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Tableau

The document provides an overview of Tableau, a data analysis and visualization tool, detailing its features, data types, chart options, and dashboard creation process. It also explains concepts like data blending, parameters, and the differences between dimensions and measures, as well as comparing Tableau with Power BI. Additionally, it outlines various Tableau products, file extensions, and types of joins available in the software.
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0% found this document useful (0 votes)
15 views12 pages

Tableau

The document provides an overview of Tableau, a data analysis and visualization tool, detailing its features, data types, chart options, and dashboard creation process. It also explains concepts like data blending, parameters, and the differences between dimensions and measures, as well as comparing Tableau with Power BI. Additionally, it outlines various Tableau products, file extensions, and types of joins available in the software.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.What is Tableau?

Tableau is a powerful tool used for data analysis and visualization. It

allows the creation of amazing and interactive visualization and that too

without coding. Tableau is very famous as it can take in data and

produce the required data visualization output in a very short time.

2. What are the data types supported in tableau?

In Tableau, there are seven primary data types. The function of Tableau is
to automatically detect the data types of various fields, as soon as the
data is uploaded from the source and allocate it to the fields. These seven
data types are:

1. String values

2. Number/Integer values

3. Date values

4. Date & Time values

5. Boolean values

6. Geographic values

7. Cluster or mixed values

3.What are the different types of charts available in tableau?

Tableau has different charts required for Data Visualization. There are:

1. Bar Chart: A Bar chart organizes the data into rectangular bars that
can easily be used to compare data sets.

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2. Line Chart: A Line Chart visualizes data in the form of a line that is
very useful in understanding trends and patterns.

3. Area Chart: An Area Chart is similar to a Line Chart in that it also


visualizes the data in the form of a line that is very useful in
understanding trends and patterns.

4. Pie Chart: A Pie chart is the best option if you want to compare some
parts of the whole in the data.

5. Tree map: A Tree map is used to demonstrate different parts of the


data as they relate to the whole.

6. Scatter Plot: Scatterplots are used to understand the relationship


between two variables in the data.

7. Bubble Chart: A bubble chart can be used to show the relationships


between different measures and dimensions.

8. Symbol Map: A Symbol Map visualizes the data on top of a map of a


geographical location.

9. Density Map: A Density Map visualizes the data on top of a map of a


geographical location.

10. Heat Map: A Heat map provides the relationship between two
variables in the data along with rating information between these
variables.

4.What are the different data connection options available in


tableau?

Tableau can connect to various data sources like Excel, databases, and
websites. It can join various sheets or tables present in Tableau data
sources. The joining conditions used in Tableau are an inner join, right join,
left join and outer join. Tableau can connect and join various sheets
present in an excel file.

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5.What is the difference between a dimension and a measure in


tableau?
Dimensions refer to qualitative, categorical data that are generally used to
group, segment, or categorize data points.

On the other hand, measures are quantitative, numerical data that can be
aggregated and analyzed.

Dimension Measure

It is an independent variable It is a dependent variable

It is not dependent on the It is dependent on the dimension


measure

Min, Max, and Sum won’t work. Min, Max, and Sum will work.

It is used to compare the data. It is a metric value that we will


use to compare the dimension.

It contains qualitative and It contains quantitative data.


categorial information

6.How can you create a dashboard in tableau?

The steps to create a dashboard in Tableau are as follows:

Step 1: Install and launch the Tableau software

You can download the Tableau software from the Tableau website,
selecting compatibility with your operating system.

Launch the software, and you’re ready to begin.

Step 2: Connect to a data source

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Before you can build a dashboard on Tableau, you’ll need to connect it to a


data source. First launch Tableau and select the Connect to Data option.
From there, choose the data source you want to connect.

Once you’ve selected your data source, you can move on to creating a
worksheet.

Step 3: Create a new worksheet

Creating a new worksheet on Tableau takes very few steps. First, open
Tableau and select the New Worksheet icon from the toolbar. To rename
the worksheet, right-click on the tab and select Rename.

Next, select the data source you want to use for your worksheet. Once
you’ve selected a data source, you’ll need to choose which data fields you
want to include in your worksheet.

Click OK to close the dialog box and apply the changes. Your new
worksheet will now be available in Tableau.

Step 4: Open a new dashboard

To create a new dashboard, click on the Dashboard button on the menu


bar at the top of your screen. This will bring up a drop-down column.
Select New Dashboard.

The Dashboard pane on this panel has three sections.

 Size helps you set the dashboard dimensions and ensure it’s
responsive to mobile and desktop devices.

 Sheets allows you to add to or remove from the dashboard various


visualization sheets.‍

 Objects are useful for adding images, texts, webpages, and


extensions to the dashboard.

Step 5: Configure the dashboard size

Select the Dashboard icon on the side pane. Under the Size section, click
the drop-down button to select a dimension you’d like for your dashboard.

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Depending on your preference, you can choose a preset sizing option from
the list or create a custom size by clicking the Custom button at the
bottom of the drop-down menu.

Step 6: Add relevant sheets

Once you’ve set the dashboard size, you can include sheets. To do that,
drag each worksheet and drop them on the canvas. The dashboard should
now display the visualizations of the data present in that sheet.

Click on each graph or visual and select the Floating option on the drop-
down menu at the right side of your screen.

Step 7: Add filters

Add filters to a dashboard by following these steps:

1. Click on the sheet you’d like to add a filter to within your dashboard
so the outline appears around it.

2. Select the small down arrow next to the visual and click on
the Filter option.

3. Choose a filter you want to add.

Step 8: Add objects

You can add various buttons to the dashboard from the Objects section of the
side panel and determine what they should do when you click on them. For
example, you can include a website’s company logo, project title, or
screenshots.

Step 9: Change to presentation mode

Switching to presentation mode helps you interact with your data


visualizations as your audience would. In presentation mode, you can hide the
building tools and focus on the dashboard. That way, you can assess your data
story, presentation layout, and filters to ensure everything is good before
publishing.

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To enter presentation mode, click the Presentation icon in the top-right corner
of the Tableau interface.

7.What is data blending in tableau?

Data blending in Tableau is a powerful feature available in Tableau which


brings the additional information available in the secondary data source and
displays it with the primary data source.

Blend: Unlike joins or relationships, the blend does not combine the data.
Instead, it aggregates the values and displays together in the same view. So,
the data blending in Tableau can aggregate the data from multiple sources, of
all levels and display them in one view.

8. What is the purpose of parameter in tableau?

A parameter is a global placeholder value such as a number, text value, or


Boolean value that can replace a constant value in a flow.

Parameters in Tableau are dynamic values that can be used to change the
behaviour of a visualization. They allow users to interact with their data by
choosing from a list of predefined values or by entering specific values
themselves.

9. Is there a difference between sets and groups in tableau?


The most significant difference is that sets are dynamic while groups are not.
When your data changes the set will update with it while this is not an option
with groups. Sets offer greater flexibility as you can link them to a condition.
Another great way to use set is as a filter.

Groups enable users to group attributes of dimensions together, whereas Sets


are pre-defined groupings of filters.

10. What are the filters? Name the different filters in tableau.

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Filters are cards on the worksheet that display a range of data.

There are currently 7 filter types in Tableau.

 Extract Filter

 Data Source Filter

 Context Filter

 Dimension Filter

 Measure Filter

 Date Filter

 Table Calculation Filter

11. What is a tableau reporting tool?

Tableau reporting tools enable users to create and share dashboards and
reports with team members within the organisation to facilitate data-
driven decisions.

The dashboards and reports reflect the current state of the business
and enable users to make accurate predictions based on current trends.
Tableau reporting tools offer an easy-to-use and powerful data analysis
and visualization platform, allowing organizations to turn raw data into
actionable insights that drive improved decision-making.

12. What do you understand by BI?

Business intelligence (BI) is a set of technological processes for collecting,


managing and analysing organizational data to yield insights that inform
business strategies and operations.

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BI tools enable business users to access different types of data—historical


and current, third-party and in-house, as well as semi structured data and
unstructured data such as social media. Users can analyse this
information to gain insights into how the business is performing and what
it should do next.

13. What is the difference between power BI and Tableau?

Power BI Tableau

Power BI uses DAX for measuring Tableau deploys MDX for


and calculating columns dimensions and measures.

Power BI is best for a limited Tableau can handle huge columns


volume of data. of data and still offer better
performance.

Power BI offers many data points Tableau has better data


for data visualization. visualization.

Power BI is suboptimal with huge Tableau works best with huge data.
data.

Power BI is used by beginners and Experts and experienced users use


experienced alike. Tableau.

A free version and cost-effective Higher cost, especially for


Pro licenses enterprise-level deployments

Integrated data preparation Tableau Prep for data cleaning and


features within Power BI, making it preparation, powerful but separate
easier for end-to-end workflows from the main product

14. What are the different Tableau Products?


Tableau offers different types of products based on the tasks to perform.
 Tableau Desktop

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 Tableau Online
 Tableau Server
 Tableau Public
 Tableau Prep

Tableau Desktop
Tableau Desktop is a data visualization software that allows you to
connect, visualize, and share data in an easy-to-understand format.

Tableau Server
Tableau Server is a web product of Tableau that allows users to do
collaborative work on the same database at two different places.

Tableau Online
Tableau Online is a cloud-based platform that performs the same
functionality as Tableau Server.

Tableau Public
Tableau Public is a free product of Tableau which provides some limited
functionalities for those who want to learn data visualization and
understand business Intelligence.

Tableau Prep
Tableau Prep is a data preparation and ETL (Extract, Transform, Load)
tool created by Tableau.

15. What are different file extensions used in tableau? What is


its significance?
You can save your work using several different Tableau specific file types
Each of these file types are described below
 Workbooks (.twb) – Tableau workbook files have the .twb file
extension. Workbooks hold one or more worksheets, plus zero or
more dashboards and stories.

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 Bookmarks (.tbm) – Tableau bookmark files have the .tbm file


extension. Bookmarks contain a single worksheet and are an easy
way to quickly share your work.

 Packaged Workbooks (.twbx) – Tableau packaged workbooks


have the .twbx file extension. This format is the best way to
package your work for sharing with others who don’t have access
to the original data.
 Extract (.hyper) – Tableau extract files have the .hyper
extension. Extract files are a local copy of a subset or entire data
set that you can use to share data with others
 Data Source (.tds) – Tableau data source files have the .tds file
extension. Data source files are shortcuts for quickly connecting to
the original data that you use often.
 Packaged Data Source (.tdsx) – Tableau packaged data source
files have the .tdsx file extension. Use this format to create a single
file that you can then share with others who may not have access
to the original data stored locally on your computer.
16. What are the different types of joins available in tableau?
Joins in Tableau software involve combining data from multiple tables
based on common fields or columns.

Types of Joins in Tableau:


Inner Join: An inner Join combines matching records from both tables
based on a common field or column. It retrieves data that exists in both
tables. This Join type helps identify relationships and intersections
between datasets, providing insights into shared data elements.
Left Join: A left Join returns all records from the left table and matching
records from the right table. It includes all data from the left table while
retrieving related information from the right table. This Join type is useful
for preserving data integrity and appending additional details from the
right table to the corresponding left table records.

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Right Join: A right Join returns all records from the right table and
matching records from the left table. It includes all data from the right
table while retrieving related information from the left table. This Join
type is beneficial when you want to retain all the data from the right
table and associate it with relevant information from the left table.

Full Outer Join: A full outer Join combines all records from both tables,
including matching and non-matching records. It includes all available
information from both tables in the result. This join type allows you to
identify commonalities and differences across the datasets, ensuring that
no information is excluded from the analysis.
Union Join: A union join vertically combines records from two or more
tables. It stacks similar data together, requiring the columns and data
types to match. It is useful when you have similar data sets with identical
column structures and want to consolidate them. The resulting output
includes all the records from each table, providing a comprehensive view
of the combined data

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