Introduction To Tableau
Introduction To Tableau
Tableau
Agenda
● Introduction to Module
● Introduction to Tableau & Offerings
1. Data Connectivity & Compatibility
2. Data Interpretation & Chart Features
● Setup & Installation of Tableau
● Connecting with Different Databases
● Tableau vs Excel
● Live vs Extract Connections
● Data Types in Tableau
● Viewing Data in Tableau
● Column Formatting
Introduction to Module
● Enables creation of 24+ different charts: bar, pie, line, scatter, maps,
and more.
● User-friendly interface, quick chart generation with practice.
Introduction to Tableau: Tableau's Advantages
● Server Connectivity:
Various Server Options: Access to over 50 different servers (SQL,
Hadoop, Cloud databases, etc.)
Choose specific server types for establishing connections.
Connecting with Different Databases III
Ease of Use Requires some learning but Familiar interface, easy for
user-friendly. basic tasks.
Tableau vs Excel II
● Live Connection
○ Connected to Current Data: Provides real-time access to live,
current data.
○ Ideal for Immediate Analysis: Suited for scenarios requiring
up-to-the-minute data insights.
○ Requires Continuous Connection: Depends on an active
connection to the source database or server.
○ Changes Reflected Instantly: Any updates in the source data
reflect immediately in Tableau.
Live vs Extract Connections II
● Extract Connection
○ Snapshot of Previous Data: Takes a snapshot of previous or
static data at a specific point in time.
○ Useful for Offline Analysis: Beneficial when access to live data
or connection isn't available (e.g., during travel).
○ Stored Locally: Data snapshot saved locally allows analysis
without a live connection.
○ Refresh Required for Updates: Updates to the data source
require manual extraction refresh.
Live vs Extract Connections III
● Conversion Method
○ Select the desired column.
○ Click on the data type icon in the dropdown menu.
○ Choose from available data type options (e.g., number, string,
date) to convert column type.
Viewing Data in Tableau I
● Copying a Column
○ Right-click the column header.
○ Choose "Duplicate."
○ A copy of the column will appear.
Column Formatting in Excel III