Tableau is data visualization tool used in the business intelligence industry.
Basic concept
Tableau has these data types: number, string, geographic, date, date time, boolean.
Dimensions are a qualitative fields that describe categories of data. Independent values. The pane is created when you have multiple dimensions in a row or column.
Measures are a quantitative or numerical fields, that measure categories of data. Dependent values.
Measure Name is a dimension, that contains a label for each measure in the data source.
Measure Value is a measure that contains numerical values of each measure in the data source.
Latitude and Longitude are generated geo fields, and it is generated when data source contains geographic fields.
Discrete fields – create headers/labels, can be sorted, always represented in blue color.
Continuous fields – create axis, can’t be sorted, always represented in green color.
Aggregation – measures are aggregated by default, default aggregation is sum. Measures can have following aggregations: sum, average, median, count, count distinct, minimum, maximum, percentile, std.dev, std.dev (pop.), variance, variance (pop.).
Aggregation and granuality – dimensions break down the aggregated total into smaller totals by category. Dimension provides the granuality in a chart.
Aggregating the dimensions – minimum, maximum, count, count distinct. When you aggregate a dimension, it is created a new temporary measure column.
Ratio calculations for example – sum(profit)/sum(sales) sums the profits and sales to whatever the granuality of the view is, and then compoutes the ratio at that aggregation. Profit/Sales computes the profit ratio at the lowest level of granuality then sums the ratios to the requested aggregation of the view.
Basic Chart Types
Bar chart – compare data across categories. Example – sales across different products.
Line Chart – shows trends in data over time. Example – Profit between 2012-2014 as per the order date.
Scatterplot – demonstrate the relationship between measures. Example- relationship between profit and sales.
Maps – two maps types – symbol maps and filled maps. The symbol maps use the symbols to represent a central point of a geographic region whereas in filled pam boundaries of a geographic region is filled with a color.
Combined Axis Chart – is created with one shared axis (X-axis) and two separete axes (Y-axes). Placing measures on the same axis allows you to build a view that compare these measures using one chart.
Dual Axis Chart – compars multiple measures in a graph. Dual axes are two independent axes.
Stacked Bar – is the bar chart with segmented bars.
Crosstab, Highlight table – crosstabs are also known as Text tables. A highlight table encodes a measure on Text and color on Marks card.
Histogram – shows the frequency of distribution. It displays the shape of the distribution.