Tableau Training Guide
Monday, 14 September 2015
Step 1: Download the Tableau Desktop or Tableau Reader installer to your
machine, to the location of your choice.
For Tableau Reader, type
For Tableau Reader, type TableauReader.exe
/t: "full path to the folder of your choice"/c.
Replace"fullfilename.msi" with the full file name you noted in step
8. For example,
Replace"fullfilename.msi" with the full file name you noted in step
8. For example, msiexec /i
tableau-setup-std-tableau-6-1.11.0724.1830.msi /l*v logfile.txt.
1)
First you create a set for top 10 Products by Right click on a product
field-> then create a set -> then select "Top" -> then define
"10", choose "Sales" with sum.
2)
Create second set for create Bottom 10 Products by right click on a
product field -> create a set -> then select bottom -> then
define 10, choose sales with sum
3)
now combine the first and second set, by clicking on any one of the
sets and -> selecct combine set -> select all values
4) First drag the sales in to rows shelf, and then Products in to columns shelf.
5) Now drag the combine set in to the filter shelf... now your view will have only top 10 and bottom 10 values by sales.
Observations
- More than 16 dimensions is not possible in table layout
- Side by side bar with line chart is not possible
- Exporting all dashboards or all sheets in a single dashboard in to single excel file is not possible
- When title as header session it is not showing all values as list, it is showing it as 5 more
- There is no multiple selection in parameters
- If we use data base column in parameters list that list is not refreshing dynamically.
- Dynamic pagination is not there.
- Session is not there (like SAP BO)
- Automatic text wrapping is not there
- Selected prompt values deselecting multiple values is not there like other reporting tools.
- Sort icon is not working as other reporting tools
- Tableau taking much time to sort the filter values.
- CountD, Median, percentile functions does not work when we use data blending.
- Adding subtotals and totals is not possible when we add measures in between dimension columns in discrete mode.
- In cross tab report Coloring to entire row based on KPI is not possible in tableau
- Zero value issues in Pie, Bar chart and Bubble chart with Marks labels
Important notes in Tableau Desktop
- Multidimensional data sources do not support aggregations and binned data.
- Multidimensional data sources supports only in windows.
- You can use tableau to aggregate measures only with relational data sources, multidimensional data sources contain aggregated data only.
- Null values are ignored in median, count, sum, avg and countD.
- Median does not work on live connection.
- Median was not there before 8.2 version.
- Percentile required extract data. Percentile works with only extracts.
- When all measures are disaggregated you see a mark for each row in the view, you can't select marks to keep only, exclude or create a set when all measures are disaggregated.
- A dimension can be aggregated as a measure using minimum, maximum, count and count (distinct)
- Count (Distinct) is not support for Microsoft Access, Microsoft Excel and text files data sources. These data sources requires extract to work with CountD
- Dis-aggregating the data can result in a performance degradation.
- When you are writing formulas, any part that displays in bold indicates that it will be computed locally with in tableau on the aggregated results. Any normal weight text will be computed at the database level.
- Functions are displayed in Blue color while creating calculation field.
- Data window fields are displayed in Orange color while creating calculation field.
- Operators are displayed as Blank color while creating calculation field.
- Parameters are displayed as Purple color while creating calculation field.
- Comments are colored as Green color while creating calculation field.
- Grand Totals cannot be applied to continuous dimensions.
- The view must have at least one header to apply Grand Totals.
- If row headers are displayed you can calculate Grand Total for row, If column headers are displayed you can calculate Grand Total for column.
- Forecasting is not supported for multidimensional data sources.
- Forecasting doesn’t work if the view contains:(a) Table calculations(b) Disaggregated measures(c) Percent calculations(d) Grand Totals or Sub Totals(e) Date values with aggregation set to exact date(f) A time series contains null values also imposes constraints.
- The smaller the p-value, the more significant the model.
- If your data contains negative values tableau cannot plot them on a logarithmic scale. All values with a negative value will be displayed at 1 on the axis.
- The pattern match is not case sensitive in filters wild card match.
- If we are using multidimensional data source wild card match option is only available when filtering single level hierarchies and attributes.
- Filters cannot be applied across multiple data sources.
- In previous versions of tableau desktop, the All using this data source option was called make global and the only this worksheet option was make local.
- Sorted fields are identified by a sort icon on the right side of the field.
- You cannot nest inner joins within left or right joins. These joins will cause a "join expression not supported" error.
In
Tableau, the relative date filter enables flexible analysis of time
periods. Sometimes, however, you might want to see both year-to-date
(YTD) and month-to-date (MTD) values for a particular measure on the
same view. To accomplish this task, you can create date calculations.
Create a calculated column which replaces week from string to integer and make use this in another calculation for YTD.
YTD:
Create a calculated column which replaces week from string to integer and make use this in another calculation for YTD.
YTD:
MTD:
Data
blending is when you blend data from multiple data sources on a single
worksheet. The data is joined on common dimensions. Data Blending does
not create row level joins and is not a way to add new dimensions or
rows to your data.
We use this when we want to fetch data from different sources and make use in single worksheet.
We use this when we want to fetch data from different sources and make use in single worksheet.
While Tableau lets you analyze databases and spreadsheets
like never before, you don’t need to know anything about databases to
use Tableau. In fact, Tableau is designed to allow business people with no technical training to analyze their data efficiently.
Tableau is based on three simple concepts:
- Connect - Connect Tableau to any database that you want to analyze. Note that Tableau does not import the data. Instead it queries to the database directly.
- Analyze - Analyzing data means viewing it, filtering it, sorting it, performing calculations on it, reorganizing it, summarizing it, and so on.Using Tableau you can do all of these things by simply arranging fields of your data source on a Tableau worksheet. When you drop a field on a worksheet, Tableau queries the data using standard drivers and query languages (like SQL and MDX) and presents a visual analysis of the data.
- Share - You can share results with others either by sharing workbooks with other Tableau users, by pasting results into applications such as Microsoft Office, printing to PDF or by using Tableau Server to publish or embed your views across your organization.
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