tableau desktop - bank of jamaica · tableau desktop fundamentals training ... • databases •...
TRANSCRIPT
![Page 1: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/1.jpg)
All rights reserved. © 2009 Tableau Software Inc. All rights reserved. © 2008 Tableau Software Inc.
Tableau Desktop Fundamentals Training
![Page 2: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/2.jpg)
Connecting to Data Sources
• Tableau can access several data sources including:
• Plain Text Files
• Excel Spreadsheets
• Databases
• Oracle
• DB2
• SQL Server
• Teradata
• Etc.
![Page 3: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/3.jpg)
Connecting to Data Sources
• Connect to your data
![Page 4: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/4.jpg)
Connecting to Data Sources
• Combine data (joins)
![Page 5: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/5.jpg)
Connecting to Data Sources
• Review the data and change data types
![Page 6: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/6.jpg)
Connecting to Data Sources
• Change or reset field names
![Page 7: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/7.jpg)
Connecting to Data Sources
• Create new columns
![Page 8: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/8.jpg)
Connecting to Data Sources
• Connection options and data source filters
![Page 9: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/9.jpg)
Edit and Save a Data Source
• Hierarchies
![Page 10: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/10.jpg)
Understand Tableau Terminology
• Data Types
![Page 11: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/11.jpg)
Understand Tableau Terminology
• Field Types
![Page 12: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/12.jpg)
Understand Tableau Terminology
• Dimensions
![Page 13: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/13.jpg)
Understand Tableau Terminology
• Measures
![Page 14: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/14.jpg)
Understand Tableau Terminology
• Convert measure to dimension
Right-Click (Control-Click on Mac), then Convert to Dimension
![Page 15: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/15.jpg)
Understand Tableau Terminology
• Continuous and Discrete
• Continuous fields produce axes
![Page 16: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/16.jpg)
Understand Tableau Terminology
• Continuous and Discrete
• Discrete fields create headers
Continuous Discrete
![Page 17: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/17.jpg)
Using the Tableau Interface
![Page 18: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/18.jpg)
Using the Tableau Interface
The Data Pane
• Contains:
• Dimensions
• Measures
• Sets
• Parameters
![Page 19: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/19.jpg)
Using the Tableau Interface
• Analytics Pane
![Page 20: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/20.jpg)
Using the Tableau Interface
• Toolbar
![Page 21: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/21.jpg)
Using the Tableau Interface
• Toolbar
Tableau icon: navigates to the start page. For more information, see Start Page.
Undo: reverses the most recent action in the workbook. You can undo an
unlimited number of times, back to the last time you opened the workbook, even
after you have saved. For more information see Undo and Redo.
Redo: repeats the last action you reversed with the Undo button.You can redo
an unlimited number of times.
Save: saves the changes made to the workbook. For more information, see
Saving Your Work.
Connect: opens the Connect pane where you can create a new connection or
open a saved connection from your repository. For more information, see
Connect to Your Data.
![Page 22: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/22.jpg)
Using the Tableau Interface
• Toolbar
New Worksheet: creates a new blank worksheet. Use the drop-down menu to
create a new worksheet, dashboard, or story. For more information, see Creating
New Sheets.
Duplicate Sheet: creates a new worksheet containing the exact same view as
the current sheet. For more information, see Duplicating Sheets.
Clear: clears the current worksheet. Use the drop-down menu to clear specific
parts of the view such as filters, formatting, sizing, and axis ranges.
Automatic Updates: controls whether Tableau automatically updates the view
when changes are made. Use the drop-down list to automatically update the
entire sheet or just use filters. For more information, see Automatic Updates.
Run Update: runs a manual query of the data to update the view with changes
when automatic updates are turned off. Use the drop-down menu to update the
entire sheet or just use filters.
![Page 23: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/23.jpg)
Using the Tableau Interface
• Toolbar
Swap: moves the fields on the Rows shelf to the Columns shelf and vice versa.
The Hide Empty Rows and hide Empty Columns settings are always swapped
with this button.
Sort Ascending: applies a sort in ascending order of a selected field based on
the measures in the view. See Sorting.
Sort Descending: applies a sort in descending order of a selected field based
on the measures in the view. See Sorting.
Group Members: creates a group by combining selected values. When multiple
dimensions are selected, use the drop-down menu to specify whether to group
on a specific dimension or across all dimensions. For more information, see
Groups.
Show Mark Labels: switches between showing and hiding mark labels for the
current sheet. For more information, see Mark Labels.
![Page 24: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/24.jpg)
Using the Tableau Interface
• Toolbar
View Cards: shows and hides specific cards in a worksheet. Select each card
that you want to hide or show on the drop-down menu.
Fit Selector: specifies how the view should be sized within the application
window. Select Normal fit, Fit Width, Fit Height, or Entire View.
Fix Axes: switched between a locked axis that only shows a specific range and
a dynamic axis that adjusts the range based on the minimum and maximum
values in the view. For more information, see Edit Axes.
Highlight: turns on highlighting for the selected sheet. Use the options on the
drop-down menu to define how values will be highlighted. For more information,
see Highlight Toolbar Button.
Presentation Mode: switches between showing and hiding everything except
the view (i.e., shelves, toolbar, Data pane). For more information, see
Reorganizing the Workspace.
Show Me: displays alternative ways to look at the data. The types of views available are dependent on the fields already in the view as well as any selections in the Data pane. For more information, see Show Me
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Using the Tableau Interface
• Tooltips are additional data details that display when you rest
the pointer over one or more marks in the view.
![Page 26: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/26.jpg)
Using the Tableau Interface
• The status bar displays descriptions of menu items as well as
information about the current view.
![Page 27: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/27.jpg)
Using the Tableau Interface
• Cards and Shelves
Columns Rows Pages Filters Measure Values Color Legend Shape Legend Size Legend Map Legend
Filters Parameters Marks Title Caption Summary Current Page
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Represent Your Data
Tableau let you analyze and understand your data using different
visualizations like:
• Cross Tabs
• Bar Charts
• Geographic Maps
• Dual Axis and Combination Charts
• Heat Maps
• Among Others
![Page 29: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/29.jpg)
Crosstabs
![Page 30: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/30.jpg)
Pie Charts and Bar Charts
![Page 31: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/31.jpg)
Geographic Maps
![Page 32: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/32.jpg)
Dual Axis and Combo Carts
![Page 33: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/33.jpg)
Heat Maps
![Page 34: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/34.jpg)
Box Plots
![Page 35: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/35.jpg)
Distribution Charts
![Page 36: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/36.jpg)
Highlight Tables
![Page 37: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/37.jpg)
Tree Maps
![Page 38: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/38.jpg)
Scatter Plots
![Page 39: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/39.jpg)
Reference Lines
Line
Band
Distribution Box Plot
![Page 40: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/40.jpg)
Groups
![Page 41: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/41.jpg)
Bins
![Page 42: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/42.jpg)
Sorts, Sets and Filters
• Data can be sorted in different ways
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Sorts, Sets and Filters
• Sets can be Constant or Computed
Constant
Computed
![Page 44: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/44.jpg)
Sorts, Sets and Filters
• Select Data to Filter
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Sorts, Sets and Filters
• Filter Dimensions
![Page 46: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/46.jpg)
Sorts, Sets and Filters
• Filter Measures
![Page 47: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/47.jpg)
Sorts, Sets and Filters
• Filter Dates
![Page 48: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/48.jpg)
Measure Names and Measure Values
• Tableau automatically creates these fields so
that you can build certain types of views that
involve multiple measures.
![Page 49: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/49.jpg)
Handling Changes in Data Source
• Specify a new location for the data source
• Apply analyses created using one data source to
another data source
• Add and remove tables
• Create custom SQL queries for supported data
sources
• Use stored procedures for supported data
sources
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Handling Changes in Data Source
• Replace Field References
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Sharing Visualizations
Visualizations can be shared by:
• Saving the workbook as .twb, .twbx
• Exporting the visualization to PDF
• Publishing to Tableau Server
![Page 52: Tableau Desktop - Bank of Jamaica · Tableau Desktop Fundamentals Training ... • Databases • Oracle • DB2 • SQL Server • Teradata • Etc. Connecting to Data Sources •](https://reader030.vdocument.in/reader030/viewer/2022040212/5e7fcee19126fa20e00f6a40/html5/thumbnails/52.jpg)
Combining Vizualizations Using Dashboards