Вы находитесь на странице: 1из 9

3/28/2018 www.rakeshgopal.

com | Tableau Lecture Notes (For Udemy)

Blogs/Articles (/blog)
My name is Rakesh. I live in Seattle and lead the Analytics team @ Expedia. I run the analytics and
data science teams that build data models and metrics using Hadoop, Teradata, Tableau and other
statistical tools. I use this site to publish a variety of misc stuff and videos that I hope people find
interesting or useful.

Tableau Lecture Notes (For Udemy)


(/blog/1329890/tableau-lecture-notes)
Rakesh Gopalakrishnan
29 December, 2017
  
(https://www.facebook.com
(https://twitter.com/in
(http://www.lin

Chapter 0: u=http://rakeshgopal.teach
text=Tableau
mini=true&url=

lecture-
Lecture
lecture-
A little about me: notes)Notes notes&title=Ta

I am Rakesh! (For Lecture

Udemy):+http://rakes
Notes
Coder, Manager and work in the field of analytics
lecture-(For
I like solving analytical problems, hiking, XBOX, Photography, teaching etc. notes)Udemy))

My website: www.rakeshgopal.com (http://www.rakeshgopal.com/)

Some feedback from my previous courses.

About this course:


Keep it simple!

Provide enough information for people to start creating reports.

Incorporate feedback from previous courses.

I will be uploading this document

Has reading materials.

Ask questions!

Chapter 1:
Introduction to Tableau
Goals: Introduction and setup

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 1/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

Getting started:
3 part BI-Suite:

1. Databases - Querying data, building tables/stored procedures etc. - SQL Server

2. ETL (Extract Transform and load) - Moving data from one place to another (and transforming them) - SQL Server Integration
services (SSIS)

3. Visualization - Telling a good story with your data - SQL Server Reporting Services, Tableau

Introduction:
Tableau is a BI tool, for easy visualization and analysis.

Tableau flavors:
Tableau Reader

Tableau Public

Tableau Server (on premise)

Tableau Online (tableau cloud solution)

Tableau desktop

https://www.tableau.com/ (https://www.tableau.com/)

Main advantages:
Supports connecting to 20+ datasources.

Lesser learning curve

Easy visualization and analytics.

Getting Setup:
Components:
Tableau Desktop (Need to download and install on MAC/Windows); Licensed (14 day trial available)

Download and install the latest 14 day trial - https://www.tableau.com/products/desktop


(https://www.tableau.com/products/desktop)

This is what we will use in this course

To view reports in a browser:


Tableau Online (Tableau’s cloud version)

Tableau Server (On-premise, needs installation and setup)

We won't cover in this course

Reading and resources:


Tableau trial installation - https://www.tableau.com/support/releases (https://www.tableau.com/support/releases) (download
and install the latest version. Installation instruction are also provided in the link)

Read all features and offerings of the tableau desktop: https://www.tableau.com/products/desktop


(https://www.tableau.com/products/desktop)

Visualizations that really work: https://hbr.org/2016/06/visualizations-that-really-work (https://hbr.org/2016/06/visualizations-


that-really-work)

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 2/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

New to databases - http://www.rakeshgopal.com/blog/1065862/where-do-i-start-to-learn-sql-server-databases


(http://www.rakeshgopal.com/blog/1065862/where-do-i-start-to-learn-sql-server-databases)

Interview Preparation guidelines: http://www.rakeshgopal.com/blog/1266369/interview-tips-and-preparation-guidelines


(http://www.rakeshgopal.com/blog/1266369/interview-tips-and-preparation-guidelines)

(http://www.rakeshgopal.com/blog/1266369/interview-tips-and-preparation-guidelines)Tableau Products:
https://www.tableau.com/products (https://www.tableau.com/products)

Chapter 2
Goals: Exploring basic tableau
Creating your first Workbook

Playing around with tableau.

Connecting to an existing Excel workbook.

Check the excel tabs.

Connecting to various data sources in Tableau

Live vs extract.

Concept of joins (Same datasource v/s different datasource)

Create your first Tabular report.

Explore the concept of Dashboards.

Reading/Homework:
What is a tableau extract: Link (http://onlinehelp.tableau.com/current/pro/desktop/en-us/extracting_data.html)
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/extracting_data.html
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/extracting_data.html) )

How to setup Tableau data sources: link (http://onlinehelp.tableau.com/current/pro/desktop/en-


us/datasource_prepare.html?
tocpath=Connect%20to%20and%20Prepare%20Data%7CSet%20Up%20Data%20Sources%7C_____0)
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/datasource_prepare.html?
tocpath=Connect%20to%20and%20Prepare%20Data%7CSet%20Up%20Data%20Sources%7C_____0
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/datasource_prepare.html?
tocpath=Connect%20to%20and%20Prepare%20Data%7CSet%20Up%20Data%20Sources%7C_____0))

Publishing workbooks - Read (http://onlinehelp.tableau.com/current/pro/desktop/en-


us/help.htm#publish_overview.html%3FTocPath%3DPublish%2520Data%2520Sources%2520and%2520Workbooks%7C_____0)
(http://onlinehelp.tableau.com/current/pro/desktop/en-
us/help.htm#publish_overview.html%3FTocPath%3DPublish%2520Data%2520Sources%2520and%2520Workbooks%7C_____0
(http://onlinehelp.tableau.com/current/pro/desktop/en-
us/help.htm#publish_overview.html%3FTocPath%3DPublish%2520Data%2520Sources%2520and%2520Workbooks%7C_____0))

Concept of Joins - Read (http://www.rakeshgopal.com/blog/1296858/sqljoins)


(http://www.rakeshgopal.com/blog/1296858/sqljoins (http://www.rakeshgopal.com/blog/1296858/sqljoins))

(optional) Installing SQL Server - link (https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?


file=https://www.filepicker.io/api/file/oYdwqjeqQJm0GjQgi7Gv)
(https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?
https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 3/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

file=https://www.filepicker.io/api/file/oYdwqjeqQJm0GjQgi7Gv
(https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?
file=https://www.filepicker.io/api/file/oYdwqjeqQJm0GjQgi7Gv) )

(optional) Installing AdventureWorks - Link (https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?


file=https://www.filepicker.io/api/file/JZCeBtPMTcactXb4L82C)
(https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?
file=https://www.filepicker.io/api/file/JZCeBtPMTcactXb4L82C
(https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?
file=https://www.filepicker.io/api/file/JZCeBtPMTcactXb4L82C)

(https://d3gvvapon6fqzo.cloudfront.net/pdf_viewer/web/viewer.html?
file=https://www.filepicker.io/api/file/JZCeBtPMTcactXb4L82C)Harvard i-lab | Data Visualization for non-programmers: Watch
(https://www.youtube.com/watch?v=-xS7QJhVbcM) (https://www.youtube.com/watch?v=-xS7QJhVbcM
(https://www.youtube.com/watch?v=-xS7QJhVbcM) )

Chapter 3
Goal : Deeper dive into creating basic reports.
Connect to different data sources - Ex. SQL Server

Live / Extracts

Drag and drop some data

Tabular v/s Graphs

Marks’ section

Changing metadata (rename columns, create Hierarchy, create folders, change aggregation, calculated columns etc.

Tableau Extracts

Publishing your extracts.

Create a new report, by connecting to a published datasource

Further Reading:
Whitepaper - Read (https://www.tableau.com/learn/whitepapers/memory-or-live-data)
(https://www.tableau.com/learn/whitepapers/memory-or-live-data (https://www.tableau.com/learn/whitepapers/memory-or-
live-data) )

Visual Analysis Best practices: Link (https://www.tableau.com/sites/default/files/media/whitepaper_visual-analysis-


guidebook_0.pdf)(https://www.tableau.com/sites/default/files/media/whitepaper_visual-analysis-guidebook_0.pdf)

Pdf connections: Link (https://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_pdf.html)


(https://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_pdf.html
(https://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_pdf.html) )

Replacing datasources: Link (http://onlinehelp.tableau.com/current/pro/desktop/en-us/connect_basic_replace.html)


(http://onlinehelp.tableau.com/current/pro/desktop/en-us/connect_basic_replace.html
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/connect_basic_replace.html) )

Publishing a Tableau Datasource - Link (http://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_datasources.html)


(http://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_datasources.html
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_datasources.html) )
https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 4/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

Chapter 4:
Goal: Distribution Charts and Blending Data
Rewind:
Tableau setup

Connecting to Excel and SQL Server

Joining different data sources and connections (Left join, right join, Full Join etc.)

Creating basic tabular and reports and graphs

Concept of Live v/s extract

Basics of Calculations.

Let’s look at:


Building Distributions (stacked Bar charts), working with colors and labels.

Blending data and the concept of unions

Data interpreter basics, massage data, split data (Explore data and options)

Further reading:
Custom Splits: Read (https://onlinehelp.tableau.com/current/pro/desktop/en-us/split.html)

Blending Data: Read (http://onlinehelp.tableau.com/current/pro/desktop/en-us/multiple_connections.html)

Union: Read (https://onlinehelp.tableau.com/current/pro/desktop/en-us/union.html)

Stacked Bar Charts: Read (https://en.wikipedia.org/wiki/Bar_chart)

Chapter 5: Massaging the input data.


Goal: Look at techniques to transform and clean input data
Let’s look at:
Data interpreter

Custom splits

Further reading:
Custom Splits: Read (https://onlinehelp.tableau.com/current/pro/desktop/en-us/split.html)

Data Interpreter: Read (https://onlinehelp.tableau.com/current/pro/desktop/en-us/data_interpreter.html)

Chapter 6 - Deep dive into visualization


Goal: Exploring graphs and grouping concepts
https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 5/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

Let’s look at:


Relationships between:
1 measure and 1 dimension

2 measures

Highlighting points in a graphs

Sorting your data (sorting at different levels, easy sorting, toolbar sorting, clear sort)

Grouping:
Static grouping

Visual grouping

Dynamic grouping (Calculated field, Parameter controlled)

Bins and Sets

Further Readings:
Dates (Discrete and Continuous): Read (http://onlinehelp.tableau.com/current/pro/desktop/en-
us/datafields_typesandroles_dataroles_continuousdiscrete.html)

Chapter 7 - Filtering concepts.


Goal: Explore advanced filtering techniques.
Let’s look at:
Filtering and Formatting:

1. Exposing as filter

2. Inline filtering (keep only / Exclude)

3. Set filters by conditions (filter configuration)

4. Filtering Dimensions and measures

5. Cascading filters.

6. Filtering using a parameter

7. Control Reference lines (from the analytics tab) using parameters

8. Marks card for formatting.

9. Annotations and tooltips (right click on a data point and choose annotate)

10. Editing axis

11. Tooltips: “Put it as a sentence”.

Further Reading:
1. Clustering - Read (https://onlinehelp.tableau.com/current/pro/desktop/en-us/clustering_howitworks.html)
(https://onlinehelp.tableau.com/current/pro/desktop/en-us/clustering_howitworks.html
(https://onlinehelp.tableau.com/current/pro/desktop/en-us/clustering_howitworks.html) )

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 6/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

1. Dates (Discrete and Continuous): Read (http://onlinehelp.tableau.com/current/pro/desktop/en-


us/datafields_typesandroles_dataroles_continuousdiscrete.html) (http://onlinehelp.tableau.com/current/pro/desktop/en-
us/datafields_typesandroles_dataroles_continuousdiscrete.html (http://onlinehelp.tableau.com/current/pro/desktop/en-
us/datafields_typesandroles_dataroles_continuousdiscrete.html) )

Chapter 8 - Tableau Maps


Goal: To explore the Tableau Visualization using Tableau Maps.
Let’s look at:
How is map information stored:

1. Using Latitude and longitudes

2. Using geospatial data

3. Using combination of Cities , States, Country, or postal codes.

4. Geographic Data Types

Let’s plot a few things

Marks & Shapes

Map Layering.

Search and Zoom.

An easier way to custom geocode.

Further Reading:
https://en.wikipedia.org/wiki/Shapefile (https://en.wikipedia.org/wiki/Shapefile)

https://www.statsilk.com/maps/download-free-shapefile-maps (https://www.statsilk.com/maps/download-free-shapefile-
maps)

https://www.latlong.net/ (https://www.latlong.net/)

http://onlinehelp.tableau.com/current/pro/desktop/en-us/custom_geocoding.html
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/custom_geocoding.html)

https://en.wikipedia.org/wiki/Geographic_coordinate_system (https://en.wikipedia.org/wiki/Geographic_coordinate_system)

Chapter 9 - Advanced Tableau Visualization (Pareto)


Goal: To explore some advanced Tableau Visualization and charting techniques.
Let’s look at:
Pareto Charts

Further Reading:
https://en.wikipedia.org/wiki/Pareto_chart (https://en.wikipedia.org/wiki/Pareto_chart)

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 7/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

Chapter 10 - Advanced Tableau Visualization (Waterfall


chart)
Goal: Create a waterfall chart using Tableau

1. https://en.wikipedia.org/wiki/Waterfall_chart (https://en.wikipedia.org/wiki/Waterfall_chart)

2. 4 steps in Tableau:
1. Create a Line chart with running total measure.

2. Transform that to a Gantt Chart

3. Create a Negative calculated field for the measure.

4. Drag and Drop Negative calculated field to size.

5. Drag and Drop the Measure to color.

Chapter 11 - Tableau Calculated fields


Goal: To look at calculated fields in Tableau
Calculations are like excel formulas

Calculations can be performed on String, Number, Dates etc.

LOD - Level of detail (Fixed, Include and Exclude)

Table calculations

Using IF clause

% of totals, running Totals, using ATTR

Date, Logical and String functions

LEN functions

Further Reading:
1. https://onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_overview.html
(https://onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_overview.html)

2. https://www.tableau.com/about/blog/2017/2/top-10-tableau-table-calculations-65417
(https://www.tableau.com/about/blog/2017/2/top-10-tableau-table-calculations-65417)

Chapter 12 - Conclusion and Next Steps.


Goal: Deployment and next steps towards a data analytics career.
Device designer - (https://onlinehelp.tableau.com/current/pro/desktop/en-
us/dashboards_dsd_create.html)https://onlinehelp.tableau.com/current/pro/desktop...
(https://onlinehelp.tableau.com/current/pro/desktop/en-us/dashboards_dsd_create.html)

Deploy in Tableau Server or Tableau Online.

(http://onlinehelp.tableau.com/current/pro/desktop/en-
us/publish_workbooks_howto.html)http://onlinehelp.tableau.com/current/pro/desktop/...
(http://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.html)

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 8/9
3/28/2018 www.rakeshgopal.com | Tableau Lecture Notes (For Udemy)

BI Stack:
Databases (SQL Server, Oracle etc.)

Transforming Data (Extract Transform and Load or ETL using SSIS)

Visualization (SSRS or Tableau)

Data Science and Machine Learning (Python/R etc.)

Data Science and Machine Learning - Coming Soon

Concluding Steps:
Connect with me via LinkedIn (https://www.linkedin.com/in/rakesh-gopalakrishnan-9409535/) or my website.

Check out my other courses in BI Stack.

Check Out my articles on Career Development in Data Science and Analytics (link 1
(https://rakeshgopal.teachable.com/blog/1266369/interview-tips-and-preparation-guidelines) | link 2
(https://rakeshgopal.teachable.com/blog/1065862/where-do-i-start-to-learn-sql-server-databases))

0 comments

ABOUT

Welcome to my Blog. I will be posting interesting articles as well as answers to top questions that I receive from my students. Join my list
(https://sso.teachable.com/secure/122077/users/sign_up?reset_purchase_session=1) to get latest updates on articles and courses.

© www.rakeshgopal.com
Terms of Use (/p/terms)
Privacy Policy (/p/privacy)

Teach Online with (https://teachable.com/teach-online/)

https://rakeshgopal.teachable.com/blog/1329890/tableau-lecture-notes 9/9