In this section, we learned how to get started with Tableau and use it. Tableau contains three basic functions to generate or create any type of data analysis report. The three basic steps of Tableau are as follows:
1.Connectivity: The main goal of this step is to locate the specific data and establishing a connection to read and analyze the data. This step helps the user to make a connection to source data and analyze the data by providing the different features.
2. Selecting desired columns: In this, we choose appropriate columns and data from the source to examine them according to user requirements. Users can select different types of files and reports later study them to produce an appropriate output.
3. Using visualization techniques like trend lines and charts to scan raw data and reports to generate a good view for the user. It helps the user to understand the data more deeply by using charts and graphs.
1. Connectivity To Source Data
When you open Tableau it shows a start page that has various options of source data. Now, Select “Connect” under this, there are several sub-option like saved data or choose a file. Select choose file option -> Excel -> “XYZ”(filename). This file contains two sheets Profit and Loss. Choose the Profit sheet from it.
2. Selecting desired columns
In this phase, the user has to examine the data by scanning dimensions and measures. Dimensions are basic data that provide information about sample files while measures contain numeric data form. Combining both of them helps us to analyze the data report accurately. Now, Select “Region” for dimension and Total Profit as measures. Then drag and drop them the final result will show the total profit.
3. Understanding visualization techniques
In the last step, data is available only in numeric form. The user has to scan the whole report to get the required result. But the user can also use different colors shades graphs and charts to take effective and quick decisions for generating an accurate output. Users can drag and drop these graphs and charts according to the need of the input.