Interaction between 2 reports in Tableau

Step I : Create 2 reports in individual worksheets.

Step II: Add 2 reports into a single dashboard page.

Step III: Provide interaction between 2 reports using Actions in Worksheet Menu.

Step I :

1.       Create first report : 

a.       Drag and drop Product Category from Dimensions into Columns

b.      Drag and drop Sales from Measures into Rows

c.       Drag and drop  Product Category into Color

d.      Drag and drop sales into Label

e.      Add Region, Product Category and Product Sub-Category in Filter

We can see the Product Category by Sales report as shown in the below screen

2.       Create second report:

a.       Drag and drop Product Sub-Category from Dimensions into Columns

b.      Drag and drop Sales from Measures into Rows

c.       Drag and drop  Product Sub-Category into Color

d.      Drag and drop sales into Label

e.      Add Region, Product Category and Product Sub-Category in Filter

We can see the Product Sub-Category by sales Report as shown in the below

Step 2: Add 2 reports into single dashboard page

Create new Dashboard page and add these 2 reports into dashboard page

Step 3: Provide interaction between 2 reports using Actions in Worksheet Menu

a.       Go to Worksheet Menu and click on Actions

Then it will open one window as shown in the below screen, Go to Add action -> Filter and click on OK

 

b.       then it will open below screen. Select the “Select” option as shown in the below screen and click on OK

 

Then it will display the screen as shown in below and click on OK

Here we are selecting the “Furniture” Category in First report, it is filtering the Furniture            Category Data in second Report.

 

Calculation Proof :

1. Furniture category Sales amount is 5,178,591 in first report

2. Furniture category Sales amount is 822,652+698,094+1,761,837+1,896,008 = 5,178,591 in Second report

 

MAP view in Tableau

Step I: Import data into Tableau

Step II: Create sample report and click on maps(Symbol or filled)

In Tableau we are having 2 types Maps

1.       Symbol Maps

2.       Filled Maps

Symbol Maps: It will display the symbol based on measure values

Filled Maps:  Map will displays the based in dimension values

Step I: Import the below sample data into Tableau

Step II: Create sample report :

1.       Drag and drop state filed from Dimension into Columns

2.       Drag and drop Sales field from Measures into Rows

3.       Click on any one of the maps (Symbol Maps or Filled Maps)

I.                 Suppose if we clicked Symbol maps then it will display the screen as shown in below

 

Here we applied the color on State filed.

 

How to apply Color on state field:  Just drag and drop State field from Dimensions into Color in the Mark Section(in left side pane)

 

II.               Suppose if we choose Filled maps then it will display the map as shown in below

We can do the Map view in Online or Offline modes in Tableau. The above screen are refers to Online Mode. 

If we want to do the same maps in offline, Go to the Map -> Background Maps  -> Here we can select the online or offline modes

 

 

 

Data Visualization and Traditional BI Reporting

Data Visualization : 

Data visualization is the presentation of information in graphical format. It is very easy to understand the business. Success of Data Visualization depends on the quality of data and visual display. Data Visualization is new to most end users and need appropriate training.

  1.    Current Data Visualization tools in market  areTableau, QlikView, TIBCO Spotfire. These are the fast growing Data Visualization tools in the market

2.    Business people is the Key Buyers for Data visualization.

3.    Business users also can do self service using the Data Visualization. Key features for the Visualizations are Data Analysis, Exploration, Experimentation and self services.

 Traditional BI Reporting :

1.       Current Traditional BI Reporting tools in market and Oracle(OBIEE), SAP(SAPBI), IBM(Cognos), Microsoft(Microstrategy)

 

2.       IT is the key buyer for Traditional BI Reporting.

3.       Key features for Traditional BI tools are Ad-hoc Reports, Dashboards, Canned Reports.

Analyze : Choose appropriate tool for analysis. Then do the data-mine, data-model and analyze the data. Use exploratory data visualization as appropriate.

How to do Report in Tableau

Sample Report:  We can do the report by doing simple drag and drops in Tableau

 

Here we are doing a report for Region wise sales

Step I : Open Tableau  and drag and drop the fields into Columns and rows

Step 2 : Add the filters

Step3 : Add Colors, Size and Labels

 

Step I : Adding fields into Columns and rows

Drag and drop Region from Dimensions into Columns and Sales from Measures into

 Rows

 

Step II : Adding Region filter for this report

1.       Drag and drop Region Column into Filters and it will display the below screen

2.       Select all from the list and Click Ok then the region will add in to the filters as shown in the below screen

3.       Click on Show Quick Filters then the filters will be available in the right side of the screen

Step III :

1.       Apply Color for Region wise :Drag and drop Region from Dimensions into Color then it will apply the Color for Region wise 

2.       Apply Labels on Sales : Drag and drop Sales from Measures into Label then it will display the Sales values (ie., Sales value)

 

 

How to use our Excel file as source in Tableau

Step I : Select the Excel file

Step II : Give the Excel workbook Connections

Step III : Select the Data connection type

Step I : Go to Connection tab and click Microsoft Excel then select your Excel file.

 

Step II : Once we selected Excel file then it will ask below details

one work sheet is nothing but one table

1. Select the Worksheets to analyze (Single Worksheet or  Multiple Worksheets or Custom SQL).

2. Select the option as "Yes, the first row has field names in it" if our sheet, first row having field name.

3. Give the connection name for use in tableau.

Then Click OK

Step III : Select the Data Connection

1.  Connect live : It wil directly connect to your live Data

2.  Import all Data : Import your data in to Tableau's fast data engine

3.  Import some Data : Select the subset of your data to import in to Tableau's fast data

 engine

 

by clicking "Import some Data" We can restrict the Data by using Filters

Here we are selecting Import all Data option

It is imported all data into Tableau’s fast data engine then in left side pane we can able to see all the measures and dimensions.

Now we can do the reports with different visualization using Dimensions and Measures

 

Tableau Learning

Tableau  Main icons

1.    Click on the below highlighted icon that will take you to the home page

Home Page look like in the below screen 

 

2.     Tableau will support different Data Sources like flat files (Text files, Workbooks, Excel, Access, Tableau Extract(TDE) files ) and servers (Database, Hadoop, DB2, Oracle, Amazon, MYSQL, Big Data, SAP, Tera Data, ….etc)

Click on the below highlighted  icon in the Tableau then we will able to see what the data sources it will support.

3.        Below highlighted icon will show the sheets and dashboard details in a book

Here we are having 2 sheets and 1 dashboard in the below screen    

 

4.       Click on Below highlighted icon

 

The above highlighted icon will take you to the work space area to do the reports. In left side pane it will show the Dimensions and facts which is available in the Tableau

 

Using Tableau we can do the reports with 23 different type of visualizations like Heat maps, Filled maps, Symbol maps, Tree maps, Horizontal bars, Stacked Bars, …… etc