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