CONTENT BEYOND
THE SYLLABUS
INTRODUCTION
Tableau is a visual analytics platform that is revolutionizing the way we use data to solve
problems by enabling individuals and organisations to make the most of their data.
Tableau is a great data visualization and business intelligence application that can be used to
report and analyse massive amounts of data. Salesforce purchased Tableau in June 2019, an
American firm founded in 2003. It enables users to build various charts, graphs, maps,
dashboards, and stories for visualising and analysing data in order to aid in business choices.
Tableau offers several unique and fascinating features that make it one of the most popular
business intelligence (BI) applications.
FEATURES OF TABLEAU
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Tableau supports powerful data discovery and exploration that enables users to answer
important questions in seconds.
No prior programming knowledge is needed; users without relevant experience can start
immediately with creating visualizations using Tableau
Fig: concepts under tableau
TABLEAU IN NEW TECHNOLOGIES
AI and Machine Learning Integration
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Tableau GPT and Tableau Pulse: Introduced by Salesforce, these tools leverage
natural language processing (NLP) and AI to enable conversational data queries.
Users can simply ask questions in natural language, and Tableau provides visual
insights without requiring deep technical expertise.
Data Cloud and CRM Integration
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Salesforce Data Cloud: With Tableau’s integration into Salesforce, data from
different sources can now be centralized in a single, unified platform, providing better
insights across customer data, CRM, and more. This integration is particularly useful
for real-time data analysis in industries like retail, finance, and healthcare.
WORKING STEPS:
Connect to Data
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Open Tableau and select Connect to Data.
Choose your data source type (Excel, SQL, CSV, etc.).
Import the data and preview it in Tableau.
Data Preparation
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Clean Data: Use Data Interpreter if there’s a need to clean up the data.
Data Blending/Join: If multiple datasets are being used, join or blend them as needed.
Create Calculated Fields: Make new columns for derived calculations by right-clicking on the
data fields.
Build Sheets
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Drag and drop fields (dimensions and measures) into rows and columns to create
visualizations.
Choose visualization types (bar chart, line chart, scatter plot, etc.) from the Show Me panel.
Customize Visualizations
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Adjust color, size, and label from the Marks card.
Use the Filter shelf to narrow down data.
Apply sorting, grouping, and formatting for better insights.
Create Calculations and Analytics
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Calculated Fields: Add complex calculations using functions.
Analytics Pane: Drag analytics tools like trend lines, reference lines, and forecasts into your
visualization.
Combine Multiple Sheets on a Dashboard
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Go to the Dashboard tab and drag sheets into the dashboard area.
Arrange and format each sheet to fit the layout.
Add filters, images, web links, or interactive elements if needed.
Finally display the dashboard
Advantages:
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Data visualization
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Alternative scripting language access
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Tableau Mobile
Disadvantages:
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Need Manual effort
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Not a comprehensive solution
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No version control
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Requires SQL knowledge