Introduction to Data Visualization

(1)

DATA VISUALIZATION

SPECIALIST

DATA VISUALIZATION CONFIDENTIAL DO NOT COPY

CYBERTREND DATA ACADEMY

(2)

Copyright and Document Information Proprietary Notice

Proprietary Notice

The materials in this document are proprietary to PT CYBERTREND INTRABUANA (CBI). In accepting this document, it is deemed that participant has agreed to abide by the confidentiality nature of this document.

The reproduction or distribution of any part of the enclosed information will not be allowed without prior written permission of CBI. Any other parties other than approved user by CBI who review this document will be deemed to have obtained CBI’s proprietary information without authorization and may be subject to legal actions.

Disclaimer

This document is supplied in strict confidence and must not be produced in whole or in part, used in tendering or for manufacturing purposes or given or communicated to any third party without the prior consent of CBI.

CONFIDENTIAL DO NOT COPY

(3)

Contents

1. Introduction to Data Visualization ... 6

Introduction Data Visualization ... 7

Understanding Data Visualization ... 7

Importance of Data Visualization ... 7

Who Use Data Visualization ... 7

Traits of Good Data Visualization ... 8

Point of Excellence ... 8

Common Types of Data Visualization ... 9

Data Visualization vs Infographic ... 9

Infographic ... 10

Type of Infographic ... 11

Dashboard ... 14

Data Visualization Design Process ... 14

Determine Goal and Supporting Data ... 14

Choosing Appropriate Visual Encodings ... 15

Natural Ordering ... 15

Distinct Values ... 15

Redundant Encoding ... 16

Defaults versus Innovative Formats ... 16

Apply Your Encodings Well ... 16

Color ... 17

Leverage Common Color Associations ... 17

Size ... 18

Conveying Size ... 18

Comparing Sizes ... 18

Text and Typography ... 19

Fonts and Hierarchies ... 19

Avoid Drop Shadows ... 19

2. Introduction to Tableau Desktop & Server ... 20

Tableau Product Line ... 21

Application Terminology ... 22

Visual Cues for Fields ... 23

Modifiers ... 23

Fields in the Data Pane... 23

CONFIDENTIAL DO NOT COPY

(4)

Fields on Shelves ... 24

Introduction to Web Authoring - Tableau Site ... 25

User Capabilities ... 25

Feature Comparison ... 26

General Difference in web authoring ... 26

Web Authoring Capabilities ... 26

Data Management ... 26

Analytics ... 27

Filtering and Sorting ... 28

Formatting... 28

Tableau Server Site Interface ... 28

Sign In ... 29

Navigate Content ... 29

Navigate Site ... 30

Navigate Project ... 33

Navigate Workbook ... 34

Navigate Views ... 34

Navigate Data Source ... 35

Navigate Flows ... 36

View content as list or grid ... 37

Sort Content ... 38

Identify and navigate sites ... 39

Connect to Data and Create Workbook ... 39

3. Connecting to Data ... 41

Creating a Live Data Connection ... 42

Reshape Data Views ... 43

Saving and Editing a Data Source ... 45

Sharing a Data Source ... 46

Understanding Changes to Data ... 47

Connecting Data in Tableau Online / Server ... 47

Connect Data on the web ... 47

Data Source Page ... 49

Connect to Files ... 50

CONFIDENTIAL DO NOT COPY

(5)

Practice: Creating a Local Data Connection ... 52

4. Simplifying and Sorting your Data ... 54

Data Filtering ... 55

Filter on a Dimension ... 55

Filter on a Dimension in Web ... 55

Filter on a Measure ... 56

Filter on a Measure in Web... 56

Creating Date Filters ... 57

Creating Date Filter in Web... 58

Practice: Filtering ... 59

Sorting ... 60

Sort data on an axis ... 60

Sort specific fields in the viz ... 61

Sort data using the toolbar ... 63

Create a nested sort ... 63

Set up the view ... 63

Create a nested sort using the header ... 64

Practice: Sorting ... 66

5. Organizing Your Data ... 68

Using Groups ... 69

Creating and Using Hierarchies ... 70

Using Drag and Drop ... 70

Using Context (Right-Click) Menu ... 70

Practice: Creating Groups and Hierarchies ... 71

Practice: Creating Visual Grouping ... 72

6. Slicing Your Data by Date ... 73

Working with Dates in Tableau ... 74

Understanding and Using Discrete and Continues Dates ... 74

Using Discrete Date Parts ... 74

Practice: Discrete and Continuous Dates ... 75

Creating Custom Dates ... 77

Practice: Custom Dates ... 77

7. Using Multiple Measures in a View ... 80

Using Measure Values and Measure Names in a View ... 81

Combined or Shared Axis Charts... 81

CONFIDENTIAL DO NOT COPY

(6)

Creating Dual Axis Charts ... 84

Practice: Dual Axis Chart ... 86

8. Showing the Relationship between Numerical Values ... 87

Showing Correlations and Outliers with Scatter Plots ... 88

Practice: Marketing Expenses Scatter Plot ... 90

9. Mapping Data Geographically ... 91

Mapping in Tableau ... 92

Navigation and Selection in Maps ... 92

Practice: Geographic Mapping ... 94

Creating Geographic Groups ... 95

Practice: Creating Geographic Groups ... 97

10. Viewing Specific Values ... 98

Creating Crosstabs ... 99

Grand Totals, Sub-Totals, and Changing Aggregation ... 99

Practice: Totals and Aggregation ... 101

Creating Heat Maps ... 103

Creating Highlight Tables ... 103

Practice: Highlight Table ... 105

11. Customizing Your Data ... 106

Using Calculations in Desktop ... 107

Options for Creating Calculated Fields ... 107

Practice: Calculations and Aggregations in Profit Ratio ... 110

String Functions ... 111

Logical Functions ... 111

Practice: Logical Functions ... 112

Date Calculations ... 114

Practice: Using Date Calculations ... 115

12. Analyzing Data with Quick Table Calculations ... 116

Table Calculations Overview ... 117

Using Quick Table Calculations ... 118

Practice: Running Total of Sales ... 119

Practice: Year over Year Change ... 120

13. Showing Breakdowns of the Whole ... 121

CONFIDENTIAL DO NOT COPY

(7)

Practice: Creating Tree Map ... 123

14. Highlight Data with Reference Lines ... 124

Using Reference Lines ... 125

Reference Bands ... 126

Practice: Reference Lines ... 128

15. Making Your Views Available ... 130

Dashboards ... 131

Understanding the Connections between Dashboards and Worksheets ... 131

Edit the Original Worksheet ... 131

Duplicate a Worksheet ... 132

Hide a Worksheet ... 132

Tiled or Floating Objects ... 132

Dashboard Device Layout ... 132

Worksheet and Filters ... 133

Dashboard Actions (Created in Tableau Desktop) ... 134

Highlight Actions ... 134

URL Actions ... 137

Go to Sheet Action ... 138

Practice: Building a Dashboard ... 139

CONFIDENTIAL DO NOT COPY

(8)

1. Introduction to Data Visualization

This module contains the following:

Introduction to Data Visualization

Difference between Data Visualization vs Infographic Type of Data Visualization and Infographic

CONFIDENTIAL DO NOT COPY

(9)

Introduction Data Visualization

When you help people visualize the meaning of data, you add tremendous value to any organization.

In this course, we look at what data visualization is and what it means to different groups. When it comes to gaining valuable insight in a company setting, the use of data visualization is critical.

Companies are desperate to view and learn from their Big Data. Data visualization, however, is a growing field with a critical shortage of true experts. Big Data refers to the voluminous amounts of information that can be collected from social media data as well as internal company data. Analyzing and extracting insights from it is the goal. After reading this module, you’ll be able to help fill that role for your company, whether you’re building your first data visualization or your hundredth one.

Understanding Data Visualization

Here’s a simple definition of data visualization: It’s the study of how to represent data by using a visual or artistic approach rather than the traditional reporting method. (Mico Yuk, Data Visualization for Dummies)

Two of the most popular types of data visualizations are dashboards and infographics, both of which use a combination of charts, text, and images to communicate the message of the data. The practice of transforming data into meaningful and useful information via some form of visualization or report is called Business Intelligence (BI).

Importance of Data Visualization

Data visualizations (you can call them data viz for short) are widely used in companies of all sizes to communicate their data stories. This practice, known as BI, is a multibillion-dollar industry. It continues to grow exponentially as more companies seek ways to use their big data to gain valuable insight into past, current, and future events.

With the recent popularity of social media and mobile apps, the amount of data that’s generated on a moment-to-moment basis is astounding. For this reason, many companies find that making sense of that data requires the use of some form of data visualization. It’s virtually impossible to view 1 million rows of data and try to make sense of it.

This module focuses specifically on data visualizations that contain intelligent data (data that is actionable) and that provide some value to a company by enabling a person or group of people to make faster decisions based on that data.

Who Use Data Visualization

Data visualizations are for everybody. All of us use them, whether or not we realize it. If you use apps on your smartphone, for example, chances are that you depend on data visualizations to make critical decisions on an almost daily basis. Do you ever use a weather app to determine how to dress for that day? If you open the app and see a cloud with lightning at the top of the app, you have a good idea that it’s going to be a stormy, rainy day without having to read any data about temperature,

CONFIDENTIAL DO NOT COPY

(10)

This example shows you how a simple visual helps you gain quick insight and make a quick decision (in this case, to wear a raincoat and carry an umbrella). Believe it or not, you just consumed a good data visualization.

Traits of Good Data Visualization

Good data visualizations come in all shapes and sizes, but all of them have certain traits, which we discuss in this module.

In her book (Data Visualization for Dummies), she wrote that, once worked with a talented graphic- design expert named Natasha Lloyd to deliver a well-received presentation called “How to Build a Successful Business Intelligence Dashboard” at a major global conference. When she was asked what she thought was important about creating visualizations, Natasha said her focus wasn’t on what was pretty versus ugly; her focus was on the end-user experience. Table below shows the key items discussed during the presentation.

Although these traits sound more like descriptions of a new car than descriptions of business data, focusing on these three traits for all your data visualizations should ensure that you produce something that’s not only great to look at but that also provides value and deep insight to those who use it.

It is recommended to use it as a tool to measure every data visualization against, to ensure that you’re focusing on the most important items. Your main goal should be to develop a data visualization that provides key insights to its users.

Point of Excellence

Before you move on to the basics of building your data visualization, you should have some idea of what criteria make a data visualization excellent. An excellent data visualization has the following qualities:

• Visual Appealing

The advent of more sophisticated visual creation tools and the high quality of mobile apps have raised the bar very high on the user experience. It’s only going to get higher with the evolution of technology such as Google Glass. Your visualization will go unused if it looks like

CYBERTREND DATA ACADEMY

(11)

If your data visualization is successful, others will want to use and leverage it. Be sure to build your visualization on a system that’s scalable for accessibility and for future maintenance and modifications.

• Give the Right Information

It’s a problem when users focus on the visual or a particular feature and not on what they really need. Before creating a visualization, define exactly how it will be used, such as for self- service, drill-down, deep analysis, or executive overview.

• Accessible

An accessible visualization is easy to use and can be modified easily when necessary. Also, the data must be accessible on any device, at any time, at any place. This feature is critical to user adoption.

Common Types of Data Visualization

This chapter presents different types of visualizations so that you can familiarize yourself with the many options you have for creating data visualizations of your own.

Data Visualization vs Infographic

To simplify the process of understanding visualizations, we focus on the two most popular types: data visualizations and infographics. Because the use of graphical data visualizations is growing quickly, there is a bit of disagreement about how to define a data visualization versus an infographic. You may believe that the definition is clear, but when you get into more complex visualizations, you can start to wonder.

In their book Designing Data Visualizations (O’Reilly Media), Noah Iliinsky and Julie Steele use the following three criteria to determine whether to call a graphic a data visualization or an infographic:

• Method of Generation

This criterion refers to what goes into creating the graphic itself. If a lot of original illustrations are created to explain the data, for example, it’s likely to be an infographic. You often see infographics with beautiful, elaborate images created to explain the information.

Figure below shows an example created by Coleen Corcoran and Joe Prichard.

CONFIDENTIAL DO NOT COPY

(12)

• Quantity of data represented

Typically, data visualizations have more and different kinds of data from infographics. Also, the data in data visualizations changes frequently to indicate changes in status. In addition, an infographic is less likely to include interactive numbers.

• Degree of Aesthetic

This criterion refers to the artfulness of the graphic. If a lot of design work has gone into displaying information, the graphic is likely to be an infographic.

You can use the information in Table below to determine whether you’re working with an infographic or a data visualization. This table becomes useful when you want to decide what type of visualization to create for specific information and/or low-quality graphics.

Read on to find out what types of content you can put in an infographic or data visualization.

Infographic

Infographics have gained great favor of late. If done well, they can illuminate a problem and tell an interesting story. Infographics have generated great interest on the Internet because of their ability

CONFIDENTIAL DO NOT COPY

(13)

First and foremost, an infographic should be simple. If the information isn’t clear or leads to confusion, you’ve failed.

✓ Make it accurate.

Infographics reflect actual data. The artwork must accurately reflect the data and carefully report the trends or patterns of the data. Double-check your work.

✓ Provide your sources.

Data sources typically are listed at the bottom of an infographic. If you want yours to have credibility, list all the places where the data was gathered.

✓ Choose complementary colors.

An infographic should be eye-catching. If you have trouble determining what colors to use, many online tools can help. For more information using color in your visualizations.

✓ Make it worthwhile.

Although it’s true that infographics can be frivolous or silly, most business users are looking for solid information. Take the time to create something that others will want to share.

Type of Infographic

Several types of infographics are currently popular. The following list can help you choose the right type for the information you’re trying to illustrate:

• Case study

If you’ve conducted a specific inquiry about a particular topic and want to share the results, try a case study. In the context of an infographic, a case study shows the goals, objectives, and outcome of a particular campaign or action plan.

• Chronology

The content of a chronology follows a logical, dated order, as shown in figure below. Use this type of infographic if you want to recount something like the history of a product or the growth of an industry.

CONFIDENTIAL DO NOT COPY

(14)

• Comparison

When you’re trying to show the difference between one item and another, try a comparison.

Figure below shows a comparison of iOS 6 and iOS 7 icons; in the comparison you can see that some changes make sense, whereas others seem to change simply for the sake of change.

CONFIDENTIAL DO NOT COPY

(15)

• Compilation

If you want to inform your audience about a key topic and make it memorable, use a compilation of information as an infographic. A compilation refers to a collection of information that is gathered from a variety of sources into one cohesive whole.

• Expert advice

Dispensing expert advice in an infographic is a great way to establish yourself as an expert. It also “helps the medicine go down” if you’re recommending something difficult.

• How-to information

Presenting information in a sequential manner is a great way to educate your audience.

Infographics often use visuals to get the message across, as shown in figure below.

CONFIDENTIAL DO NOT COPY

(16)

Dashboard

Dashboards allow staff to see their Key Performance Indicators (KPIs) and important alerts on one screen. They have become increasingly popular because of the growing amount of data companies need to harness. Dashboards enable companies to put measures from different departments in one graphic. Following are some benefits of dashboards:

✓ They remove the need to update manual calculations.

✓ They focus on the measures that are most important to the audience.

✓ They alert stakeholders to action(s) that must be taken.

✓ They increase productivity by showing the most important data on one screen so that users don’t have to go searching for it.

How do you know whether you’re on the right track when creating your first dashboard? Here are three questions to ask yourself:

✓ Will any stakeholders champion the use of the dashboard going forward?

Unless some people believe in the data and want the dashboard to be used, the dashboard could languish unnoticed after the first flurry of interest.

✓ Will someone update and maintain the numbers in the dashboard?

You need to make sure that whoever looks at the data is seeing current data that takes changes in company direction into account. Having a dashboard that reflects bad or outdated data is as unhelpful as having no data.

✓ Is the dashboard truly easy to understand

This issue probably is the most important one that we cover in this book. If the visualization in the dashboard is confusing, no one will use it, no matter how pretty it is.

Data Visualization Design Process

Now that we know how to think about why and what we design, both in terms of our purposes and the relationships that define visualizations, let’s talk about the process of designing visualizations.

Noah Illinsky & Julie Steele, on their book (Designing Data Visualization) wrote inspiring steps to start data visualization process

Determine Goal and Supporting Data

The very first thing to think about is the goal of your visualization. To be useful, that goal must be defined before the implementation phase has started. The visualization (like any product or communication) must then be designed with that goal in mind.

The goal of your visualization is going to be informed by your own goals and motivations as well as the needs of your reader. A visualization’s goal is usually to satisfy a need for specific information on the part of your reader. But the goal may also be to change the reader’s opinions or behavior in some way.

To begin defining the goal of your visualization, ask yourself, what information need am I attempting to satisfy with this visualization? Related questions include:

CONFIDENTIAL DO NOT COPY

(17)

• What actions might be taken once this information need is satisfied, and what values will justify that action?

Choosing Appropriate Visual Encodings

Two key factors are whether a visual property is naturally ordered, and how many distinct values of this property the reader can easily differentiate. Natural ordering and number of distinct values will indicate whether a visual property is best suited to one of the main data types: quantitative, ordinal, categorical, or relational data.

Natural Ordering

Whether a visual property has a natural ordering is determined by whether the mechanics of our visual system and the “software” in our brains automatically—unintentionally— assign an order, or ranking, to different values of that property.

For example, position has a natural ordering; shape doesn’t.

Distinct Values

The second main factor to consider when choosing a visual property is how many distinct values it has that your reader will be able to perceive, differentiate, and possibly remember. For example, there are a lot of colors in the world, but we can’t tell them apart if they’re too similar. We can more easily differentiate a large number of shapes, a huge number of positions, and an infinite number of numbers. When choosing a visual property, select one that has a number of useful differentiable values and an ordering similar to that of your data (see picture below).

CONFIDENTIAL DO NOT COPY

(18)

Redundant Encoding

If you have the luxury of leftover, unused visual properties after you’ve encoded the main dimensions of your data, consider using them to redundantly encode some existing, already-encoded data dimensions. The advantage of redundant encoding is that using more channels to get the same information into your brain can make acquisition of that information faster, easier, and more accurate.

For example, if you’ve got lines differentiated by ending (arrows, dots, etc.), consider also changing the line style (dotted, dashed, etc.) or color. If you’ve got values encoded by placement, consider redundantly encoding the value with brightness, or grouping regions with color, as in picture below.

To be totally accurate, in picture above, adding color more strongly defined the groupings that weren’t strongly defined before, but those groups are a subset of the information already provided by position.

For that reason, in this case color adds slightly more informational value beyond mere redundancy.

Defaults versus Innovative Formats

It is worth noting that there are a lot of good default encodings and encoding conventions in the world, and with good reason. Designing new encoding formats can cost you a lot of time and effort, and may make your reader expend a lot of time and effort to learn. Knowing the expected defaults for your industry, data type, or reader can save you a lot of work when it comes to both figuring out how to best encode your data, and how to explain it to your readers. However, if we all used existing defaults all the time, not much progress would be made.

Apply Your Encodings Well

CONFIDENTIAL DO NOT COPY

(19)

lines, and text—and give suggestions for how each should be treated. Finally, we’ll present some common (and slightly humorous) pitfalls, and give advice for how to avoid them.

Color

Color is tricky. It’s very appealing, and as designers, we’re tempted to use it all the time. However, getting color right can be much more difficult than it seems.

In the defense of color, it can be an excellent property for labeling categorical data, or non-ordered categories for differentiation purposes. (Examples of non-ordered categories include operating system, gender, region, conference track, and genre.) Just be sure that you don’t need too many distinct values if you’re using color as the visual property by which to encode categories.

The standard advice for using color to encode categories is to limit your selection to ideally about six—

hopefully no more than 12, and absolutely no more than 20—colors and corresponding categories.

This will allow you to select colors that are different enough that they can easily be differentiated and clearly named.

The recommended set of 12 colors is shown in Table below.

Leverage Common Color Associations

Color may not have a natural ordering, but it does carry a lot of cultural conventions, including many common emotional or aesthetic associations. Some of these include:

• Red is associated with warning, danger, and warfare. It can also be associated with passion—

either love or anger—and blood. In the East it is associated with good luck and prosperity.

• Green is associated with nature, the earth, environmentalism, and renewal. It can also be associated with permission to move ahead, clearance, etc. (as in “green light”)—especially when paired with red.

• Yellow is associated with happiness, sunshine, and playfulness. However, on its own or in large fields, it can be irritating. It is also associated with caution.

• Blue is associated with water, coolness, and calm. Depending on the shade, it may be associated with religion or the military.

• Black is associated with mourning and death, but also with luxury and sophistication.

CONFIDENTIAL DO NOT COPY

(20)

• Pink is associated with affection, imagination, and childishness. Light pink is associated with young girls, and light blue with young boys—especially when paired together.

• Grey is associated with neutrality, conservatism, modesty, and maturity.

• Orange is associated with fire, energy, and—in the East—spirituality. It is named for the fruit, and so can also be associated with health and vigor.

• Brown is associated with dirt, leather, stone, and “earthiness.” It may also be associated with animal waste.

• Purple is associated with royalty (nobility) and magic (falsehood or artificiality).

Size

Size can be used to great advantage to represent the relative importance of entities. Even if your larger entity is the same size as others “in reality,” making it larger in your visualization makes it more eye- catching and indicates that it is more worthy of attention. You’ll see this on organizational charts, where the CEO gets a bigger box, even though the text in the box (or the person it represents) doesn’t take up any more physical space than any other job title. Consider using size to draw your reader to central, key, or fundamentally important entities.

Conveying Size

Conveying relative size (or proportion) accurately can be a challenge, especially for very large (e.g., planets) or very small items (e.g., viruses). You’ll often see large items compared to familiar big things:

a blue whale, a school bus, the Statue of Liberty, or the Empire State Building. This can be a useful practice if you’ve got a handy reference item that’s near enough in size to the object you’d like to represent.

Comparing Sizes

We’re really good at comparing the surface areas of rectangles in situations where the only thing that’s different between them is length. As long as the width remains constant (think: bar graphs and software progress bars), we are very good at guesstimating the relationship of the size of the shapes to each other

When it comes to rectangles where the width and length both change, we don’t judge them as accurately, and we tend to underestimate the differences in size: a square that is 1.4 units long on each side has twice the area of a square with sides of length 1, but doesn’t seem “twice as big” (see picture below)

CONFIDENTIAL DO NOT COPY

(21)

Text and Typography

It is very unlikely that you’ll come across a helpful visualization that uses no words or numbers of any kind. Most of them do, as titles, axis labels, or other kinds of labels or indicators. So we need to carefully consider which words and numbers are present, how they interact with the visual elements, and what they do or don’t say.

Fonts and Hierarchies

The disagreements over serif versus sans serif fonts are endless, and unfortunately it is beyond the scope of this book to get into too much detail regarding typography wars. Suffice it to say that many people feel serif fonts (fonts with ornamental shapes at the ends of letters, such as Times, Cambria, or Garamond) are better for setting blocks of text, while sans serif fonts (fonts with clean line endings, such as Helvetica, Arial, or Verdana) are better for titles, tags, and labels.

Remember: your goal is to make things clear and easy to navigate for your reader. So avoid using fancy or trendy fonts just because you can. Stay away from gothic fonts, fantasy fonts, and script fonts.

(We’re looking at you, Comic Sans.) Avoid Drop Shadows

One of the most horrible ways (because it is so needless) in which to obscure legibility is to add a drop shadow to your text. You have probably seen this done in numerous slide presentations, either in some misguided bid for emphasis or because the presenter was drinking a little too much coffee at 2am. Bottom line: drop shadows on text make your beloved readers cry.

CONFIDENTIAL DO NOT COPY

(22)

2. Introduction to Tableau Desktop & Server

This module contains the following:

Tableau Product Line Application Terminology Visual Cues for Fields

CONFIDENTIAL DO NOT COPY

(23)

Tableau Product Line

Product Description

Tableau Desktop ▪ Used to explore data, create views and dashboards and save workbooks.

▪ Can be used to publish a workbook to Tableau Server and control which users and groups can view which data.

Tableau Server ▪ A data analytics tool and library of visualizations and data sources.

▪ Provides varying levels of access to workbooks published from Tableau Desktop.

▪ Manages maintenance tasks, such as refreshing data, as specified in a schedule.

▪ Can be used to ensure data source consistency among various Tableau users.

▪ Can provide controlled access for data security.

Tableau Online ▪ A hosted version of server that can be accessed from anywhere using a web browser.

Tableau Public ▪ A free public web site for workbook presentation.

▪ Accepts only flat files (Excel, etc) of limited size, has no security, uses no live data, and does not allow saving or printing of workbooks.

▪ Allows authors to turn off “download” on their workbooks.

CONFIDENTIAL DO NOT COPY

(24)

Tableau Prep Builder

▪ It gives your team the tools they need to confidently combine, shape, and clean their data.

▪ Save result into .tde / .hyper / .csv

Product Description

Tableau Reader ▪ Free workbook presenter allowing users to open and intercat with (Filter, Sort, Print) packaged workbooks created in Tableau Desktop.

▪ Does not establish a data connection.

▪ Can open packaged workbooks but cannot create, edit, or save views.

Tableau Mobile ▪ A free app for iPhone, iPad, Android tablets, and mobile browsers, which can be used to interact with views published to Tableau Server or Tableau Online. The iPad app also allows editing of views.

Vizable by Tableau

▪ A free iPad app that can be used to visualize and interact with flat-file data sources.

Application Terminology CONFIDENTIAL DO NOT COPY

(25)

Term Description

1. Go to Start Page Toggle between the active sheet and the Desktop Start Page.

2. Data Pane Includes dimensions and measures, populated from your selected data source. May also include calculated fields, parameters, or sets.

3. Analytics Pane Includes options you can use to apply reference lines, forecasts, trend lines, to add totals to crosstabs, and to build boxplots.

4. Workbook Name The file name of your workbook.

5.View Cards Used for modifying the worksheet.

6. Toolbar icons Icons are availabe for quick access to popular features.

7. Worksheet/View Workspace for building your visualizations.

8.Go to Data Source Returns you to the data source specification page.

9. Worksheet tabs Click to view a spesific worksheet, dashboard, or story.

10. New Worksheet,

Dashboard, and Story tabs

Click to create a new Worksheet, Dashboard, or Story 11. Status bar Displays data about the fields and marks included in the

view.

Visual Cues for Fields

Tableau displays the following visual cues in the Data pane and the view.

Modifiers

The following table explains how each of the field icons displayed in the Data pane can be modified by one of four indicators:

Blue icons indicate that the field is discrete.

Green icons indicate that the field is continuous.

Icon preceded by the equal sign (=) indicate that the field is a user-defined calculation or a copy of another field.

Icons with an exclamation mark next to them indicate that the field is invalid.

Fields in the Data Pane

These are the primary fields you will see in the Data pane.

CONFIDENTIAL DO NOT COPY

(26)

Text values Numeric values Date only values Date and time values Geographic data User-defined set

Boolean (true/false) values Group

Fields on Shelves

Icon or Visual Cue Description

A blue field on a shelf indicates a discrete field.

A green field on a shelf indicates a continuous field.

A (SORT) icon indicates a sorted field.

The delta icon indicates that the field has a table calculation applied to it.

The plus and minus controls appear when the field is part of a hierarchy in which you can drill up or down.

CONFIDENTIAL DO NOT COPY

(27)

Introduction to Web Authoring - Tableau Site

Your Tableau site is a private workspace on the web where you can share data insights and collaborate with your colleagues. With certain access levels, you can connect to data and create workbooks right on the web, or connect to data sources and workbooks built in Tableau Desktop.

Your license level sets what you’re able to do in your Tableau site.

A Tableau site is a place for your team to publish data sources and workbooks to share with each other.

In Tableau-speak, we use site to mean a collection of users, groups, and content (workbooks, data sources) that’s walled off from other sites (collections of users, groups, and content).

As a site user, you might be able to sign in to one site, or you might be able to sign into multiple sites, depending on the access your administrator gives you. After you sign in, you can see projects and content that you can access.

User Capabilities

Your user level and content permissions determine what you can see and do with Tableau on the web. Starting in 2018.1, your Tableau user level can be Creator, Explorer, or Viewer.

Not sure what your user level is? To check, select the icon in the top right corner of the site with your initials or profile picture and select My Account Settings. Site Role tells you if you are a Creator, Explorer, or Viewer.

In general:

• Creators can:

▪ Make new connections to data in the browser

▪ Build and publish data sources and workbooks from the browser or Tableau Desktop

▪ Use Dashboard Starters

▪ Everything else that Explorers and Viewers can do

• Explorers* can:

▪ Connect to published data sources on the site to create new workbooks

▪ Edit and analyze data in published workbooks (Save and Save As options vary based on permissions)

▪ Create data alerts and custom views, download content (options vary based on permissions)

▪ Everything that Viewers can do

*The user level Explorer (can publish) is an Explorer who can publish new content from Desktop to a site and create and publish new content from an existing published data source, but cannot connect to external data or create new data sources.

• Viewers can:

▪ See published and custom views others have created

▪ Explore the data in a view using filters and legends, sorting, and tooltips

▪ Share, comment on, and download content (options vary based on permissions)

CONFIDENTIAL DO NOT COPY

(28)

Feature Comparison

For anyone familiar with Tableau Desktop and new to the web authoring environment in Tableau Server and Tableau Online, this topic provides a summary of the web features that you use similarly to the way you do in Tableau Desktop. It also lists some fundamental differences between the two environments.

General Difference in web authoring

• Your authoring capabilities are determined by your license level.

• You can access right-click menu actions on Measures and Dimensions in the view, but not on every item in the workspace.

• Keyboard shortcuts for web authoring and Tableau Desktop are not the same.

Web Authoring Capabilities

In the web environment, you can connect to data and create workbooks from those data sources, or data published through Tableau Desktop. You can edit views created on the web or published from Tableau Desktop.

Administrators can set at the site level what web authoring abilities users can have. Explorers can edit workbooks, create new workbooks from published data sources, connect to published data sources, and create and edit views, dashboards, and stories. Creators have those same capabilities, but can also create new workbooks, connect to data on the web, and use Dashboard Starters to quickly dive into analysis.

Data Management

• Creators: Connect to data sources, upload files (text and Excel), or use pre-built Dashboard Starter templates for certain data sources.

• Creators: Prepare data on the web in the Data Source page.

Note: There is a limitation on the number of rows that can be viewed in the Data Source page when authoring data on the web, determined by browser:

▪ Internet Explorer: 10,000 rows

▪ Other browsers: 100,000 rows

Independent of browser, the total number of records (rows by columns) that can be viewed in the Data Source page on the web is 3 million.

▪ Run Initial SQL when connecting with some data sources

▪ Join data from different tables in the same data source or from different databases using a multi-connection data source

- Add a join calculation

▪ Union data

▪ Pivot data

▪ Copy values in a grid (Ctrl+C, or Command-C on a Mac)

CONFIDENTIAL DO NOT COPY

(29)

• Save a data source (embedded in a published workbook) as a separate, published data source.

• Change aggregation of measures in the view. Change the default aggregation of measures in the Data pane.

• Search for fields in the schema.

• Duplicate, hide, or rename fields.

• Change the data type of fields.

• Convert measures to dimensions or vice versa.

• Convert a discrete field to continuous and vice versa. This option is available for measures and date dimensions.

• Assign a geographic role for a field.

• Create aliases for members of dimensions.

• Create and edit groups.

• Use sets (not create or edit).

• Use parameters (not create or edit).

Analytics

• Create, edit, rename, duplicate, and clear sheets (views, dashboards, and stories) in a workbook.

• Search for fields in the Data pane with schema search

• Drag fields to the view, Rows, Columns, and different mark types in the Marks card.

• Use Show Me to create views. Also, select and drag dimensions and measures of interest to the view area to automatically create a "Show Me" view.

• View underlying data (via tooltips).

• Viz in Tooltip works in web views, but must be configured in Tableau Desktop. Viz in Tooltip worksheets can be hidden, the same way you would hide worksheets used in stories or dashboards.

• Create and edit calculated fields.

• Create bins from continuous measures, and edit bins.

• Create and edit table calculations, and use quick table calculations.

• Use the Analytics pane to drag reference lines, trend lines, and other objects into the view.

Edit reference lines, trend lines, and bands. Create and configure reference distributions on a continuous axis.

• Create groups by selecting marks in the view and then clicking Group Members (paperclip) in the tooltip for that selection. You can also edit existing groups in the Data pane.

• Create hierarchies by dragging one dimension onto another in the Data pane.

• Change options for interacting with maps, including enabling or disabling pan and zoom, or showing map search, the view toolbar, or map scale. Users can also map units.

• Drill up and down a continuous hierarchy in the view. In a view with a continuous hierarchy, hover near the headers on a continuous axis to display the + and - controls. Click to drill down or up.

• Show labels, totals, and subtotals.

• Show and hide titles and captions.

• Show and hide cards for filters and highlighters.

• Show, hide, and resize headers in the view.

• Swap X and Y axes. Resize axes in the view.

• Change the view size.

• Show and hide the View Toolbar for any view or dashboard.

•

CONFIDENTIAL DO NOT COPY

(30)

Filtering and Sorting

• Use data highlighting.

• Add, modify, and remove filters (shown as Quick Filters), and edit a quick filter layout.

(General, Wildcard, Condition, and Top tabs are not available.)

• Filter across published data sources.

• Apply table calculation filters to totals in the view.

• Show hidden fields, and exclude or remove fields from the view.

• Sort fields in the view in ascending or descending order. Access the Sort dialog box by right- clicking a dimension on the Rows or Columns shelf. Nested sorting on dimension values within the context of each pane.

Formatting

• Resize the width of row headers and the height of column headers.

• Edit workbook formatting, including formatting lines.

• Edit worksheet and dashboard titles.

• Edit axes (double-click an axis in the view). Other options available: Synchronize dual axes, clearing the axis range (Reset), and tick mark settings. Enable or disable Dual axis in a field context menu (right-click a measure field on Rows or Columns shelf). Logarithmic scales can be positive or symmetric (includes 0 and negative values).

• Edit number formatting (decimal places, percentage, thousands separator, units, and currency).

• Create, edit, move, and resize point, mark, and area annotations.

• Add and edit dashboards objects, including: horizontal and vertical layout containers, text, images, navigation buttons, web page links, and dashboard extensions.

• Create transparent worksheet backgrounds (set background color to none). Combine transparent worksheets with transparent filters, highlighters, and parameters.

• Change the color palette. For categorical fields you can assign specific colors and custom colors (using a hex code) to data items. For continuous fields, you can set custom colors for start and end colors (using a hex code).

• Edit and view device-specific dashboard layouts.

• Set a dashboard item's exact size, position, and spacing.

• Add padding, borders, and background colors around items in dashboards.

• Select a background map in map views.

• Legends per measure. If you create separate color legends for the measures in your view, Tableau assigns the default color palette to each new color legend. To change the color legend for each measure, click the drop-down arrow on the color legend to open the Edit Colors dialog box and select the palette that you want to use.

Tableau Server Site Interface

There's a lot you can do with Tableau on the web. As a Creator, you can connect to data directly to power your analytics, create stunning data visualizations, and share those insights with others. In this guide, we’ll cover the Tableau Online environment, connecting to and preparing your data for analysis, creating a workbook and sharing those insights with others.

CONFIDENTIAL DO NOT COPY

(31)

Sign In

To get started, sign in to your Tableau site and enter your user name and password.

When you sign in to Tableau Server or Tableau Online, the first page you see looks similar to the following example. The Home page gives you quick access to newly added favorites, recently visited views, and popular content.

Navigate Content

To see all of the content you have access to across your Tableau site, from the navigation panel, click Explore. Your site role and permissions determine the content that you can see and the options that are available.

CONFIDENTIAL DO NOT COPY

(32)

• A - Site picker (available if you have access to more than one site)

• B - Content type menu

• C - Quick search

• D - Your content and settings

• E - Filters

By default, Explore shows Top-level Projects. You can select different content types from the menu to see all projects, workbooks, views, data sources, or flows.

Navigate Site

As an administrator on Tableau Server or Tableau Online, you can access admin settings that aren’t available to other users to configure sites, users, projects, and to do other content related tasks.

The settings in this article refer to the Tableau web environment. Tableau Server administrators with appropriate credentials can also change server settings such as processor, caching, authentication, distributed deployment, and related configurations using the TSM web environment.

CONFIDENTIAL DO NOT COPY

(33)

• Site administrator access is available on Tableau Online and Tableau Server. Server administrator access is only on Tableau Server.

• Whether you have access to only one site or to multiple sites.

Server Administrator

On a single-site server, the site selector does not appear, and all other menus are the same.

In a multi-site environment, menus along the left enable you to modify a specific site or all sites, and to configure users, groups, schedules,

tasks, and server settings.

To access server administrator settings that affect all sites, open the site menu by clicking the arrow next to the current site name, and then

select Manage all sites.

The Content and Group tabs go away, and the site menu text changes to All Sites to let you know you are managing server-wide settings, and options like Server Status reflect the server- wide view.

CONFIDENTIAL DO NOT COPY

(34)

To return to the site administration menus, select All Sites, and the select the site you want to manage.

(35)

Site administrator

If you are a site administrator for Tableau Online or Tableau Server, and you have access to multiple sites, you’ll get menus for selecting which site to manage, and for managing that site’s content, users, groups, schedules, and tasks, and for monitoring its status.

The site selector displays the name of the current site. To go to another site, select the site menu, and then select the site name.

If you have access to only one site, the site selector does not appear, but all other menus are the same.

When you sign in to Tableau Server or Tableau Online, the first page you see looks similar to the following example. The Home page gives you quick access to newly added favorites, recently visited views, and popular content.

Navigate Project

Projects provide a way to organize the content on your site. Top-level projects can contain other (nested) projects, forming a hierarchy that you navigate like the file system on your computer.

When you open a project, you see all of the content that project contains on a single page, including any nested projects, workbooks, data sources, and flows.

CONFIDENTIAL DO NOT COPY

(36)

To see only specific content types, click the Content type drop-down menu and de-select the content types you don't want to see. You can select the Show workbooks as views option to see all of the individual views within a workbook displayed on the project page.

Navigate Workbook

A workbook page shows the views included in the workbook and the data sources used by the workbook. It also provides a list of user subscriptions to either the workbook or to individual views.

Navigate Views

A view page displays options for interacting with the view, including sharing, subscribing, and editing.

The options available in the toolbar vary depending on the site configuration and your permissions.

CONFIDENTIAL DO NOT COPY

(37)

When a workbook is published from Tableau Desktop with the Show sheets as tabs option selected, you can see each sheet by clicking the tabs above the view title.

Note: The 12 most recent views you have visited appear on your Recents page.

Navigate Data Source

A data source page shows data connections and the workbooks connected to the data source. If the data source is an extract, the page also shows scheduled extract refreshes.

You can use Ask Data to investigate your data, right from the data source page. Type a question and instantly get a visualization as an answer.

CONFIDENTIAL DO NOT COPY

(38)

To see data source type and authentication details, from the Show as menu, select Connections.

Navigate Flows

A flow page allows you to schedule flows to run automatically to update flow output data. To see and work with flows in Tableau Server, you must have the Data Management package included with your Tableau Server installation, and Tableau Prep Conductor must be enabled.

CONFIDENTIAL DO NOT COPY

(39)

View content as list or grid

In list view:

• indicates a project

• indicates a workbook

• indicates a view

• indicates a published data source

• indicates a flow And here's the grid view:

In grid view, you can hover over thumbnails to see details about the items.

CONFIDENTIAL DO NOT COPY

(40)

Sort Content

To sort items, click the Sort by drop-down menu. You can sort by characteristics such as name, owner, number of views, and creation date.

This example shows the sort options for number of page views.

You can also sort a list by clicking the column heading. An arrow indicates the order: ascending (up arrow) or descending (down arrow).

CONFIDENTIAL DO NOT COPY

(41)

Identify and navigate sites

Each site on Tableau Server and Tableau Online has a name and an ID.

On Tableau Server, if only one site exists, that site is named Default. When you’re signed in to the Default site, the browser URL looks something like this:

https://server-name/#/projects

If you have access to multiple sites, you select one when you sign in.

On Tableau Online or an instance of Tableau Server running multiple sites, the browser URL includes

#/site/ followed by the site ID. If the URL doesn't include /site, then you’re signed in to the Default site.

The following URL shows an on-premises Tableau Server site whose site ID is finance:

https://localhost/#/site/finance/views

Connect to Data and Create Workbook

Before you can create a new workbook and build a view on the web to analyze your data on the web, you need to connect to your data. Tableau supports connecting to data sources on the web published through Tableau Desktop, or, connecting to data directly through Tableau Online or Tableau Server.

Note: Data connections created in Tableau Online or Tableau Server are live connections only. If you need to use an extract for web authoring, you can publish your data source through Tableau Desktop.

To publish through Tableau Desktop

To create a new workbook, sign into Tableau Online or Tableau Server.

From the Explore page, select Create > Workbook.

CONFIDENTIAL DO NOT COPY

(42)

As a Creator, you can create a new workbook or add a new data source to an existing workbook in several ways:

• Upload Excel or text-based data from the Files tab

• Connect to server or cloud data with Connectors

• Connect to published data sources with On This Site

• On Tableau Online, quickly author and analyze data from Oracle Eloqua, Salesforce, ServiceNow ITSM, and QuickBooks Online from the Dashboard Starters tab

Connect to Files

Tableau supports uploading Excel or text-based data sources (.xlsx, .csv, .tsv) directly in your browser.

In the Files tab of the Connect to Data window, connect to an Excel or text file by dragging and dropping it into the field or clicking "Upload from computer."

When Tableau successfully connects to your data, the Data Source page opens so that you can prepare the data for analysis and begin building your view.

Use connectors

From the Connectors tab, you can connect to data housed in a cloud database or on a server in your enterprise. You need to supply connection information for each data connection that you make. For example, for most data connections, you need to supply a server name and your sign-in information.

To create workbook from published data source you can easily do the following steps:

• Sign in to a site on Tableau Online or Tableau Server.

• Either open the project that contains the data source you want to use, or show All Data Sources.

• Click the … next to the data source name to open the actions menu, then click New Workbook.

• A new, blank workbook opens in the Tableau Server web editing environment.

• To Save you can click File > Save or File > Save As to save in another name

CONFIDENTIAL DO NOT COPY

(43)

3. Connecting to Data

This module contains the following:

Creating a Live Data Connection Reshape Data View

Saving and Editing a Data Source Sharing a Data Source

Understanding Changes to Data

CONFIDENTIAL DO NOT COPY

(44)

Creating a Live Data Connection

Tableau Desktop allows you to connect live to nearly any data source.

During the process of creating a data connection, you’ll use the Data Source page. The Data Source page appears after you select a file, Server, or Saved data source on the Start page.

To Create a Live Data Connection to a Single Table:

1) Open Tableau Desktop, On the Tableau Start Page, select the appropriate data option.

2) Do one of the following:

If you want to: Do this

Connect to a File Under To a File, choose the file type, and browse to the file.

Connect to a Server Under To a Server, choose the server type.

Connect to a saved data source

Under Saved Data Source, choose the saved data source.

3) Under Sheets, double-click the table you want to connect to, or click and drag it to the white area labeled Drag sheets here.

Note that in the upper area of the window toward the right, under Connection Live is automatically selected.

CONFIDENTIAL DO NOT COPY

(45)

Reshape Data Views

Sometimes, analyzing data that is stored in a crosstab format can be difficult in Tableau and sometimes we need to reshape the data views so it will be easier to analyze. Theres feature in Tableau that can provide it is pivot and split.

1. Pivot

Sometimes, analyzing data that is stored in a crosstab format can be difficult in Tableau. When working with this type of data, you can pivot your data from crosstab format into columnar format.

For example, suppose you have the number of devices sold by quarter for three vendors in three separate fields. You can pivot your data so that the vendor is in one field and the number of devices sold is in another field.

➢ After you have set up the data source, in the grid, select two or more columns. Click the drop- down arrow next to the column name, and then select Pivot. New columns called "Pivot field names" and "Pivot field values" are created and added to the data source. The new columns replace the original columns that you selected to create the pivot.

Note: Pivot is available only for Microsoft Excel, text file, Google Sheets, and .pdf data sources.

Or, if you are not working with the types of data listed, you can use custom SQL as an alternative way to pivot your data in Tableau

➢ To add more data to the pivot, select another column, click the drop-down arrow next to the column name, and then select Add Data to Pivot. Make sure that the pivot columns and values look as expected before you begin your analysis.

CONFIDENTIAL DO NOT COPY

(46)

To remove a pivot, click the drop-down arrow next to the name of a pivot column, and then select Remove Pivot.

2. Split or Custom Split

Sometimes, it is easier to analyze a string fields if its values are separated into multiple fields. Use the Split and Custom Split commands to split string values from one field into multiple fields.

After you have set up the data source, you can have Tableau automatically split the field based on a common separator or do a custom split of a field by specifying the common separator and the number of fields. Or, if you have mixed separators in that field, you can use Additional function like REGEX_REPLACE, REGEX_MATCH, etc.

To use Split, click the drop-down of the column you want to split, and select Split. On the data source window, two columns display next to the split column OR in the Data pane, the split dimension displays as two fields.

CONFIDENTIAL DO NOT COPY

(47)

Split dimension (using Split or Custom Split) are calculated fields. They have the same characteristics and limitations of calculated fields:

➢ They are materialized in extracts.

➢ They can be used for blends, but cannot be used for joins.

➢ They are not available for Pivot / Unpivot functionally.

Use the Custom Split option when the column split you need is more complex, or when you want more control over how the column is separated. You can access Custom Split on the same menu as Split.

1. In the preview area, click the drop-down arrow next to the column name of the column you want to split. Select Custom Split.

2. In the Custom Split dialog box, specify the following:

• In the Use the separator box, enter the separator by which to separate the values in the field. The separator can be a character or a combination of characters or phrases.

• Under Split off, select whether to split the

string values for every instance (All) of the separator, the first (First) n instances of the separator, or the last n instances (Last) of the separator.

• Enter the number of fields you want to generate from the split.

Saving and Editing a Data Source

A Tableau data source is a file you can use to save any data attributes you have edited for a connected data source. For example, if you move a field from Measures to Dimensions, change a field’s alias, or

(48)

Saved data sources also include parameters, calculated fields, groups, hierarchies, bins or sets you have created.

Why Save a Data Source ?

If you modify data attributes or add calculations to your workbook make your analysis easier, saving the data source means you don’t have to make those changes repeatedly across workbooks. You can connect to your saved data source, and you can also share it others in your organization.

Create a Tableau Data Source (.tds) File You can save the .tds file in two ways :

To Do This

Save the file locally for personal use

On the Data menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources. Changes in the data source are not inherited.

Export to Tableau Server for work group sharing

On the Data menu, select the connection you want to share, and choose Publish to Server. Subsequent workbooks can inherit the data source changes.

The data source (.tds) file doesn’t contain data from your underlying source.

Sharing a Data Source

If you have Tableau Server, you can share a data source connection file (.tds file) with other users.

i. On the Data menu, select the data source you want to share, and choose Publish to Server.

ii. Name the data source → close the existing file → open a new workbook and connect to the Shared Data Connection you just created.

iii. Do one of the following :

To Do this

Save the file locally for personal use

On the Data menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources. There is no inheritance for data changes.

To Do this

Create a local copy for editing from a file that is shared on Tableau Server

If you have access to a data source on Tableau Server, on the Data menu, right click on the Server connection, and choose Create Local Copy. This requires that you save a .tdsx file locally.

Publish to Tableau Server for work group sharing

1. On the Data menu, select the connection you want to share, and choose Publish to Server.

2. You may choose to overwrite the existing Data Source with the same exact name, or create a new source.

CONFIDENTIAL DO NOT COPY

(49)

Understanding Changes to Data

When the underlying data for your visualization changes, your visualization may be affected in different ways depending on how you connect to the data in Tableau and depending on what changes are taking place in the underlying data.

Impact of Data Connection Type

If you are using a live data connection, changes to the underlying data will be reflected when you open the visualization or refresh the data connection in a visualization that is already open. However if you are using a Tableau Extract, changes made to the underlying data are not reflected in the visualization until you refresh the extract.

To refresh a Data Connection

Right click the data connection in the Data pane and click Refresh.

Connecting Data in Tableau Online / Server

When you sign into your Tableau site and select New Workbook, the data connectors that are available to you are shown when you're in the Connect to Data window. You can upload files using the Files tab, connect to server or cloud data sources with Connectors, or use published data sources with on this Site. If you're signed into Tableau Online, Dashboard Starters are also available.

Connect Data on the web

Before you can create a new workbook and build a view on the web to analyze your data on the web, you need to connect to your data. Tableau supports connecting to data sources on the web published through Tableau Desktop, or, connecting to data directly through Tableau Online or Tableau Server.

To create a new workbook, sign into Tableau Online or Tableau Server.

In the Content tab, do either of the following:

✓ Go to the Projects section, select a project, and select New Workbook.

CONFIDENTIAL DO NOT COPY

(50)

A Connect to Data window opens, which contains several tabs: Files, Connectors, On this Site, and, if you’re connected to Tableau Online, Dashboard Starters.

As a Creator, you can create a new workbook or add a new data source to an existing workbook in several ways:

• Upload Excel or text-based data from the Files tab

• Connect to server or cloud data with Connectors

• Connect to published data sources with On This Site

• On Tableau Online, quickly author and analyze data from Oracle Eloqua, Salesforce, ServiceNow ITSM, and QuickBooks Online from the Dashboard Starters tab

Tableau supports uploading Excel or text-based data sources (.xlsx, .csv, .tsv) directly in your browser.

In the Files tab of the Connect to Data window, connect to an Excel or text file by dragging and dropping it into the field or clicking "Upload from computer."

Once you've connect to data in Tableau Online or Tableau Server, you can use the Data Source page to set up your data source and prepare your data for analysis. Having data that is formatted in a way Tableau likes is crucial to building a view or doing analysis in Tableau, and communicating the right information to the right people.

Note on keeping your data fresh: If you connect to a published flat file (Excel or text), that data will not be refreshed even if it’s modified. If your data is in an on-premises server and is published to the web through Tableau Desktop, it will be rendered as an extract and won’t be refreshed. If you need to keep data published through Tableau Desktop fresh on the web, you can use Tableau Bridge.

CONFIDENTIAL DO NOT COPY

(51)

Data So