In the empty dimension data will change over period of time

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2.RCD (Rapidly Changing Dimension):

If the data is changing rapidly then such a kind of dimension is called as the rapidly changing dimension.

For Example Age Here, age change time to time.

 

 

3.UCD (Unchanged Dimension):

If the data is constant and if won’t change then such a kind of dimension is called as Unchanged dimension or static dimension.

For Example Traffic Signals, Surnames, Country names.

 

4. Conformed dimension:

It is a dimension which is shared by the multiple business areas.

For Example:

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5. SHRUNKEN Dimension:

A subset of one dimension or subpart of one dimension is called as the shrunken dimension.

Example: Quarter is the shrunken dimension of the year.

 

6. Roll Playing dimension:

One dimension is playing multiple rates in the fact table is called Roll Playing dimension.

Example: Take date dimension, the date dimension contains data of order, date of delivery, date of in twice, date of shipping (Data of Travelling)

*      In the role playing dimension one dimension contains multiple foreign keys in the fact table.

 

7. Degenerated Dimension: It is a dimension where all the values get stored in a fact table, not in a separate dimension table.

  • Degenerated dimension always contains the dimensions keys, if won’t contains any other values.
  • If we maintain a separate table for the degenerated dimension these values separately gets stored in the dimension and fact table.
  • As here these values are same if you store them in two tables it may consume space. So for that reason directly we can store all the values in a fact table.

Note: Degenerated dimension is the only dimension which is the part of a fact table.

 

 

1. Junk Dimension:

  • Junk (use less) Dimension is a dimension where we store Junk (use less) data.
  • It is a single table with a combination of different and unrelated and different data values like flags, ( the flag means true or false), Indicators, some other unwanted data.
  • Junk dimension is mainly used to avoid the large number of foreign keys in the fact table.
  • It is often created to manage the large number of foreign keys created by the rapidly changing dimension.
  1. Informed Dimension:

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Snow Flake Schema:

Here no need for all dimensions tables to connect.

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  • If you want to load the data from a dimension into the fact and if the dimension table is empty and if the you want to load the data simply we can add the Surrogate key Column to the dimension and we can load the data into the fact.
  • So if the dimension is empty except the surrogate key then such a dimension is called as the informed dimension.

 

Sarogate Key:

  • It is the artificial primary key.
  • It is automatically generated by the system by mixing use of sequence.
  • Sequence:

It is a database object, which automatically get incremented whenever it is used.

Types of Schemas: In DWH totally we are having 3 different types of Schemas.

 

  1. Star Schema
  2. Snowflake Schema
  3. Star flake or mixed or Galaxy Schema.
  4. Star schema:
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  • If all the dimension tables are directly attached to a file then such a kind of schema is called Star Schema.
  • In design, it looks like the star so that’s why it is called star schema.
  1. Snowflake Schema

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Directly to the facts then such a kind of dimension is called snowflake schema.

  1. Star Flake Schema:

The Combination of star and snowflake is called Star flake Schema.

Note: Always star schema is good in performance reason being as star schema contains fewer tables so it is easier to fetch the data and analyze the data.

 

 

Types of Facts or Measures:

Fact or Measure = Numerical data + Foreign Key

  • Facts are 3 types
  1. Additive fact
  2. Semi- Additive fact
  3. Non – Additive fact

 

  • Depending on the measure, values the facts are divided into 3 types
  1. Additive fact:

It is type of fact where it supports all the group functions (Sum, Min, Max, AVG, COUNT, Distinct Count, standard deviation, Variance)

For Example on profit we can apply all the group functions which gives the meaning full outputs.

  1. Semi- Additive fact :

It is a fact which supports only the few of the group function.

For example if we take account balance on the account balance we can apply MAX or MIN which gives the meaningful output where as apply any group functions if won’t give meaningful output.

  1. Non-Additive fact:

It is a type of measure where we can’t apply any type of aggregations. For example we will take on Rations, Percentages we can’t apply any group functions.

Note: Any currency will take as Additive.

 

Fact Tables : Based on the facts the fact tables are divided into 3 types.

Cumulative fact table.
Snap Shot fact table
Fact less fact table 

 

1.Cumulative fact Table: It describes what happened over a period of time. This cumulative fact table contains always the Additive measures.

Example: Profit over 2 years.

 

2.Snapshot fact Table: It describes what happened over the particular instance of time. This Snapshot fact table contains semi additive and non- additive facts.

Example: Profit over month or week

 

3.Fact less fact Table: It is a fact table which always contain keys without any facts or measures.

 

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Interview Questions:

  1. What are the different types of dimension?
  2. What are the different types of facts?
  3. What are the different types of Schemas in DWH and Which Schema is good at performance and which schema you are implemented in your new project?
  4. Explain star and snow flake schemas?
  5. What are different fact tables and what is fact less fact table?
  6. Which dimension is part of the fact table? Degenerated dimension
  7. What is conformed dimension and how it is different from Role Playing?
  8. Is it possible to convert snow flake to star schema or not?

Ans. Yes. But degraded the performance. So it is not recommended.

 

Scenario 3: Building views in TABLEAU

 

Task 1:

Finding the department wise total sales in the TABLEAU.

Step 1: Drag the department and drop into the column shelves.

Step 2: Drag sales and drop into the row shelve.

Step 3: Click on Abc.

 

Task 2:

Find the department wise state wise total sales.

Step 1 : Create a new work sheet.

Step 2: Drag the state and department to the row shelve and sales to the column shelve.

Step 3: Click on Abc.

 

 

Task 3:

Find the state wise department wise average sales

Step 1: Create a new work sheet and drag state, and department to the row shelve.

Step 2: Drag the sales to the column shelve.

Step 3: Right Click on the sales go to measure and select average.

 

Task 4:

Obtain the state wise department wise average profit and encode each department in a different colour.

Step 1: Create a new work sheet and drag state and department to the row shelve.

Step 2: Drag profit to the column shelve.

Step 3: Right click on Profit and Select average.

Step 4: Drag the department and drop into the colour. It will automatically encode each

Department in a different colour.

 

Task 5:

Obtain the year wise total profit and display each year in a different colour.

Step 1: drag the order date and drop into column.

Step 2: Drag the profit and drop into the rows.

Step 3: Drag the order date and drop into the colour.

Step 4: Click on abc

 

Note 1:

While displaying the date field in TABLEAU, TABLEAU will automatically displays the top most distinct value.

Note 2:

At a time for a single work shelves TABLEAU will accept only single field in the colour legend. Inside another field then it is called as nested Table.

 

Task 6:

Design a view to display the year wise, Quarter wise total profits.

Step 1: Drag the order date to the column shelves and profit to the Row Shelve.

Step 2: Again drag the order date to the column shelve

Step 3: Now to display quarter inside the every year and their profits.

So given an example for nested year.

 

Small Multiples:

If I dividing the data into small parts then such a kind of view is called as small multiple.

 

Task 7:

Obtain the year wise and Quarter wise total profits in each department.

Step 1: Drag the order date to column shelve and profit to the row shelve.

Step 2: Drag the order date and again drop into Column shelve.

Step 3: Drag the department and drop into the row shelve.

Step 4: if you we want to encode each department in different colour drag department and drag colour into Legend.

Note: If we drag any dimension to the right of a measure if will automatically get placed to the left of the measure, because measures with accepts any dimension to its right.

Note: Always the dimensions Field are indicating in the blue colour where as the measure fields are indicated in the green colour.

Note: The different data types we are have in TABLEAU.

 

  1. Abc indicates  — Text Fields
  2. Globe indicates – Geographic Fields
  3. Calendar Indicates — Date fields
  4. # Indicates — Number fields

Tasks:

  1. Design a view to find the continent wise total sales.
  2. Design a view to create the nested table based on the continent wise average sales in each state.
  3. Design a view to find the ship more wise shipping cost.
  4. Design a view to find the year wise quarter wise quarter wise total discounts on each item every year in the form of small multiples.
  5. Obtain the item wise Unit price every Year.
  6. Design a view to display the customer wise category wise product base margined on each item.
  7. Design a view to display the country wise average sales every year on each department and encode en code category in a different colours?
  8. Obtain the year wise, region wise maximum sales on each customer segment each year?

 

Building the views automatically in TABLEAU:
In TABLEAU even we can build the views automatically without dragging any fields to the column shelve and Row Shelve.

 

Task 1:

Designing a data view with two fields automatically

Step: First select any dimension field hold your control button select every measure field click.

 

Task 2:

Designing a view automatically with more than 2 fields.

Step:

Select any dimension field from the dimension list hold you control button select other dimension and measures click on show me and select any data view.

 

Task 3:

Design a view for title, Summary, Caption for customer segment wise sales every year.

Step 1:

Drags the customer to row shelves and drags the order date to column shelve and states every year.

Step 2: Drag the customer to row shelve and drag the order date to column shelve and sales to column shelve.

Step 3: Select the to all bar select the entire view in the data view filling window.

Step 4: Click on work sheet tab and select show title.

Click on worksheet tab and select show caption.

Step 5: Click on work sheet tab and select show summary.

Step 6: Drag customer segment to colour legend.

 

Different Parts of View:

 

In Tableau the date view also called s table.

  • In TABLEAU each data view contains some basic components; those basic components are categorized as table components.
  • In TABLEAU the data view on Table is a Collection of rows and columns and it contains, component like headers, panes ,field labels, marks cards,legends,titles, caption, summary areas.

 

Headers:

In the TABLEAU data view headers are automatically created when we place a dimension field any de create field on to the row shelve or column shelve.

  • The header simply displays different names in the fields on the data view.
  • In TABLEAU even we can able to hide or display if we want to hide right click on existing header a UN check show header.
  • If you want to show the headers right click on the field and select show header.

Axes:

If we drag any measure field or continue field on to the rows and column shelve TABLEAU will automatically create the axes.

  • By default the values of the measure field are displayed along those continuous axes.
  • In TABLEAU even we can able to hide or display the axes.
  • If you want to hide the axes right click on the axes and select and un check the show head
  • If you want to show the axes right click on the field and select show header.

 

Panes:

  • Panes are created by the intersection of rows and columns in a table.
  • Depending on the table type panes might be created by the inter section of axes with the header axes with an axes, head with the header.

Example:

2010 box is one pane

2011 box is one pane

  • Cells are the smallest individual components in the data view.
  • Collection of cells is called as a pane.
  • Cell is the intersection of row and column.

 

Marks Card:

If you drag any field to the data view the data displayed using marks card.

Title:

In Tableau if you want to add a title to a data view click on work sheet tab and select show title TABLEAU automatically adds title at the top of the data view.

Similarly the other components Caption and Summary.

 

 

Field labels:

If you place any field to the column shelve and row shelves TABLEAU displays the field labels.

If you want to hide the field labels right click on field label and select hide field label or go to analysis tab go to table layout and UN check show field label for rows and columns.

Legends: If you drag any field to the colour, size, shape they will automatically create the legends.

 

Properties of Dimension:

  • Measure always contains the dependent data.
  • It contains continuous fields. We can converts any measure values to dimension. It means we can convert continuous data to the desirable data.

 

Task 4:

Converting a dimension to a measure.

Step 1:

First right click on dimension and select convert to measure. It will automatically converts that field and drop into the measure.

 

Scenario 4: Joins

 

  • In TABLEAU if you want to display the data from multiple tables we need to combine the data from multiple tables and we have display the data.
  • Combining the data from multiple tables is known as “Joins”
  • Always the joins can be performed in two ways
  1. By Making use of Common Column
  2. By Making use of Common Data Type
  • Based on the join condition the joins are divided in two types:
  1. Equi Joins
  2. Non- Equi Joins.

 

Equi Joins: 

In the Join condition if you use the equality operator then such a kind of Join is called as equi Joins.

Again the equi Joins divided into 3 types

1. Inner Join

2. Outer Join

3. Self Join

1. Left – Outer Join

2. Right – Outer Join

3. Full – Outer Join

 

Non- EquiJoins:

Apart from the equality we will use any operator like < , <=,>, >= , != then such a kind of join is called as Non – Equi Join.

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Equi Joins :

Inner Joins: Inner Join will loads only the matching records from both the tables.

 

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Task 1:

Implementing inner Join in TABLEAU

Step 1: Right Click on Store connection and select multiple tables, click on add table and select the returns and join those two tables.

Step 2 : Click on OK. Click on preview results in order to check the values. Click on OK.

Step 3: Finally the data window clicks on view data.

Left – Outer – Join: Left- Outer Join will loads complete data from Left table plus matching records from right table

 Implementing inner Join in TABLEAU

 

Task 2:

Implementing Left- Outer Join in TABLEAU.

Step 1: Right Click on super store connection and select edit connection. Select Multiple tables, click on add table and select return and select Left Join and join those two labels.

Step 2 : Click on Ok. Click on preview results in order to check the values Click on OK.

Step 3: In the editable window click on Join type window and select Join type as left click on OK.

Step 4: Click on existing Join connection and click on edit.

 

Table (+) matching records from the Left table.

 

Implementing Left- Outer Join in TABLEAU

Task 3:

Implementing right – Outer Join In TABLEAU

Step 1: Right Click on the data source connection and select edit connection.

Step 2: Click on the existing Join connection and click on Edit.

Step 3: In the edit table window click on Join and select Join type as right and click on OK.

Step 4: Click on preview results in order to check the number of rows.

Step 5: Click on K and Click on the view data window.

 

Full – Outer Join:

It loads the complete data from the left table and Right Table.

 

Implementing right – Outer Join In TABLEAU

Self – Join:

Within the same table if we are performing the join then such a kind of join is called as Self Join.

Task 4:

Implementing self-joins in TABLEAU.

Step 1: Right Click on the data source connection and click on edit connection.

Step 2: In the workbook connection window Click on existing join and click on remove.

Step 3: Click on add table and again select returns and click on Join.

Step 4: Select order id and order id and click on add click on OK.

Step 5 : Click on the view data window.

 

Non – Equi Joins:

Join Condition if you give any other operator apart from equality then such a kind of Join is non – Equi Join

 

Implementing Non – equi joins in TABLEAU.

 

Task 5:

Implementing Non – equi joins in TABLEAU.

Step 1: Right Click on existing connection and select edit connection.

Step 2:  In the workbook connection window remove the existing join.

Step 3: Click on add table and select the table as orders.

Step 4: Click on Join tab and click on existing join and click on delete.

Step 5: Select the order ID from the return table and select O.ID from the order table and select the operator < > and Click on add. It displays order. ID’s which are not that data will display.

Check the results.

 

Task 6:

Design a view to display the states wise sales.

Step 1: Drag the states from the returns table into the row shelve and sales into the column shelve.

Step 2: Click on ABC. It displays states wise sales.

 

Scenario 5: Working with Multiple Measures:

 

  1. Individual axes:

If you are creating separate axes for each measure on the data view then such a kind of view is called as individual axes.

 

Task 1:

Design a view for state wise total sales and profits in separate axes.

Step 1: Drag the state to the row shelves, sales to the column shelve.

Step 2: Drag the profit to the column shelves, it will automatically create individual axes for both sales and profits.

 

Task 2:

Design a view to display the state wise total sales, total profits, total shipping cast, and the unit price and display the sales with the unit price in the color.

Step 1: Drag the state to row shelves and sales, profit, shipping cost and unit price to column shelve.

Step 2: Select sum (sales) in the marks card and drag the state and drop into the color.

Step 3: Click on the unit price in the marks card and drag the state and drop into the color.

 

  1. Axes Blending or Blended axes:

The concept of mixing the axes for the two measures is known as axes blending. Blending means simply combining or mixing. If we blend the axes all the measures will state to the single axes so that all the marks show on a single panel.

  • So in the blended axes all the values for each measure is shown along one continuous axes.
  • In order to blend the multiple measures simple drag one measure to the existing axes of another measure.
  • When we blend the measure TABLEAU creates two new fields with names

1. Measure Names

2. Measure Values.

  • Measure names contain all the names of the different measures which are participating in blending and all the measure values will get stored in the measured value field.
  • The axes for the multiple measures are shared using measure values field.

Note: Blending axes is the most appropriate way while comparing measures that have similar scale and unit for example profit and sales are having the same unit as currency.

 

2.	Axes Blending or Blended axes

 

Step 1: Drag the state to the row shelves. Sales to the column shelve.

Step 2:  Again drag the shipping cost and drop into the existing axes.

 

  1. Dual axes:

The third way to compare the multiple measures in the TABLEAU is by creating dual axes. In the dual axes, we are having two independent axes that are placed on top of each other. Dual axes are useful if you want to compare the measures having different sales and units. For example profit and discount.

  • If you want to create a dual axes. Drag the measure and drop into the other end of axes. It will automatically create dual axes.

 

Task 4:

Design a view to display the customer segment wise states and discount.

Step 1: Drag the customer segment and drop into the column shelve.

Drag the sales into rows and discount drop into the other end of the axes.

It will automatically create a new axes and it will create a new field which contains the measures.

Note:

Max, we can create Max we can add up four layered axes using dual axes, two on column and two on the row shelve

Note:

These are the different ways to compare the multiple measures in a single view, by default tableau can create individual axes for each measure or we can blend the measure to share axes and even we can add dual axes where are two independent axes layered in the same pane.

 

Combination Chart:

If we customise the default shapes in the card and if you create our own charts then those kinds of charts are called as combination charts.

  • In this charts usually we combines two different charts in a single pane.

 

Task 5:

Design a combination chart for the customer segment wise discount and total profits.

Step 1: Drag the customer segment to the column shelves and discount row shelve.

Step 2: Drag the profit and drop into the other end of the axes.

Step 3: Click on discount in the marks card and select bar.

Step 4: Click on profit in the marks card and select line.

Step 5: Click on abc. It will automatically display the values in the combination chart.

 

Tasks:

  1. Create an individual axes for the quarter wise total profits and total sales.
  2. Create individual areas for month wise profit, average sales, discount and total quantity order and display profit and sales in colour.
  3. Design blended axes to the quarter wise total sales and total profits.
  4. Design blended axes for the customer segment wise region wise units order and units shipping.
  5. Year wise total sales along with the total profit and represent each year in different colour?
  6. Region wise total profits along with average sales in each product category?
  7. State wise total sales and discounts in dual axes?
  8. Product category wise total sales and the product bar margin in dual axes?
  9. Region wise total sales and discounts in a combination chart?
  10. Month wise total profits and shipping cost in a dual axes?
  11. Product category wise total sales and the product based margin in individual axes combination charts?

Note:  For the axes blending we can’t create a combination chart because in the axes blending all the measure values are combined and displayed in a single field called as measure values field.

 

Interview Questions:

  1. What is the difference between equi- Join and non- equi join?
  2. What are the difference between inner join and outer join?
  3. How to work with multiple measures in TABLEAU?
  4. What are individual axes, dual axes and blended axes and what are the differences between them?
  5. What is combination chart is it possible to create the combination chart for axes blending or not?
  6. What are the different parts of data view?

 

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Scenario 6:  Filters:

In Tableau by using filters we can restrict the un wanted data by displaying only the required data.

Advantages:

  1. Filters will improve the performance and the data view contains the required data.
  2. In TABLEAU we can apply filters for
  3. Textual or Character data.
  4. Numeric or Number data.
  5. Date Data.

Filtering textual data:

In TABLEAU textual data can be filtered directly from the data view or by making use of filter shelve.

 

Task 1:

Filtering the data from the data view.

Display the customer wise segment sales.

Display only the consumer and the small business.

Step 1: Drag the customer segments to the row shelve

Drag the sales to the column shelve

Step 2: Click on the customer segment header and click on corporate and select exclude. Click

On home business and select exclude. If will display only the consumer and small business.

 

Task 2:

Filtering textual data by adding fields to the filter shelve .Design a view for state wise sales , for those states whose name is starting with ‘A’.

Step 1: Drag the state to row shelves and sales to the column shelve.

Step 2: Drag the state and drop into the filter shelve.

Step 3: Select none and check only the states starting with ‘A’ in the general tab.

Or

Step 4: Uncheck the state names starting with ‘B’ and click on exclude.

Step 5: Click on apply and click on OK.

 

 

  • While filtering the textual dimension in filter shelves we can filter the dimension in four different ways.
  1. General
  2.  Wild Card
  3.  Condition
  4. Top

General:

In the general tab we can filter the data in 3 ways.

  1. Select from list.
  2. Custom value list
  3. Use all

 

Select form list:
 Here we can able to select the list of values manually call at a time, none at a time, few at a times and even we can exclude all the values, few of the values, none of the values.

 

Custom Value list:
Here we have to enter the list of values manually.

 

Use all:
If you want to use all the options then we slave to select use all

 

Wild Card:
While filtering the textual data if we don’t know the complete name and if you know only the part of the string or single character and if you want to perform filtering then such a kind of filtering is called wild card filtering. As here we are filtering the data based on a single character that single character is known as wild card.

  • Using the wild card we can perform the filtering in two ways.
  1. Including wild card
  2. Excluding wild card

 

Task:

Display the state wise sales for those states whose name contains “S”.

Step 1: Drag the state to the row shelves, and sales to the columns shelve.

Step 2: Drag the state to the filter shelve and click on wild card.

Step 3: In the match value enter‘s’ and select contains, click on apply and click on OK.

Note: while performing the filtering using wild card that filtering is not case sensitive.

  • While filtering the character data using wild card we can filter it in four ways.
  1. Contains
  2. Start with
  3. End with

 

Task:

Display the state wise sales for those states whose name ending with “d”.

Step 1: Drag state to row shelve and sales column shelve.

Step 2: Drag the state and drop in filter.

Step 3: Select wild card and enter math and end with and click on apply and click on OK.

Step 4: Click on exclude if you don’t want the sates whose name is ending with‘d’

 

Condition: Filtering the textual data using the condition tab.

  • In TABLEAU if you want to filter the textual based on some condition then we have to make use condition tab.

 

Task :

Display the state whose sales is more than 5000

Step 1: drag the state to row and sales to column shelve

Step 2: Drag the state to the filter.

Step 3: Click on condition tab selects by field and select sales sum more than 50000

 

Top:

If you want to filter the top based on the top n analysis then we have to create the filter based on top Tab.

 

Task:

Display the top 10 states based on their total sales.

Step 1: Drag the state to the row and sales to column shelves.

Step 2: Drag the state to the filter shelve Click on OK

Step 3: If you want to display the bottom 10 states box on sales click TOP Tab and select bottom 10 sales sum. Click on apply and click OK.

 

Tasks:

  1. Display the continent wide sales for only Asian and African continents.
  2. Display the continent wise country wise Sales in a nested table. For only the countries belongs to Asian and Europe Continents.
  3. Design a view to display the product wise sales whose product name contains ‘P’.
  4. Design a view to display the product wise customer segment wise sales for those customer segments belongs to small business and home office and those product whose name doesn’t contents “P”.
  5. Display the region wise, state wise, total sales and profits for those states who belongs to the east regions and also include Texas and Lucian states.
  6. Design a view to display the item wise average sales whose e minimum average unit price of the item is 25?
  7. Design a view to display ship mode wise stripping east in for all the states for those states whose shipping cast should be more than 1000 dollars.
  8. Design a view to display the year wise sales of the containers for those containers whose average sale is more than 500.
  9. Design a view to display the category wise total profits in each department those departments whose minimum profit is more than 1000.
  10. Design a view to display the top 10 states based on the profit.
  11. Design a view a display the continent wise total quantity ordered and display top 3 continues based on quality order.
  12. Display ship mode wise container wise total profits where the container doesn’t contain small pack and pack.
  13. Display the top categories based on the units ordered.
  14. Design a view to display the top 3 containers on ship mode based on the profit?

 

Filtering the measure Data:

In TABLEAU we can filter the measures by taking all the individual values and also by making use of the combined values.

 

Task 1:

Design a view to display the country wise total sales, whose total sales more than 3, 00,000

Step 1: Drag the country to the Row shelves and sales to the column shelve.

Step 2: Drag the sales to the filter shelve and select sum.

Step 3: while filtering the sales clicks on at least and specify the at least value as 3, 00000 and click on OK.

Step 4: Drag the country and drop into the colour legend.

 

Task 2:

Design a view to display the countries wise total sales, whose total sales is between 2, 00,000 and 4, 00,000

Step 1: Drag the country to the row shelves and sales to the column shelve.

Step 2:-  Drag the sales to the  Filter new , select  sum click on range of values specify the minimum       value as 2,00,000 and  max value as 4,00,000

Step 3:-  Drag the country and drop into the color legend.

 

Task 3:-

Design a view to display the country wise total sales whose sol total maximum sales is not more than 1 lake.

Step 1 :- Drag the country row and sales to column shelve.

Step 2: -Again drag the sales to the filter shelve, select sum and click on next.

Step 3:- Click  on at most and specify the value as 1,00,000 and click apply and click ok.

 

*while filtering the measure on the grouped records (or) on the individual values w can perform the filtering in 4 different values

1. Range of values

2. At least

3. At most

4. Special

 

1. Range of values: – If you want to filter any measure  based on a particular range ( based on min and max value ) then we should filter the measure using the range of values.

2. At least: -If we know only the minimum value and if you don’t know the  max value of the measure then we should  filter the measure using At  Least.

3. At most: – If you know only the max value of a measure and if you don’t know the min value then we should filter the measure using At most.

4. Special: – while handling the null values in the  measure this special option is used.

NOTE: – NULL is a UA defined value, it is an empty field we can’t define any data for NULL’S.

 

Task 4

Design a view to display  country wise value more than 5000.

 

Step 1 :- Drag country to row and sales to the column shelve.

Step 2:- Again Drag sales to the filter shelve and select All values and click on Next

Step 4:- Drag the counter and drop into color.

Note :- It is not recommended to perform the filtering  on  measure because as the measures contain large amount of data it may degrade  our performance   so  instead of applying on measure, directly create sets and perform the filtering.

 

Tasks :-

  1. Design a view to display the year wise total profits for the different years and display the total profits which  are in range B/W  5. lack and 10. lack.
  2. Region wise sales whose total sales are in B/W 20. lack   and 50 lack
  3. State wise sales whose maximum individual  values is 50,000.
  4. Region wise sales whose maximum individual minimum sale vales are 2000
  5. Design a view to display the year wise cost  whose total shipping cost are in range blw 50,000 and 1,00,000.

 

Filtering the date data: –  In TABLEAUs the dates can be filtered in 3 different ways.

  1. Relative dates
  2. The range of dates.
  3. Discrete dates.
  4. Relative dates : – In TABLEAU I you know the want to filter the dates for a specific period of time then we have to get with Relative dates.
  5. The range of dates : –  If you know  the starting and ending values of he date fields it means that if you know  the fixed range of dates then we have to go with the range of data.

 

For example If you want to find the sales from 1-mar -2014 to 29-Apr-2014 as here we know about the fixed range (starting data and the ending data) then we have to go with Range of dates.

*     If you don’t know the ending date even  we can filter the data using ending data option.

*     In order to handle the NULL we have to go  with the special values

 

Discreet  dates : – If you want to filter the each individual dates as oppose to the range of dates then  we have to go with the decorate dates. This  type of filter is called as discrete date  filter because we are defining decrease  values instead of range.

 

*This discreet data filtering can be done in 3 ways

1)  Using general  tab 2)  Using condition tab 3)  Using top

 

Task 1 :- Design a view to display the 2011 and 2012 sales.

Step 1) :- Drag the order to row and sales to the column shelve.

Step 2):-  Drag the order date and drop into the filter select year and click on next

Step 3); –  In the general tab select 2010 and 2011 and click on apply and ok.

 

Task 2 : –      Design a view to display the country wise sales for a period blw 1-June-2013 to 31-July-013

Step1:-  Drag a country to row and sales to column shelve

Step 2 :-  Drag the order date and drop into the filter select range of dates and click on ext

Step  3:- select the starting date as  1-June-2013 and ending date as 31-Jul-2013. click on apply and click on ok.

 

Task 3:- design a view to display the county wise sales up to the date 31-3-2013.

 

Task 4 : design a view to display the 2013 top5 countries cased on sales.

Step 1:- drag the  country to rows and sales to the column shelve

Step 2:- drag the order date to filters shelve and select years and click on next

Step 3: click on general tab select 2103 drag the country filed to the filter shelve, click on top table select top5 sales sum.

 

Task 5: – design a view to display the least 3 months sales anchor to 31-dec-2013

Step 1 :- drag the country to row shelve and sales to column shelve

Step 2 :- drag the order date to the filter shelve select relative date and click on months and select last 3 months

Step 3 :- select anchor relative to and select the date as 31st  Dec  2013. Click on apply and click on ok

 

Tasks :-

  1. Region wise sales b/w 1-jan-2012 to 31-dec-2013
  2. Region wise sales for the last 3years 2013
  3. Region wise sales for the quarters Q1
  4. Design a view to display the top 15 items based on profits for the year 2013.
  5. Design a view bottom 10 sates based on the profit year 2102
  6. Design a view top 1 product each region whose is more tan 2 lakhs and encode the product in different color
  7. Region wise total sales function for the months Jan and encode them in different color

 

Task 1:

Design a view to display the current day sales and last 3 days sales.

Step 1: – drag state to the row shelve sales to column shelve. order date to row shelve.

Step 2 : drag the order date to the filter shelve select.

Today and change the anchor to 31-dec-2012.click on apply and click on ok. I will display the current day sales.

Step 3: – again click on filter select last 3days click on ok.

 

Quick filter: –   the another type of  performing filtering the TABLEAU is by making use of a quick filter

It allows the user to filter value dynamically directly from the data view.

This quick filter adds the interactivity and dynamism to the dataview.we can add ‘n’ no.of quick filter for the data view in te TABLEAU.

The quick filter can be enabled for the textual data, name rich data, date data.

 

Task 2 :-

Design a view to display the country wise sales for the year 2013 whose sales are in the range b/w 10 lakes and 15 lakes, for the  those countries which doesn’t,t contains “v” in their name using quick filter.

Step 1 –  drag the country to the row  shelve and sales to column shelve

Step 2: – right click on order data select show quick filter. In the quick filter, unchecks all the  year except 2013.

Step 3: – Right click on sales and select show quick filter and select the range as 0 laks to maximum

Step 4: – again right click on the country click on drop down box go to edit filter, job will enter ‘U’

Step 5: – drag the country and drop into the color  shelve

Note : – even we can add the quick filters on fields which are not part of the data view

 

Filter sharing options: – even in the TABLEAU we can share the filter globally across multiple worksheets

  • By making use of this feature, we can define the filter in one sheet and simply we apply the filter in the respective sheets.
  • Up to  TABLEAU 7.0 we are having two options for sharing (or), we can share filter in 2 ways
  1. Local
  2. Global
  • From TABLEAU 8.0 we can share the filters in 3 ways
  1. Only this worksheets it indicates the filters get applied only to  the current worksheet
  2. All using the data source, it means this filter will get apply to all the sheets which are using the data source
  3. Only to the selected worksheets, it indicates if you want to share the filters for the selected worksheets then we should  go this option. It is a new option that doesn’t available in TABLEAU 7.0

 

Task 3: – design global filter for the region wise month wise sales for the months Jan and June and apply this filter for all the sheets using this data source.

Step 3: – Drag region to row and sales to the column shelves

Step 2- drag the order date to the column shelve

Step 3: – right click on the order date and select months

Step 4: – right click on the months order date and select show quick filter.

Step 5 : from the list of months on cheek all the months and select only January and June

Step 6: – Right click on the filter, in the filter select apply to worksheets and select using this data source

(Or)

Step 7- click on the drop down box on the quick filter. Select apply to worksheets and select all.to  see top  items in India the process like below

Quick filter  in Tableau

 

Context filter: – By default all the filter in TABLEAU are computed independently, it means each filters a cell all the rows without depending on another filter.

*In TABLEAU if you want to define dependent filters then we have to make use of context filters.

*context filter act as the independent filters all another filter that we define (or) set will act as the dependent filter because they process only the data that pulled to the context filter.

 

Advantages :-

  1. The context filter is mainly used to create the dependent tap  n filter.
  2. It improves the performance.
  3. If you have the lot of filters (or) if you are having larger data source the query may be slow, we can set the one (or) more context filter to improve the performance.

Tableau Quick filter

 

Note: – Even though if we define the normal filter first and the context filter next, TABLEAU will compute context filter first and later it will compute the normal filter.

Note: – In order to perform the context filtering a temporary table is created automatically by TABLEAU when we set the context.IT is mainly used for a relational data source. For EXCEL, MS-ACCESS, TXT files the temporary table created as Access table.

  • For SQL SERVE, MY SQL, ORACLE data source must have permission to create a temporary table

 

Task 4: –

design a view to display the top to items based on sales for the furniture department.

Step 1: – Drag item to row and sales to column shelve

Step 2: – Right click on item select filter and select top 10 sales sum click apply and click on ok.

Step 3: – Drag the department and drop into filter shelve and select only furniture department

Step 4: – right click on the department in the filter shelve and select add to the context. It will display top 10 items of furniture department.

Step 5: – Drag the item and drop into color legend.

Note : – context defines an environment where when the similar group of resources is available

Note 2: – Always the context filter is indicated in the gray color.

Note 3 : – Even the always the context filter will appear on top of the filter shelve. We can’t change the position of the context filter in the filter shelve.

Note 4: – If we remove context from the filter the  filter will appear on the filter shelve itself by the context into the normal filter.

 

Task 5 :- Design a view to display the top to states for the year 2010.

Step 1:-   Drag the state to row and sales to column shelve .

Step 2:-  Right click on state and select filter  go to top and select top 10 sales sum, click on apply click on ok.

Step 3 :-  Drag the order date to the filter shelve and select years and click on next .

Step 4:-select the year 2010 right click on the order dates in filter shelve and select add to context.

 

Task 6:- Design a view to display the top 10 items for the California state in the year 2010.

Step 1 :-  Drag the state and items to the row shelve and sales to the column shelve .

Step 2 :- Right click on order date and select show quick filter in the year select only the year 2010.

Step 3 :- Right click on the order data in the filter shelve and select add to context.

Step 4:-Right click on the state and select show quick filter and select California

Step 5:-   Again Right click on state and select add to context.

Step 6:-drag the item into filter shelve select top 10 sales sum click on apply and click on ok.

Step 7:- Drag the item and drop in color legends.

If will automatically displays the top 10 items for state California  in the year 2010.

Note :-we can add one (or) more context filters for a single data view.

 

Tasks:-

1)      Display the top 10 technology states based on sales .

2)      Display the top 10 customers  in each state for the different years on the home office customers segment .

3)      Display the top 10 products by discount for the year 2013.

4)      Display the top 10 products by discount in each and every state for the year 2013.

5)      Display the top 10 low priority states based on the  shipping cost?

6)      Display the top 10 customers in each department for the year 2010 in each state under USA.

7)      Display the small size top 10 containers based on the order quantity.

8)      Display the top 10 items in the office machines product category based on the product based margine.

9)      Display the least 10 items based on the shipping cost for the year 2013 in Jan ,June ,November months.

10)   Design a view to display the technology wise least 10 items based on sales for the corporate customer segment in the Asian continent for year 2012 under south region.

 

 

Data source filter:-   From TABLEAU 8.1 the new feature available in TABLEAU is data source filters . this allows the users to perform the filtering at the data source level.

 

Task :-  perform the filtering at the data source level for the year 2013 technology data.

Step1:-  Right click on data source and select edit  data source.

Step 2:-    In that edit data source and click on add and select department and select technology and click on ok.

Step3:- Again edit data source and click on add and select field order date and select year 2013 and click on ok .

Step4:-   click on view data in the data window and see the data.

Senario 7:-   Building  maps in TABLEAU 

 

In TABLEAU  maps can be build in 2 ways .

  1. In the automatic way.
  2. In the manual way (It is also called as custom geo coding)

 

Building maps automatically in TABLEAU

*In TABLEAU we can able to build the maps automatically by making use of geo graphic fields it automatically creates two field known as latitude and longitude .

*The known as latitude and field won 4 exists in the data source.

* TABLEAU automatically creates these two fields directly in  the data window of the TABLEAU .

 

Task1:-

Building a basic symbol map in the TABLEAU for the different states of USA.

Step 1:- click on state geographic field .

Step 2 :- select only the states belongs to USA and select keep only.

Step 3:- Drag the state field and drop in to the colour.

Step 4:- By default if will create a symbol map in TABLEAU with all the states belong to USA.

 

Task 2 :-

Building filled maps in TABLEAU for the different states of USA.

Step 1:-   click on the state geographic field , drag the state and drop in to color automatically creates a symbol map.

Step 2:- click on marks card and select field map .

 

Task 3 :-Design a filled map to display the state copse sides and profile of USA and also enlace  the user to select the required state on the map at run time.

Step 1:- click on the state geographic field .

Step 2:-  Drag state and drop in to colour .

Step 3:-  click on marks card and select fielded map .

Step 4:- Drag the state ,profit ,sales to the labels .

Step 5:- Right click on the state and select quick filter .

 

Task 4 :-Design a symbol map for the quantity order in the ASIAN continent.

Step 1:- click on the country geographic field.

Step 2:- Right click on continent select show quick filter.

Step 3:-uncheck all the continents except Asia.

Step 4:- Drag the order quantity and drop in to the label.

Step 5:-Drag the country and drop in to color.

Step  6:- Drag and Drop the order quantity to size . will display the size of the symbol based on order quantity .

Note :-In the TABLEAU we can able to build the maps in online and offline.

Step 2:-  Drag the sales to the  Filter snewe , select  sum click on range of values specify the minimum       value as 2,00,000 and  max value as 4,00,000

Step 3:-  Drag the country and drop in to the colour legend .

 

Task 3:- Design a view to display the country wise total sales whose sol total maximum sales is not more than 1 lake.

Step 1 :- Drag the country row and sales to column shelve .

Step 2:-Again drag the sales to the filter shelve, select sum and click on next.

Step 3:- Click  on at most and specify the value as 1,00,000 and click on apply and click ok.

 

*while filtering the measure on the grouped records (or) on the individual values w can perform the filtering in 4 different values

1. Range of values

2. At least

3. At most

4. Special

 

1. Range of values :- If you want to filter any measure  based on a particular range ( based on min and max value ) then we should filter the measure using range of values.

2. At least:- If we know only the minimum value and if you don’t know the  max value of the measure then we should  filter the measure using At  Least .

3. At most :- If you know only the max value of a measure and if you don’t know the min value then we should filter the measure using At most.

4. Special :- while handling the null values in the  measure this special option is used .

NOTE:- NULL is an UA defined value, it is an empty field we can’t define any data for NULL’S  .

Task 4. Design a view to display  country wise value more than 5000.

 

Step 1 :- Drag country to row and sales to the column shelve.

Step 2:- Again Drag sales to the filter shelve and select All values and click on Next

Step 4:- Drag the counter and drop in to colour.

Note :- It is not recommended to perform the filtering  on  measure because as the measures contain large amount of data it may degrade  our performance   so  instead of applying on measure ,directly create sets and perform the filtering.

Tasks :-

  1. Design a view to display the year wise total profits for the different years and display the total profits which  are in range blw  5. lack and 10. lack .
  2. Region wise sales whose total sales are in blw 20. lack   and 50 lack
  3. State wise sales whose maximum individual  values is 50,000.
  4. Region wise sales whose maximum individual minimum sale vales is 2000
  5. Design a view to display the year wise cost  whose total shipping cost are in range blw 50,000 and 1,00,000.

Filtering the date data :-  In TABLEAUs the dates can be filtered in 3 different ways.

Relative dates, The range of dates. Discrete dates.

 

  1. Relative dates :- In TABLEAU I you know the want to filter the dates for a specific period of time then we have to got with Relative dates.
  2. Range of dates :-  If you know  the starting and ending values of he date fields it means that if you know  the fixed range of dates then we have to go with the range of data.

For example If you want to find the sales from 1-mar -2014 to 29-Apr-2014 as here we know about the fixed range (starting data and the ending data) then we have to go with Range of dates.

*     If you don’t know the ending date even  we can filter the data using ending data option .

*     In order to handle the NULL we have to go  with the special values

 

     3. Discreet  dates :- If you want to filter the each individual dates as oppose to the range of dates then  we have to go with the decorate dates . This  type of filter is called as discrete date  filter because we are defining decrease  values instead of range .

*This discreet data filtering can be done in 3 ways

1)  Using general  tab 2)  Using condition tab 3)  Using top

 

Task 1 :- Design a view to display the 2011 and 2012 sales .

Step 1) :- Drag the order to row and sales to the column shelve .

Step 2):-  Drag the order date and drop into the filter select year and click on next

Step 3);-  In the general tab select 2010 and 2011 and click on apply and ok.

 

Task 2: –      Design a view to display the country wise sales for a period BlW 1-June-2013 to 31-july-013

Step 1: –  Drag a country to row and sales to column shelve

Step 2 :-  Drag the order date and drop in to the filter select range of dates and click on ext

Step  3: – select the starting date as  1-June-2013 and ending date as 31-Jul-2013. click on apply and click on ok.

 

Task 3:- design a view to display the county wise sales up to the date 31-3-2013.

 

Task 4 : design a view to display the 2013 top5 countries cased on sales.

Step 1:- drag the  country to rows and sales to the column shelve

Step 2:- drag the order date to filters shelve and select years and click on next

Step 3: click on general tab select 2103 drag the country filed to the filter shelve, click on top table select top5 sales sum.

 

Task 6:- design a view to display the least 3 months sales anchor to 31-Dec-2013

Step 1:- drag the country to row shelve and sales to column shelve

Step 2:- drag the order date to the filter shelve select relative date and click on months and select last 3 months

Step 3:- select anchor relative to and select the date as 31st  Dec  2013. Click on apply and click on ok

 

Tasks :-

  1. Region wise sales b/w 1-Jan-2012 to 31-DEC-2013
  2. Region wise sales for the last 3 years 2013
  3. Region wise sales for the quarters Q1
  4. Design a view to display the top 15 items based on profits for the year 2013.
  5. Design a view bottom 10 sates based on profit year 2102
  6. Design a view top 1 product each region whose is more tan 2 lakhs and encode the product in different color
  7. Region wise total sales function for the months Jan and encode them in different color

 

Task 1:- Design a view to display the current day sales and last 3 days sales.

Step 1:- drag state to the row shelve sales to column shelve . order date to row shelve.

Step 2: drag the order date to the filter shelve select.

 

Tasks:- Designing style maps in TABLEAU

Here we can design the maps in 3 styles

  1. Normal
  2. Grey
  3. Durk

*The default style is grey.

*In TABLEAU we can build the maps in offline on line.

*If you are building the maps in online even we can add the data year layer and map lay even also , where as in offline we can’t add the data layers, map layers.

* In the online mode table AU connects to there mote server and fetches the data .

Step 1:-  click on the state geographic filed .

Step 2:-  click on map tab go to map options select the style as either normal grey (or) dark.

Even adjust the was hour place in the requirement, even add the map layers and data layers which are in the online made

Note 1: – In table AU we can build the maps in the online mode by default.

Note 2: – If you want to build in offline mode click on map tab go to background maps and select offline.

*If you want to design a maps in offline mode click on the map tap and go to back ground ,select the mode either offline (or) online and set  as default .

 

Task 6 :-  Design a map to display the state wise profits for the states belongs to india , for the different year in each department .

Step 1 :-   click on the state geographie filed

Step 2 :-    Right click on the country and select show quick filter.

Step 3 :-    From the list of countries check only India and uncheck every thing.

Step 4 :-     Drag the profit and state in to the lable .

Step 5 :-     drag the department Drop in to the row shelve and order date in to the column

Step 6 :-      click on lable and click on edit , and edit the profit lable and state lable and display

them in a single line ,click on apply  and click on ok .

 

Task 7:-  Design a view map to display the state wise sales and profits for the in of India in a dual axes.

Step 1 :-    click on the state geographic  field .

Step 2:-      select only the state belongs to India and select keep only .

Step 3 :-      Drag one none latitude and drop to the row shelve.

Step 4:-     In the marks card of the 1st latitude drag the profit in to lables . in the marks card of 2nd latitude drag the sales in to size .

Step 5:-     In the marks card of the 2nd latitude leat pie chart and drag the department in to the color legend of the latitude 2 marks card

Step 6 :-   In the 1st latitude of makes card select filled map and drag state in to the color

Step 7 :-   Right click on second latitude in the row shelve and select and select dual axes.

Step 8 :-   After selecting dual  axes in a single  map and filled map.

Note :-      If the TABLEAU  is not defaulfly  identifying the  geographical fields even we can add the geography property by right click on field and go to geographic  property  and select the available property  based on field.

 

Task :-

  1. Design a field map for the state wise sales and profits  belongs to us.
  2. Design a map to display the country wise profits and the no of our to mers for the Europe in the filled map and symbol map.

3.     Design a map for the city wise  profits of the state California in  a field  map and Comb drive those two in a single map

4.   Display  the country wise total writes  ordered for the different department On the African  continent every month.

5.Design a map in the offline mode and display the different years wise profits

for the Asian countries.

 

Custom Geocoding:-

Building maps manually in Tableall:-   In Tablease we can build maps with our data, even   with our own  latitude & longitude fields , with the help of batch geocoding , the process of building the maps on our own data with  out using auto matically , generated , latitude & longitudes is known as custom geocoding .

 

Task 1 :-

Implementing custom geocoding on a single table (or) single file.

Step 1:- Create an excel file with the following data country ,state ,city ,address ,pin code .

India A.P HYD ATM  mytrivanam 500072 Ameerpet.

Step2 :-  Google & enter  batch geocoding ,click the data from the delimiter tab & click on gecode

Step 3:- Copy the out put  from the batch geocoding & paste it in to the excel .

Step4 :-  Remove all the copied data except latitude ,longitude data & for the latitude data give the field names as latitude & save the file as excel geocoding .

Step 5: –  In Tableau click on connect to data & ms excel & select that custom geocoding file, click on open.

Step 6 :- In the workbook connection window Sheet & data connection window select live connection

Step 7-  click on a data geographics field in order  to create the map automatically.

Step 8 : –  If you want to create map with our own geo-coded fields, drag the longitude field to the columns shelf,( latitude, longitude fields which we created)

Step 9:- Drag the state to the color to shelf & address to the label shelf .

 

Task 2 :

Implementing the custom  geo coding on joints .

Step 1 :-  Modify the existing data file by removing latitude & longitude from the sheet 1 & copy it in to the sheet 2.

Step 2: –   copy the city data from the sheet, & paste it into the sheet 2 & save it.

Step 3 :- Right click on data source click on Refresh .

Step 4:-   Again right click on source & select edit data source connection multiple tables click on add table & select sheet 2 & click on join & join sheet 1 & sheet 2 with common  dimension using common column city  common separated values ( c s v)

Step 5 :-  Drag the longitude from the sheet 2 in to  column ( shelve & latitude to row shelve.)

Step 6 :-   Drag the address from the sheet 1 to the color & to label shelve .

Step 7: –   Now it displays a map with a latitude & longitude from the sheet 2 & address from the sheet 1

 

 

 

 

Dragging Region to Row shelves and sales to column shelve and order date to column shelves.

Step2:-  create a second wok sheet and Rename as state wise sales which contains state wise –year wise sales by dragging state to column and sales , order date to rows .

Step3:-   click on work sheet tab and select actions.

Step4:- click on add actions and select the filter and name that as Region state filter.

Step5:- select source sheet as Region wise sales and to get  sheet as state wise sales, and select run action using hover and click on ok.

 

Task 2:

Design an action to display only the department wise each item profit by clicking on one department it should display only the items belong to the department. Here item we are having department wise sales on 1 sheet and item wise profits on other sheet.

 

Task 3:-   Design an action in such a way that if we are clicking on multiple sheet we have to display the common target . if we are having 4 works sheets one work sheet contains Region wise sales and 2nd sheet contain wise sales 3rd contains department wise sales and 4th contains item wise profits if we click on any region (or) state (or) department it should display that particular item wise profits.

 

Task 4:–  Design an action which way that if you click on any state it should display the cities under that state which contains profit information.

 

URL Actions :  URL Actions are mainly used to enable the communication and interactivity blw  work sheet and web page, and also in the URL actions we can able to add files and other web based resources out side of the TABLEAU.

*URL actions is just a hyperlink that points the web page, file (or) any other resources .

*URL actions  are mainly used to add more information to the data view in the TABLEAU.

 

Task 1:- 

Design an action in such a way that display the complete information of state having highest sales .

Step1:- Drag the stock to row shelve and rows to column shelve.

Step2:- Open any web browser and type   California wick copy the URL.

Step3:-  click on work sheet tab select actions and click on add action and select URL. Give the action name as California in of and select the source sheet as only the sheet that contains state wise sales in to and in the URL just place the California in of URL and select the run action on mean and click on ok.

Step4:-  click on ok just place your pointer on the California state and click on hyperlink.

Note1:-  we can add the  multiple  URL actions to the single sheet .here all field can enable the URL actions in that single sheet.

Note 2:-  we can add the URL actions to the multiple.

Note 3:-  For the URL actions we can run the action we can using menu (or) select.

 

Highlight Actions :-   In TABLEAU highlight actions allows to call the attention to the   particular part of the data view and dimming the other part of the data view.

*In TABLEAU we can added the particular part of the data view by selecting the marks in the data view.

*If we define a highlight action and if we select the marks in the data view all other marks will get dimmed by calling the attention to the part  we selected .

*All selections is saved in the wok book .we can perform  the high lighting in multiple ways.

1) using either wok sheet  (or) dash board tab and directly adding the action.

2) using the color legend high lighting.

3) using the tool bar high lighting option .

 

Task1:-

Design a dash board in such a way that if we click on any state it should high light only the cities under that state.

Step1:- create a map  by clicking on the state geographic field. Drag the state to color legend.

Step2:-  In the marks cord select filled map .drag the state to label.

Step3:-   create a map by clicking on the city geographic field.

Step4:-   Design a dash board by dragging the state and city in to the dash board tab and select action.

Step 5:-click on the dash board tab and select action.

Step 6:- In the action window select highlight actions specify the action name as state-city. In the source sheet select the dashboard states by unchecking source sheet select the dashboard states by unchecking cities. In target sheet select the city by unchecking state, click on ok.

Step 7 :- click on any state in the dashboard and check whether the respective city is highlighting (or) not

 

Task 2:-

performing highlighting using the color legend design a view to display the continent wise sales and display the continents in such a way that highlight only the continent having top most sales.

Step 1:- drag the continent to the row shelve and sales t column shelve.

step 2:-click on show me and select packed builds

step 3:- in the color legend window select highlight selected items and select the continent having top most sales.

Step 4:- right click on the color legend window and select align color to the pallet.

Note 1:- if you perform the highlighting using the color legend it will automatically add the action in the background.

Note :- even tool bar also if we click on the highlighting button we can able to perform highlighting and even we can disable the highlighting using the highlighting option at the toolbar. We can display highlighting at the work sheet level even at the work book level

Note :- If disable highlighting we cannot perform further highlighting but it  won’t happen anything to the existing highlighting.

Note 4:- assigning the colors to pallet means if will assign color.

 

Scenario 10 : sorting, grouping, working with dates and years , missing references:

 

Sorting:– In TABLEAU we can able to perform the sorting in two ways

  1. Computed sorting
  2. Manual sorting

 Computed sorting:-  in the computed sorting TABLEAU uses the programmatic rules to arrange the data in either ascending(or) descending order.

  • In the computed sorting we can sort the data in four different ways
    1. Data course order
    2. Alphabetical order
    3. Field
    4. Manual

 

1.Data source order:-in the data source order TABLEAU will sort the according to the data in the data source

 

2.Alphabetical order :- in this order TABLEAU will sort based on first character of the value it will sort the data

3.Field:- even using the field also it will sort the data based on some condition.

4.Manual: in the manual way we can sort the data according to our way.

 

Task 1:-

perform the computed sorting on the state wise sales, and sort the states in all possible available ways

Step 1:- drag the state to they row and sale to column shelve

Step 2: drag the state to the color legend

Step 3:- right click on the state and select sort order

Either ascending (or) descending ad select sort by either data source (or) alphabetical order (or) field (or) in manual way, click on apply and click on ok.

Note : TABLEAU orders the data according to the data source by default

Note 2: even we can sort the data from the axis (or) from the headers

Note 3: from the tool bar also we can sort the data either ascending (or0 descending

 

Task 2:

performing the computed sorting, the year wise category wise total average discounts and sort the data based on each category.

Step 1: drag the category to row shelve and order data to the column

Step 2:- drag the discounts to label. Right

Step 3: right click on category and select sort select sort by field discount average and sort order as descending click on apply click on ok.

Step 4:- click on analysis and go click on go to tab and click show rows grand total.

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Manual sorting : the 2nd way of arranging the data in an order is in the manual way. In the manual way we need to arrange the data values manually in our own order, this type of sorting is helpful if you want to arrange the in some specific order

 

Task:

manually sort the region wise ales by arrange west region to the top and central region at the bottom

Step 1:- drag the region to row and sales to column shelve

Step 2: selct the drag the  region to the color legend

 

Step 3: manually select the west and drop into 1st place

Step 4: manually select the central and drop into the last place

 

Aliases : in tableau we can create the aliases names to the fields values, aliases can be created only for the dimensions ,aliases is nothing but an alternate name.

 

Task 1:-

Design a view in such a way that display west region for west ,east region for east south region for south and central region for central

Step 1:- right click on region goto default properties and select aliases and enter south for south region and similarly edit all the region   and click

Step 2: drag the region the shelve and sales to the column shelve

Note: we can 4 create the aliases for the measures

Note 2: we can able to create the aliases for the sets

 

Grouping:- in tableau if you want to organizing the data higher level w need to combine the data at higher level in order to store all the similar objects at one place

  • A group is a combination of all the similar dimensions members and measures that make higher level
  • In a single data view we can create multiple groups and that field will get added in the data window separately (or) in other words if we create any group automatically a new field get add in the data window
  • On the newly created group field we can’t  perform any calculations

 

Task 1:-

create a group from the data view. Display the group in data view group all the office related categories in one group and document related categories in to the document group and the computer related categories into the computer group

Step 1: the categories to row sales to column shelve.

Step 2:- select all the office categories in the tool bar select group members

Step 3:- select all the document categories in the tool bar select group members it will automatically created a group. Right click on created group and click on edit alias and enter name as document group and on ok

Step 4:- select all the computer categories in the tool bar select group menu bar it will automatically created a group right click o created group and click on edit alias and enter name as computer groups and click on ok.

Step 5 :- again drag the category to the row shelve in order to see the which categories belongs to which groups .

 

Task 2:-

Designing a group using the members in the data view for the order priority wise total sales and profits

Step 1;- drag the profit to row and sales to column shelves

Step 2: drag the order priorities to the level details shelve (space under the details and tool tip) select is called level details shelve)

The values whose value Is more than 2laks, in tool-tip select group members

Step 4:- immediately after selecting the group members TABLEAU will place all the members in a group and rest of the members in the others group.

Note:- the main deference b/w grouping the at the header level in the data view and marks in the data view is marks will automatically add others groups and display all other members in a separate color

While if you create a group under header it will display all groups in same color

 

Grouping the data from the data window:-

In TABLEAU even we can group the data from the data window, immediately after creating a group from the data window it will create a separate field for that particular group.

 

Task 3:-

Group the customer names in such a way that place all the customer whose name starts with ‘A’ in one group and rest of the customer in other group.

Step 1:- Right click on customer name and select create group

Step 2:- in the create group window select the 1st customer name staring with A and hold your shift button select the last customer and  click on group, and give group name as “ A Group:

Step 3:- Select the 1st customer in the list hold shift button and select last customer and click on group and give group name as other  (or) simply check’ include other’ in the bottom to create the other group click on apply click on ok.

Step 4:- drag the customer name (group) to the row and customer name to the row shelve

 

Task 4:-

How to edit an texting group

In the existing customer name group created one more group for the customers whose neme staring with ‘B’ and indicating  the group as B group.

Step 1:- right click on the existing group and select the edit group.

Step 2:- Drill down other select the 1st shift button and select last customer when name starting with ‘B’ and click on  group and edit group name as cuts B group and click on apply and click on ok.

Note :- If we want to un group all the members at a time , we have one option reset in click on apply and click on ok.

Note: – we can able to create a group on the multiple dimentions but we can’t create a set on the multiple dimentions

 

Task 5:-

creating a group based on multiple dimensions design a view to display the region wise, department wise category wise total sales in that

  1. Group the data based on category and create office group and document group
  2. Create a group for the sental and east region
  3. Create a group based all the dimensions

Note: – if w want to un group the members in the data view just select the group in the data view and the tool top select undo.

Note 2:- even we can move the members from one group to the other in the edit group window

Note 3: even on the maps we can able to create the sets and groups.

 

Task:-

Design a map in such a way that display all states in the north region in the north group and south region in the south group and display all the other groups as others.

Step 1:- click on state geographic field.

Step 2:- select the states which are in the north end and it tool tip select group members, right click on the group and select edit area and specify the name as north group.

Step 3:- select all the states which are full in the south region and in the tool tip select group and specify the group name as south group

Step 4:-drag the state group to the label shelve. In order to display the group names in the map.

 

Task 7:-

Combining two fields in the TABLEAU:- design a view in such a way that display the region and state in a single field along with their sales.

Step1:- drag the region and state to row and sales to column shelve.

Step 2:- select region and sate in  data window and select combine fields

Step 3:- drag the region states combine filed and drop into row shelve

 

note:   al l the combine fields will get  stored in the TABLEAU level it won get created at the data source level. The combine fields stored in the TABLEAU work book.

Note :- We can combine a group filed and normal data field into single field in the tableau.

Note: – even we can combine two groups into single group using combine field option but are not having any combine group option.

Note: –   even we can able to create a group on the measure but we can 4 create a set on the measure.

Note: If we create any group on the measure, that group will get automatically stored in the dimension

Note: Even we can able to combine a measure group and dimentions group using combine field option

Note:-  Always sets and groups contains the defaults properties equal into the dimension.

Note: – If we combine two groups it will create a new field not a not group where as if we combine two sets it will create a new set.

Note : we can create a group on dimewnsion,similarely on the multiple groups also we can able to create a new dimension

 

Working with dates:-

Fiscal year: Fiscal year also called as budget year. It is the year (or) period where all the financial statements in business . and other organizations are calculated.

  • Fiscal year also called as financial year. In other words the fiscal year refers to year used for incomtar reporting.
  • Every time it is not possible to display the date fields in the default wy. In some times a data field needs to be expressed in terms of the organizations fiscal year, which different from normal calendar year which commonly runs from Jan 1st to Dec 31st but organization fiscal year start from might  start from different year.
  • A company fiscal year may start from jun 1st,may 31st in that case we have to display the date values appropriate to the organization fiscal year.

 

Task 1:- design the organization fiscal year from june 1st to dec 31st and display the sales in that fiscal year

Step 1:- Right click on the order date goto default properties, in that  goto fiscal year start and select June.

Step 2:- Drag the order date to the row shale now it will convert normal to fiscal year. And in the work sheet it prefix the year with Fy (fiscal year).

Step 3:- Again drag the order date to row shelve and convert that level order date to month. Drag  the sales and drop into the columns.

fiscal years in  Tableau

Note : While comparing the normal calendar values which the fiscal year values  the year, Quarter, and week number they wont match. Always the fiscal year prefixed with Fy.

 

Task 1:-   Obtain the total amount of profit obtain for the different fiscal years in south region

Step 1:  drag order date to row and profit to columns shelve

Step 2:- Drag the region to filter shelve and sales the region as south.

Data Binning :-  In tableau it is not possible to create a set on measure , if we went to create a set on measure we want to create some set kind of data then we need to design a bin

  • Bins are useful to organize the values of a measure into decrete points
  • In tableau bins are created only for the relational data sources those features is not supported for  the multi dimensional data sources.
  • In  tableau if you create a bin, it will automaticakky create a new dimentions, this is because we are creating
  • The different categories of data for the continues numeric values.

 

Task  :- Design  a bin for the profit of size 10000 and display the states falling in the different categories

Step 1:- Right click on the profit and select create bin. enter the bin name as profit bin and enter the size of the bin as 10000. Click on ok.

Step 2:-  It will automatically create bin in the dimensions with a profit of bin.

Step 3:- Drag the  profit bin to the row shelve and  state to the text.

Note : IN  Tableau always the bins are indicated with the his to gram diagram.

 

Task 2: Design a bin for the order quantity  of size 10kgs and display the items falling  in each order quantity.

Step 1:-  Right click on the order quantity and select create bin and bin size as to click on ok

Step 2:- specify th bin names as order quantity bin and bin size as 10 click  on ok.

Step 3: Drag the order quantity (bin) to the row shelve and items to the text.

Differences b/w group and bin

Sorting  in Tableau

 

Sorting  using caliculations :

Task : Design a view  to display the continent wise dynamic measure and also based on the user  selection of the measure it should sort the  view automatically.

Step 1:-create a parameters with name sort measure select the data type as string and allowable values as list and in the list values enter the values as list and in the list values enter the following values sales, profit, unit price order quant. Click on ok.

Step 2:- create a calculated field with name sort option and enter the following formula

CASE {sort-measure]

When ‘sales’ THEN SUM ([sales])

When ‘profit’ THEN SUMS ([profit])

When ‘order quantity’ THEN SUM ([order quantity])

When ‘unit price’ THEN SUM ([unit price])

EISE O

END click on ok

Step 3:- Drag the continent into row shelves and sort option field into the column shelve and also into the color.

Step 4:  Rights click on the sort measure parameters and select show parameters control.

Step 5:- Rights click on the continent select the sort select the sort order as descending and sort by sort by fields and select the field name as sort option click on ok.

Step 6:- In the parameter selected the required measure and check the according to the sorting order (or) not.

*Note : In Tableau to the parameters we can add the values in 4 different ways

  1. Manually
  2. We can add from a field
  3. We can add from a clipboard
  4. We can add from another parameter also

Senario 4:

Dashboards:-  Dashboard is a collection of several worksheets in a single place and we can compare and monitor  varity of the data simultaneously.

  • If we are having large no. of work sheet and if you want to see the information from worksheet it will take so much of time, where as if we combine all work sheet in a single dashboard we can display all the required information in a single place get rather than opening each worksheet every time.
  • Similar to worksheet dashboards also shown as tabs at the bottom of the workbook
  • We can create dashboard in multiple ways
    1. Using the dashboard in multiple ways
    2. From the toolbar
    3. From the dashboard tab
  • Dashboards support all the worksheets which are existing in the work book.
  • We can add ‘n’ no. of worksheets to the dashboard, and also we can add a verify of supporting objects such as images, webpages, text.
  • Even from the dashboard we can perform the format we can edit actions etc

Note: – whenever if you modify any worksheet and if you are using the worksheet in the dashboard the dashboard will get automatically updated

Note: – even if we modify the worksheet at the dashboard level it will automatically reflected in the worksheet level.

Task 1:- Design a basic dashboard in the tableau

Step 1:- click on dashboard tab and select new dashboard.

Step 2:- In the new dashboard window drag all the sheets either in the horizontal (or) in the vertical way.

Sep 3:- If you want to hide to sheet names goto the right must top corner of each worksheet and uncheck title perform with for all remaining worksheet.

Step 4:- If you want to perform the quick filter again dropdown box on top most corner and select the quick filter and and required get filter the enquired field.

Task 2:- Addig a worksheet, image, web page to the dashboard in tableau

Step 1:- create a new dashboard by clicking on the dashboard tab select new dashboard.

Step 2:- drag one worksheet in dashboard container

Step 3:- click on image select any image available and click on ok. It will automatically add an image to the dashboard.

Dashboard: by default any object in tableau will get added as type. Click on image dropdown and select floating it will automatically placed the image on to existing sheet.

If you want to ad a web page click on webpage and enter the link,and it will automatically added to the dashboard.

Step 6:- If you want to change visualization in the dashboard select the existing worksheet click on shown and select required visualization.

Note 1:- we can add the objects to the dashboard in two ways

 

  1. Tiled
  2. Floating

The default method is tiled

Note  2:- in the tiled method each sheet (or) image (or) webpage (or) text will occupy a specific amount of space in the dashboard container.

Note 3:- in the floating method all the objects like worksheet, images, webpages, texts will get overlapped.

Note 4:- even at the dash board level we can able to change the visualization of each work sheet which will automatically end at work sheet also

Note 5:- even we can hide the dashboard window also by click the hide button to the right of the dashboard. If you want to display the dash board window again click on window and select show side bar.

Tasks :-

  1. performing all the  filter actions for the tasks performing at the worksheet level in dashboard
  2. perform all the URL actions the dashboards level for the tasks performed at work sheet level.

Interview questions:-

  1. what  is group and how it is differ from sets
  2. in your latest project how you implemented the groups and in which requirement you created the sets?
  3. How to change the fiscal dates in tableau and how a normal calendar year differs from fiscal year?
  4. What is aliasing and how to perform the aliasing in tableau?
  5. What is a dashboards in Tableau and what does it contains?
  6. If you perform any modification in dashboard will it reflect in worksheet (or) not similarly if you perform any modification in  work sheet will it reflect in each dashboard (or) not ?
  7. What is the difference b/w tiled and floating
  8. What are the actions and what is the advantage?
  9. How you implement action in latest project
  10. How a action in the worksheet level differs from the action at the dashboard level
  11. What is filter, URL, highlight action?
  12. How a filter action differs from quick filter?

Note :- in tableau  we can add a URL action to the work sheets in the dashboards but not to the WebPages in the dashboard.

Task: – design a dashboard to enable the communication b/w multiple web pages.

Step 1:- click on dashboard tab and select new dashboard.

Step 2:- click on webpage in the edit URL enter WWW.google.com and click ok

Step 3:-dashboard tab and select actions click on add action and select URL action. Specify the action names as communication b/w two web pages. In the URL enter www.yahoo.com click on ok.

Step 4:- drag any sheet and drop into the web page in the layout container.

Step 5 :- again click on  dashboard tab click on actions and click on existing. Action and edit he action check wealth sheet is checked (or)  not. Click on ok.

Organizing the dashboards in tableau:-

In tableau we can organize the dashboards in order to display and share the views effectively. As dashboards are made up of several views, measures each view (or) objects can be rearranged hidden in order to highlight the most important information.

In tableau organs dashboard with several components & like

  1. Layout container
  2. Tiled and floating layouts
  3. Position
  4. Size    etc…..
  • Layout containers are particularly used for to build the dishoards dynamically in order to adjust and resize based on data displaying in other words layout containers are mainly used to display the worksheet in dashboard in variable (or) different size.
  • Even using the tiled are floating layouts we can add the objects separately (or) combindly.

Layout containr:-

  1. Horizontal: – if you select the horizontal object in the dashboard it will automatically adds a horizontal layout container.

2. Vertical: if you click on the vertical object in the dashboard it will automatically adds a vertical layouts container.

3. Text:- it allows us to add a block of text to the dashboard. Using text we can add conations, titles etc.

  • If we add any text the text will get automatically displayed in the layout container.

4. Image: – we can add static image flies to the dashboards, using this image object.

For example if you want to add logo (or) diagram then we can use this objects

5. Webpage: it allows us to embedded webpage in dashboard in order to combine the information from webpage to the tableau dashboard

  1. blank :- it allows the users to add the blank area in the dashboard in order to place the work  sheet
  • If we add any objects  to dashboard all this objects will get placed in the layout container

Note :- if we add any objects that object by default  will be added as tiled. If you want to convert any object from tiled to floating we can do it in two  at the dashboard level.

 

2.At the worksheet level

  • If you want to performing floating at worksheet level click on the specific worksheet uncheck floating at the bottom
  • If you want to perform floating at dashboard level above to the layout container click on floating.

Dashboard size:- In Tableau we can control the size of a dashboard using the width and height which appears  at the bottom

  • In tableau we having 4 optiontion for dashboard size
  1. Automatic
  2. Exactly
  3. Range
  4. Previled sizes

1 . automatic:- in this automatic tableau automatically resing the dashboard to fit the worksheet in the window.

  1. Exactly : in the exactly dashboard always reminds in the fixed size . if you having more no. of worksheet in dashboard in dashboard we have a scroll button.

3. Range : in this dashboard displays b/w the max and min sizes

4.Previled sizes :- in this the list of prevailed sizes are  available the desktop …etc  to based on our screen fitting . we can select the sizes are available the desktop etc….

  • Based on our screen fitting. We can select the sizes.

Note : if you duplicate a worksheet at the worksheet level it wont   reflect at the dashboard level.

Note : if you hide a worksheet which is part of dashboard that work sheet will not be hided in the dashboard level.

Note: we cannot delete worksheet which is part of dashboard but we can able to hide the sheets.

Note: – if you want to unhide a sheet right click on the sheet, which appears in the dashboard window & unselect hide sheet

Task 1:- design a dashboard with the water mark filter.

Step1:- create a worksheet which contains region wise sales information & lasso enable the quick filter for the region.

Step 2:- design another worksheet which containing state wise sales

Sep 3:- create a dashboard & drag the region wise sales in to the dashboard.

Step 4:- Right click on the sheet & un sheet the title

Step 5:- select the horizontal object, hold the shift button & drop in to the existing vies.

Step 6:- select the quick filter in the dashboards hold the shift button & place in to the horizontal containe.

Step 7:- right click on the filter & select single value slider.

Step 8:- again right click on the filter go to customize and uncheck show all values?& again uncheck show readout.

Step 9:- create a new work sheet& drag the region in to the row shelve & drag the region into the text.

Step 10:- right click on the region in the rows & uncheck show header.

Contain regions & select format

Step 11:- in the format windows select, in the worksheet select the different format style & increase the format size

Step 12: rename the sheet as region water mark

Step 13:- select the region watermark hold shift bulk & drag in to the existing horizontal contain decrease the size of the region watermark according to the size of the container

Step  14. Right click on region watermark worksheet & select hide title.

Step 15:- make the region click filter global by right clicking goto-à worksheetàall using this data source

Step 16:- right click on region water mark worksheet. Go to format select bordersàin the row derived select node in the column divided select none.

Step 17: goto the region water mark click on color legend & decrease the transparency in order to display like region water marks.

Task 2:- design a work sheet in such a way that if we select the region it should display all the state & their sales in the map and also design water mark filter for the both state & region

Step 1:- create a work sheet which contains region wise sales

Step 2:-design a map which contains state wise sales

Step 3:- design a worksheet which contains all the regions for watermarks & name it as region water mark..

Step 4: design a worksheet which all the state for the state water & rename the sheet as state water mark.

Step 5:-design a dashboard & drag both state wise sales & region wise SALES WORK SHEET INTO THE DASHBOARD

Step 6:- design watermarks for the state & region work sheets

Step 7: – right click on the region sales worksheet & select use as a filter.

Step 8:- it will automatically add a filter Acton to the dashboard &  if we click on only region it will display only the states under that region.

Note:- in the dashboard if we want to add any object specifically in the floating way, use the shift button , hold it & drag that object in to the container

Note :- by using the layout containers we can efficiently manage the space

Note :- in the dashboard level we can add multiple targets to the ‘actions’

Task 3:- design a dashboard in such a way if we click on any region, it should displays all the states in that region in the same dashboard if we click on any state”, it should display all the cities under that  state in a separate dashboards & if we click on any city it should display that particular city information.

Step 1:- design a dashboard which contains state wise sales & region wise sales & enable fit  for action in such a way that, if we click on my region, if should display all the sates in the form of a map.

Step 2:- create a worksheet which contains city wise sales in the form of map.

Step 3:- create a dashboard & drag that city wise sales in to the dashboard

Step 4:- goto the first dashboard which contains region state sales click on the dashboard ‘tab’ select actions, click on add action select filter

Step 5:- in the filter action window speechify the filter action name as state , cities in the source sheets select dashboard region state analysis & target sheets select dashboard which contains city state analysis click on ok.

Step 6:- go to the city –analysis is dashboard, click on the dashboard tab select actions select add act ion select URL actor specify enter the following www.bing.com /images/search??=<city>click on ok.

Task 4:- creating an index for the dashboards

Step 1:- create a new work sheet with name index sheet goto analysis tab and click on analysis and select create calculations fields wise the field name as index and in the formula write the following formula.

“ RIGHT-CLICK ON THIS TO VIEW THE CONTENTS”

Step 2:- drag the index to the row shelve , in the marks card select shapes and click on shape and select none shapes and click on this select shape palette and select arrows select any one of the arrow click on apply and click on ok.

Step 3: in the size increase the size of the arrow shape click on size in the marks and increase the size.

Step 4 :- create new dashboard name index dashboard

Step 5:- in the dashboard drag the index sheet   right click on the  sheet and select hide title.

Step 6:- right click on fields and select hide filed table

Step 7:- click on dashboard tab and click on actions and select add action and select filter action, selct the source sheet an index sheet target sheet as region state analysis dashboard, give the filter name as region sate analysis click ok. Again click on add action select filter select source sheet as index sheet analysis dash board click on ok.

Repeat the same in order to add all the dashboard to index from finally right click on the arrow shape see the indexes.

Task 5:- dynamically update the filter for worksheet and dashboard

Step1 :- create a sheet with name dynamic title sheet

Step 2:- click n analysis tab and create calculate filed and specify the field name as today in the formula tab enter today ()

Step 3;- drag this today () to the row shelve right click on this today goto custom and select the date format an mon-day-year.

Step 4:- click on worksheet tab and select show title

Step 5:  right click on the title and select edit title select the calculated filed today, click on apply and click on ok.

Step 7: now change date of the system and check whether the title is changing (or) not.

  • Dynamically updating titles for dash board

Step 1:- create a dash board with name dynamic title dash board  drag the dynamic title sheet and change in the system date and check the title is changes (or) not.

Task 6:- configure display sheet option for the dashboard

Step 1:- create a worksheet which contains state wise sales; rename the sheet as state sales .

Step 2: create a work sheet which contains department wise profits, rename the sheet as dept-profit

Step 3:-  create a parameters by right clicking in the empty area of the parameters and select execute parameters.

Step 4:- in the parameters window enter the name as display options select the data type as string in the allowable values select list  and enter state –sales, dept-profits, all…click on ok.

Step 5:- gto analysis for crate a calculate filed and select create a calculated filed give the fled name as display and in the formula tab select parameters display options click on ok.

Step 6:- drag the calculate field display to the filter shelve, and in the filter select custom value list and enter all click on plus and state-sales and click on plus for the state wise sales work sheet.

Step 7:- goto the department profit work sheet drag the display filed t filter shelve select custom value list and enter all and dept profit and click on apply and click on ok.

Step 8:- in both the sheet right click on the parameters select show parameter control

Step 9:- create a dash board an drag the state sales to the dash board.

Step 10:- it will automatically add the parameter to the dash board select the required sheet (or) all sheets

Advanced maps :-

WMs servers : – by default in the tableau we can add the background map in two ways

  1. Online mode
  2. Offline mode
  • If the online mode maps and offline maps are not meeting your requirements even we can add our own background maps from the wms eservers.wms stands for web map servers service server.
  • These wms servers are available in two ways

o    As a free service

o   As a paid service

  • In real time normally the client will buy their own back ground maps from the wms servers

Task 1:- Add a custom background map for the state wise sales

Step 1:- open any web browser and enter neowms.sci.gsfc.nasa.gov

Open the neowms site and copy the path in headdress bar.

Step 2:-open tableau and click on map tab goto background maps and select wms servers

Step 3:- click on add and paste the neowms servers into

Step 4:- ose the wms servers connections windows click on state geographic field, click on map tab and goto background maps and select ‘neows’

Step  5:- again click on map tab and goto map options in the map layers of the map options select any one of the layer

Step 6:- drag the sales to size and color

Step 7: if we want set this background map as default click on map and goto background maps and select act as default

Note: if you save the wms map source it will automatically saves that map source into the map sources

Note:- folder f the tableau repository that tableau map source will get stored with the extension .Tms(TMS        means tableau map server)

Task 2:-  create state wise sales map and add wms background map using import.

Step 1:- click on state geographic field.

Step 2:- click on map tab goto background maps and click wms servers

Step 3:- click on import and select TABLEAU map source click on open.

Step 4:- again click on map tab and goto background and select ‘neowms’

Step 5: click on map tab again goto map options and add any of the map layers.

Step 6: drag the state to the color and sales to the size.

Image processing:-  In TABLEAU if you want to perform visual based analysis by taking the background images then we need to analysis the data by taking the images dynamically.

 

Task 1:- design image processing for category wise sales and each category take 3 items and in the output represent the item in the form of images and perform the analysis.

Step 1:- create excel document with two sheets one sheet contain the category information and sheet contain the item information

 

Category sheet in tableau

 

STEP  2: –  save this excel file as image processing and load all the item images from the Google

Step 3: – connect to the    excel sheet in the tableau by connecting to both the sheets product and items using multiple sheets.

Step 4: –  drag the X and y coordinator to the columns and row shelves.

Step 5 – click on the map tab go to background images select image processing 5.

Step 6: – in the background images window click adds image and click on browse select the desktop image and click on open

Step 7: – for the X field and for right enter the value as 100 and for field and for top enter the value as 50.

Step 8: – click on options and click on add.

Step 9: click on items and select the desktop and click on ok. Click on apply and click on ok.

Step 10: – repeat the same steps for all other items available.

Step 11: – right click on both the X and Y axes and uncheck show header.

Step 12: – right click on the category and select show quick filter, in the quick filter check only the particular category items.

Step 13: – finally create a dashboard and drag this image processing sheet into the dashboard and create another worksheet which contains the sales of these items.

Tasks:-

  1. Design image processing for the two-wheeler, and four wheeler items of any four vendor and compare their sales for the year 2013
  2. Design image processing for the list of BI tools available in the market and take all tools as other and display the no. of jopd for each tool.(take each tools logos) and also indicate from how many yeas these tools were in the market.
  3. Design image processing for top5 richest cities in the world and top5 poorest cities in the woid and also display their GDP growth.

band box, distributing in Tableau

 

Scenario 12:- Reference line, band box, distributing

  • In TABLEAU the reference lines are used to mark a specific value on the axes, and also we can shade (or) color the particular area along the axes and also we can display the distribution values and fill values
  • In TABLEAU, we can add unlimited reference lines band, boxes
  • If you want add reference line just right click on the axes and select add reference lines, bands, boxes
  • Types of references: – in TABLEAU we can 4 types of reference lines.
    1. Line
    2. Band
    3. Boxes
    4. Boxplots

Line: – Reference line add a line at a value on the axes, it will add the line for the constant value (or) for the computed values

Bands: -bands shares (or) color an area I the data view B/w two constants (or) computed values on along the axes.

Distribution: in the distribution we can add the coloring (or) shading along the axes to indicate the distribution of the values.

  1. Distribution of values can be defined by confidante intervals, percentages, percentiles (or) standard deviation this type of references is mainly used to create a bullet chart.

Box plot: – Box plot also describes the distribution of values by adding the boxpolts. Their box plot shows quartiles viscous.

  • Tableau provides different boxplot styles and allows you to configure the location of the viscous

Task 1:- Add a reference line in order to indicate the states for those states whose total profit is more than the average profit of all the states.

Step 1:- drag the state to the either rows (or) shelve drag the profit to column shelve. Drag the state to color.

Step 2:- Right click on axes select add reference line band (or) box.

Step  3:- Right click on axes select add reference line add the scope select entire table, add the line for the value of sum (profit) computation of adverse, in the label select custom and add they computation and value in the right side box the  of label box. In the formatting select line and fill above as green and fill billow as red click on apply and click on ok.

Note: – the scope of the reference line, band,and distribution is for table and per pane and per cal.

Task 2:- Design a reference line for the department wise total sales for each year and display a line fr hose whose sale is more than an average sale of  all  the department for one year.

Step 1:- drag the order date and department to the column shelve.

Step 2:- drag the sales to the row shelve.

Step 3:- Right click on the existing axes and select add the scope as per pane and values as sum(sales, and the label as custom and add computation and values in the format select dotted line. Click on apply and click on ok.

Task3:- create a reference line to add year wise dept wise total profits for the constant value

Note: in TABLEAU if we want to add he constant value for the reference line, we need to take the help of parameters

Step 1:- dag he orders date dept to the column shelve drag the profit to row shelve

Step 2:- right click on existing axes and select add reference line band (or) box. Select line and select scope as per pane and in the value select create a new parameter and give the parameters name as constant reference and the current value as  1lack and list of values select all click on apply and click on ok.

Step 3:- right click on the existing parameter click on edit in the allowable values select list and the list of values enter 1  lack, 2 lack, 3 lacks, 4 lacks… up to 8 lacks click on ok. In the parameters select the value.

Step 4:- again right click on parameter go to edit, in the allowable value select range again the min values as  1lack and max as 80laks, and step size as 2 lacks click on ok.

Task 4:- design a reference band for year wise, dept wise total profits and fill the band in b/w coverage total profit and maximum total profit.

Step 1:- drag the order date to column shelve and dept to column and drag the profit to the rows right click on the existing axes and select add reference line, band (or) box select band and scope and fill it with pink color.

Task 5:- create a constant band for the dept wise total profits

Step 1:- right click on existing axes and select go to band select scup as entire table and band from select const and band to select constant and in format line as dotted and fill with orange color click on apply and click on ok.

Task 6:- design a band for the customer segment wise, dept wise total sales and for each customer segment display a band for the constant value and change the value dynamically.

Step 1:- drag the customer segment, department to column shelve and sales to row shelve.

Step 2:- Right click axes and select add reference line band (or) box and select band and scope as per pane . in the band from select create a new parameter in the parameter window select range, in the range of value select min as 1 lack and max as 10 lack step size as 1 lack and click on ok.

Step 3:- in band to select create new parameter, in the parameter window again select range in the range of values select min as 2 lacks max as 2 lacks and stepwise as 1 lack click on ok.

Step 4 : – click on apply and click on ok.

Tasks :-

  1. Design a reference line for continent-wide total quantity ordered and display the continents whose average sale is more than the minimum sale of all the continents
  2. Design a reference line for the product category wise department wise total profits and deign a band prepares for those whose total sales is more than the average sales.
  3. Implement the above tasks using the parameters and also for the bands?

Scenario 13:-

Annotation: – in TABLEAU if you want to highlight a particular part of data view (or) if you want to call attention of the specific points in the data view then we need to make use of annotation.

  • These annotations sometimes called as call out it is most commonly displayed as a text box with the line pointing to a specific point (or) mark.
  • In tableau their 3 kids of annotations
  1. Mark
  2. Point
  3. Area
  • After adding this annotation we can edit, we can format, we can change the position, and even we can remove the annotation also.
  1. Mark annotation: – mark annotation used to add an annotation that is associated with the select mark .this option is available only if you select any mark.
  2. Point annotation: – it is used to annotate an area in the data view for the targeted region of the data view.

Task 1:- design the different annotations for the region wise total sales and also reference the region wise total sales with those region whose sales is more than total average sales.

Step 1:- right on axis and go to existing

Step 2:- in the scope of the reference line select per table and in the computation as sum(sales) average

Step 3:- right click on the area where state sales, is more than average total sales and select annotate and select area , it will automatically add a box in that area and in the mention sales more than total average sales.

Step 4:- right click on the same area select annotication and select point in the annotation window enter the required information and click on ok . it will automatically add annotation.

Step 5;- If you want to add the annotation at the particular mark right click on mark select annotation and select mark. In the annotation window specify the required information and click on ok. It wll automatically adds annotation at the particular point.

Step 6:- if you want resize (or) edit any annotation just click on the annotation and resize it (or) rearrange it (or) even reorder it.

Note :- even we can format the annotations also . if you want to format right click on the view and select  format (or) click on format tab and select annotations.

Formatting:-  formalin TABLEAU we can format everything what we will see on in the worksheet which includes ting is an important part of both the analysis and presentation.

  • TABLEAU we can format everything what we will see on in the worksheet which includes fonts shading alignment, borders and graph lines.
  • In tableau we can perform the formatting to all for entire worksheet, all rows and all columns however tableau also allows to format the individual parts of the data view also.
  • For example we can format the specific fields on the data view , we can resize the cells, panes, tableau and even we can edit the individual axes also.
  • So in tableau we can perform the formatting in the following different levels
    1. Worksheet level
    2. Column level
    3. Row level
    4. Each field level
    5. Call level
    6. At the tile level
    7. At the parameters
    8. For the quick filters
    9. For the legends
  • At these different levels we can performs forming for font, alignment shading, borders, lines.

Task 1:- formatting a sheet in such a way that display the continent wise container wise, category wise total sales for each year and include the borders for each value of field and also display the totals in different color at the work sheet level.

Step 1 :- drag the content , container, category to column shelve and order date to the row shelve.

Step 2:- drag the sales and drop into the text.

Step 3: in order to form click on formal tab (or) right click on the data view and select format

Step 4: click on the sheet go to borders, in the borders ad a different color out the cell, and add a specify  the of the border . Click on the header and specify a different size for the header and specify a different color for the header.

Step 5:- go to the grand total and specify a different color for the grand totals and specify it for the pane and header, repeat the same for column divider and row divider.

Step 6;- click on the font in the format , increase the font size at the work sheet level and fir the grand total at pane specify the font size and font type and for the header also specify the  font size and font type and for the header also specify the font size and font type.

Note : if we perform on one sheet and if you want to apply that formatting to other sheets just simply copy the formatting in current sheet by right click at the sheet tab in the current sheet and again right clicking on the sheet tab at the target sheet and selecting paste formatting.

Note : if we clear the formatting in one sheet that clearness won’t effect to the second sheet.

Tasks :

  1. Format state  wise, year wise, dept wise total profits color each state in a different color in the  sheer and the state values in different color and also add different border sizes for each fields and with different colors , and also display the highest values of each state for the four different years in a separate color and fill the color of the value in the background.
  2. Design a blended axes for customer segment wise dept wise, total sales and profits and format the view by your own.

Note : even in the TABLEAU we can perform the format for the call level also. Go to format click on cell wise.

Note : in TABLEAU we are having 3 different types of work book themes.

  1. Default
  2. Modern
  3. Classic

Go to format and click on work book themes.

Note : even in the tableau we can perform the formatting for the legends and data view also

For legends right click on legend and go click format for data view–? Right click on data view and click format

Scenario 14 saving and migrating the work in TABLEAU

  • In TABLEAU we can save our work in 3 different formats.
  1. TABLEAU workbook
  2. Tableau packaged workbook
  3. Tableau book mark
  • In this 3 different formats we can exports (or) migrate our work book in the TABLEAU in its different formats and this different formatives which can be used in different application which are ms power point and its excel.

Tableau workbook:

The first ay of work saved in tableau in the form of TABLEAU workbook

  • The extension is ‘two’ it will save all the work sheets developed in that work book.
  • TABLEAU workbook + all the local files and images= TABLEAU packaged workbook

Packaged workbook:- it is a new features in the TABLEAU , it will store every what work book stores + it will also store all the local file data sources and images into a single file

  • The extension of the tableau packed workbook is ‘.twbx’

Tableau bookmark:- if you want to save the current sheet in tableau then we can use the tableau book mark.

  • The extension for TABLEAU bookmark is  ‘.tbm’
  • All the book marks will stored in the book mark folder of the Tableau repository

Note : all the custom fields such as caliculated fields sets, groups bin are saved with the work books, bookmarks,packged workbooks.

Task 1:- saving the current work book in the form  of TABLEAU work book.

Step 1:- click on file TAB and click on save.

Step 2:- In the save as window specify the file name and the file type as TABLEAU workbook (.TAB) .click on save

Task 2:- saving the work in the form  of packaged workbook.

Step 1:- click on file TAB and select save as

Step 2:- in the save as window specify the file name as book= package workbook and specify the type as tableau packaged work book.(.twbx) now this time it will add the local data files

Note :-

Tableau packaged workbooks are mainly used to access the resourced externally, for example if your  work book contains background  images, local data sources such as excel, access, extract files.

  • When you save our work in the form of work book work book will save the link to this resources but not the actual resources
  • If you want to move (or) share the workbook to the other machine which doesn’t have access to the referenced resources and if want to open the workbook from other machine if won’t opens our work because table workbook only . stores the links to the resources
  • If you save the work in packaged workbook and f you want to move the work to t ether machine which contains the local files so we can able to see our work on other machine also ,reasons being packaged work book contains workbook local data files.
  • The different types of local data files included in the packaged workbook are,
  1. Excel files
  2. Text files
  3. (word) access files
  4. Images files
  5. Local  cub files
  6. Tableau data extract files
  7. Custom geocoding
  • All the workbooks and packages workbooks will gets stored in the workbook books folder of the TABLEAU repository

Task 3: saving the work in the form of book mark

Step 1: click on the window tab select book mark and select create book mark and select create book mark.

Step 2: specify the book mark file name in the book mark window and click on save.

Step 3:- it will automatically create a book mark with extension .tbm which gets stored in book. Mark folder of the TABLEAU Repository

Note : when  we select create a book mark option, it will take  the snap shot of the current work sheet and it  places the book mark. Folder.

  • Book ark includes the data connection, formatting calculation fields..etc but a book mark doesn’t include the parameter value.
  • These book marks can be accessed from any work book under the same tableau repository.
  • If you are using work sheets frequently book mark is the convenient way to handla the work sheet.

Migration :-

  • Case 1:- moving the objects from one environment to the  another environment is called migration.
  • Normally in the real time each developers will work on one work book but finally at the end of the development we will combine all the workbooks into one final workbook called as master work can be migrated to other environment and we can perform the testing

TABLEAU repository

Engining a master workbook:- the master work book an be design a in a two levels

  1. At the workbook level
  2. At the work sheet level.

Task1 : create a master workbook at the work book level.

Step 1: click on file tab and click on import work book

Step 2:- select the required work book and click on ok.

Step 3: Repeat the same for all other work books. again click on file click on save specify the file name as master work book and save the book type as TABLEAU packge workbook, click on save

Task 2:  designing the workbook at the sheet level.

Step 1: open all the source work books and create a new target work book by clicking on file and clicking on new.

Step 2:  copy the sheet from the source work books by right click on sheet and selecting copy sheet.

Step 3: goto the target workbook and right click on the target sheet and select the paste sheet in this way for remaining sheets.

It is also known as coping the work sheets multiple work book.

Case 2:-

Exporting the data directly:-

  • These are some cases in TABLEAU where we need to export the data directly with out exporting the workbook .
  • In TABLEAU data can be exported in multiple ways such as .csv files
  1. Excel files
  2. Access files (o) .mdb files
  3. Images

Task 1: exporting the data in the form of CSV from the TABLEAU.

Step 1; right click on he data view and select view data click on export all.

Step 2:- in the export data window specify the output file name and click on save

Task 2: exporting the data in the form of access (or) .mdb files

Step 1: click on worksheet tab click on export and click on data

Step 2: in export data to access window specify the output file name and click save , it will show data file as .mdb file.

Task 3: exporting the data in the form of excel files

Step 1: right click on the existing data view and click on select all.

Step 2: right click on data view again goto copy and select data

Step 3: open a new excel sheet and paste the data ito excel ,it is also called as coping the data to the clipboard

Task 4: exporting the data in the form of image

Step1 : click on work sheet tab goto export and click on image.

Ste p 2: the export image window select the required image option and click on save

Step 3: in the save image window specify the output file name and output file type and click on save,

Moving (or) migrating the objects to the TABLEAU :

  • In tableau after completing the development and saving the objects in the required format finally we need to move that objects either TABLEAU server (or) TABLEAU public in order to share the developed reports to the out side world (or) internally with int your organization.
  • In TABLEAU if you want to publish the work books

TABLEAU server.

  • From the TABLEAU desktop if you want to publish the objects externally to the outside world we need to publish the workbook to TABLEAU public

TABLEAU public

 

 

 

For  single work book max ork sheet we can take for good performance, take 25-30 sheets, dash boards 8-16 boards                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Organzing work sheets:-

  • In tableau we can organize the worksheet in 3 different ways.
  1. Using the sheet tab
  2. Using the films tripe
  3. Sheet sorter

Using the sheet tab:- using the tab we can normally navigate from sheet to the other in one work book.

Sheet sorter: in this sheet sorter sheet will display which will show us thumb nail images of all the sheet of work book our window

Film tripe : all the thumb nail images will be shown at the bottom of the work book

Task : printing the work book in the from of PDF.

Step 1:-click on file tab and click on print to PDF.

Step 2: in print to PDF window select entire work book (or) active sheet and click on ok.

Step 3:- in the save as PDF window specify the output filename and click on save.

Step 4:- go to the target directly and check weather the  PDF file is created (or) not.

Performance recording:-

  • IN TABLEAU we are having a brand ne feature performance recording which is not available in other BI Tools.
  • TABLEAU records the performance using 3 parameters
  1. Timeline
  2. Event
  3. Query

Task :- record the performance in the TABLEAU desktop.

Step 1:- click on help tab go to setting and performance and select start performance recording

Step 2:-  if you want to see the performance of the data view again go to help and go to setting and performance and stop recording, it will automating new peformance recording work book and it will display the performance in dash board, which contains three views namely timeline event query.

Time line:-  Time line is the top view in the performance  recording work book which displays the time taken by the particular work book.

Events : the middle view in the performance recording workbook show the events, in this it can display the different types of events generally in TABLEAU we can performs like.

  1. Generating the extract
  2. Connecting to the data source
  3. Geo coding
  4. Executing query

:

:

Etc

  1. In the events it shows the time taken by the each event in a different color, by seeing the events we can identify where the performances is lagging so that we can speed up (or) improve the things

 

Query :– The bottom view in the performance recording workbook where we see the report query in the form of text.

Performance tips in TABLEAU while development:-

  1. Turn off the automatic updates :- when we place any field on columns (or) row shelve tableau automatically generate the view the querying the source ,if we are connecting to complex data source the queries might be time consuming and degrees the performance in this case turn off the automatic updates while build the views in development once after complete the development we can turn on he automatic update again.

2. avoid generating two many panes:-

In TABLEAU it is not recommended to generate  two many paces because such a view is not very useful.

3         Look for warnings : in Tableau the another way to improve the performance is look for the warning before adding the fields to the columns(or) row shelve.

4         Context filter : in context filter will significantly decrees the data set size compare to the normal filters and it will improve the performance. It is applicable only for the relational data sources

5         Add filters first : if you working with the large data source it is possible to improve the performance by adding the filters first which eliminate the un-necessary data.

6         It is applicable only to the relational data sources

7         First large text and excel filter:- if your is large text (or) excel file, if yo want to improve the performance just create the extract file and improve performance with tableau data engine.(done import connections)

Scenario 15:-

Data Blending and clipboards data blending and clipboard data connections:-

data blending:-

In TABLEAU one work book can contain multiple connections to he multiple data sources each connections is displayed on the top of the data window.

  • If we want to combine the data from the different data sources and if you want to perform the single analysis of the data sources into a single combined data connections. This process of combining the multiple data sources is known as data blending.
  • Data blending will merge the multiple sources by taking some rules into consideration.

Rules to perform data blending:-

  • At least one common dimension should exist b/w the multiple data sources.\in the common dimension at least one value should match, if the one value is not matching it’s not possible to perform the blending.

data blending in Tableau

data sources in Tableau

 

Task 1:- performing the blending with two different data sources data sources.

Step 1:- create a note-pad which contains the following data.

data sources  Tableau

Save the note pad with name ASIA data.

data sources from the TABLEAU

Save the excel file as Europe data.

Step 3: create connections to both the data sources from the TABLEAU.

Test case 1- Testing the blending with matching values.

  1. drag the product_name                from the Asia data and drag the sales and profit from the Europe data.
  2. It will automatically create the blending b/w two data source and display the output.

Test case result :- Blending is possible with the matching values.

Test case 2:- the blending with bh_matched values

  1. Modify the product  names in the Asia’s data as A1,B1,C1,D1 save the changes
  2. Go to  TABLEAU and refresh the data  source of asia and refresh the  asia’s data.

Result : if the values  are not matching it won’t gives any meaning  full output, and it will display every thing in the form of nulls.

Test  case 3:- testing  the blending with one matching value.

  1. Modify the Asia’s data by changing product name D1 to D save the changes.
  2. Refresh the asia’s data in the TABLEAU and cheek weather blending performed (or) not.

Result: Blending is possible for output of matching values.

Test case 4:- Testing the blending with unmatched dimentions name

  1. Modify the Asia’s product-name dimension to product name, save the change goto to  product name ,save the change
  2. Go to to TABLEAU and refresh the Asia data connection
  3. Check weather the blending is possible (or) not
  4. Result : if the dimension names are not exactly matching automatic blending is not possible,but we can able to perform the blending in manual way.

Performing  the blending in the manual way:-

  • Click on data and select edit relationship
  • Select the primary data source Europe and secondary data source as Asia.
  • And select custom and click  on add.
  • From  the primary data source and secondary

Data source select the common dimension unmatched name and click on ok.

Note 1:- In TABLEAU the data blending is performed two ways.

  1. Automated way
  2. In the manual way

Note 2:- If the dimension names are exactly mate tableau automatically performs the blending . if the dimension name are not exactly matching we can able to perform blending but manually.

  • TABLEAU performs the data blending by merging  two (or) more data sources in the same worksheet by creating the relationships among common fields of this data source, these relationships are indicated with orange icon, and this blending is limit only to the particular worksheet.
  • In each work sheet in the data blending  we can have the primary connection and secondary connection. The primary connection is also called as primary data source.
  • These primary and secondary  data sources are linked with the specified relation ships

Test case 5:- testing for the for no. of primary and secondary in a single source.

Step 1:- create another data source with name African data in notepad with  following data product-name , units ordered.

A                             10

B                             20

C                             30

D                             40

Step 2:- create a connection to the notepad in the TABLEAU and define the  TABLEAU and define the relationships in the TABLEAU.

Step 3:- drag the Product from Europe and sales from asia and units ordered from Africa it shows the Europe data source  is indicated with blue tick mark which indicates primary data source where as asia’s data and Africa data is indicated with orange tick mark which indicates secondary data source.

Result :- in data blending only one primary data source is possible and it may contain ‘n’ no. of secondary data sources.

Ex:- like this type of situations we can use data blending

 

.data blending

  • The advantage of the data blending is we can combine the data from the different sources and we can perform the analysis in a single work sheet.
  • In tableau adding a secondary source (or) secondary connection to the worksheet is very useful when  we have the data in the multiple data source and that data if you want to integrate into a ingle analysis.
  • In dat blending we can combines the data from the different technologies text file.db, online data…etc

Steps  to access FTP server:-

  1. Open any web browser and enter ftp ://192.168.1.253:46/ and hit enter.

Step 2:- enter  the username as RCP  ODIFTP RCPtech123.

Commonly occurred issues while performing the data blending

  1. With out defining the relationship between the  data sources it’s not possible to perform the data blending.
  2. No relationship to the primary data source

“ If no match for dimension and no values machine”

  1.  Multi dimensional data sources can  be oct as secondary connections (or) secondary data sources in TABLEAU.

Clip boards:-

Even in the TABLEAU  we can analyse the data directly without creating any data connections

data into the TABLEAU

 

  • Sometimes if you want to pull the data from the out side data source for quick analysis directly we can  copy the data and paste the data into the TABLEAU
  • TABLEAU automatically creates a data source in the form of clip board and we can perform the analysis directly from the clip board.
  • When we save  the  work book the clip bard data source also get saved as tab delimited text file into our TABLEAU repository.
  • We can create the clip boards by copying and pasting the data from various applications like Ms Excel, Ms-word and even from the HTML page also.
  • When we copy and paste the data into TABLEAU, TABLEAU makes use f the Microsoft_ JET engine
  • Microsoft  jet engine is a data bata base engine on which  several micros products have been built. Stand for joint engine technologies.

 

* This Microsoft jet engine copies the data and represent the data in TABLEAU in the of a clipboard.

Task: Implementing clipboard in TABLEAU

Step 1: Open any web Browser and enter 2014 Election Results: Open any Link and copy the data.

Step 2: Go to TABLEAU click on Data and select paste data; it will automatically creates a clipboard.

Step 3: Perform the analyses by dragging the required dimension and measures to columns and row shelve

 

Interview Questions:

1. What is data blending and how it is difference from joins?

2. What are the rules to perform data blending and what are the common issues that may occur with the data binding?

3. What is primary connection and secondary connection in data blending?

4. What are clipboards and how it differs from other data connection in TABLEA?

 

Scenario 16 : Different types of charts In TABLEA

 

* In TABLEAU we can able to create 3 different types of charts.

1. uni- variety charts

2. Bi- variety of charts

3. Multi variety Charts

Diagram 1

Uni – Variety Charts:

Analysis involving the single measure in the TABLEAU is known as Uni- Variety Charts.

Table:

Text table or cross Tabs and highlight tables:

  • Tables in the TABLEAU are the grate way to represent large amount of data in the smaller area.
  • In TABLEAU we are having two types of TABLES
  1. Text table
  2. Highlight table
  3. Text table:

For the text table the minimum requirements are 1 or more dimension and one or more measures.

  1. Highlight table: 

The minimum requirements for highlight table are 1 or more dimension and one measure.

* The highlight table highlighting the value of measures based on value of a measure based on the value range in the TABLEAU.

Note 1:

In the output view text table will display all the measure values where as highlight table highlight the values of a measure based on the value range in the TABLEAU

Note 2:

Both the highlighted table and text tables are uni – variety charts.

Note 3:

The tables are also called as cross tabs.

2. Bar Charts or Histograms:

In TABLEAU we are following two types of bar charts.

  1. Horizontal bar Chart
  2. Vertical bar Chart.

Again the vertical bar chart is divided into two types.

  1. Stacked bar chart
  2. Side by side bar chart.
  • Bar chart is the great way to compare the data across various categories.
  • In the bar chart length of the each bar indicates value of the particular category.
  • Bar Chart is the easy way to understand the different categorical information such as country, state, region, continents, years, months… etc.

Horizontal bar chart:

The minimum requirement for horizontal bar chart is zero or more dimensions and 1 or more measure.

Stacked bar chart:

The first type of the vertical bar chart is stacked bar chart.

  • The minimum requirement for stacked bar chart is one or more dimension and one or more measures.

Side by Side bar chart: The 2nd type of the vertical bar chart is side by side bar chart is 1 or more dimensions and one or more measures, and also side by side bar chart requires at least 3 fields.

Note:

In the horizontal bar chart each value in a given category is represented with a separate bar.

Where as in Stacked bar all the values of a given category is represented in a single bar vertically.

  • In side by side bar chart one field data is placed inside the field (Nested table) and if represents another inside field data value separately in each bar vertically.

Note: The horizontal bar chart and vertical bar charts are the uni- verity charts.

  1. Line Charts: Line chart is the great way to compare the categorical data over the period of time
  • It is mainly used to analyses the trends over the period of time.

Types of Line Charts: We are having 3 different types of Line Charts

 

  1. Continuous Line Chart
  2. Discrete Line Chart
  3. Dual Line Chart
  4. Continuous Line Chart: If requires at least one date field 0 or more dimensions and 1 or more measures.
  5. Discrete line chart: If requires at least one date field, 0 or more dimensions, and 1 or more measures.

It requires one discrete data field.

  1. Dual lines: It requires at least one data field which is of either continues or discrete, 0 or more dimension and 2 measures.

Note:

The continues Line Chart requires continues date field where as discrete line chart requires discrete data field dual lines requires two measures.

Note:

In the Line charts continuous line chart and discrete line chart are of type Uni-Varite.

  1. Area Chart: Area charts in the TABLEAU are mainly used to indicate the growth of particular category.
  • Area chart is an extension of a line chart.
  • An area chart shows the line of a measure how if growing and also fills the area below the Line based on the value of the measure.
  • Area charts are the grate way to compare the growth of a particular category.
  • In TABLEAU we are having two types of area charts 1 or  more

 

  1. Continuous area chart
  2. Discrete area chart.

 

  1. Continuous area chart: It requires one date field, 0 or more dimensions and one or more measures.
  2. Discrete area chart: It requires one discrete date field 0 or more dimension and 1 or more measures.

Note 1:   The discrete area chart and the continuous area charts are the Uni- verity charts.

Note 2:  Discrete area chart requires discrete date field where as continuous area chart requires continuous date field

 

5. Circle Charts: in TABLEAU we are having two types of circle charts.

  1. Circle Views
  2. Side – by –side circles.
  • Circle charts are the way to represent the categorical data in the form of circles.
  1. Circle views: In order to create circle views in the TABLEAU it requires one or more dimensions and 1 or more measures.

ii. Side- by – side circles: It requires at least one or more dimension and one or more measure.

  • It requires at least 3 fields.

Note: Both the circle views and side by side circles are Uni- verity charts.

 

  1. Other Uni- Varity charts:
  2. Packed blues:  Packed blues is another way to represent the each categorical data based on their measures value.

To require at least one or more dimensions and 1 or 2 measures

  1. Pie Chart:  It is another way to represent the data in the form of slices.

Note:

For the effective look of pie chart and for the best practice don’t create a pie chart with more than 5 slices.

 

Heat maps: Another way to represent the categorical data is heat maps. A heat map is a visual representation of number in a table or in the form of grid in such a way that the bigger numbers are encoded by dark colors or bigger sizes and the smaller numbers are encoded by smaller size or light colors, this type of representation of data makes the readers pattern very easier, and the reader can able to analyze the data very tastily.

 

  • The minimum requirements for heat map are 1 or more dimension and 1 or 2 measures.

 

9. Trees Maps: From TABLEAU 8.0 the new chart added in the TABLEAU is Tree Map.

* This tree maps are not available up to 7.0

* Tree Maps are another way to represents 0 the number of data views by ticked color if the value is more and if files the tree map with light color if the value of field is less.

* Tree map requires 1 or more dimensions and 1 or 2 measures.

 

10. Gantt View: Gantt view is the modified representation of the bar chart.

* It is a new feature in the TABLEAU 8.1 in order to create a Gantt view requires continuous date field 1 or more dimensions, 0 or 2 measures.

4. Box – and – whisker plots:

Another new data view added from the TABLEAU 8 is Box – and – whisker plots.

  • Box – and –whisker plots displays  distribution of the measure values for a given category in the form of box- and – Whisker
  • Box- and – Whisker plot is also known as Box-plot.
  • In order to create box and whisker plot we need 0 or more dimensions and 1 or more measure.

Maps:  In TABLEAU the maps are also comes under uni- verity charts.

  • In TABLEAU we are having two types of maps

I. Symbol maps

Ii. Filled maps

  1. Bi – Varity Charts: Analysis involving in the two measures in the TABLEAU is known as Bi- Varity Charts.
  • The different Bi- variety charts available in TABLEAU are

1. Text Tables                    6. Stacked bar                    11. All Line Charts

2. Heat Maps                     7. Side- by – side bars    12. All area charts

3. Pie charts                        8. Side-by – Side circles 13. Combination chart

4. Symbol maps                9. Circle maps                    14. Packed bubbles

5. Horizontal bar               10. Tree maps                    15. Box and whisker plots

16. Gantt views

17. Scatter plot

18. Bullet graphs

 

12. Scatter plots and Built graph:

Scatter plots: There are often used and to identify and to observe the relationship between two measures or any two variables by looking in to the scatter plots any user can quickly observe the trends.

  • It requires at least 0 or more dimensions and 2 to 4 treasures.
  • The scatter plot displays the relationship in terms of small circle called scatter.

Bullet graphs: Bullet graphs are the modifiers view of the bar chart. Bullet graphs requires 0 or more dimensions and 2 measures

  • Bullet graphs are also the new features in TABLEAU 8.0
  1. Multiversity Charts: Analysis involving more than two measures is known as multi variety charts.

The different multi verity charts are;

 

1. Text tables

2. Horizontal, Stacked, side- by – side bars.

3. Circle view and side – by – side circle us

4. Continues and discrete line charts

5. Different types of area charts

6. Scatter plot

7. Box and whisker plots.

 

Scenario 17: Connecting to the KBC data

 

Step 1: Click on connect to data. Click on oracle

Step 2:  In the oracle connection window click on advanced

Step 3: In the advanced oracle connection window enter the server name as 192.168.1. 253 enter the service name as aim en v2 and port no as 1921. Just click on OK.

Step 4: Enter the user name and password and click on connect.

Step 5: Select orders and click on multiple tables to join all the dimensions to the order measure in the KBC data

Step 6: Click on add table. In the add table window select calendar and Click on join tab

In the calendar table select YYYY-MM-DD and in the order table select period key and click on add. Click on OK.

Step 7: Again click on add table in the add table window select customers table select new key and in the order table select cuts key  and click on add and click on OK.

Step 8: Again click on add table in the add table. Window select products and click on join tab, in the products table select Product key and click on add and click on OK.

Step 9: Specify the connection name as KBC data and click on OK.

Step 10: In the data connection window select connect live.

 

Cardinality:

Join defines the relations ship between the tables where as cardinality defines how the tables are relating.

  • In Cardinality: Cardinality it specifies how the relationship should exist between tables.

Types of we are having 4 different types of cardinalities.

  1. One-One (1:1)
  2. One – Many (1: 1)
  3. Many – One (m:1)
  4. Many-Many(m:m)

 

One-One (1:1):

In one-one relationship one value in one table is linked to one and only other value in the other table.

EX: Person- passport, customer- address, Employee- Department

 

One- Many (1: m):

 

In one – Many relationship one value in one table is lined to many values in other table.

EX: Customer- Orders.

 

Many-One (m: 1):

 

In many – to – many relationship on or more values in one table is related to one or more values in other related table.

Ex: Product – Orders

 

Note: While creating any connections to the databases from the TABLEAU always go with the live connection because most of the data bases are configured with the high performance.

 

Scenario 18: Calculations

 

  • Every time with the default fields (or) existing fields in the TABLEAU it is not possible to derive the meaningful results from the data.
  • Sometimes we need to create the new fields in the TABLEAU known as calculated fields.
  • These calculated fields are the reusable fields. We can define them once and we can use them ‘D’ number of times.
  • When we create any calculated fields will get stored in the TABLEAU work book which gets stored in the TABLEAU repository.

 

  • For Example :    Product                sp                           cp

—————————————————

P1                        100                         80

P2                        50                           35

P3                        40                           28

Product wise profits

Profit = SP-CP

Product                                profit

——————————————–

P1                                        20

P2                                        15

P3                                        12

Here “Profit” is a calculated field —– which get stored in work book of table all repositories. It does not exist in the data source.

Task 1:

Displaying the product wise total cuts on the KBC data.

On the KBC data the cuts field is not available by default. We need to create the cuts field directly in the TABLEAU.

Step 1: Create a calculated field by clicking on the analysis select calculations field and create calculation field after connecting to the KBC data.

Step 2: In the Calculated field specify the name as cuts and enter the formula as sum [units ordered]-([sum (units shipped)]) click on OK

Step 3: In the dimensions open the products table drag the PG Code into the row shelve and cuts into the column shelve Drag the PG code into the color and click on abc.

Not e: If we create a calculated measure in the TABLEAU and in the calculated field in the formula tab if we use any aggravation functions the aggregation of that calculated measure in the work sheet is indicated with AGG.

Note: In the calculated field we can add the parameters, we can add the fields, we can add the different types of functions available in the TABLEAU.

Note: If we create any calculated field that field name is prefixed with equal to ( =).

 

Functions in TABLEAU:

Number Functions:

  1. ABS Function: ABS (is also called absolute value function
  • ABS Function takes the input as a number, it ignores the sign of the number weather is negative or positive and just displays the number.
  • Syntax :

 

ABS (Number)

Example:

1)      ABS (99)=99

2)      ABS(-99)=99

 

Task 1:

Implementation ABS functions in TABLEAU.

Step 1: click on the analysis field and select create calculated field specify the name as ABS example in the formulae tab ABS (-100) + ABS (100)

Click on OK

Step 2: Drag the ABS example to the row shelve and right click on ABS example and click on dimension.

  1. Trigonometric functions: The different trigonometric functions available in the TABLEAU are sin, Cos, Tan, cot.
  • The different inverse trigonometric functions available in TABLEAU are ASin, ACos, ATan
  • These functions are mainly used to perform the analysis like finding the distance between two sea shores or the average length of costal area of a city… etc.

Trigonometric Functions:

 

Diagram 2

 

Opposite side

Sin     = ——————-

Hypotenuse

 

 

Adjacent side

Cos      = ——————

Hypotenuse

 

Opposite side            sin

Tan     =——————– =    ———-

Adjacent side             cos

 

Adjacent side                    1

Cot     = —————– =   —————–

Opposite side                    Tan

Inverse of Trigonometric function:

 

Sin   = A Sin       Tan   = A Tan

Cos   = A Cos       Cot   = A Tan2

  1. Cyclometric functions : The inverse of the trigonometric functions are called as cyclometric function or inverse trig metric functions
  • The different cyclometric functions available in TABLEAU are ASin , ACos , ATan , ATan2

 

Task 1:

Implementing trigonometric functions and Cyclometric functions in TABLEAU.

Step 1: Click on the analysis tab and select create calculated field specify the name cos and specify cos (PI ()/3). Click on apply and click on OK.

Step 2: Create another calculated field and specific the name as ACos and specify the formula as Degrees (ACos (0.5)) click on apply and click on OK.

Step 3: Drag the cos function to the row shelve and A cos function to the row shelve

Step 4: Right click on ACos and select dimension

 

Cos, sin, TAN, cot functions:

Syntax:

 

Cos (RADIANS) = Number

Sin (RADIANS) = Number

Tan (RADIANS) = Number

Cot (RADIANS) = Number

Inverse Trigonometric functions:

ACos, ASin, ATan

Syntax: A cos (Number) = Radians

A sin (Number) = Radians

A Tan (Number) = Radians

  • An Inverse Trigonometric functions takes the input as numbers and it display the output as radians.
  • If you want to convert the radians to degrees use the degrees functions.
  • For the ‘A Cos’ and ‘A sin ‘the number value should be in the range -1 or 1.

Note: If you specify the value out of range in the inverse trigonometric function if display NULL.

 

  1. Degrees Function: Degrees function takes the input as ‘ radians’ and it display the output as degrees

Ex: Degrees (PI ()/5) = 36.0

  1. Div Function:

Div is also called division function

Syntax:  Div (Number1, Number2)

 

  • The division function divides the number 1 with number2 and it will displays the output as Quotient.
  1. Exp Function: Exp is also called as exponential function.

Syntax: Exp (Number)

Ex: Exp (7) = e^7

  1. LN Function: LN is one of the Logarithmic functions available in the TABLEAU.
  • LN tabs the input as number at if returns the natural logarithmic value of number, If the number is greater than 0.
  • If the number Less than or equal to zero then if returns NULL.
  1. Log function: it takes input as number along with the [base] and it displays the logarithmic value of number along with the base.
  • If [base] is omitted it takes default base as 10.

Syntax: Log (Number,[Base])                                [] —àthat field is options

< > –à that field is mandatory

Ex: Log (1) = log1010

9)  Max and Min Functions:

10) PI Function

11) Power Function: The power function takes the input as number and if powers that number with the specified power.

Syntax: Power (number, power)

Ex: power (10, 3) = 1000

12) Radians: Radian function will convert any manner or degrees to the radians.

Syntax: RADIANS (Number/Degrees) = Radians.

Ex: RADIANS (PI []/3) = 0.0183

13) Round Functions: Round Function takes the input as the decimal number and it rounds that number based on the number of decimal places.

 

Syntax: Round (Number, [No. of Decimal places])

Ex: Round (45.421234567, 2) = 45.42

Round (45, 421234567,3) = 45.422

Note: While Rounding If

Next number is 5 or more than 5 if adds 1 to the current decimal place.

If Next, number <5 then displays same decimal value.

 

Task:

Implementing round function in TABLEAU.

Step 1: Create a calculated field by clicking on the Analysis tab and specify the name as Round and enter the formula as ROUND (45. 456771) Click on OK.

Step 2: Drag the round function to the row shelve right click on the round and select dimension.

Output: Round (45.4567 , -1)= 50.00 Here, if we take -1 then it will rounds the value be form the decimal point 5 is equal to 5. So it will add 1 to 4. So we get output as 50.00.

Note: If the number of decimal planes is negative it will try to round the values from the left of the decimal point.

While rounding if current number is 5 or more then 5 if adds 1 to the previous value.

If Num< 5 Then it displays same previous value.

 

14) Sign Function: Sign functions take the input as number.

Syntax: sign (Number)

If Number is + ve it returns +1

If Number is -ve it returns -1

If Number is zero it returns 0

Example:             Sign (-100) = -1

Sign (100) = 1

Sign (0) =0

 

15) SQRT Function: The SQRT is also called square root function and it will takes input ass number and it will display square root of that number.

Syntax: SQRT (Number) = Number.

SQRT (100) = 10

 

16) Square Function: Square function takes the input as number and it will give square of that number.

Syntax: Square (Number)

Ex: Square (10) = 100

 

17) ZN Function: This Function is also called as zero number functions.

* ZN takes the input as number (or) field if the number value is not Null then it displays that number value.

If the number value is Null then it displays zero.

Syntax: ZN (expression)

 

Task:

Implementing ZN Function in TABLEAU

Step 1:  Create a sample on the text file with the following data.

 

Product                                                Sales

P1                                           200

P2                                           100

P3

P4

P5

Step 2: Save the notepad in the desktop with name data.

Step 3: Connect to the text file from the TABLEAU.

Step 4: Create a new work sheet in the TABLEAU drag the products to the row and sales to column shelve by default it will display nulls for P3, P4, and P5.

But here our requirement is if we get any null data in place of that NULL is had to display zero.

Step 5: Click on analysis tab and select create Calculated field enter the field name as EN sales and in the formulae write ZN (Sum [sales]) click on OK.

Step 6: Drag the products to row and ZN sales to the column. Now it will display zero places of NULLS.

Note: In Number function most commonly used functions are ABS, ROUND, SIGN,ZN Functions

 

II. String Functions:

1)      ASCII Function: It returns the ASCII Number of the String. It takes input as string and gives output as ASCII Number of starting character of the String.

Syntax: ASCII (String)

EX: ASCII (‘TABLEAU’) = 84 (ASCII number of ‘T’)

ASCII (‘tableau’) = 116 (ASCII number of‘t’)

Note: while specifying the input string with in single quotations (‘‘) or double quotes (““).

  • The ASCII Values of upper case letters and lower case letter are different.

 

 

Task:

Implementing ASCII in TABLEAU

Step 1: Click on the analysis and select create calculated field specify the field name as ASCII and in the formulae tab enter ASCII (‘TABLEAU’) Click on OK.

Step 2: Create another calculates field name as ASCII and enter formulae as ASCII (‘tableau’) click on OK.

Step 3: Drag the ASCII and ASCII2 t the row shelve right Click on both ASCII and ASCII2 click on dimension.

 

2. CHAR Function: If want know character for a particular number we will use this char function.

* Character function takes the input as ASCII number or integer and gives the output as character based on ASCII code number.

The reciprocal of ASCII function is char function.

  • Syntax : CHAR ( Integer)
  • Ex : CHAR (84) =’T’

 

Task:

Implementing char function in the TABLEAU.

Step 1: Create a calculated field with name char and in the formula enter CHAR (84) click on OK.

Step 2:  Drag the char and drop into the row and see the output character. Output is T.

  1. Boolean Functions:

In Boolean functions the output is either ‘True’ or ‘False’.

The different Boolean functions available in string calculations are

  1. Start With
  2. End With [/sociallocker]

 

Comments (7)

  • Ziaullah

    How to install ambari managed cluster on Windows?

    May 6, 2015 at 5:43 pm
  • Hadoop Experts

    Here is the article which explains on How to deploy and manage HDP 2.2 using Apache Ambari 1.7
    In case if you have any question, please feel free to start a discussion, would be glad to help you at the earliest.

    Happy Learning

    May 7, 2015 at 2:36 am
  • Ravinder Tulsiani

    excellent

    June 1, 2015 at 1:34 am
  • Ramana

    Hi,
    kindly let me know the complete details of the course in both online and offline mode.
    Thank you

    October 6, 2015 at 11:12 am
  • Aparna

    How much is the fee for Tableau training online mode and classroom mode? I am also looking for Big data and Hadoop training and certification,Since i am available in Hyd from 22nd Dec ,need to know duration and fee of course and certification please.

    December 13, 2015 at 6:14 pm
  • Harish

    Sir I m well versed in java ,c and c++ .but in present day demand for these courses decreases .so i want training of Hadoop or Cloud Computing or Tableau.can u, please give me some online training and information about the fees structure and necessary detail.

    Please let me know the details of qualification eligible for this course and course fee in terms of both online, offline.

    Thanks
    Harish

    December 27, 2015 at 1:48 pm
  • Laxmi

    What are the fees for the tableau ? What r the pre-requisite course required to take up tableau.
    What is the duration

    June 16, 2016 at 9:18 am

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