Tableau – A Powerful BI Tool
What is Data visualization?
- When you are working with a large amount of data, it would be complex to understand, But you can better understand it by visualization.
- Like you have one Office database that has many records and you want to find which employee in which region sells the maximum units of product, so viewing records in a table is a complex thing.
- Data visualization gives visual access to your data.
- It provides a well-defined overview of your data.
- This is mostly used in solving business decisions. It helps you to make better decisions.
What is Tableau?
- Tableau is a data visualization software company focused on Business Intelligence. It is a visual analytics platform transforming how we use data to solve problems.
- It is used to create the visualization, connect with data and also share visualize dashboards with other users.
- Provides many products, like Tableau Desktop, Tableau Online, Tableau Reader, Tableau Public, and Tableau Server.
- Tableau Desktop:
- It has a rich feature set to create reports, charts, dashboards, and stories that can be either shared locally or publicly.
- Tableau Public:
- Workbooks cannot be saved locally. It should be saved to the tableau’s public cloud which can be viewed & accessed by anyone. There is no privacy in it.
- Tableau Server:
- The Tableau Server allows its users to organize, edit, share and collaborate on Tableau dashboards.
- Tableau Online:
- Its functionalities are similar to Tableau Server but the data is stored on servers hosted in the cloud which are maintained by the Tableau group.
- Tableau Reader:
- It allows users to view the workbooks and visualizations created by Tableau Desktop.
- Tableau Desktop:
A Tableau Tool Extension Files
- Tableau Workbook (.twb)
- It stores Workbooks(like worksheets, dashboards, stories, etc) with Datasource connection information(metadata) in it.
- Tableau Packaged Workbook (.twbx)
- It stores Workbooks along with local data(Datasource). This file can be shared with other Desktop.
- Tableau Data Source(.tds)
- It only stores connection details.
- Tableau Packaged Data Source(.tdsx)
- It is the same as the .tds file but it also stored data in it.
- Tableau Data Extract(.tde)
- It contains data used in the .twb file and stores aggregated calculations.
- Tableau Bookmark(.tbm)
- It contains a single worksheet that you can use in other workbooks by just pasting.
- Tableau preferences(.tps)
It stores color preferences used across all workbooks.
Let’s start by making cool visualizations in Tableau Desktop
For that, you have to install Tableau Desktop software in your system.
When you open Tableau Desktop, you can see the following screen,
Tableau provides many options to connect with Datasource like files and servers.
Here I’m using Superstore Datasource that tableau provides for practice.
When you click on Superstore Datasource it opens a sheet like this,
On the left shelf of view is Data Pane that shows Tables. There are three tables Orders, People, and Returns.
Fields are divided into two roles, one Dimension, and the other Measures.
Dimension: It represents qualitative data, like texts, geographical data, DateTime, etc. It is blue.
Measures: It represents quantitative data, like numeric fields. It is in green color.
Create a Dual Axis chart of sales and profit by order date
For that drag sales and profits field and drop it to Rows Shelf. Also, drag Order Date to Columns Shelf. You can change mark type to any type you want from the Marks Shelf. Here I’m changing the marks type to Area.
If you want to change the granularity of the order date, Click on the order date in the Column shelf and change the granularity to Month.
Right-click on the Profit axis and select Dual Axis and then again right-click on the profit axis and select Synchronize Axis.
You can hide the Profit axis if you want.
Bingo!! Dual Axis is ready that compares Sales and profit by month.
You can add a reference line on the sales axis and profit axis, here I’m adding an average reference line on the sales axis as well as the profit axis.
Right-click on the sales axis and select Add Reference line.
Change the label to custom and write Avg. Sales = <Value> in textbox.
Create a Map of the US that shows the Sum of profit for each State
Drag the state field and drop it in view and change mark type to map. And drag the state to the color mark.
Drag Profit field to label mark.
If you want to visualize your bar chart in the tooltip of Map then click on tooltip mark > Insert drop-down > select sheets and now select the sheet that you want in your map tooltip.
Hover any state, you can see the bar chart viewed on the map.
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