Tableau From Scratch With Example

Roll up your sleeves, you are going to learn something amazing today.

Select ‘Sheet’ from the lower left corner and rename it to whatever comes to your mind.

I will go with ‘World Indicators’ just so that it is easy for a layman to understand what this report is all about.

As you can see on the left panel, there are mainly two things to choose your data from, first is Dimensions, which is data like date, country name, region, etc.

Whereas, second is Measures, which is basically numbers like revenue, total count, GDP, etc.

Let’s drag and drop the country name from dimensions and GDP data from measures to the work-space.

You can add another column as well, in fact as many as you want, I will add third something interesting, um.

let’s add the total traded value in percentage GDP.

There it is.

You have created a simple report in Tableau which is created using data from the same sheet.

Adding Data From Different Sub SheetYes, you read it right.

In Tableau, you can add data from different sub sheets and create a single report.

Let’s see how it is done.

Go to the data source, select second data sheet and drop it to the blank space at the top of the work-space.

As you can see you’ll have to select which relation or ‘join’ you want to have between these two sheets (In short, a common column from both the sheets so that all the other columns/data is arranged accordingly.

) As you see in the data, three columns on the right side are from the other sheet and now both are merged.

Let’s move to the worksheet and you will see there is another sub-category in dimensions which is from another sheet.

Let’s import region and sub-region from that sheet and now our report looks more perfect in a certain way with full of necessary data.

Just like this way, you can add another data source like SQL and merge that data with this same report to generate a more dynamic report.

DashboardsA dashboard is nothing but a combination of different Tableau sheets.

It is helpful while presenting data, you don’t have to change between sheets.

All of your data is in one place.

Let’s create a second sheet of the total population of all countries and name it “Population Data by Country.

”Now let’s create a dashboard, in the bottom, right after the new sheet icon there is one more icon that looks like grid for creating dashboards.

As soon as you click that you have a blank dashboard work-space and on the left, you can see all your sheets under the Sheets section.

Drag, drop and re-position sheets the way you want it to look and you have successfully created your first dashboard.

ChartsNo matter how perfectly you structure your data in tabular form unless it is in a visualization form, it is of no use to ordinary people.

Tableau is very efficient at handling visualizations.

Let’s look at how it is done.

Let us create another sheet namely ‘Car usage (world)’ and drag and drop data of transit passenger car and year.

It will look something like shown in the image below.

Now as you can see there are some already formatted charts on the right side.

Some of them are blacked out and we can’t use it because their format doesn’t match our data.

Let’s select the line chart, and it will give you something like this.

In addition, if you drag and drop data of cars to Label under the ‘Marks’ section in the center, it will generate tool-tip on the data, which makes it twice as appealing as before.

Appreciate yourself a little because you now know all you need to know about Tableau basics from installing it to generating a report and to create visualizations.

Advanced Concepts in TableauLive vs Extract — Remember the Live vs Extract I talked about earlier in this post?.Let’s break it down,Live is when you use data directly from your data source such as Excel.

In Extract, your data is imported into Tableau and stored in its own format to speed up report generation and visualization.

In addition, you have the option of selecting specific data that you need for a particular task in Extract mode.

HierarchyHierarchy is the same as its original meaning.

This feature comes in handy when you are working with geographical data.

For instance, you have to add Country, Region, and Sub-region, which is a hierarchy.

So, what you do is, you add all 3 to one single parent sheet and whenever you want to use all three of that, just drag single parent sheet and all three will be imported to your work-space.

CalculationsA calculation is a simple way of combining two data sheets into one.

For example, you have two sheets, First Name & Last Name, and you want to join both, that’s where you use calculations.

However, it is much more than that and can perform more complex calculations.

Tableau ServerIf you work in an organization and you work in a team, and say, your teammate starts working from where you stop.

So, he/she doesn’t have to perform all the tasks from the beginning, you upload this on Tableau server of your organization and provide a link to your colleague so that he/she can start working from where you left.

End NotesI have tried to cover all the basic and some advanced elements to get you started with Tableau.

Now as they all say, Practice makes a man perfect, you need to practice this thing on your own to master the skills.

Happy learning.

Originally published at www.

digitalvidya.

com on September 10, 2018.

This story is published in The Startup, Medium’s largest entrepreneurship publication followed by +421,678 people.

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