Day 2

INTRODUCTION TO
SOFTWARE
TABLEAU DESKTOP UI
Import datasets from here of

different formats.
TABLEAU DATA TYPES
Boolean Values Date
True/False Date Values
Ex- True/False Ex- Aug 16, 2019
Date and Time Geographical

Date and Values
timestamp values Geographical
Ex- Aug 16, 2019 mapping
12:00:00 PM Ex- India, France,
Newyork
Text/String Number (Decimal)

Text or String Number (Whole)
Decimal Numbers
Values Whole Numbers
Ex- 5.000
Ex- Welcome to Ex- 5
Tableau
TABLEAU DESKTOP UI
Toolbar
Columns
and Rows
Shelves
Data
Pane
Marks
Workspace Canvas
Card
TABLEAU DESKTOP UI - TOOLBAR
Each Changes about the file will be made here.

● Creating a new file
● Opening an existing file
● Saving the current file
● Printing a file to pdf
● Show start Page
● Closing the current file
● Exit the whole file
By this you can import different datasets in the workbook

● New data Source
● Connect to any other type of data
● Replace some data set
● Use the sample data
Actions within the worksheet will be done here

● Creating a new worksheet
● Reviewing what to show on the worksheet and what not
● Auto update worksheets
● Auto update Filters
Actions within the dashboards will be done here

● Creating a new Dashboard
● Adding new layouts to dashboard
● Exporting or Copying image from dashboard
● Auto update
● Run Update
Actions to be done within the story, can be made from here

● Creating a new story
● Exporting Image
● Copying image
● Auto update
Action done within the analysis of the data will be done by this tool
● Reviewing Aggregate Measures
● Parameters
● Explain data
● Reviewing Highlights
● Reviewing Legends
● Reviewing Filters
Actions done within the maps, will be made through this tool
● Background maps
● Background images
● geocoding
Actions to be made within the format of the worksheet or

dashboard you are using, will be made with this tool
● Changing font
● Changing alignment
● Changing shading
● Changing borders
● Changing Lines
● Changing animations
● Changing workbook theme
All the changes within the window would be done from

this tool
● Opening presentation mode
● Creating bookmark
● Showing or Hiding Toolbar, Status Bar and Side
Bar
If you are facing any kind of problem within the

Software or if you want any information related to
the software, you may click on the HELP button for
any assistance.
● You can Get Support
● You can watch training videos
● You can change the language
● You can choose some other sample
workbook
● You can know more about tableau
Show start Page - (Ctrl+2)
Undo any action - (Ctrl+Z)
Redo any Action - (Ctrl+Y)

Save the current File - (Ctrl+S)
New Data Source - (Ctrl+D)
Pause Auto Updates

Run Update - (F9)
Create New Worksheet - (Ctrl+M)
Duplicate the Worksheet

Clear the Worksheet - (Ctrl+Shift+Backspace)
Swap Rows and Columns - (Ctrl+W)
Sort Ascending
Sort Descending
For Highlighting
Group Members
Show Mark Labels

Fix Axis
Fit Ratios for the Screen
Show/Hide Cards
Presentation Mode - (F7)
Share Workbook With Others

TABLEAU DESKTOP - DIMENSIONS AND MEASURES
● Once we connect to a Data Source in tableau,

the columns get divided into Dimensions and
Measures.
1. A Dimension is a field that is an Independent

Variable.
2. A Measure is a field that is a Dependent

Variable and its value is a function of one or
more dimensions.
TABLEAU DESKTOP UI - SHOW ME
● Show me in Tableau shows all the possible

visualisations available for our data source.
● The Visualisations that are highlighted are the

ones that are currently available for the current
sections of Dimensions and Measures.
DATA VISUALISATION AND
VISUAL PERCEPTION
TABLEAU - VISUALISATION
This Graph clearly represents the sales

made by each and every customer.
Given with their individual names and
the Price of products they have
purchased.
This Picture given is of a Bar Diagram.

This Graph here represents the Order date by Year

and the Profit made with increasing year. On the X
axis we have the constant years and on the Y axis,
we have the Value of Profit made.
This is a Line Graph

This Graph represents the Order date

according to the Years, Discounts
given by the respective company and
the Profit made.
This is a Dual- Axis Graph

This Graph represents

maximum number of sales
and profit by region.
This is a Geographical Graph

This Graph represents Sales and Profit on a

particular Date.
This is a Dual Area Graph

This graph is representing the

Sales and Profit of particular
Product by adding category and
sub-category in the rows.
This is called a HEAT MAP

This graph represents the

amount of profit earned by
sales of the products.
This is called a TREE MAP

TABLEAU - APPLYING VISUALISATIONS
Let’s discuss which visualisations are best for various applications
VISUALISATION APPLICATION
Bar Graph Used when Dimension is

Discontinuous
Line Graph Preferred for Continuous

Dimensions
Dual Axis Graph Used to represent two Measures

together
Geographical Graph Used to plot measures on Geographical

Map
Area Graph - Dual Axes Provides better comparison amongst

Measures
TABLEAU - JOINS AND UNIONS
Join and Union functions are used to perform operations to combine data
TABLEAU - SORT
Sort function can be used to sort categories and

sub - categories based on their measures
Sorting
Sub- categories
TABLEAU - SET
Using SET function
Set is a type of filter

where we can set a
condition for
displaying values, e.g.
Discount > 10%
TABLEAU - FORECASTING
Forecasting
for Future
Forecasting is used to predict the future trend based on

the current values of graphs.
TABLEAU - HIGHLIGHTING
Highlighting Fields
Highlighting is used to highlight specific sub- categories among all

others.
TABLEAU - DEVICE DESIGNER
Device designer is used to make best visualisations for specific devices.

THANK YOU FOR
WATCHING!

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INTRODUCTION TO

Import datasets from here of

Ex- True/False Ex- Aug 16, 2019

Date and Time Geographical

Text/String Number (Decimal)

Each Changes about the file will be made here.

By this you can import different datasets in the workbook

Actions within the worksheet will be done here

Actions within the dashboards will be done here

Actions to be done within the story, can be made from here

Actions to be made within the format of the worksheet or

All the changes within the window would be done from

If you are facing any kind of problem within the

Show start Page - (Ctrl+2)

Undo any action - (Ctrl+Z)

Redo any Action - (Ctrl+Y)

Save the current File - (Ctrl+S)

New Data Source - (Ctrl+D)

Pause Auto Updates

Run Update - (F9)

Create New Worksheet - (Ctrl+M)

Duplicate the Worksheet

Clear the Worksheet - (Ctrl+Shift+Backspace)

Swap Rows and Columns - (Ctrl+W)

Show Mark Labels

Fit Ratios for the Screen

Presentation Mode - (F7)

Share Workbook With Others

● Once we connect to a Data Source in tableau,

1. A Dimension is a field that is an Independent

2. A Measure is a field that is a Dependent

● Show me in Tableau shows all the possible

● The Visualisations that are highlighted are the

This Graph clearly represents the sales

This Picture given is of a Bar Diagram.

This Graph here represents the Order date by Year

This is a Line Graph

This Graph represents the Order date

This is a Dual- Axis Graph

This Graph represents

This is a Geographical Graph

This Graph represents Sales and Profit on a

This is a Dual Area Graph

This graph is representing the

This is called a HEAT MAP

This graph represents the

This is called a TREE MAP

Let’s discuss which visualisations are best for various applications

Bar Graph Used when Dimension is

Line Graph Preferred for Continuous

Dual Axis Graph Used to represent two Measures

Geographical Graph Used to plot measures on Geographical

Area Graph - Dual Axes Provides better comparison amongst

Sort function can be used to sort categories and

Using SET function

Set is a type of filter

Forecasting is used to predict the future trend based on

Highlighting is used to highlight specific sub- categories among all

Device designer is used to make best visualisations for specific devices.

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