Tableau

Terms

Row | Observation | Records

Column | Field | Attributes

Start Page

##Data Source Page

Workspace

Dimensions

• Qualitative values like Names, Dates, Category or Geographical Data.
• Dimension values never change.
• Dimensions are used to categorize, segment, and reveal the details in your data.
• Dimensions affect the level of detail in the view.
• Dimensions are independent variables.

Measures

• Quantitative values like Quantity, Currency, Profit or Revenue
• Measure values changes on the basis of dimension selected or any filters applied.
• Measures can be aggregated
• Tableau applies an aggregation to the measure by default.
• Measures are dependent variables.

Green (Continuous) vs Blue (Discrete)

• Discrete Dimension or Continuous Measure are most common.
• Continuous Dimension or Discrete Measure are less common.
• Green measures and dimensions are continuous
• Blue measures and dimensions are discrete
• Continuous field values are treated as an infinite
• Continuous fields add axes to the view.
• Discrete values are treated as finite
• Discrete fields add headers to the view.

Data types

Features

• Speed.
• User friendly.
• Beautiful and interactive dashboard.
• Direct connection.
• Easy publishing and sharing.
• Available for both Windows and MacOS

Live vs Extract

Live

• Connected to real time or live current data.
• Connected to server or big data.
• Icon : Single cylinder.

Extract

• Takes a snapshot ( subset or entire dataset ) of data.
• Static data which do not requires any refresh or real time connection with server.
• Icon : Dual Cylinder.

Evaluate

• Verify that Tableau has correctly assigned data types, and they can make changes on the Data Source page if it is wrong.
• They can also rename misspelled fields, split the field value in separate field.
• Any changes made in Tableau are not written to native data source (Original data).
• Changes are instead stored as metadata in a Tableau file called a Tableau Data Source .tds
• .twbx: Tableau Packaged Workbook (Stores all the tableau sheets, dashboards, stories, copy of data used, images if used)
• If the data is used from server then create an extract before saving the data in .twbx

File Types