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Tableau Notes

The document discusses various Tableau concepts and components including measures, dimensions, aggregations, filters, calculations, and data types. It explains the order of operations Tableau performs including extracting filters, applying context sets, and calculating measures before aggregating dimensions. It also describes the differences between continuous and discrete fields in how Tableau represents them in views.

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aishwaryan48
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47 views

Tableau Notes

The document discusses various Tableau concepts and components including measures, dimensions, aggregations, filters, calculations, and data types. It explains the order of operations Tableau performs including extracting filters, applying context sets, and calculating measures before aggregating dimensions. It also describes the differences between continuous and discrete fields in how Tableau represents them in views.

Uploaded by

aishwaryan48
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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What are tableau components?

can we create 5 measures in one chart (dual axis) - yes Add line charts on 2nd axis and then make 2nd chart
as dual axis

agile workflow - how the priorites and complexities determined

Agile methodology

schedule extract and what is the mechanism

isnull, ifnull, zn

histogram- Age

ytd - [Ship Date] <= TODAY() and DATEPART('year',[Ship Date])=DATEPART('year',TODAY())

pytd- [Ship Date]<=(DATEADD('year',-1,TODAY())) and DATEDIFF('year',[Ship Date],TODAY())=1

mtd

Pysm

Start/end day of current month

diff between by render and retrieve

diff relationship and data source

cumulative

running total

date functions

extra charts, pareto chart

logarithmic and exponential

spatial functions

bullet graph

diff heat tree

etl pipeline

Order of operations (query pipeline)


The order of operations in Tableau, sometimes called the query pipeline, is the order in which Tableau
performs various actions. Actions are also known as operations.

Extract filters, data source, context(sets, conditional filter, top n, fixed lod, dimension filtere
(Include/exclude lod, data blending), Measure filters (forecasts, table calcs, clusters, total), Table cals
(trend lines, reference lines).
Aggregating dimension - Another way to view a dimension is to treat it as an Attribute by
choosing Attribute from the context menu for the dimension.
The Attribute aggregation has several uses:

 It can ensure a consistent level of detail when blending multiple data sources.
 It can provide a way to aggregate dimensions when computing table calculations,
which require an aggregate expression.
 It can improve query performance because it’s computed

Tableau computes Attribute using the following formula:

IF MIN([dimension]) = MAX([dimension]) THEN MIN([dimension]) ELSE "*" END

The formula is computed in Tableau after the data is retrieved from the initial query. The
asterisk (*) is actually a visual indicator of a special type of Null value that occurs when
there are multiple values.

Attribute Returns the value of the given expression if it only has a single value for all rows in the *
group, otherwise it displays an asterisk (*) character. Null values are ignored. This
aggregation is useful when aggregating a dimension. To set a measure in the view to this
aggregation, right-click (control-click on Mac) the measure and choose Attribute. The
field then changes to show the text ATTR:

Blue versus green fields

Tableau represents data differently in the view depending on whether the field is discrete
or continuous). Continuous and discrete are mathematical terms.

 Continuous means "forming an unbroken whole, without interruption". These


fields are colored green. When a continuous field is put on the Rows or Columns
shelf, an axis is created in the view.
 Discrete means "individually separate and distinct." These fields are colored blue.
When a discrete field is put on the Rows or Columns shelf, a header is created in
the view.

Data types

Date values, Date & Time values, Numerical values, Boolean values (relational only),
Geographic values (used with maps), Geographic values (used with maps), Image role
(used with image link URLs), Cluster Group (used to find clusters)

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