Tableau Overview¶
Tableau Software Stack¶
- Tableau Desktop : Create workbooks, visualizations, dashboards and stories. Save workbooks in your local computer. The Desktop family: https://public.tableau.com/s/download
- Tableau Server : Save workbooks securely on your servers
- Tableau Online : Save workbooks securely on cloud servers
- Tableau Public : The Free version in Desktop family. Data source connection must be local. Data and workbook must be free to public, as it must be published to Tableau public servers.
- Tableau Reader : Read Tableau Desktop files for free.
- Tableau Mobile : Mobile app, view workbook from Online and Server
Tableau Public Review¶
Pros¶
- Load xlsx, csv easily. can have multiple data source
- Fluent drag-n-drop interaction
- Auto-assign data column as String, number, geo, etc. You can change them manually if you want to specify otherwise
- Geomapping with latitude and longtitude: openstreetmap
- Legend is good, and can be used as filter
- Timeline can be recognized as discrete (year) or continuous (slider range)
- Multi-level data grouping/nesting and subgraph support are very good
- Nice selection highlight, tooltip (can also customize), can be used as filter
- Basic chart types are available: text table, heat map, geomap, barchart, piechart, treemap, circle, line, area, scatter, bump(parallel coordinates), box-and-wisker, bubble, gantt, histogram, bullet
- Dashboard layout is flexible
- Served at tableau public and embed code are easy, good for public data
Cons¶
- Don’t handle hierarchy data such as json directly, need flatten first
- Don’t have network chart style (with connections)
- Analytics is less intuitive than directly use python, numpy and pandas.
Get started¶
- Tableau Desktop Online Documentation: http://onlinehelp.tableau.com/current/pro/online/en-us/help.htm
- How-to videos: https://public.tableau.com/s/resources
- Training videos: http://www.tableau.com/learn/training
- Preparing Excel Files for Analysis: http://kb.tableau.com/articles/knowledgebase/preparing-excel-files-analysis
More Tutorials¶
- Tableau Training Video 1.1 by Data + Science: https://www.youtube.com/watch?v=S4gCBjkuNMs
- Tips and Tricks from a Tableau Jedi: https://www.youtube.com/watch?v=CAZ3IAJEuCI
- Visualizing Survey Data using Tableau: https://www.youtube.com/watch?v=MbTKbghfzcA
- How To... Create a Basic Filled Map in Tableau: https://www.youtube.com/watch?v=KDMGS9eE8ks
- 6 Ways Tableau Can Help with Your Advanced Analytics Projects: http://www.tableau.com/about/blog/2015/8/6-ways-tableau-can-help-advanced-analytics-projects-42296
- Combine Your Data with Union in Tableau 9.3: http://www.tableau.com/about/blog/2016/1/combine-your-data-files-union-tableau-93-48891
- How to Use Calculated Fields in Tableau: https://www.youtube.com/watch?v=FpppiLBdtGc
- CASE Statements vs. IF Statements in Tableau: https://www.interworks.com/blog/tmcconnell/2015/02/10/case-statements-vs-if-statements-tableau
Extend Tableau¶
- Tableau SDK: http://onlinehelp.tableau.com/current/api/sdk/en-us/help.htm#SDK/tableau_sdk.htm
- Tableau 8.1 and R, By Bora Beran October 7, 2013: http://www.tableau.com/about/blog/2013/10/tableau-81-and-r-25327
- TABLEAU WITH R PART 2: CLUSTERING: http://www.jenunderwood.com/2014/01/19/tableau-with-r-part-2-clustering/
- Extending Tableau: how our customers are creating their own “apps”, By Andy Cotgreave October 11, 2012: http://www.tableau.com/about/blog/2012/10/extended-tableau-how-customers-are-adding-value-19597
- Installing and Troubleshooting the Tableau Add-In for Reshaping Data in Excel: http://kb.tableau.com/articles/knowledgebase/addin-reshaping-data-excel?lang=en-us
- Creating a Filled Map with Custom Groups: http://kb.tableau.com/articles/knowledgebase/filled-map-custom-groups