UNIT-4

Tableau & No-

Code Data
Visualization

Lets learn more

01
 A powerful data visualization tool
used to analyze and present data

Designed for non-programmers:

drag-and-drop interface, no
What is it? coding required.

Transforms raw data into

interactive charts, graphs, and
dashboards

Connects with multiple data sources

(Excel, SQL, Google Sheets, etc.).

Real-time data updates and

interactive visualizations.

Why use
Makes complex data easy to
Tableau? understand and explore 02

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 Filters
Filters restrict the data
shown in visualizations.
Help focus on specific
information (e.g., a region,
time period, or category).

What are
Types of Filters?
Filters:

Extract Filters: Filter data

during import.
Dimension Filters: Filter by
Data Source Filters: Apply
categories like Product or
filters to the entire data
Region.
source.
Measure Filters: Filter
Context Filters: Set the base
numerical data like Sales 03
for dependent filters.
or Profit.
Parameters Dynamic input values that
users can control.
Used to replace fixed
values in filters,
calculations, and reference
lines.

What are
How
Parameters Parameters?
are Used
Switch between measures
(e.g., view Sales vs Profit). Difference from Filters:
Create interactive charts
with user input. Filters: Choose existing
Adjust thresholds (e.g., data values.
show sales > selected Parameters: Let the user
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amount). define the value.
 Sets , Arithmetic
Operations &Logical
Operations
Fundamental blocks of Tableau

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 SETS
Sets in Tableau are custom fields that define a
subset of data based on certain conditions.

Fixed Set Combined Set

Manually select data
Dynamic Set Combines two
points. Members don’t existing sets using
change automatically. Based on conditions or Top logical relations.
N filters. Updates with data
changes.

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 How to Create a Set

Right-click a dimension > Create > Set.

Define the condition, e.g., Sales >

₹50,000 or Top 5 by Profit.

USE CASES EXAMPLES:

"Customers with Sales > ₹1,00,000"
Filter views based on a subset.
→ Create a dynamic set on Customer Name with a
Compare one set against others. condition:
Perform Set Actions (like interactive SUM(Sales) > 100000
highlighting in dashboards).

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 Arithmetic Operations

Addition (+) Subtraction (-) Multiplication (*)

[Sales] + [Profit] [Sales] - [Discount] [Quantity] * [Unit Price]

Division (/) Modulus (%) Exponentiation (^)

[Sales] / [Quantity] [Sales] % [Quantity] [Profit] ^ 2

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 Logical Operations
Logical operations in Tableau are used to compare
values and return either True or False.
These operations are crucial for conditional
statements (if/else).

AND (and) NOT (not)

Returns True if both operands are OR (or) Reverses the Boolean value
True. x = not True # Result: False
Returns True if at last
x = True and False # Result: False
one operand is True.
x = True or False
# Result: True
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Uses of Logical Operators EXAMPLES
High Value Customers (Sales > 50000 and Profit > 500)
IF [Sales] > 50000 AND [Profit] > 5000 THEN 'High Value' ELSE
'Regular' END
Categorizing data dynamically
Custom conditional KPIs Discount Warning
IF [Discount] > 0.2 THEN 'High Discount' ELSE 'Normal' END
Conditional formatting or
labels in dashboards

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Data Visualization Techniques
Data visualization techniques are methods used to graphically represent data and information,
making complex data easier to understand, interpret, and act upon.

ADVANTAGES
✅ Spot trends and
patterns
✅ Compare values and
relationships
✅ Communicate
insights clearly
✅ Simplify complex
datasets
 EXAMPLES

Pareto Chart
Heat Map
A combo chart with bars (individual
A heat map is a graphical values in descending order) and a
representation of data using Tree Map line (cumulative percentage),
colors to indicate values. based on the 80/20 rule.
Key Features: Key Features:
Uses color gradients to A tree map shows hierarchical Identifies the most significant
represent intensity or data as nested rectangles sized factors in a dataset
magnitude and colored by a value. Helps prioritize problems or
Ideal for matrix-style data or Key Features: opportunities
spatial information Represents parts-to-whole
relationships
Great for visualizing large
datasets with categories and
subcategories

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 Interactive
Dashboards, Story
Interfaces, and
Sharing Your Work
Bring your data to life

01
 What is an Interactive Interactivity Includes:

Dashboard? Filter Actions: Click one chart to

filter another.
A dashboard in Tableau is a collection of
Highlight Actions: Hover over a data
visualizations (charts, maps, KPIs, etc.) displayed
point to highlight related data.
together for a comprehensive overview.
URL Actions: Navigate to external
links (e.g., product page, report).
Makes data engaging and explorable Parameter Controls: Let users
switch views (e.g., choose a metric
Helps users discover insights on their own. or year).

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 Components of an Effective Dashboard

Clear and Descriptive Title Key Performance Indicators Filters and Controls Visual Consistency
Sets the context for the High-level metrics (e.g., Sales, Allow users to customize the Stick to a limited color palette
dashboard. Profit, Growth %). view (e.g., time period, region, (brand or theme-based).
Should answer: What is this Usually placed at the top for category). Use consistent fonts, sizes,
dashboard about? quick insight. Use dropdowns, sliders, and chart styles.
Use big, bold fonts or cards to checkboxes. Align elements using
highlight. Keep them grouped and Tableau’s layout containers.
accessible, ideally on the side
or top.

Tooltips and Labels Interactive Elements Balanced Layout Legends and Annotations
Tooltips give extra context Highlight actions, filter Use containers to align Make your data easier to
when hovering over data. actions, parameter controls. charts and maintain interpret.
Add clear axis labels and Add interactivity only where it structure. Add notes to highlight
data labels where needed. adds value — don’t Follow top-to-bottom or insights or anomalies.
overwhelm. left-to-right reading order.
Leave breathing space —
avoid visual clutter. 10
 When to use?

When you want to guide users through a narrative

Story Interfaces in For presentations, reports, or explaining a process.

Tableau

A Story is a sequence of visuals

and commentary that walks users
Components:
through an insight or decision-
making process. Story Points: Like slides or
chapters.
Captions/Annotations: Explain
context and meaning.
Navigation Buttons: Move between 05

story points.
 Sharing Your Work in
Tableau

Tableau Public Download options

free but public access Tableau Server/Online PDF, Image, PowerPoint

enterprise-level, secure

Interactive Sharing:
Viewers can interact online: click filters, use sliders, hover for details.
Share a link or embed into websites. 11
Thank
You
By- Ishanvi Srivastava
Jayati Tiwari 10
Ayushi
Anjani