Tableau

Tableau is a premier data visualization and business intelligence tool used to transform raw data into interactive and insightful visualizations. It is widely acclaimed for its ease of use, powerful analytics, and ability to handle complex data sets.

Why Tableau?

• Interactive Dashboards: Tableau allows users to create dynamic, interactive dashboards that make data exploration intuitive and engaging.
• Real-Time Data Analysis: Connect to live data sources and perform real-time analysis to gain timely insights.
• User-Friendly Design: With a drag-and-drop interface, Tableau simplifies the process of creating visualizations without requiring advanced technical skills.

Tableau Products Overview:

• 1. Tableau Desktop
• Tableau Desktop is the core application used for creating and analyzing visualizations. It allows users to build detailed reports and dashboards from various data sources, offering extensive customization and analysis options.
• 2. Tableau Server
• Tableau Server enables organizations to share and collaborate on dashboards created in Tableau Desktop. It provides a secure environment for enterprise-level data distribution and reporting, facilitating team access to shared insights.
• 3. Tableau Online
• Tableau Online is the cloud-based version of Tableau Server, offering similar features with the added convenience of cloud access. It allows users to publish, share, and access dashboards from anywhere, supporting remote collaboration.
• 4. Tableau Reader
• Tableau Reader is a free desktop application that lets users view and interact with Tableau visualizations. While it supports filtering and drilling down into data, it does not allow for the creation or modification of visualizations.

Key Benefits of Using Tableau:

• Enhanced Data Visualization: Tableau excels at converting complex data into easy-to-understand visual formats, helping users spot trends and insights more effectively.
• Flexible Data Integration: It supports integration with a wide range of data sources, from spreadsheets to databases, enabling comprehensive data analysis.
• Real-Time Insights: With capabilities for live data connections and real-time updates, Tableau ensures that users are working with the most current information available.

Curriculum:

• 1. Introduction to Data Visualization
• What is Data Visualization?: The graphical representation of information and data. It helps to make data easier to understand and interpret by using visual elements like charts, graphs, and maps.
• Purpose of Data Visualization: To simplify complex data, reveal patterns, trends, and insights, and communicate information effectively to stakeholders.
• 2. Introduction to Tableau
• What is Tableau?: Tableau is a powerful data visualization tool used for transforming raw data into interactive and shareable dashboards.
• Why Tableau?: It offers robust data visualization capabilities, user-friendly interface, real-time data analysis, and connectivity to various data sources.
• 3. Tableau Products
• Tableau Desktop: The primary application for creating and analyzing data visualizations.
• Tableau Server: Allows organizations to share Tableau reports and dashboards with others securely over a web-based platform.
• Tableau Public: A free version of Tableau for publishing visualizations publicly.
• Tableau Online: A cloud-based version of Tableau Server, enabling sharing and collaboration over the internet.
• Tableau Reader: A free desktop application to view and interact with Tableau visualizations offline.
• 4. Installation of Tableau Desktop
• Connecting to Excel Data Source: Instructions for linking Tableau to Excel spreadsheets to import and analyze data.
• 5. Understanding the Data Window
• Dimension: A categorical field used to segment data (e.g., date, category).
• Measure: Quantitative data that can be aggregated (e.g., sales, revenue).
• Data Types and Symbols: Identifying different data types (e.g., numeric, string) and their associated symbols.
• 6. Working with Data
• Different Ways of Dragging Dimensions and Measures: Techniques for adding fields to rows, columns, or the view.
• Sample Report and Dashboard: Creating and understanding basic reports and dashboards.
• 7. Connecting to Data Sources
• Connecting to Single Table: Linking Tableau to one table from a data source.
• Connecting to Multiple Tables: Joining or blending data from multiple tables.
• Connecting Using Custom SQL: Writing custom SQL queries to pull data into Tableau.
• Exporting or Saving Data Connection: Saving data connections for future use.
• Editing Data Connection: Modifying existing data connections.
• Replacing Data Connection: Updating or changing data connections.
• Refreshing the Connection: Updating data in Tableau to reflect the latest changes from the data source.
• Extract Connection: Working with data extracts instead of live connections.
• Live vs Extract: Comparing live connections with data extracts in terms of performance and data freshness.
• Data Source Filters: Applying filters at the data source level to limit the data being imported.
• Switch to Live: Changing a data connection from extract mode to live mode.
• Refreshing Extract: Updating data extracts to reflect the latest data.
• Closing Data Source: Closing the data source when done.
• 8. Data Blending
• Data Blending: Combining data from different sources within Tableau.
• 9. Different File Extension Types in Tableau
• .tbm: Tableau Bookmark file.
• .twb: Tableau Workbook file (XML format).
• .tde: Tableau Data Extract file.
• .twbx: Tableau Packaged Workbook (includes data).
• .tds: Tableau Data Source file.
• .tdsx: Tableau Packaged Data Source file.
• 10. Tool Bar Menu Icons
• Save: Save your workbook.
• Connect to Data: Link to a new data source.
• Create New Sheet or Dashboard or Story: Add new elements to your Tableau project.
• Duplicate Sheet: Make a copy of the current sheet.
• Clearing Sheet: Remove all fields and data from the sheet.
• Swapping: Swap dimensions and measures in the view.
• Sorting: Arrange data in a specified order.
• Labeling (abc): Add labels to your data points.
• Resetting Cards: Restore default settings for cards in the view.
• Pinning Axis: Fix axis positions.
• Highlighting: Emphasize data points in the view.
• Presentation View: Switch to a full-screen presentation mode.
• 11. Data Window Options
• Add to Sheet: Add fields to the worksheet.
• Show Quick Filter: Display a quick filter for the selected field.
• Duplicate: Create a copy of the selected item.
• Rename: Change the name of fields or sheets.
• Hide: Hide fields or items.
• Group by Folder or Data Source Table: Organize fields into groups.
• Create Folder: Create a new folder to organize fields.
• Change Data Type: Modify the data type of a field.
• Change Geographic Role: Update the geographic role assigned to a field.
• Default Properties: Set default properties for fields.
• Replace References: Update references to fields in the workbook.
• Describe: View metadata and details for fields.
• 12. Creating Calculation Fields
• Creating Calculation Field: Define and use calculated fields to derive new values.
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