0% found this document useful (0 votes)
32 views4 pages

Tablue Notes Reference

The document provides an overview of Tableau, detailing its various components such as Tableau Desktop, Tableau Server, and Tableau Online, along with their functionalities. It explains the types of data values (dimensions and measures) and how relationships and joins work within Tableau for data analysis. Additionally, it covers visualization techniques, including different chart types and the importance of data security and management in Tableau.

Uploaded by

snehalata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
32 views4 pages

Tablue Notes Reference

The document provides an overview of Tableau, detailing its various components such as Tableau Desktop, Tableau Server, and Tableau Online, along with their functionalities. It explains the types of data values (dimensions and measures) and how relationships and joins work within Tableau for data analysis. Additionally, it covers visualization techniques, including different chart types and the importance of data security and management in Tableau.

Uploaded by

snehalata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Tableay Tableas Dcdo tpc

at is a fostest ard Poues fd tosl fan visualizahen t ,Datt


*Values in Table au. Theu au tuo ypes o Vales Stung Vaue + Abe Integn Mmbes
Dìmcnsions - Values hat ane di'sute (wieh an Date Time , Boulean ’tl Ccogmaphi
not chorge wnt) in natuu - chy a , frodet mmv clusten ane min hau d data typc
2Measns- alues hat ae Conbweus (wheh an
chon wt)in natute c- Proft, sales,s(eun ele Tableau Senven's Ankhi tcue
Dfeunt Products of Tableau Ae to Gnet Tableau seven Comprused several pnoas s
to
hond les eques ts yhe
0Tbleau Dest top - 1t is'a pliato viavlizakon
and ae the OAppli cahon Suv- 1tscanching Browsing ggy
web applicaion su ch as and wed b pouide hntcatons
ableau en line /tubleou Sener nnahing sthe imay ete
Con onnect w% loodinA ond
fan Goltahenating
wi Team membe
QViQL Senve 1t handles he tas of
Tabl eau Pru) - Jt Cmes with Taecu cdesttop affe
uguesko views dalo sorcu
buyhs lunse
ounde sed to Gnvent tho queves frorn
hu daa be fere gou fod it tu
tableou Deptop in to vs valizaies techroogg that enables
Jt is sd Daa Engine 3t is urder yiny canayze long
Tallcau enine - netieve and
Tabeau to quietly frorn Hy pen
BTableaui Senve and amount of dot ovs eures
data
+ oth
(alabarahing
them
wi
ane
team
Tableau Senve4 iosud
on
(onneu, difevu memayd
Data engine load t
and Jutuns
tableau
4he uqs ted
suquests to Tableat
Tableau nline Hosted by faleau f atu Senvey- Jt handles Come fnom table au
whwes
8enve Viq Intnant those eqests
+ Tadeau destlop fal
with tableau Jntnet 4nom tableay desk op vses
whucy slcau dsktep
stous
an 3ntegnate w th freld,
ulakd detils f data set Lk
Senve

secuuty protrel th as Renberos, Acie Diwctory, paremeBes


provc dala insights| neups, sets cnd brbwrer, moble pP R abee bestp
to en'swe dto suuty while also fableaLA ents- Thee ou web
Fu oftway pruridd by is he postgs databese tblea
(4 Tableu fublic- iswaizahos in Tableau ublie wig le Re posi tary - 1t metada ta, wafbs
’ you ca cuate usd to stoie se Hings,
Tabeas des op publie edi hin Senver
PUblic and Groundong knane tas s and
42 issve wi Hh sing
Tablecee
- 1t suns mai meeltir thvadic
Bock +hi's is
(iii Web bsed apphcati en data ntrad ufreshes,
abve
ercep t al
show me window holds he most
ob tin 'detaled data sewras SHaw me
Used chan ts in Tabley

low
Gmnony
wl Get dituunt tpes f chants and
grphs
+Tabeau Design Dshhoedts
Cate belouu stor7d Ba,
Qild daa ata View w Tent labl, Symbul eps , Moizonta Ban, Table.
Gancet to
p, aps, Cinde Hiyhligtt
Vicad, ande views , ine
Data souu Tu map Meat bes, side by-Side
Pic chart, side-by-Side Dual ises, Anea chant, iuk Aue cheny
honcschant, pute çn, Scattn plot, Mistgam, bantt
Wenkiook ("twb)- These: Fnd of fles chat, Dul Gmnbin chant, chant
0 Tableau wi thout he 8erce data Bullr Gnph, Pacfd
Bubble
epposi}e to
visuizatien
Datu sewrd (o tds) - st wenks
dota but t Tableau Cooncet to Deta S6nc Fle seehia and
Taleau thh g to
Workbook ) 34 stoes en onnt Ponel
he tebleaw vitubizahon atachd. ocdue and othe info Opcn tableay ’ choose the tyee to Wankshat
wheutoteusth Senven
to data le, sor Can
psrd data visvaliHon
Jagwnd fo accss
tbm)- gt slones a Gennechen and Con wonk
fmnk l Wonkbook
G Tabl eau Bao in anotho talde u
to a we fbook Extnutotde)-stEwtnactstorus k tatey Spun Dixar
shut
Tablean datu and
flud st stod
data as a wenkbok (o twbn) - viewing
pacye
dda and iswalization
fen
hu ctnocked n tableau Readen Run tablea you wilW gt datect
athur eleing file
Go to sket
in tableau
fle Citua)
6 Tadeau Mon fes tseuru(. tms) * Live V Extrat Gnnechen
time
you Vpdated Vioal zakon in Rl
pufenes ( tps) + ive Cannechon wil give fetehad datu frm anspshot
+ en tnct Gnne ctan wiu and draw the chait lad .
dae Seuuli tdsa) of dote
es
Gaean pee Kased penformemu and puts
en data Bewey
t*Relahonship in Tableau phyical Vs legical Lay
Relaion ships GmbinrCan data
wy to Luhich
flewble Tallau achieve Physical yoane lgical yen
fer multi. table analysis
oUsulta as
in Joins with much less ’ Joins and Uons + Relaionship ane de fined in
the
ompleiy
ame
nd soves lot of Time done in physical layen
lagical layen
Custome table we + Single Logicas table Can hare
ulated to ’ Afen Join ánd Uion
C9- Below he Sales tuble
column Jp get ene single Table Plkiple
bod en
This ine upusents Tnput tebles Relakd tabes e nt
» Jndivdual
u Tws tob)es Cannot be
Usd en
Table Am Helakonsip iuai'ahon
Sales and *la CMoodle
Sales
pnfenmnc1 opthon
Jn and usto mun Relakienabie
Cardinaly and Re feun bal c single tahle in
fied
of the Retationship

* Candinality Gdinality in a Single alumn en feld >imen Bion and meas ws


Velues ane low
oufers to How Uige
meons ther au
to Smmuin chonge
mcans Lot cf viqu vauy ufs to +Ag9ug de ^ allgus
Tables is similan , but
’ Crdlinality blw
1Ow nom ne min, mon lount ane ome gg ?
whether - sum, Avy,
wwith mu tan
Roo in Gho th
adds whethe othou is miaing
table colums Conaining atyoies bew done
’ data
Candinaliy Dos at
bued Gn wih eon
in ei ther dalole to- er, Columns fen wheh we utel
ene -to- ne, ene- to-mamy,
(: m) Yayak Valuç
-to-my ( m) able to set th a dimension in Korn
t means a Row in Sn toble ’ Some Column
Con a t as
* Refeunhal tntgy
ma Mow in he ofen
8CenaOs and
wi.l Always hare
a ucencs fen as
No ontinueus
uCarts on btene
plak witeut + Spe t Data -Disout and st
Reuutthatiunu plate
Relahinship hes panh'uhan Vavable hes a fnik
’Diseete means
Cars is Gon
if Vaus s9 Sto lo so sG7-
Jn ta bleau Refounial sngy nophen Valucs c4- shoe siz
tRe vulathionsipmeons
Cach side ot RECOROS fuu not RI ales
MACH
Some
thuu is Rri in bld the n9e we hae fa
econc matet meos mony' Con t'nuus
+ffounces in pheete and Coninuous (gn)
A
fault Cardinaiy s st to many- to-
mateh' tan D0boute (Blve)
NOTE- Ey de st to eSome corcds
and Refeunkl snkgity ijke - adts Head
R-1 gean (trmsoehon dat)
table +he Candinali ty Dineson g- Nerne, sordan, Cahyoy t Rane
Gon
Can Bovsl
Pnfomenu thragh duwny slriny, Dae, nmuve Commen

Mease
that shoul8 Rane
Gornmon

tesle has metipe


Relaioship
Gont Numuicgon
NOTE whtk ohenwx H wold not Ris matris shous cech Veuble wiel e bof
be en Gonvos finst Tableeu: chanateu'shes Tt can be Con hnu eus and
Joing datain mease a Vavablk Ga)
¥ 3 ways elendingl Rlahons ips Jt Can be Dinmensi on an
MeoUE
Joiaingl on be Dibcue Dimension, Continusus piwreniien, Disouk maluw, Gois
dick D/sorte
# Joins jo
Tabead To
Join Dgusle
now gou con sec
+Bescd en Colon Cand sepanate colon is fenfen Gonhinuos fie
the H t tatHe feld and grad.ot Glsun (shidetf on Galan ) s
jn Convas
|Salescav
ctonges
physice layen in
Tres is Cndte the Joins
wich
+D{fount Tyes 4 chantlont
ts
on -ais that is
we Con
and dr p OBan chart uhateen yoy wmt on
put unto Columns and the ings yey
Customer table to be e in Reus
Toin that n Rows ill
that pusent a g-aus column and meos w Cuak Haizantal By
image Dimension in
’ bo cand via-veso will
te Custonn Cuates Venhcal Bans Vetical Ban
[Soles when you ha tew Categeies let 3to5 lot of
clic sce he Ioing phos
fal (coumn chant)ts Bruferud and st we hoe a
Inno, ett, Rigbl chant chont pu ffeud
4 type ot Join' ategos ovzntel Bonvsvalire h Tand &o in mast
O ine chat- UNd to
mot Inn
parametey
anis wiU have Hme
Cols one Of ha vulatnsip at
an Jnn Join bw Scaten plot- t is Uhed to frdnumeri cal Vesiables
defaut Tableu prup B mau
Tades Cautaton Vasdables
fhe we ned Tuo numial
+ fer scattu plot Dimensions and 2t4
Uign in Table lot need zu0 mau
we want to sim lan data ’ Satnp
Union s don when Cuate nien
measuus
when we he Tuo meosuw
into a Singte Dul ine Chanb T+ is plot
on a ine chan t
ind- Doing Union wondrggouondalady
hae a table en Gan Vas m i selet
dop nder h table
3nd- ouahg ynien b going done in th phy ca
Lagen
G Texttable , Heat Map and Highligbt tables - t Cehing Bins that stou dala
a Vsvalie Numeical data in the fonm of Tables Tadeau 8in equl- bie Can te'ne o data
sie. Jt dive o set
Huu a tet tasle , Heat map Hiyhlighle infable Vales hat fE wittin Bin
intenv Bizes eslia in
that show tha in a Tabulan femat into gQups
some diffeent way istibuion of data
hare a syote maic D}bouk ficld an be uscd
to Gua Biny
bles
encel. Jn c s Toç bulaion ’ Dat from qwy dopdoun ’ seled Bins
.vot tables in Rows ’ To cwte Bin to tha Measwu
Dnensio eny Come
2 Dimens ioms one epi on d Bins similn
and the otRen in Columns tedo eu Can geup
dext table you hae diffeun Gn 0uping Dta- In toble au ane stor
f eu ae you have q Dimenbín nnto eups. The
So
3 you au en Heat map agev es
Valucs
Sized mankes and au en Highliy b m Tuo ways
Tableay
gr0ping Contno) and lict on hen so whey
diferen Colons
Values with
have ene Ist - Selet Manfs pres ophion of ggup
mcnbs
Pie chant In pie cht
we wnvlty
whch will oven b s yot se
Hoven
ho to Geuate ’ sclet
rop
a Dimemme
2rd citk on dropdoun d Dimcnign
uirdo epens
Sto
Dimesien and Caves
pondig to hose Seleet mlhipl
Contri buton Ctegors field
Gontin Categeto Compaupanh'ulan
thi storud in
meesuy we cuete this wil be
Catgoves to Some whakuen eps
utosr in whehvibalize is Used daka far ustom gGups
ottkase
siman to ne chart th diffeura
nes want to ok
rop
dimension
anay.
Anca cht- s chart n ine chanl G) If suvsvelie he data sing my data
au Aras () z Con Covset
in Araa chant ns (ü) when you want to
But to shsw
wene othen Dote t meons we wnt
we hove
gd prly4en in Tableay Gntr)
mmetple mnKA Pres
Gne

most ine fs and to seleet


’In ths Top Tst- Sileet iman ou Hover
ouen fr
Mienanchy - and f Setected men fs enelud
x Create Custom some and select
aed tu vlsvatin
s
s when
Hieranchy Dimension
Dinension
gemen t eptin o Kcepmanonly
s and Hide othens Gnd Hover I hae Bore
lees Kup sdeeted en the Ais
eset
Gnothen pick vp one
Miensnehy otRen
’ To de fine ion
piek dimensAig
n he into its pants above Mas Card,flten
Qnd dop it breaks ke whole
shlf
maps- 1t mi si ze end dnop it into
9 ea qumitahre meeswu to deen 4nom date pone mg pte
setamgles meose windew in whh 1 Con Con figweano hon see
q data in the form f wree Pupusont Ope dimensin in fl shet
plag olar thye etoyle Di mens)on filte
+teu map dis
size n Valw
window thaf s Called
lte det
Bornth measwe
und 6ome Con figrehn find tolloing op hions h
Dìmensjon Car
k) and adds wild Cand
Pantiatan sobateey bar chant Ú) wilcl (ancd- In mateh yR nome
h- Jt tekes a Grpoct which
wont
Con
9) Bullet wupelements to cuate a a Condi ion- 1n and ths Tab you
suuls b sahaftd ba beme saboatjeys
tional agunst 0) if that in the chat
addi manee by fenmula
hese sub catgois
to analyBbbke penfor 3+ wes size os fe
en N choek to see top n Cate
genley
chant - omp ous this tab gou Con to shlf
Gnd (9) Pocfd visval element to alles fen i Top - In
Meesue and put it in to ie cld Meouu flky
windo
k an
of fferunt onfyun atton
zt shows he mow yeu gt Di in which tu
of Vae
te intunquanle ths fost ep Hon is Rnse
wot yon catu wnt to
untsb4) jn whieh
aueye and wi thin speeiad if yo
with the infenrahon points Hnst Ronge Atmest and spetal .
l th velu
u Con
plt has 3 CQz) Atkest
Vals ot Nll Vaues
’ Bon and thind Quante is median
Canton ine bution and elo t Nul
medi'an d's1ri t
beleet h u -ime fp q
pie Dateflteshilt
le et ed pt into
end date and
ill >02 (Qzt is 1CR) bon that is
pick hat vavvable
Bos (G,- isLaR) opers found in this
Meose
Dnopd&wn the Dimension sn
nueu moswu t Gl
Gpions -
and gou tind folowing fehr ophons-
spits a single Gnt tbuiom inten shelf Jay geta visunl
Histo gram - zt dis you drop
gpo
to analyzebimilan to first
() show Ate- Aften clieng
on ught Mond side
chat
unto bins e ltn
hen Visvalize the bins uig display of this umove the fter top and
ard
one ) clean iltcy To
onit pontter flte goe to f y
we plot Two cn - After click tHhey Calulatt
(tii) Add to (ontucolon Ths # impostnt btoz
ombinton chant- when as manf tyoe
ban then
2to4 buhk ) Riy
a Dul using diffeunt Combinaho
mns chant now in gay (i) Dimin
measns
Dul
Hlton and andn of epenhn fRount
neey we w
astondalan st tablea ilh that on Couak
4ontext Rlle- #isoigim data and Compute the Add
di

new Dadaset fnom


the u wd to Boos in Tablea
a Content f l s ne exeutedl
wenfshut selechos of f t s eKeeud in foll Buig
an enistg
to th Contert My ot Beua fillens ’ Dimnaing
’ To ra Conhd fta Extnoct Ate ’ Dato
ewginal Qutr vpkodls otDala
subet ot data from he mes
SORTI Nn- It meand +hat wUe can
ade n wich Daa gq e the
ppeatS , thu au SevÇnl
thu dota on a chant
) on heros qu fo HB Jf LDayp to PrawJL2 Then'Fest
hoven cver and yee see Small Elae 1 fF COoys to Precus Jes Thn "nmal
jCon by which ascond,cus Revet the valus
) the ans in to H} (ftld label) hoven oven it ond
sy Ao 2 and dounwand Anngw -# Table Callton
Theany h Dato in th
de fine Tuo thng Frst
AphahHe
i )Sont from Tol ban (Bst mtet) hov to
likk on dimensin d womt to bert +1n Table Cat cul ati on we to be done and dien Gleldior
leei bei ty what is the Colulahien
dop down Sart ’ opcny a window that hos mom uo con fird Dfounus, prantayes
) Sont from pil ton Ys ele
have mulHple dimnsi ons ard asgn
* Nested snhng- when we Cued yau Con Jont he dale
ana thee ae m pones un ard os Tble
withn ch pane Jeble o d ylation go to Meos wne
map chant dala sounu rest onlin In tasle ay To do tabeau Cas
Map chant- To maRe
datt and Ue gognphe daa in fiennehy Caleataion
epssi ens
LOD (leel of Detal)
drop it in ygngated
Card tha op:n wanld
is the in foimation e How
’ In map chent sas au hughiighted y wsing smll hat is How fine
mcion
anle on a ap ao in he Rows and Column at the Us the in fon
w have aHhde and dongitd pills hese aru
Valuy by Tableae besed on Tablet R LoD arnd yeay
auto matcay genhd yown visuelizaion of visvbzaim
hat yoe ha onlatin wou Based Gn LoD Lwo at wieh
We Can
Ga'ca we can Contrel th,
he olon nd, tol hp Ca he label ad bu evpusioms
is to be
doe
may chant - Backgnourd Map Cin built) tu Ceulculti on
helps in peufging thu Los fon
hesgnsphie data eg- &lat, (ountg ’ lwD empusionsa calculakd teld
agoguti on of
+ Manls Cand usd for Csto mizing jou want to
mops
thn
wi LoD
dimesn by
on Menu Bas
yu co somi 2r maps wsing Map Meny
visual Todban on Map Custom Backgnound Jmng f1x¬0, 1NLUDE, GxcwDE
3 LwD Key wrds
on th Disjn
bg cm seanch th Ag gruaton s don
4 34 we hare F1xD ion s don on th Dipmsin you spfed
Zoom i Teni tosies in maps done on he
Dinmcnsin
Tuuto ues wu dencd qnd th 4ugaien ia have spwfed
Used in Tableae Maps 1f wnik EncwDE then the Diymension tht seu

infor ahi to define 4


Sets in Tableay- Sets
vi
Zoomin Au Based n a speci fic Gndihion
Custom Avbst
fan missrg Geocoding n Calcelation segsugehn
vAcd to mafeen cndihon
a1eCuated

loahions fer Blerdia alerd ot


wich oceding
cor plot ypsets
ovcilable in tasley
tuc is avcu lab le
sets
can be
au
Basecd
uueel
’ sels Con be Usecd to o Gmbinc
’ Thuu u 3 types
to
bets s per
Combian that
t tha le
hon spbnate Table
he same table the Date (ombinig ses
y Dota Blendig we wel be menging
localion data table siy Dda to
of prople and he dotu w wont
aiending us vsed when the dda Bguus and de find krvebles
+ Snted in mulliple Single#Panameteyemetens ane type wse vso
into panemehu to uate
anatyre
ut is mot POsi ble to bring a
impemat
th ota
Joins But you con Use in CalculaHons we Con
Use to chone the Values
data Sgwne , we Vbve zatHons bg allswing the calcultion
pusent incon Kome he
e'n inputs to Use
Sppose at lons fle isBeona' do Dase slandg ot Panamat e Con be to give he Users Gntrol od
+ wont to see
data hey in
what pnomes in Ced culatHons.
# Golculatee fidds in Tableal ger Con use
Reona lines, in defining
thet nud in Gun daa t
Smehime the dota tht deta Bared n
avclable we wont tu cucte dataset these ne w olaement
idds pousent in u
Derme oRen Calcutated ields FDoshb0Hd -
dilds ane Called
a Calulatd tild thou wu 2
phons ! Dashboad is Used to show mliple visulizations on
’ To ceate a Single beun
Iut go to Anayss gn Menu Bar ’ Stect Cue alulated ficld
wtpas ,nigh'a
Glnk, Von icad, acJiHom!
+ Haovetl, Tent, Image ,thet
Dashboncl hels to add element
then window open au He objets in usey to intuit
’ Dashboand Aehs help vs to empowy th
ernplou the Daa, thy u 4ollouy phbcd Mehonn
Cal ul aed fidd , we an al be 8me

Prude fined {^ cs- DakDiff slkp liple poge view od visuelit


Qatoi{ (datpent, shaat dat cnd. dak ,C skento-e]) is a stp
#Stay- Stonypehbcnd to Gany

You might also like