29-Sep-2016 Javvaji Seshagiri Rao

Siemens PLM Software

Demo on Tableau Desktop

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Welcome to Tableau Desktop!

Tableau Desktop is the latest tool to be purchased by IT for use in the Siemens PLM
Software environment.

Tableau Desktop/Server is designed to be a self-service visualization and analytics tool.

Tableau is therefore deployed differently than other tools:
IT provides the data
Business will create and maintain Tableau Workbooks

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Page 2 Oct 2013
Tableau Reporting Environment
Long-term Overview

Essbase Tableau
SAP
Server

O2O Informatica
(Future)
Talend
SFDC Extract, Greenplum
Transform Data Lake
and Load
OpenAir (ETL)

BW
AKS

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Page 3 Oct 2013
Whats a Greenplum?

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Tableau Server Environment

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Page 5 Oct 2013
READY??

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Logging in to VDI/Tableau Desktop

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Login to Virtual Desktop Interface (VDI)

Login Screen.

Check option labeled Log in as current user: PLM\myusername.

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VDI Login (cont)

If not selected in the list, highlight by clicking on Tableau Desktop

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VDI Login (cont)

Click on circular dropdown arrow next to Tableau Desktop. Select

option for Display Protocol and then select Microsoft RDP.

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VDI Login (cont)

Click the Connect button as shown in the image below.

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VDI Login (cont)

Upon login & connection, a virtual desktop window will be visible as

shown below.

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VDI Login (cont)

Click on Tableau Desktop icon as highlighted below to launch the

Tableau Desktop application.

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Page 13 Oct 2013
 Tableau Desktop Overview

Connect to data Totals, Sub-totals and Table Layout

Menu Marks
Desktop Overview Show Me
Dimensions and Measures Sorting
Parameters
Default Properties
Custom Calculations
Measure Names and Measure Values
Dashboards
Data Source Filters
Publish Workbook
Quick Filters
Replacing a Data Source
Filters
Saving your workbook in VDI
Date Handling Outside resources

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Page 14 Oct 2013
 Connect to data
Once you click on the Tableau Desktop icon you
will have the option to Connect to data click
on it

From there you will be presented with a screen

full of different data options. The first option
under On a server is Tableau Server click
on it

You will be prompted to log into Tableau Server.

Use your Domain ID and Tableau password to
log in

HINT: Change your Tableau Server password

whenever you change your Domain password

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Page 15 Oct 2013
 Connect to Data (cont.)

From here, you can see what Data Sources you

have access to

Double-click on the appropriate Data Source and

you are ready to get busy creating a Tableau
Workbook!

ACTIVITY Connect to Data Source Superstore

Data for Training

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 Menu

Switch
Unlimited Duplicate
Rows and View
Re-dos Worksheet
Columns
Connect to Pause
Sort Dashboard
Data Update
Descending View

Unlimited New Manual Show or

Undos Worksheet Update Hide Cards

Sort
Save Clear Highlighting
Ascending
Formatting

Pause Update this is a great option, especially when you are initially building a new workbook. You can pause
updating the Workbook and/or the Quick Filters while you get the Workbook put together, saving time. Then you can
click on Manual Update to update the Workbook when needed.

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Page 17 Oct 2013
 Tableau Desktop Overview
Data sources

Columns and Rows

(Shelf)
Filters
Dimensions
Visualization
Templates

Marks

Pill
Measures

Worksheets

Dashboards
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Page 18 Oct 2013
Dimensions and Measures
Dimensions are the what. Measures are the how
much. Measures would be fields you would count or
sum; Dimensions are everything else

Tableau automatically separates Dimensions and

Measures by their data type. However, you find that you
occasionally need to move a field from Measures to
Dimensions. You can do this by clicking and dragging
the field from Measures to Dimensions

HINT: Microsoft controls such as <CNTL> and <SHIFT> work

fine in Tableau - you can perform the same task with multiple
fields

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Page 19 Oct 2013
Default Properties
It is a good idea to define the default
properties of your measures before you start
building your workbook

Right-click to open the menu, then select

Default Properties, which will then display
Number Format

Select the desired number format, then click

OK

ACTIVITY Format Measures Profit, Sales,

Shipping Cost and Unit Price

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Page 20 Oct 2013
Default Properties (cont.)
One of the great date handling
features of Tableau is the ability to
define the default fiscal year.

Simply right-click on the date, select

Default Properties, Fiscal Year
Start and the month and Poof
there you go!

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Page 21 Oct 2013
 Measure Values and Measure Names
Tableau workbooks actually have 2 parts to them. One is for
Dimensions and the other is for Measures
The way to take advantage of this structure is to use the
Measure Names and Measure Values fields. If you are using
more than one Measure value you should utilize this practice
whenever possible
Move Measure Names from the bottom of the Dimensions list to
Columns
Drop Measure Values from the bottom of the Dimensions list
onto Marks, Text
Delete any Measures from the Measure Values list that you dont
want on your report. When you do this you will notice that
Measure names is added to the Filters area - this is normal
leave it!

ACTIVITY Create Workbook using Measure Values and

Measure Names
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Page 22 Oct 2013
 Data Source Filters

Data Source Filters are used when you

want to filter out data for your entire
Workbook

Because they control the initial data pull

from Greenplum they are highly
recommended

Right-click on the Data Source and select

Edit Data Source Filters

From here you can Add, Edit or Remove

Data Source Filters. Click Add

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Page 23 Oct 2013
Data Source Filters (cont)

Specify the field you want to filter

on and click OK. In this case we
have selected Close Date

Tableau will give you a menu to

choose from to help you filter.
We will select Years. Click Next

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Page 24 Oct 2013
Data Source Filters (cont)

Select the years you want to include, or you

can check Exclude and exclude particular
years. Click OK

This takes you back to the main pop-up box.

From here you can add additional filters.
When finished click OK

ACTIVITY Add, Edit and Remove a Data

Source Filter that excludes Small Business
from Customer Segment
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Page 25 Oct 2013
 Filters
You can create Filters as needed to filter out data from
your Workbook
If you want to limit the Forecast Category to Commit
only, then select the field Forecast Category and drag it
to the Filters area
A Filters pop-up will appear. Select Commit, then click
OK
Only records with a Forecast Category of Commit are
now included

ACTIVITY Create a Filter that includes Office

Supplies and Technology in Department

HINT: Keep in mind that the Data Source Filters are best for this
sort of filtering
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Page 26 Oct 2013
 Quick Filters
Quick Filters are self-maintaining, meaning that if additional
values are added to the column they are automatically added
to the Quick Filter list. YAY!
The downside is that values inside each Quick Filter have to
be fetched from the database. This may cause it to take a
little longer to initially open your Tableau Workbook
To create the Quick Filter, simply right-click on the drop-down
arrow and select Show Quick Filter
This will cause the Quick Filter to show up on the right side of
your Worksheet
Right-click on the new Quick Filter to open the Quick Filter
Menu
You can select any of the formats shown in the list. Most of
the time I use Multiple Values Dropdown, but feel free to try
different ones
For very large filters use the Wildcard Match or Multiple
Values (Custom List)
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Page 27 Oct 2013
 Quick Filters (cont)
A PLM standard is to use the Apply button on all Quick Filters. Otherwise as
soon as you select even one item in the drop-down Tableau will start fetching
the data from the database
You will need to decide if you want to use the Show All option, which I
normally leave as the default
I normally uncheck the Show Filter Types (but only after I select the type of
Filter I am using), Include/Exclude and Show More/Fewer. You are
welcome to try them out
In the Filter area, right-click on the field drop-down and select Apply to
Worksheets. Here you can define which Worksheets to apply the Quick
Filter.
All Using This Data Source) the Quick Filter selection(s) will apply to all
Worksheets in the Workbook
All Using This Data Source the Quick Filter selection(s) will apply to only the
selected Worksheets in the Workbook
Only This Worksheet - the Quick Filter selection(s) will apply to this Worksheet in
the Workbook

ACTIVITY Create Quick Filters for Category, Department and Region

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Page 28 Oct 2013
 Date Handling
From your workbook, select the date you
want to use. Initially it will appear as
Year(name)
If you click on the + sign then it will add
Quarter
If you want Month, then click on the + sign
next to Quarter
If you want to remove Quarter, just right-
click on it and select Remove

ACTIVITY Add Date to the Workbook and

separate out Year, Quarter and Month

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Page 29 Oct 2013
 Totals, Sub-Totals and Table Layout
Under the Menu option Analysis you can
select Totals
Tableaus automated Totals and Sub-
Totals are nice, but you will need to use
the Measures options in order for them to
work correctly
Also under Analysis you can select Table
Layout, Advanced
This option allows you to increase the
number of non-Measure columns in your
Tableau Workbook from 6 to up to 15

ACTIVITY Add Row and Column totals

to your workbook
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Page 30 Oct 2013
Marks
With Marks, you can control how your Visualizations
look
For Excel-style reports, you would only utilize Text
However, as you can see there are all sorts of
different Marks available for use
You will want to try different combinations to see
how your report can be the most intuitive
Just drag a field on top of Color to add color
You can use the drop-down to control the shape
Click on Size to change how big or small the Mark
is

ACTIVITY Play with the different Marks

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Page 31 Oct 2013
Show Me
Show me is located on the top right
Show me was developed using research
and defaults to the best way to represent
your data
Only the Visualizations that have the right
amount of Dimensions and Measures will
be highlighted
As you hover over each one it will tell you
the name and what are the Dimension and
Measure requirements

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Page 32 Oct 2013
 Sorting

The best way to sort in Tableau is to right-click on the column

header and choose Ascending or Descending
Once you sort a column, you will see a small sort symbol
next to the column header indicating how the column is
sorted
With regard to Measures, hover over the measure until the
small sort symbol appears, then click on it once for
Ascending or twice for Descending
You will again see the small sort symbol next to the column
header
Generally speaking you can only sort on the first dimension

ACTIVITY Play with Sorting

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Page 33 Oct 2013
Parameters

Click on the arrow on far right of the

Dimensions line
Click on Create Parameter
Select Integer (best performing)
Name the Parameter
Click List
Type in the values.
If you are going to include All then I
recommend you make this the first
selection
Click OK

ACTIVITY Create a Parameter so you

can choose Profit or Sales

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Page 34 Oct 2013
Parameters
Calculated Field Connected to Parameter

HINT: You must have a Calculated Field to go with each

Parameter

Click on the arrow on far right of the Dimensions line

Click on Create Calculated Field

You will need to ensure you account for each option

defined by the parameter or you will receive weird error
messages

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Page 35 Oct 2013
 Parameters
Calculated Field Connected to Parameter (cont)

Type in field name

You will create an IF statement for the first
selection IF Parameter Name = 1 then
Field Name
You can select the Parameter Name by
double-clicking on the name from the
Parameters list
You can select the Field Name by double-
clicking on the name from the Fields list
For the second statement you will need to
us an ELSEIF (one word) instead of an IF
After the last statement you will need an
END statement
You should receive a message The
Calculation is Valid
Click OK

Activity Create Calculated Fields suppp

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Page 36 Oct 2013
 Dashboards

Click on the Dashboard tab to open a new

Dashboard at the bottom of the screen
You will want to set the size of the Dashboard. I
generally use Automatic and let Tableau size to
the screen; however it depends on the complexity
of the dashboard you are creating
Under Dashboard you will see a listing of the
Sheets available to become Dashboards
To move the Sheet into the Dashboard, click and
hold on the Sheet and drop into the Dashboard
area
Its best, especially as you learn Tableau Desktop,
to use the layout containers

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Page 37 Oct 2013
Dashboards (cont)

You can drop several Sheets into one Dashboard

As you do this, notice that Tableau will highlight whether you are placing each
Sheet to the left, right, above or below each Sheet
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Page 38 Oct 2013
 Dashboards (cont)

You can put an overall Title on the

Dashboard by selecting Dashboard,
Show Title
You can right-click on the Title to edit
the name, size, color, etc.
You can also format the Title by
adding shading, borders, etc.

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Page 39 Oct 2013
 Dashboards (cont)
You can also edit the Title for each
Sheet that is part of the Dashboard
Right-click on the Title and select
Edit Title
The default is Sheet Name. You
can change it to whatever is
needed and can edit color, style,
etc.
You can remove Sheets from the
Dashboard by clicking the X in the
right-hand corner

Activity Create a Dashboard

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Page 40 Oct 2013
 Publish Workbook

Under Server, select Publish Workbook

Sign in using your Domain ID and Tableau Server
password and click Sign In
Select Project where the Workbook will be Published
for viewing
Give the Workbook a name
Select the Sheet(s) to be Published (normally these
are only Dashboards)
If you have more than one Sheet to Publish then
ensure Show Sheets as Tabs is checked
Delete all Users/Groups under View Permissions
Click Publish
Verify the Workbook published correctly

ACTIVITY Publish a Workbook

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Page 41 Oct 2013
 Replacing a Data Source

Right-click the data source in the Data

pane and select Edit Data Source
Click the current data source name under
Workbook, then select the new Data
Source
Click OK

ACTIVITY Replace a Data Source

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Page 42 Oct 2013
Saving Your Workbook in VDI
Confirm that your local drives are properly mounted to this VDI session. The drives highlighted in the images below are
your local PC drive mapped to the Tableau desktop session. This will enable you to open and save files to your local PC. The
tableau VDI desktop environment is non-persistent. Therefore all files must be saved to these locally mapped drives. See
image with highlighted drives. DO NOT SAVE FILES to either on one of these drives : System(c:) , Tools (D:) or
SystemDisposableDisk(F:) as shown in the first row. You may save drives to any one of the highlighted drives.

To minimize the Tableau VDI desktop, click on the minimize option on the floating toolbar in the top center of the screen.

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Page 43 Oct 2013
Dont

try to replicate a report/chart from another system (you know, like the Global
Services Project Dashboard)
show all your data on one screen with a metric ton of filters. What you
really want to do is show high-level data and guide your users to drill down
into detail level.

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Page 44 Oct 2013
Additions
Snap Type
Document cool date filter
How to format entire Worksheet
How to add Hierarchies and what they do
How to add Groups and what they do
Sorting Nested Sorting (Andrew)
Report Headings show selected filter values (Shuey)
Parameters add video link from Tableau training; more use cases
Filters/Quick filters add to all tabs
Navigation using hyperlinks to connect workbooks
Marks way way more detail and examples
Replace Data Source - have one ready
Tableau Your Data book recommendation
Sets

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Page 45 Oct 2013
Questions?

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Page 46 Oct 2013