In this Tableau tutorial, we are going to study about the various steps involved in any Tableau data analysis report-Tableau reporting, working on Tableau Worksheet with examples.
So, Before we start with Tableau Reporting – Tableau Data Analysis Report, let’s discuss Tableau Formatting in detail.
2. Tableau Reporting
Scene interfaces with information put away in a wide assortment of records and databases. This incorporates level records, for example, Excel and content documents; social databases, for example, SQL Server and Oracle; cloud based information sources, for example, Google Analytics and Amazon Redshift; and OLAP information sources, for example, Microsoft Analysis Services. With not very many exemptions, the way toward building representations and performing investigation will be the same regardless of what information source you utilize.
3. Steps to Create Tableau Data Analysis Report
These are the following steps to create Tableau Reporting for Data Analysis:
i. Open Tableau; you should be able to see the home screen with a list of connection options on the left, thumbnail previews of recently edited workbooks in the center, links to various resources on the right, and sample workbooks on the bottom.
ii. Under Connect and To a file, click Text File.
iii. In the Open dialogue box, navigate to the \Learning Tableau\Chapter 01\ directory and select the csv file.
iv. You will now see the data connection screen, which allows you to visually create connections to data sources. For now, notice that Tableau has already added and given a preview of the file for the connection:
v. For this connection, no other configuration is required, so simply click on the Sheet 1 tab at the bottom to start visualizing the data! You should now see the main work area within Tableau, which looks similar to the following screenshot:
4. Working on Tableau Worksheet
i. The menu contains various menu items for performing a wide range of functions.
The toolbar allows for common functions, such as undo, redo, save, adding a data source, and so on.
ii. The sidebar contains tabs for Data and Analytics. When the Data tab is active, we’ll refer to the sidebar as the data pane. When the Analytics tab is active, we’ll refer to the sidebar as the Analytics pane. We’ll go into detail later in this chapter, but for now, note that the data pane shows the data source at the top and contains a list of fields from the data source and is divided into dimensions and measures.
iii. Various shelves, such as Columns, Rows, Pages, and Filters, serve as areas to drag and drop fields from the data pane. The Marks card contains additional shelves, such as Color, Size, Text, Detail, and Tooltip. Tableau will visualize data based on the fields you drop on the shelves.
iv. The canvas or view is where Tableau will draw the data visualization. You may also drop fields directly onto the view. In Tableau 10, you’ll observe the seamless title at the top of the canvas. By default, it will display the name of the sheet, but it can be either edited or hidden.
v. Show Me is a feature that allows you to quickly iterate through various types of visualizations based on data fields of interest. We’ll look at Show Me towards the end of the chapter.
vi. The tabs at the bottom of the window gives you the option of editing the data source, as well as navigating between and adding any number of sheets, dashboards, or stories. Many times a tab (whether it is a sheet, dashboard, or story) is referred to, generally, as a sheet. We’ll also often use these specific terms for a tab:
- A sheet: A sheet is a single data visualization (such as a bar chart or line graph). Since sheet is also a generic term for any tab, we’ll often refer to a sheet as a view because it is a single view of the data.
- A dashboard: A dashboard is a presentation of any number of related views and other elements (such as text or images) arranged together as a cohesive whole to communicate a message to an audience. Dashboards are often interactive.
- A story: A story is a collection of dashboards or single views arranged to communicate a narrative from the data. Stories can also be interactive.
vii. As you work, the status bar will display important information and details about the view and selections.
viii. Various controls allow you to navigate between sheets, dashboards, and stories, as well as view the tabs as a filmstrip or switch to a Sheet Sorter showing an interactive thumbnail of all sheets in the workbook.
In this Tableau tutorial, we learned about steps involved in creating any Tableau Reporting – Tableau Data Analysis Report, with appropriate illustrations. Furthermore, if you have any query about Tableau reporting, feel free to ask in a comment section.
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