Saturday, 21 December 2013

Working with Multiple Connections

Working with Multiple Connections:-

  • A workbook can contain multiple connections to multiple data sources. 
  • Each connection is listed at the top of the Data window.
  • Each worksheet has a primary connection and can optionally have several secondary connections using data blending. 
  • The primary connection and the secondary connections are linked by specified relationships.
  • Adding a secondary connection to a sheet can be useful when you have data in multiple data sources that you want to integrate into a single analysis.

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Clipboard Data Sources

Clipboard Data Sources:-

  • Sometimes you want to pull in data from an outside source for some quick analysis. Rather than create a whole data source and then connect in Tableau, you can copy and paste the data directly into the application. 
  • Tableau automatically creates a data source that you can begin analyzing. When you save the workbook, the data source is saved as a tab delimited text file into your Tableau Repository.
  • You can copy and paste data from a variety of office applications including Microsoft Excel and Word. 
  • You can also copy and paste html tables from webpages. 
  • Tables that are copied as comma separated values or tab delimited can be pasted into Tableau. Please be aware that not all applications use these formats when copying.

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Saturday, 14 December 2013


::Data Window:-::

  • Data fields appear on the left side of the workspace in the Data window. 
  • You can hide and show the Data window by clicking the minimize button in the upper right corner of the Data window. 
  • The Data window collapses to the bottom of the workbook. Click the minimize button again to show the Data window.

Organizing Sheets

::Organizing Sheets:-::
There are three ways to navigate and view the sheets in a workbook: 
1)Tabs at the bottom of the workbook
3)Sheet sorter. 

1)Sheet Tabs:-

  • Each sheet, whether worksheet or dashboard, is represented as a tab along the bottom of the workbook. 
  • Dashboards are indicated with a Dashboard icon next to the sheet name. Simply select the tab for the sheet you want to open.

  • In the bottom right corner of the application window, there are several controls that you can use to advance through each sheet or quickly jump to the first or last sheet in the workbook. 
  • These controls are only available when there are too many sheet tabs to show across the bottom of the application window. You can also navigate between sheets using the Window menu or move through the multiple worksheets by pressing Ctrl + F6 on your keyboard

  • To make it easier to identify and group sheets, you can assign each sheet tab a color. Rightclick the tab and select Color. You can select from seven different colors. Selecting None resets the color back to the default.


  • Similar to the sheet tabs, the filmstrip displays along the bottom of the workbook. However,instead of sheet names, the filmstrip shows a thumbnail image of each sheet. 
  • The filmstrip is useful when you are using Tableau to present your analysis and works well when you are working in Presentation mode

3.Sheet Sorter:-

  • The sheet sorter shows all sheets in a workbook as thumbnail images on a single page and is similar to the slide sorter in Microsoft Power Point. 
  • The sheet sorter is useful when you have a large number of sheets in a workbook. 
  • Open the sheet sorter by clicking the sheet sorter tab in the upper right corner of the workbook.

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Changing the Repository Location

::Changing the Repository Location:-::

You can specify a new location for the Tableau repository if you are not using the default
location in your Documents folder. For instance, if you are required to have your data on a
network server instead of on your local machine, you can point Tableau at the remote

1. Select File > Repository Location.
2. Select a new folder that will act as the new repository location in the Select a Repository
dialog box.
3. Restart Tableau so that it uses the new repository.

Changing the repository location does not move the files contained in the original repository.
Instead, Tableau creates a new repository where you can store your files.

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  • Each workbook can contain worksheets and dashboards. 
  • A worksheet is where you build views of your data by dragging and dropping fields onto shelves. 
  • A dashboard is a combination of several views that you can arrange for presentation or to monitor. 
  • The sheets, whether worksheets or dashboards, display along the bottom of the workbook as tabs

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Wednesday, 11 December 2013

Creating Connections

Creating Connections:-

To build views of your data, you must first connect Tableau to a data source.
You can connect to any supported data source with the Connect to Data dialog box.
1. Select Data > Connect to Data or press Ctrl + D on your keyboard. You can also select the Connect to Data option on the start page.

2. On the Connect to Data page, select the type of data you want to connect to. You can also select a saved data connection (TDS files) open a Tableau Server Data Source.

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We can save your work using several different Tableau specific file types: 
3) Packaged Data Files
4) Data Extracts
5)Data Connection Files. 

1)Workbooks (.twb) – 
Tableau workbook files have the .twb file extension. Workbooks
hold one or more worksheets and dashboards.

2)Bookmarks (.tbm) – 
Tableau bookmark files have the .tbm file extension. Bookmarks
contain a single worksheet and are an easy way to quickly share your work.

3)Packaged Workbooks (.twbx) – 
Tableau packaged workbooks have the .twbx file extension. A packaged workbook is a single zip file that contains a workbook along with any supporting local file data sources and background images. This format is the best
way to package your work for sharing with others who don’t have access to the data.

4)Data Extract (.tde) –
Tableau data extract files have the .tde file extension. Extract files are a local copy of a subset or entire data source that you can use to share data, work offline, and improve database performance.

5) Data Source (.tds) – 
Tableau data source files have the .tds file extension. Data source files are shortcuts for quickly connecting to data sources that you use often. Data source files do not contain the actual data but rather the information necessary to connect to the data source as well as modifications you've made in the Data window such as default properties, calculated fields, groups, and so on. 

6) Packaged Data Source (.tdsx) –
Tableau packaged data source files have the .tdsx
file extension. A packaged data source is a zip file that contains the data source file (.tds) described above as well as any local file data sources such as Extract files (.tde), text files, Excel files, Access files, and local cube files. Use this format to create a single file  that you can then share with others who may not have access to the original data stored locally on your computer

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Tableau WorkFlow


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:

1. Connect2. Analyze3. Share

1. 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.

2. 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.

3. Share: -

You can share results with others either by sharing workbooks with other

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Tableau Software provides software applications for fast analytical and rapid fire business intelligence.

Tableau Desktop:-

  • Tableau Desktop is a data visualization application that lets you analyze virtually any type of structured data and produce highly interactive, beautiful graphs, dashboards, and reports in just minutes. 
  • After a quick installation, you can connect to virtually any data source from spreadsheets to data warehouses and display information in multiple graphic perspectives.
  •  Designed to be easy to use, you’ll be working faster than ever before.

Tableau Server:-

  • Tableau Server is a business intelligence solution that provides browser-based visual analytics anyone can use at just a fraction of the cost of typical BI software. 
  • With just a few clicks, you can publish or embed live, interactive graphs, dashboards and reports with current data automatically customized to the needs of everyone across yourorganization.
  •  It deploys in minutes and users can produce thousands of reports without the need of IT services — all within your IT infrastructure.

Tableau Reader:-

  • Tableau Reader is a free viewing application that lets anyone read and interact with packaged workbooks created by Tableau Desktop

Tableau Public:-

  • Tableau Public is a free service that lets anyone publish interactive data to the web. 
  • Once on the web, anyone can interact with the data, download it, or create their own visualizations of it.
  •  No programming skills are required. Be sure to look at the gallery to see some of the things people have been doing with it.
Tableau Online:-

Tableau Online is cloud analytics for everyone,everywhere.It is the hosted version of tableau server in the Cloud.Tableau online makes BI Faster and easier than ever before.Publish Dashboards created in Tableau Desktop and share them with anyone in fraction of seconds.

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Formatting Tips

Hello Gurus, One of the common things in Tableau after building any visualization is performing formatting. The Structured way of doing i...