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Question 2:- What does tableau do?

What are the


advantages of using Tableau?
Ans:-
Meaning of Tableau
Tableau is a software company that offers collaborative data visualization software for
organizations working with business information analytics. Organizations use Tableau to
visualize data and reveal patterns for analysis in business intelligence, making the data more
understandable.

Founders: Christian Chabot, Chris Stolte, Pat ...


Place founded: Mountain View

Tableau Product Suite


The Tableau Product Suite consists of

 Tableau Desktop
 Tableau Public
 Tableau Online
 Tableau Server
 Tableau Reader

Fig2.1
The best features of Tableau software are
 Data Blending
 Real time analysis
 Collaboration of data

How does Tableau work?


Tableau connects and extracts the data stored in various places. It can pull data from any
platform imaginable. A simple database such as an excel, pdf, to a complex database like
Oracle, a database in the cloud such as Amazon webs services, Microsoft Azure SQL
database, Google Cloud SQL and various other data sources can be extracted by Tableau.

When Tableau is launched, ready data connectors are available which allows you to connect
to any database. Depending on the version of Tableau that you have purchased the number of
data connectors supported by Tableau will vary.

The pulled data can be either connected live or extracted to the Tableau's data engine,
Tableau Desktop. This is where the Data analyst, data engineer work with the data that was
pulled up and develop visualizations. The created dashboards are shared with the users as a
static file. The users who receive the dashboards views the file using Tableau Reader.

The data from the Tableau Desktop can be published to the Tableau server. This is an
enterprise platform where collaboration, distribution, governance, security model, automation
features are supported. With the Tableau server, the end users have a better experience in
accessing the files from all locations be it a desktop, mobile or email.

Tableau Uses
Following are the main uses and applications of Tableau:

 Business Intelligence
 Data Visualization
 Data Collaboration
 Data Blending
 Real-time data analysis
 Query translation into visualization
 To import large size of data
 To create no-code data queries
 To manage large size metadata
Advantages of using Tableau?
1. Remarkable Visualization Capabilities
Of course, unparalleled capabilities of visualizing information is on top the list of Tableau
software benefits. The application’s data visualizing quality is superior to what Tableau
software competitors offer. Even the products of traditional business intelligence vendors,
such as Oracle Data Visualization or IBM’s products for data rendition, cannot compete with
the illustration and design quality that Tableau provides.

It converts unstructured statistical information into comprehensive logical results, which are
fully functional, interactive and appealing dashboards. They are available in several types of
graphics and are easy to use in business affairs.

2. Ease of Use
The tool’s intuitive manner of creating graphics and a user-friendly interface allow non-dev
users to utilize the basic app’s functionality to the fullest. Users arrange raw data into catchy
diagrams in a drag-and-drop way, which facilitates information analyzing and eliminates the
need for the help of an IT department for pattern building.

Lay users can enjoy the capabilities that Tableau offers for stats parsing, such as dashboard
development, etc., without in-depth training. However, to get into the solution’s capabilities,
deeper knowledge is a must. Also, the close involvement of IT specialists is a necessity if a
company seeks to expand the solution’s functionality.

3. High Performance
Apart from its high visualization functionality, users rate its overall performance as robust
and reliable. The tool also operates fast even on big data, which makes its powerful
performance an important point in the list of the advantages of Tableau.

4. Multiple Data Source Connections


The software supports establishing connections with many data sources, such as HADOOP,
SAP and DB Technologies, which improves data analytics quality and enables the creating of
a unified, informative dashboard. Such a dashboard grants access to the required information
for any user.

5. Thriving Community and Forum


The number of Tableau fans who invest their expertise and skills in the community increases
steadily. Business users can beef up their knowledge on data parsing and reporting and get
many useful insights in this community. Also, forum visitors are ready to help settle any user
issues and to share their experience.

6. Mobile-Friendliness
And the last one in our list of core Tableau benefits, there is an efficient mobile app available
for IOS and Android. It adds mobility to Tableau users and allows them to keep statistics at
their fingertips, as well as it supports full functionality that a Desktop and Online versions
have.
Question 3:- What are the filters? How many types of
filters are there in Tableau?
Ans:-
Tableau provides the ability to filter individual views or even entire data sources on
dimensions, measures, or sets. What’s more, most of these filters can be put into the hands of
you and your end users to change – a powerful tactic for finding stories in the data.

Now, because this serves such an important purpose in the data cycle of any organization.

Why do we need Filters in Tableau?


The filtering capability in a BI Tool can serve a variety of purposes including minimizing the
size of the data for efficiency purposes, cleaning up underlying data, removing irrelevant
dimension members, and setting measure or date ranges for what you want to analyze. Data
can also be organized and simplified before actual drill downs and aggregation functions
through these filters.

What do you mean by Filters in Tableau?


Filtering is the way of expelling certain esteems or scope of qualities from an outcome set.
Scene filtering highlight permits both basic situations utilizing field esteems and also
propelled count or setting based channels

T ypes of filters used in Tableau

Types of Filters and Order of Operation


Fig3.1

There are basically, 6 types of filters and by order of operation they are:

1. Extract Filter
2. Data Source Filter
3. Context Filter
4. Dimension Filter
5. Measure Filter
6. Table Calculation Filter

1. Extract Filter

When you’re loading in your data you can choose to extract it, saving a snapshot of how it
looks in your workbook and ultimately reducing the number of times Tableau queries the data
source. To further reduce the size of the data going into Tableau, you can apply filters to the
extract, which can be either by a certain dimension or measurement.

2. Data Source Filter

Data Source Filters reduce the amount of data being fed into Tableau and restrict what data
the viewer sees. With certain access rights, the viewer can view all of the underlying data, so
if not done in the data source, Data Source Filters can be used to control sensitive data. One
thing that is important to note is that, Extract and Data Source Filters are not linked. So, if
you change back to a live connection your Data Source Filters will still be intact.
3. Context Filter

All filters in Tableau are applied to all rows of your data without regards to other filters.

If for example, you need one filter to be applied before other filters, either for performance
reasons (filter out a certain category to show Top X) or if you have a FIXED function in your
view that needs to be filtered, making this a Context filter will make sure it is processed first.
Context Filters are limited to the view but can be applied to Selected Sheets, All Using Same
Data Source or All Using Related Data Source. While Context filters can improve
performance, if they do not reduce the data enough (the rule is by 1/10 or more), the cost of
computing them is too high to be beneficial.

4.  Dimension Filter

Another name for non-aggregated filters (blue pills), such as Dimensions, Groups, Bins, Sets,
etc. These are applied by both dragging them on the Filters pane or right-clicking on the
specific dimension and selecting Show Filter.

You can choose to either only show the things highlighted or by ticking Exclude it will
instead filter out the Dimensions selected. This will be shown by a strikethrough. If you have
many dimensions you can search for it, but make sure to click All or None to select/deselect
all depending on what you want to do.

In the filter dialog that pops up, there are three tabs for Wildcard, Condition, and Top. Here
you can choose if you want to show the Top 10 (or by Parameter) by certain measurement or
by a certain condition. The filters can be edited at any time by right-clicking on the pill
and Edit Filter. 

5. Measure Filters

Aggregated filters are applied after Non-Aggregated filters, no matter what order they are
shown on the Filters pane. When dragging it on, Tableau will ask you how you want to filter
– in other words, what aggregation to use (Sum, Avg, Median, Standard Deviation,
etc.) The second step will give you four options: Range of values, At least, At
most and Special. You can choose to drag or type in the number you want to filter
on. Special is if you want to include Null values or not. 

6. Table Calculation Filters

A Table Calculation is the last filter applied and it applies the filters after the view has been
produced. So if you want to filter the view without filtering the underlying data, Table
Calculations Filters are the way to go. For example, if you are showing a reference line and
don’t want this to change when using a quick filter.

How to Implement Filters in Tableau? 

1. Keep or exclude data points by Selecting in your view

You can filter individual data points (marks), or a selection of data points from your view.
For example, if you have a scatter plot with outliers, you can exclude them from the view so
you can better focus on the rest of the data.

To filter marks from the view, select a single mark (data point) or click and drag in the view
to select several marks. On the tooltip that appears, you can:

 Select Keep Only to keep only the selected marks in the view.


 Select Exclude to remove the selected marks from the view.

2. Filter data using headers

You can also select headers to filter them from your view. To filter entire rows or columns of
data from your view, select the header in the view. On the tooltip that appears, select
to Exclude or Keep Only the selected data.

When you select a table header that is part of a hierarchy, all of the next level headers are also
selected.

3. Filter by dragging a field directly onto the Filters shelf

Another way to create a filter is to drag a field directly from the Data pane to the Filters shelf.

In Tableau Desktop, when you add a field to the Filters shelf, the Filter dialog box opens so
you can define the filter. The Filter dialog box differs depending on whether you are filtering
categorical data (dimensions), quantitative data (measures), or date fields.

4. Quick Filters/Filter Cards


You can control the appearance and interaction of your filter card in the view by selecting a
filter card mode. To select a filter card mode, in the view, click the drop-down menu on the
filter card and then select a mode from the list.

The types of filter card modes you see in the list of options depending on whether your filter
is on a dimension or a measure.

For dimensions, you can choose from the following filter modes:

 Single Value (List)


 Single Value (Dropdown)
 Single Value (Slider)
 Multiple Values (List)
 Multiple Values (Dropdown)
 Multiple Values (Custom List)
 Wildcard Match

For measures, you can choose from the following filter modes:

 Range of Values/Dates
 At Least/Starting Date
 At Most/Ending Date
 Relative to Now
 Browse periods

♠ In addition to the general filter options and the filter modes, you control how your filter
appears in the worksheet, on dashboards, or when published to the web even further in
Tableau Desktop.

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