Tableau Product Guide for Analysts
Tableau Product Guide for Analysts
Tableau offers a suite of products to help with data visualization and analysis. The main products
are: Tableau Desktop: It is a data visualization and analysis tool that allows users to create
interactive visualizations, reports, and dashboards. It enables users to connect to multiple data
sources, transform data, and analyze it using various chart types, filters, and calculations. Tableau
Prep: It is a data preparation tool that allows users to clean, reshape, and combine data from
multiple sources before analyzing it in Tableau Desktop. It provides a visual and interactive interface
to explore, clean, and transform data. Tableau Server: It is a web-based platform that allows users to
share and collaborate on visualizations and dashboards created in Tableau Desktop. It enables users
to publish workbooks, create data sources, and manage user access. Tableau Online: It is a cloud-
based version of Tableau Server that allows users to access their data and visualizations from
anywhere with an internet connection. It provides all the functionality of Tableau Server without the
need for on-premises hardware or IT support. Tableau Mobile: It is a mobile app that allows users to
view and interact with their Tableau visualizations on their smartphone or tablet. It provides a
touch-enabled interface optimized for mobile devices and allows users to filter, sort, and drill down
into their data. Tableau Public: It is a free, cloud-based platform that allows users to publish and
share their data visualizations publicly on the web. It is a great way to showcase your data
visualization skills and get feedback from the community. These products provide users with a wide
range of capabilities for data visualization and analysis, from basic charting and analysis to advanced
analytics and collaboration. They are designed to be intuitive and easy to use, allowing users of all
levels to work with data and generate insights.
1.Connect to Data: The first step in creating a visualization in Tableau Desktop is to connect to one or
more data sources. Tableau supports a wide variety of data sources, including spreadsheets,
databases, cloud services, and big data platforms.
2.Create a Worksheet: Once you have connected to your data source, you can start creating a
worksheet. A worksheet is where you build your visualization by dragging and dropping fields onto
the Rows and Columns shelves, choosing a chart type, and adding filters and calculations.
3.Build and Format Your Visualization: After creating a worksheet, you can customize and format
your visualization to make it more presentable and informative. Tableau provides a wide range of
formatting options, such as colour, font, and layout, to help you create professional-looking
visualizations.
5.Publish and Share: Once you have created your visualization, you can publish it to Tableau Server
or Tableau Online for others to view and interact with. You can also share your visualization as a
packaged workbook or a static image.
Throughout the workflow, Tableau provides a range of tools and features to help you analyze your
data and create insightful visualizations. These include data blending, calculations, groups and sets,
forecasting, trend lines, and more. The workflow is designed to be intuitive and user-friendly,
allowing users of all levels to create professional-looking visualizations with ease.
1.Live Connection: With a live connection, Tableau connects directly to the data source and retrieves
the data in real-time. This means that any changes made to the data source will be immediately
reflected in the Tableau visualization.
2.Extract Connection: An extract connection allows you to create a static copy of the data in Tableau.
The data is extracted from the data source and stored in a Tableau data extract (TDE) file. This is
useful when working with large data sets, as it can improve performance and allow you to work
offline.
3.Cloud Data Sources: Tableau supports several cloud-based data sources, such as Amazon Web
Services (AWS), Google Cloud Platform, and Microsoft Azure. These connections allow you to
connect to data stored in cloud-based services, such as Amazon Redshift or Google BigQuery.
4.Other Data Sources: Tableau also supports a variety of other data sources, such as spreadsheets,
databases, web connectors, and big data platforms.
Tableau provides a user-friendly interface to connect to these data sources, and the connection can
be customized based on the specific requirements of the data source. Depending on the type of
connection, Tableau may provide additional functionality, such as data blending, joining, and
filtering.
When applying a filter on a dimension in Tableau, there are several options that you can use to
customize the filter:
1.All Values: This option displays all the values of the dimension in the filter, and you can select or
deselect values as desired.
2.Multiple Values (Dropdown): This option allows you to select multiple values from a dropdown list.
3.Multiple Values (Checkbox): This option allows you to select multiple values using checkboxes.
4.Range of Values: This option allows you to filter the dimension based on a range of values, such as
a date range or numeric range.
5.Top: This option allows you to filter the dimension based on the top N values, such as the top 10
customers by sales.
6.Bottom: This option allows you to filter the dimension based on the bottom N values, such as the
bottom 5 products by profit.
7.At least: This option allows you to filter the dimension based on values that meet a certain
threshold, such as products that have sold at least 100 units.
8.At most: This option allows you to filter the dimension based on values that are below a certain
threshold, such as products that have a profit margin of at most 20%.
9.By Formula: This option allows you to filter the dimension based on a custom formula that you
create.
You can also apply filters to multiple dimensions at once and use various logical operators, such as
AND and OR, to combine the filters. Additionally, you can create complex filters using calculated
fields and table calculations.
5.Types of sorting?
1.Default Sorting: This is the default sorting applied to a field when it is added to a visualization. By
default, Tableau sorts the field in ascending order.
2.Ascending/Descending Sorting: You can sort a field in either ascending or descending order, based
on your preference.
3.Manual Sorting: This allows you to manually reorder the values of a field. You can drag and drop
the values to reorder them as desired.
4.Sort by Field: This option allows you to sort a field based on another field in the visualization. For
example, you can sort a list of customers by their total sales.
5.Sort by Measure: This option allows you to sort a field based on a measure in the visualization. For
example, you can sort a list of products by their profit margin.
6.Alphabetical Sorting: This option allows you to sort a field alphabetically, either in ascending or
descending order.
7.By Field Aggregation: This option allows you to sort a field based on its aggregated value. For
example, you can sort a list of customers by their total sales, where the sales are aggregated by year.
8.By Date: This option allows you to sort a field based on date values. You can sort the field in
ascending or descending order, based on the date values.
You can apply these sorting options to any field in your visualization, including dimensions,
measures, and calculated fields. Additionally, you can use the sorting options to sort multiple fields
at once and create custom sorting orders using formulas and table calculations.
6.Difference between 2 types of dates i.e discrete and Continuous?
Discrete dates represent individual values or categories on an axis. For example, if you have a line
chart showing sales over time, each point on the line would represent a discrete date. Discrete dates
are represented by blue pills in Tableau.
Continuous dates, on the other hand, represent a continuous range of values on an axis. For
example, if you have a bar chart showing sales by month, the x-axis would represent a continuous
range of dates. Continuous dates are represented by green pills in Tableau.
The main difference between discrete and continuous dates is how they are displayed in a
visualization. Discrete dates are typically displayed as individual values or categories, while
continuous dates are displayed as a continuous range of values. For example, if you use a continuous
date on the x-axis of a line chart, the line will be drawn as a continuous curve connecting the points,
whereas if you use a discrete date on the x-axis, the line will be drawn as a series of individual
points.
Another difference is how Tableau allows you to aggregate the data. With discrete dates, you can
group the data by specific time periods, such as years, quarters, or months, to aggregate the data.
With continuous dates, Tableau automatically aggregates the data based on the granularity of the
date range. For example, if you have a continuous date range from January to December, Tableau
will automatically aggregate the data by month.
In summary, discrete dates are used to represent individual values or categories, while continuous
dates are used to represent a continuous range of values. Discrete dates are typically displayed as
individual values or categories, while continuous dates are displayed as a continuous range of values.
Discrete dates allow for more control over the granularity of the data, while continuous dates
automatically aggregate the data based on the date range.
In Tableau, measures are the quantitative data that are used to perform calculations, aggregations,
and statistical analysis. Measure names and measure values are two fields in Tableau that are used
to work with multiple measures in a single visualization.
Measure Names is a field in Tableau that contains the names of all the measures in a data source.
This field is typically used to control which measures are displayed in a visualization. You can use
Measure Names to filter, group, or pivot multiple measures in a single visualization.
Measure Values is a field in Tableau that contains the values of all the measures in a data source.
This field is typically used to display multiple measures in a single visualization. You can use Measure
Values to create charts and tables that display multiple measures, such as a side-by-side bar chart or
a stacked bar chart.
To use Measure Names and Measure Values, you need to create a pivot table in Tableau. A pivot
table is a special type of table that allows you to group and summarize data by multiple measures.
To create a pivot table in Tableau, you need to select the measures you want to include in the pivot
table and then click on the "Pivot" button in the Data Source tab. This will create a new pivot table
that contains Measure Names and Measure Values fields.
Once you have created a pivot table, you can use Measure Names and Measure Values in a
visualization. To display multiple measures in a visualization, you can drag Measure Names to the
Columns shelf and Measure Values to the Rows shelf. This will create a table that displays multiple
measures side-by-side.
In summary, Measure Names and Measure Values are two fields in Tableau that are used to work
with multiple measures in a single visualization. Measure Names contains the names of all the
measures in a data source, while Measure Values contains the values of all the measures in a data
source. By using Measure Names and Measure Values, you can create pivot tables and visualizations
that display multiple measures.
A scatter plot is a type of chart that is used to display the relationship between two variables. It is
useful for visualizing patterns and trends in data, especially when the relationship between the two
variables is not linear.
In a scatter plot, the values of one variable are plotted on the x-axis, and the values of the other
variable are plotted on the y-axis. Each point on the plot represents a data point in the dataset. The
position of the point on the plot indicates the values of the two variables for that data point.
There are three types of correlations that can be displayed on a scatter plot:
1.Positive correlation: A positive correlation occurs when the values of both variables increase
together. This is indicated by a line that slopes upwards from left to right on the scatter plot.
2.Negative correlation: A negative correlation occurs when the values of one variable increase as the
values of the other variable decrease. This is indicated by a line that slopes downwards from left to
right on the scatter plot.
3.No correlation: No correlation exists when there is no relationship between the two variables. This
is indicated by a scatter plot with points scattered randomly across the plot.
In Tableau, you can create scatter plots by dragging two measures onto the Rows and Columns
shelves. You can also add additional dimensions to the plot by dragging them onto the Detail or
Color shelves. Once you have created a scatter plot, you can use Tableau's analytics tools to perform
regression analysis, trend analysis, and other types of statistical analysis on the data.
9.Define tableau Calculation.
Tableau offers two types of calculations: table calculations and calculated fields.
1.Table Calculations: Table calculations are used to perform calculations on the data that is currently
displayed in a visualization. These calculations are performed after the data has been aggregated
and are based on the current view of the visualization. Table calculations are often used to perform
running totals, percentages, moving averages, and other types of analysis on the data.
2.Calculated Fields: Calculated fields are used to create new fields or modify existing fields in a data
source. These calculations are performed before the data is aggregated and can be based on one or
more fields in the data source. Calculated fields can be used to perform calculations that are not
possible with the existing fields in the data source. For example, you can use calculated fields to
perform date calculations, string calculations, conditional statements, and other types of operations
on the data.
To create a calculation in Tableau, you can use the Calculation Editor, which is a graphical interface
that allows you to create calculations using drag-and-drop functionality or by typing formulas
directly into the editor. The Calculation Editor also provides a preview of the calculation result,
which allows you to test your calculation before applying it to the data.
In summary, calculations in Tableau are used to perform mathematical or logical operations on data
in a visualization. Table calculations are used to perform calculations on the data that is currently
displayed in a visualization, while calculated fields are used to create new fields or modify existing
fields in a data source. Calculations can be created using the Calculation Editor, which is a graphical
interface that allows you to create calculations using drag-and-drop functionality or by typing
formulas directly into the editor.
In Tableau, scope and direction are terms used in reference to table calculations.
Scope refers to the level at which a calculation is performed. It determines the set of values that are
included in the calculation. You can set the scope of a calculation to be at different levels of detail,
such as at the level of a specific dimension or at a higher level that includes multiple dimensions.
For example, if you are creating a running total calculation, you can set the scope to be at the level
of a specific dimension such as product, or at a higher level that includes multiple dimensions such
as product and region.
Direction refers to the order in which the calculation is performed within the scope. It determines
the sequence of values that are used in the calculation. You can set the direction of a calculation to
be across the rows or down the columns.
For example, if you are creating a moving average calculation, you can set the direction to be across
the rows, which means that the calculation is performed for each row in the scope, or down the
columns, which means that the calculation is performed for each column in the scope.
Scope and direction are important concepts to understand when working with table calculations in
Tableau, as they can significantly impact the results of your calculations. By setting the appropriate
scope and direction for your calculations, you can ensure that they accurately reflect the insights you
want to derive from your data.
Pie chart and treemap are two different types of visualizations used in Tableau to represent data.
1.Pie Chart: A pie chart is a circular chart that is divided into slices to represent the proportion of
each category in the data. Each slice represents a portion of the whole and the size of the slice is
proportional to the value it represents. Pie charts are useful when you want to compare the relative
sizes of categories in a single dimension. However, they are not recommended for data with too
many categories or when the differences between the categories are too small.
2.Treemap: A treemap is a visualization that displays hierarchical data using nested rectangles. The
size and color of each rectangle represent the value of a measure, and the nested rectangles
represent the hierarchy of dimensions in the data. Treemaps are useful when you want to represent
multiple dimensions of data in a single view. They can display a large amount of data in a compact
space, and they can also be used to highlight specific areas of the data by changing the size or color
of the rectangles.
In summary, a pie chart is a circular chart that represents the proportion of each category in the
data, while a treemap is a hierarchical visualization that displays nested rectangles to represent the
dimensions and measures in the data. Both pie charts and treemaps are useful for visualizing
different types of data and can be used to provide insights into complex data relationships.
12.Dashboard
A dashboard can contain a variety of elements, such as worksheets, charts, maps, tables, filters, and
text. These elements are arranged on the dashboard using a drag-and-drop interface, and can be
resized, formatted, and arranged in a way that best suits the user's needs.
Dashboards can be interactive, allowing the user to explore the data in more detail by selecting
filters, clicking on elements, and drilling down into underlying data. They can also be designed to be
shared, either by publishing them to the Tableau server or by exporting them as a PDF or image file.
A well-designed dashboard should be visually appealing, easy to navigate, and should tell a story
about the data that is being presented. It should also be designed with the end user in mind, taking
into account their needs and requirements, and providing them with the information they need to
make informed decisions based on the data.
There are several objects that can be used in a Tableau dashboard. These objects include:
1.Worksheets: Worksheets are the building blocks of a dashboard. They can be created in Tableau
Desktop and contain individual visualizations or charts.
2.Text: Text objects can be used to add headings, descriptions, or annotations to a dashboard. Text
can be formatted using various fonts, sizes, and colors.
3.Images: Images can be added to a dashboard to provide additional context or to brand the
dashboard.
4.Web Pages: Web pages can be embedded into a dashboard to provide external information or
resources.
5.Containers: Containers are used to organize and group objects on a dashboard. They can be used
to arrange visualizations, text, and other objects.
6.Horizontal and Vertical Layouts: Horizontal and vertical layouts can be used to control the
arrangement of objects on a dashboard.
7.Filters: Filters can be added to a dashboard to allow users to interact with the data and control
what is displayed.
8.Parameters: Parameters can be used to create interactive elements on a dashboard, such as drop-
down menus or sliders.
9.Actions: Actions can be used to create interactivity between different worksheets or visualizations
on a dashboard.
By combining these objects, a Tableau dashboard can be designed to provide a comprehensive view
of a particular set of data, allowing users to quickly and easily identify trends, patterns, and outliers.
In Tableau, a join is a way to combine data from two or more tables based on a common field or
column. Joining data allows you to analyze and visualize data from multiple sources as if they were a
single data source.
1.Inner Join: An inner join returns only the matching rows from both tables based on the specified
join condition. Rows that do not have a match in both tables are excluded from the result set.
2.Left Join: A left join returns all the rows from the left table and matching rows from the right table
based on the specified join condition. If there is no match in the right table, the result set will
contain null values.
3.Right Join: A right join returns all the rows from the right table and matching rows from the left
table based on the specified join condition. If there is no match in the left table, the result set will
contain null values.
4.Full Outer Join: A full outer join returns all the rows from both tables, with matching rows based
on the specified join condition. If there is no match in either table, the result set will contain null
values.
To perform a join in Tableau, you can use the data source tab and drag and drop tables onto the join
area. You can then select the join type and specify the join condition based on the common field or
column.
In Tableau, there are several data types that can be used to represent different kinds of data. Some
of the common data types in Tableau include:
1.String: A string data type is used to represent text data, such as names, addresses, or descriptions.
Examples include "John Smith", "123 Main St", or "Product A".
2.Number: A number data type is used to represent numerical data, such as quantities, prices, or
ratings. Examples include 123, 4.5, or -10.
3.Date/Time: A date/time data type is used to represent dates and times. Examples include
01/01/2022, 2/3/2023 3:45 PM, or January 1, 2022.
4.Boolean: A boolean data type is used to represent true/false values. Examples include true or false,
yes or no, or 1 or 0.
5.Geographic: A geographic data type is used to represent locations on a map. Examples include
latitude and longitude coordinates, country names, or ZIP codes.
6.Currency: A currency data type is used to represent monetary values in a specific currency.
Examples include $100, €50, or ¥10,000.
8.Duration: A duration data type is used to represent time durations, such as the length of a video or
the duration of a phone call. Examples include 1 hour, 30 minutes, or 2 seconds.
9.Integer: An integer data type is used to represent whole numbers. Examples include 0, 1, 2, or -5.
By assigning the appropriate data type to each field in your data source, you can ensure that Tableau
correctly interprets the data and uses the appropriate calculations and visualizations.
16.What is dimension and measure
In Tableau, dimensions and measures are the two main types of fields that can be used to create
visualizations and perform data analysis.
1.Dimension: A dimension is a categorical field that provides context and categorizes the data.
Dimensions are often used to group data and create hierarchies. Examples of dimensions include
product category, region, or time period.
2.Measure: A measure is a quantitative field that represents a measurable quantity, such as sales
revenue, profit, or number of customers. Measures are used to perform calculations and
aggregations, such as sum, average, or percentage change.
In Tableau, dimensions and measures are represented differently in the view. Dimensions are usually
displayed as discrete fields, which means that they are displayed as separate categories, such as bars
or columns. Measures, on the other hand, are usually displayed as continuous fields, which means
that they are displayed as a continuous range of values, such as a line chart or scatter plot.
Understanding the difference between dimensions and measures is important for creating effective
visualizations and performing accurate data analysis in Tableau.
In Tableau, a split is a way to divide a view into two or more parts based on a field or a combination
of fields. There are two main types of splits in Tableau:
1.Horizontal Split: A horizontal split divides the view into multiple panes, with each pane showing a
different subset of the data. Horizontal splits are created by dragging a field to the Rows shelf and
then clicking the "Split" button in the toolbar. This will split the view horizontally into multiple panes,
with each pane showing a different value of the field.
2.Vertical Split: A vertical split divides the view into multiple columns, with each column showing a
different measure or calculation. Vertical splits are created by dragging a field to the Columns shelf
and then clicking the "Split" button in the toolbar. This will split the view vertically into multiple
columns, with each column showing a different measure or calculation.
Both types of splits can be used to create more complex and detailed views of the data, and can be
combined with other features in Tableau, such as filters, groups, and calculated fields, to create
more advanced visualizations.
When applying filters on measures in Tableau, there are several options available to customize the
filter and control how the data is displayed. Some of the options include:
1.Range of Values: Allows you to filter data based on a range of values for the selected measure.
2.Top/Bottom: Allows you to filter data based on the top or bottom values for the selected measure.
3.At least/At most: Allows you to filter data based on a minimum or maximum value for the selected
measure.
4.Condition: Allows you to apply a condition to filter the data, such as greater than, less than, or
equal to a certain value.
5.Aggregation: Allows you to change the aggregation of the selected measure, such as sum, average,
or median.
6.Relative date: Allows you to filter data based on a range of relative dates, such as the last 7 days or
the next 30 days.
7.Include/Exclude: Allows you to include or exclude specific values from the filter based on a
selected dimension or measure.
By using these options, you can create more complex and customized filters for your measures and
control how the data is displayed in your Tableau visualization.
In Tableau, grouping is a way to combine data values into higher-level categories based on a selected
field or set of fields. Grouping can help simplify complex data and make it easier to analyze and
visualize.
1.Manual grouping: This method involves selecting individual data values and grouping them
manually into a new category. To do this, you can select the desired data values and right-click to
create a group.
2.Automatic grouping: This method automatically groups data based on certain criteria, such as
ranges or categories. To do this, you can right-click on a field and select "Create" and then "Bins" to
group the data into equal-sized ranges.
3.Hierarchical grouping: This method involves creating a hierarchical structure of groups based on
multiple fields. To do this, you can drag and drop fields to create a hierarchy in the "Rows" or
"Columns" shelf.
4.Combined grouping: This method involves combining multiple groups into a single group. To do
this, you can select multiple groups and right-click to create a combined group.
By using these methods, you can group data in a variety of ways to better understand and analyze
the data in your Tableau visualization.
20.Hierachies and methods to create hierarchy
Hierarchies in Tableau are a way to organize data values into a logical and meaningful order, typically
from most general to most specific. Hierarchies can be created by combining two or more fields in a
Tableau data source.
1.Drag and drop: The easiest way to create a hierarchy is to drag and drop one field onto another in
the "Rows" or "Columns" shelf. This will automatically create a hierarchy with the first field as the
top-level category and the second field as the second-level category.
2.Right-click: You can also create a hierarchy by right-clicking on a field in the "Data" pane and
selecting "Add to Hierarchy". This will create a new hierarchy with the selected field as the top-level
category.
3.Create from scratch: If you want to create a custom hierarchy from scratch, you can do so by
clicking on the "New Hierarchy" button in the "Data" pane and then dragging and dropping fields
into the hierarchy in the desired order.
Once a hierarchy has been created, you can use it in your visualization by dragging and dropping it
onto the "Rows" or "Columns" shelf. This will display the hierarchy as a nested set of categories, with
each level of the hierarchy represented as a separate field.
Overall, hierarchies in Tableau are a powerful way to organize and visualize complex data in a logical
and intuitive way.
Combined and dual axis charts are two advanced charting techniques in Tableau that allow you to
combine two or more visualizations into a single chart.
A combined chart is created by placing two or more independent charts on the same worksheet. The
charts can be different types, such as a line chart and a bar chart, and can have different axes. When
creating a combined chart, you can synchronize the axes so that they share the same scale, or you
can keep them independent to highlight differences between the charts.
A dual axis chart, on the other hand, is a single chart that displays two measures with different scales
on the same chart. This is useful when you want to compare two measures that have different units
of measurement, such as revenue and profit. Dual axis charts have two axes, one on the left and one
on the right, each representing a different measure. The two axes can be synchronized to share the
same scale or kept independent for more precise comparisons.
To create a combined chart, you can simply drag and drop multiple chart types onto the same
worksheet and then adjust the formatting and sizing as desired. To create a dual axis chart, you can
drag and drop two measures onto the same axis and then select "Dual Axis" from the "Marks" card.
From there, you can customize the formatting and synchronization of the axes as needed.
Both combined and dual axis charts are powerful visualization techniques that can help you tell
more complex and nuanced stories with your data.
22.Crosstab, Highlight Table and Heat map
Crosstab, Highlight Table, and Heat map are three different types of visualization techniques in
Tableau that are used to present data in different ways.
1.Crosstab: A crosstab is a two-dimensional table that shows the intersection of two or more
dimensions. It is used to present summary data in a tabular format. Crosstabs are useful for
comparing data across different categories or groups.
2.Highlight Table: A highlight table is similar to a crosstab but is used to highlight specific data points
based on a condition. For example, you can highlight cells that exceed a certain threshold or those
that are above or below a certain average. Highlight tables are useful for identifying outliers or
anomalies in your data.
3.Heat map: A heat map is a visualization technique that uses color to represent values in a table.
The colors are used to represent the magnitude of the values, with higher values represented by
warmer colors and lower values represented by cooler colors. Heat maps are useful for identifying
patterns or trends in your data, such as identifying areas of high or low activity.
To create a crosstab, you can drag and drop dimensions and measures onto the Rows and Columns
shelves of the view. To create a highlight table, you can drag a dimension to the Rows shelf and a
measure to the Columns shelf, and then right-click on a data point to highlight it. To create a heat
map, you can drag and drop dimensions and measures onto the Rows and Columns shelves and then
select "Heat Map" from the "Show Me" menu.
Each of these visualization techniques has its own strengths and weaknesses, and choosing the right
one depends on the type of data you are working with and the insights you are trying to uncover.
In Tableau, quick table calculation is a feature that allows users to quickly calculate common table
calculations on a view without having to write custom calculations. Quick table calculations are used
to create new calculations by performing calculations on the results of an existing calculation or
field.
Tableau provides several options for quick table calculations, such as running total, percent of total,
difference from previous, percent difference from previous, moving average, and many others.
These calculations can be applied to any measure in a view, and the results are displayed in a new
column or row next to the original measure.
To use a quick table calculation in Tableau, you can right-click on a measure or field and select
"Quick Table Calculation." Then, choose the type of calculation you want to perform from the menu.
Tableau will automatically create the calculation based on the selection and add it to the view.
Quick table calculations are useful for creating complex calculations quickly and easily. However,
they may not always provide the desired level of granularity or precision required for the analysis. In
such cases, users can create custom calculations using Tableau's formula language or use advanced
features such as table calculations, level of detail expressions, or LOD expressions to create more
complex calculations.
24.Reference line and reference band
Reference lines and reference bands are tools in Tableau that allow users to add visual aids to a
visualization to help highlight important data points or trends.
A reference line is a straight line that is drawn on a visualization to indicate a specific value or
threshold. For example, a reference line can be used to show an average value, a target value, or a
historical value. To add a reference line in Tableau, you can right-click on an axis, select "Add
Reference Line," and then choose the type of line you want to create, such as a constant value, a
median, or a percentile.
A reference band is a shaded area that is drawn on a visualization to highlight a specific range of
values. For example, a reference band can be used to show the range of acceptable values for a KPI
or the margin of error for a forecast. To add a reference band in Tableau, you can right-click on an
axis, select "Add Reference Band," and then specify the range of values you want to highlight.
Both reference lines and reference bands can be customized in terms of their color, style, and
labeling. They can also be used in combination with other features in Tableau, such as filters and
groupings, to create more complex and interactive visualizations.
25.Dashboard Actions
Dashboard actions are interactive features in Tableau that allow users to connect and filter multiple
visualizations on a dashboard. With dashboard actions, users can click on a data point in one
visualization to filter other visualizations on the same dashboard, or they can hover over a data point
to see additional information in a tooltip or a pop-up window.
1.Filter actions: These actions allow users to filter one or more visualizations based on the selected
data point in another visualization. For example, clicking on a bar chart in one worksheet could filter
a map in another worksheet to show only the data points that correspond to the selected bar.
2.Highlight actions: These actions allow users to highlight data points in one or more visualizations
based on the selected data point in another visualization. For example, hovering over a data point in
a scatterplot could highlight the corresponding data point in a line chart.
3.URL actions: These actions allow users to navigate to a specific URL or web page based on the
selected data point in a visualization. For example, clicking on a data point in a map could open a
web page with more information about that location.
4.Parameter actions: These actions allow users to dynamically change the value of a parameter
based on the selected data point in a visualization. For example, clicking on a data point in a
scatterplot could update a parameter that controls the color of a bar chart.
Dashboard actions can be configured and customized in the "Dashboard" menu in Tableau, and they
can be saved and shared as part of a dashboard or a workbook.
26.Blend, cross database joins and union.
Blend, cross database joins, and union are three different methods used in Tableau to combine data
from multiple sources:
1.Blend: Blend allows you to combine data from multiple sources while keeping them separate. Each
source will have its own worksheet and they will be blended together on a single dashboard. Blend is
used when there is a need for real-time analysis and the data sources can't be combined in a single
table.
2.Cross Database Joins: Cross database joins allow you to combine data from two different
databases. Tableau creates a temporary table that combines data from both databases and then
analyzes that data as if it came from a single database. Cross database joins are used when there is a
need to analyze data that is stored in different databases.
3.Union: Union is used to combine data from two or more tables with the same structure. When you
union tables, Tableau combines the rows from each table into a single table. Union is used when
there is a need to analyze data that is stored in different tables but has the same structure.
In all these methods, Tableau provides the flexibility to combine data from multiple sources and
analyze them in a single view.