Dashboard Tableau
Tableau Public can be used to create Data Visualization and is free software. You can
download Tableau Public from this link-
https://public.tableau.com/en-us/s/download.
After downloading Tableau Public, you will see the main screen when you first open the
application.
On the left-hand side of the screen, you can see the option to connect various data
sources.
We will use Microsoft Excel to connect data to the tableau for this series.
After selecting a Microsoft excel file, you will get the following screen.
After connecting the tableau with an Excel file, you will see various sheets/datasets
present in that Excel file on the left side. In this case, you can see that we get three
datasets named Orders, People and Returns.
You can drag and drop the dataset left to the middle of the screen that says “Drag tables
here” to view the dataset.
When we drag and drop the Orders table, we will get the following screen.
This way, we can easily preview the data present in our table.
Now let's move forward to the Interface where we will be creating our Visualisations. At
the bottom left, you can see ‘Sheet 1’ written, This is a Worksheet, and we will be
creating all of our visualisations in a worksheet. As we click on Sheet 1, we get the
following User Interface.
Here we will be creating all of our Visualizations. So now, let’s discuss the many options
available here and their respective functionality.
On the top right corner, we see two options Data and Analytics.
Analytics
Analytics part has certain advanced features like Summarize, Model and Custom. These
are useful only after we have created our Visualizations.
Data
So now let's discuss the Data part.
At the top, we have “Orders (sample_-_superstore)” in the data part, representing the
Sheet name and the connected data source.
Below that, we have the ‘Search’ option, and next to it, we have a ‘Filter’ option that is
used if we want to filter out a particular field from the Dataset. Next to it, we also have a
‘View data’ option, which has many more options.
Below this, we have a list containing all the fields available in our Orders Dataset.
Fields highlighted with Blue represent Dimensions while fields in Green represent
Measures.
Pages
Next, we’ll discuss the Pages icon, which compares multiple charts on the same axis. We
can break down a view into a series of pages to analyse better how a specific field
affects the rest of the data.
Filter
Next is the Filter section, which filters any kind of data, as the name suggests.
Marks
Marks are the area where we create all our visualisations. We have various visualisation
options here, and by default, Automatic is selected.
Now let's discuss each field in it one by one.
Color- It is used if we want to change the color of a chart or split a chart by various
colors
Size- When you place a continuous field on Size on the Marks card, Tableau draws each
mark with a different size using a continuous range.
Text-The Text mark type is useful when adding labels or text to the visualisation.
Details- It is used to separate the marks in the view according to the members of that
dimension
Tooltip-This is used to add Tooltips to the mark. Tooltips appear when you hover over
one or more marks in the view.
We also have various other charts that we can select by ourselves.
Columns & Rows
These are used while creating visualisations, and we add dimensions or measure value
according to the need here. Fields from our data pane are dragged and dropped here to
create visualisations. You can place any number of fields here.
Show me
Show me shows us various options of visualisations that we can create in Tableau. You
can hover over any of them to know the Name & the minimum number of fields
required to create that visualisation.
