2. Review DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL Training Guide Fundamentals

3. DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL What is Data Visualization with tableau online tutorial all about? Data Visualization with Tableau Online TutorialData Visualization with Tableau Online Tutorial course will help you Incorporate data with R and also help you design dashboards. It will also cover diverse ideas of information representation like:R  Restrictive organizing,  Connecting outlines,  Scripting,  Dashboard combination,  Tableau coordination with R, etc.

4. LET’S REVIEW CONNECTING TO DATA  Tableau supports a wide variety of data sources including MS Office files, SQL databases, text files, excel files and other data connections.  There are two types of data connections: 1. Live Data connection – connection directly to the database pulling live data (up to date at every moment) 2. Extract Data connection – copy of data from database at a given time (up to date at time of extract refresh) Note: - Generally if you have a large data set you will use an extract to help with performance, especially if you don't need it to be up-to-date at every moment. Click on Data-> New Data source (To create new data source connection)

5. TABLEAU GRAPHICAL USER INTERFACE

6.  Inside the Data window there are several different Icons, each icon will reveal your data / object type.  Each column in your data source will be brought into the Data Window and Tableau will initially determine if a column is a “Dimension” or a “Measure”.  Dimension: A Categorical Field  Measure: A Quantitative Field

9. SAVED DATA SOURCES (.TDS FILES)

10.  Save a Data source  Save the Sample- Superstore Sales.xls File  Open Tableau  Under connect to Data, choose Microsoft Excel, navigate to the Sample xls file.  Choose single table  Orders  Yes the first row has field names  OK  Connect Live  Drag and drop Order Id, Row Id from Measures to Dimensions  Right click the Sales, Profit, and Shipping Cost measures to change the default number format to Currency.  Right click to Edit Discount and use the aggregate function of average and change the default format to percentage. Add the comment “Average Discount Percentage”  Choose Data  Orders  Add to Saved Data Sources  Close the book  Reopen a brand new workbook under connect to data select the data source Orders. Note that all the changes you made are still in place. This is a great exercise to show how you can save your own data source connections to use over and over again in different reports and only have to add your calculations, number formats, etc 1 time. TABLEAU LETS YOU SAVE YOUR DATA SOURCE FOR REUSE

11.  Take 10 mins to Connect and create the saved data source… YOU TRY IT!

12.  Instead of using the connect live feature you can use an extract.  Extracts allow Tableau to take in all the data in a.TDE file so that the data source is not queried each time a view is rendered.  The Extract can be sent to the server where the workbook is accessed by the client, the end result is faster view rendering.  An extract can also be refined, filtered when it is created so that just a subset of data is available.  Extracts can be set to refresh automatically based on a schedule set by the publisher of the workbook.  To Extract data, go to the Data menu  your data source you want to create an extract for  Extract. When the Extract window opens you can add filters as needed then select Extract. EXTRACTS- BOOST YOUR PERFORMANCE

13.  You can also insert a parameter in your data source when you are setting up the connection.  At the connection page, choose custom SQL, then select the button to Insert Parameter.  You have the option to create a parameter right then, or if you already have a parameter created in an existing workbook you can just insert that parameter.  READ MORE ON  READ MORE ON DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIALDATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL USING PARAMETERS IN DATA SOURCE CONNECTIONS

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