A Simple Introduction to Tableau.
Tableau is one of the data visualization tool that is used for creating interactive charts , dashboards.
In this article, I have explained some basic components and charts in tableau.
- Measure and Dimensions
- Discrete vs Continuous
- Measure Names vs Measure Values
- Marks Card
- Show Me
- Different types of graphs
Prerequisite
- Install Tableau public/desktop
2. Connect to data source. [In this blog, I have explained sample data set]
Dataset: In the connect Pane → Under Saved Data Sources → click “Sample -Superstore” [In tableau desktop]
Now let’s dive deep into tableau basic components.
1. Measures and Dimensions
Measures are quantitative information
Dimensions contain categorical and qualitative information
Measures:
Continuous Variables → Ex. Sales, Profit
Dimensions:
- Text → Ex. Customer Name
- Date → Ex. Order Date, Shipping date
- Geographic → Ex. Country, State, City, Zipcode
2. Discrete vs Continuous
In the tableau, blue is discrete, and green is continuous.
Discrete will add headers when dragged into the view. Whereas continuous will add an axis when dragged into the view.
Discrete → Ex. category, Sub-Category, Region
Continuous →Ex. Sales, Profit
3. Measure Values vs Measure Names
Measure Names and Measure Values are automatically generated when connected to a data source.
Names of the measures will come under measure names and their values come under measure values. [Drag Measure names to row shelf and measure values to Text]
Marks card
In the tableau, the Marks card gives you more control about how to display the data in the view.
- Color
- Size
- Label
- Detail
- Tooltip
Example: Sales vs Profit graph (without using marks card)
By using “Marks Card” we can add more detail to this view.
Detail → This will give increase the level of detail. If we drag customer name to “Detail”, this graph will display the Sales vs Profit for each customer.
Size → We can change the size of the shape based on Profit by dragging “Profit” to “size”
Shape → We can change the shape too by selecting the shapes from the “Shape” marks card.
Color → Based on “Profit” we can change the color too.
Tooltip: Tooltip will indicate the customer name, profit and sales. If we want more information to be added, we can drag that variable to “Tooltip”.
By using Marks card, we made our view to be more informative. From the graph, we can know the customer with high profit, less profit, More sales, fewer sales.
Show Me
Show Me → It will highlight the graphs suitable for the selected view.
After selecting the items in the column/row shelf, Show Me will highlight the graphs for that particular view.
Charts:
Let’s look into different types of graphs in the tableau.
Example: We have to check the sum of sales for each sub-category. It can be shown in many graphs.
1. Text Table
Sub-Category → Row shelf
Sales → Text and Color [Marks card]
[In color → edit color — I have chosen red-green diverging]
2. Highlight Tables
Sub-Category → Row shelf
Sales → Text and Color [Marks card]
Show Me → Selected highlight tables.
3. Horizontal Bar Graph
Sub-Category → Row shelf
Sales → Row shelf and Color [Marks card]
4. Gantt Bar Chart
Sub-Category → Row shelf
Sales → Row shelf and Color [Marks card]
In Marks card — choose ‘Gantt Bar’
5. Heat Map
Sub-Category → Row shelf
Sales → Size and Color [Marks card]
In Show Me — choose ‘Heat Map’
6. Tree Map
Sub-Category → Row shelf
Sales → Color [Marks card]
In Show Me — Choose ‘Tree Map’
7. Stacked Bar Chart
Row Shelf → Sales
Sub_category — Color and Text in Marks card.
In Show Me, Choose “Stacked Bars”
8. Pie Chart
Column Shelf → Sub-category
Sales → Row shelf and Text in Marks card
In Show Me → Choose “Pie Chart”
9. Packed Bubbles
Column Shelf → Sub-category
Sales → Row shelf
In “Show Me” → Choose “Pie Chart”
Download this workbook from this Tableau Public Link
Conclusion:
By using tableau, we can create more interactive charts. In this blog, I have explained how to create many charts for a given scenario.
Thanks for reading and hope you all like it!
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