Professional Documents
Culture Documents
Session5 - Connecting To Data
Session5 - Connecting To Data
Visualization
Ram Mohan Dhara|
IMTG/ PGDM/ Term – VI / 2017-2019
Session 5 : Connecting to data
After completing this session, you will be able to –
Steps -
• Drag ‘sales’ to rows and ‘order
date’ to columns.
• Change the default to ‘bars’.
• Expand dates to years, quarters
and months
• Use ‘Show me’ and change the
graph style.
Ex 5.1
• Show the total sales
• Show the total sales (shipment sales) year wise. Can you observe any
trend? Which year shows the maximum sale and how much?
• Break the year wise sale (shipment sale) quarter wise. Can you observe any
trend? Which year and quarter show the maximum sale and how much?
• Now add the category; which category shows maximum sale in which year
and which quarter ? And what is that value?
Data preparation
Objective – How can you make
data compatible with Tableau
format.
Review the results
Steps -
• Use flight’s data for prep
• Tableau prefers a particular
format of data.
• Open ‘resolved incidences’
• Check interpreter
• Click review the results (a link
appears ‘cleaned with
interpreter)
Data preparation
Steps contd…
• Select all column, and
use pivot
• Rename the pivoted
columns by double
clicking.
• Date field is now string;
change it to date.
• Go to sheet, and create
a bar graph of resolved
incidents for each
employee.
Data preparation
Steps contd…
Steps -
• Usually databases are in
different formats; integration is
necessary for any analysis.
• Files should have some common
id.
• Add xls. file ‘sales 2016’
• Add text file ‘product 2016’
• Tableau automatically joins the
2 databases.
• Only one dataset now visible on
the data pane.
Cross-database joins
Steps contd…
• Click on the left panel
and change ‘group by
folder’ – this will
arrange the variables
into ‘dimensions’ and
‘measures’.
• Create category, sub-
category and rename it
as product.
• Add product names and
product ids under
product
• Create a bar chart of
product and sales
Objective – we have two
Data blending different datasets. How can
we blend the two ?
Steps -
• Data blending is done when
two different datasets are
merged at a variable level;
whereas data joining
happens at individual level.
• Data -> edit relationship,
choose primary and
secondary data sources,
choose custom relationship.
• In the view pane, the
dataset with blue colour is
the primary dataset.
• Put State in rows shelf since
it is common to both. Put
sales from both data sources
and put in columns.
Data blending
Steps Contd…
• Switch the data sources
and orange coloured
field is the blended
field.
• Database joins – it joins
two datasets with a
common variable.
• Data blends – sends
separate queries to
different datasets and
aggregates the results
at a common level.
Objective – how can we
connect .pdf data ?
Connecting to pdf Steps -
• This is one of the
powerful features of
Tableau for data
connect.
• It can easily convert
tabular data in pdf
format into tableau;
however it faces
challenges if the data is
not properly structured.
• Connect to Amazon
data pdf file.
• Use interpreter to read
the pdf data.
• Create a bar chart.
Summary : what we have learnt
• How to prepare the data for visualization
• How to connect to different data sources - .xls,
.txt and .pdf
• How to do dataset joins, data blends
This concludes the session :
Connecting to data