Sign function in tableau

sign function will takes input as number if the input number is "+ve" it returns +1 ,


                                             if the input number is "-ve" it returns -1 ,

                                     
                                             if the input number is "0" it returns 0 ,



              Syntax                                    

                                 sign(number)

               Examples
                                 sign(4)=1

                         Readmore

Trimming functions in tableau

  In tableau 3 types of trimming functions are available.

 
        LTRIM

        RTRIM

        TRIM

LTRIM function removes the empty space from the left part of the input string.where as Rtrim removes the empty space from the right part of the string. where as Trim function eliminates empty spaces from both sides of the string.


            syntax:

             Ltrim(string)


             example:


                Ltrim(' tableau ') ='tableau '




            syntax

             Rtrim(string)


             example


                Rtrim(' tableau ') =' tableau'



         
            syntax

             Trim(string)


             example:


                trim(' tableau ') ='tableau'


                             Read more

Round function in tableau

  Round function rounds the number of  places in the input number and it displays  the nearest value


         syntax :

                   Round(number,[no-of-places)



 while rounding the input number to 'n' places tableau will checks the 'n+1' values .If "N+1 value is '>=5'.in tableau will acts 1 to the n position value . if the number is less 5(<5) then it will display 'n' vale as it is.

Hierarchical filtering in tableau

 Selecting  the values in one filter if it is effecting in the other filter then such a kind of filtering is known as cascading filters this cascading filters are also known as hierarchical filters normally this cascading filters can be applied for the hierarchical data. if you  apply only relevant values on more than one filter means their filtering each other some time may resulting leads degrade the performance. so it is not good practice by applying only relevant values on two quick filters simultaneously at a time.

Calculations in tableau

   Normally each and every time in tableau it is not possible to obtain the meaningful output from the existing data field .some times we need to create the new field in the tableau known as the calculated field.this calculated fields can be obtain  by writing calculations this calculations contains data fields ,parameters,functions and optionally comments also as this calculated field are deriving from the existing data fields this calculated fields are also known as as derived fields.


   note 
 one calculated field can be used inside the second calculated field without restrictions.

Date functions in tableau

   date add function


             date add function takes the input as date and to  input date it will add the interval based on the             date part.


              syntax:

                    DATEADD(datepart,interval,input-date)
               where data part indicates month,year ,quarter ,day etc.



          example

                  Date add('month'3,,#8-nov-2014#)=8-feb-2015


       note 
             in tableau the date should be enclosed between the open# and the closed #


             in date functions always the datepart should be specified in the lowercase.



DATE DIFF


          date diff function finds the diff between two dates based on the datepart and optionally it will             takes the  'week start day also'.

 
                    syntax
                           DATEDIFF(datepart,start-date,end-date,[weeksstartday])



DATE NAME:

           the date name function takes the input as date along with the date part and it names that date                     part.


             syn

               datename('datepart',input-date,[week-start-day])


      
             
                example  datename('month',#8-nov-2014#)=nov



DATE TRUNK


              date trunk function reduce the accuracy of the input date based on the date part.


                  syn
                         datetrunc (datepart,date,[week-start-day])



                         datetrunc('month',#8-nov-2014#)=1-nov-2014



DATE PARSE


            The date parse function converts any string to the date based on the input format this function is available


            from tableau 8.2 based on the specified format tableau will convert the data.



                      syntax:


                            Dateparse(dformat,string) 



                       example

                           
                            Date parse("dd.mm.yyyy,'08.10.2014')= 8-nov-2014


 
today,now functions
         
                  today function gives the current date where as now function gives the current date+time.
       

Parameter in tableau

      All the values in the calculated field are static if you want make use of the dynamic values
        in place of static values we have to make use of a parameter .parameter will replace static value
        in the calculations, filters extra.in tableau we can create a different  types of parameters like
       string,integer,Boolean,date, extra  to the parameter based on the datatype we can add the values          manually we can add the values from field and even we can add from clipboard also.


  note:

     At a time the parameter we can select only single value multi values selection is not available.

    

Table calculations

  table calculations are the calculations that are applied to the entire table in tableau while performing
 the table calculations we need to know two things.


              what type of calculations we are performing


   What type of calculation indicates the diff table calculations like diff from percent diff from ,
    percent of total extra.


              where we are performing the calculations



   Where we are performing the calculations is having two parts


                  1.addressing part


                  2.partitioning part

addressing options:

       the diff addressing options are available  in tableau are


                       Table across:

                                             If u performing the calculations across the table horizontally then
                                             such a kind of addressing is known as table across.

                        Table down
                                      If you are  performing the calculations down the table vertically
                                       then such a kind of addressing is known as table down.

                        Table across then down
                                 If you are performing the calculations across the table horizontally the
                                down the table vertically then such a kind of addressing is known as
                                 table across then down.
                        
                        pane across 
                               If you are performing the calculations across the pane horizontally then such
                               a kind of addressing  is known as pane across.
             
                        pane down

                                If you are performing the calculations down the pane vertically then such a kind
                              of addressing is known pane down.

                       pane across then down
                                 I f you are performing the calculations across the pane horizontally then down
                                 the pane vertically then such a kind of addressing is known as pane across then                                     down

       partitioning part

                    Difference from  

                                     difference from is mainly used to display the growth in between two values:

                      Percent diff from 
                                 percent difference from is the second way to find out the growth in                                                         tableau. percent diff from is the best way to find out raising growth of any                                            business as it gives the growth in terms of the percentage.

                    Percent from
                              percent from is mainly used to find out the absolute change in the tableau the                                          percent from calculation is similar like the percent different from it displays the                                  percentage of all the values by comparing with the required value.

                    Percent of total

                                   the percent of total calculation .this calculation is very important if you want to                                     find out each individual value control  on the whole.

Dashboard in tableau

Dash boards are the collection of multiple work sheet in tableau after the completing the development
we will group everything in to dash boards before delivering the visualization to  the client.
              A dashboard is a collection of several worksheet and supporting information shown in single place so that the end user can compare and monitor variety of the data simultaneously .   to the dashboard we can add the variety  of the objects like images ,webpages ,text areas ,blank pages ,containers.
                        Dashboard containers

                            in tableau  2 types dashboard containers are available.

       1. horizontal containers

          with the horizontal containers we can add the objects to the dashboard in the horizontally way.

       2. vertically containers 

with the help of the vertical containers we can add the objects in the vertically way.as space of the dashboard is very limit with the help of this containers we can efficiently manage the dashboard page.

Tiled: in the tiled way we can add all the objects to the dashboard with the fixed size and length.

floating:  in the floating we can add all the objects in the floating means floating one object over the other.it is new from tableau 8.

 Master-Detail dash board

If selection of items in the Dashboard is displaying the detail information then such a kind of dashboard is  known master detail dashboard.To build the master detail dashboard we have to take the master information in one sheet and the detail information in the second sheet.

Master-master dash board

         Dashboard contains more than one master is known as multi master dashboards if you building the multi master dash board of the selection of one master will not effect the selection of second master .so for the multi master we have to ignore the actions

Indexed dashboard

               the dashboard which contains the sheet information in a single location is known as index dashboards.



Note
:
In tableau we can perform any modification on the dashboard it will reflect on work sheet similar we can perform any modification on the worksheet it will reflect on the dashboards.


 

Bin in tableau

On the measures in the tableau it is not possible to create a set if our requirement is to on measure. the possible available option is bin.bin is a container which holds the required values placing all the required data values in one area or in one container is known as binning.

                                        to create a bin we need to specify the size of bin.based size of the bin tableau will create a container and it will place all the values in the range at the container.Bins are mainly used to find out the distribution of the values in the tableau.if you create any bin in tableau, create a new bin field under the dimension.tableau creates a bin based on the individual values of each and every measure but not on the aggregated values.

Pie Chart In tableau

     In tableau the great way to display the proportion data is with help of a pie chart for the best practice always limit the pie chart to 12 slices ,if the pie chart contains more than 12 slices then pie chart is very complex  and difficult to understand .minimum requirement to create a pie chart are one or more dimensions and one or two measures.



                                       


                               

Area chart in tableau

        Area chart are the advanced to the line charts. area chart fills the portion of the charts based on the measure value. where as line charts simply displays a single line.


                             The area chart is available  in two types

 1.continue area chart.


                             

 2. Descrete area chart

      

Scatter Plot in tableau

                            In tableau if you want to compare two or more measures the best available chart is scatter plot. Scatter plot Scatter plot are offensively  used to identify any relation ship between two or more measures by floating them in the coordinates system by taking four quarters Q1,Q2,Q3,Q4 the minimum requirement are zero or more dimensions two to four measures.it is very useful in real time.the most widely accepted chart.Scatter plot.

                            In tableau if you want to compare two or more measures the best available chart is  scatter plot. Scatter plot Scatter plot are offensively  used to identify any relation ship between two or more measures by floating them in the coordinates system by taking four quarters  Q1 ,Q2,Q3,
Q4 the minimum requirement are zero or more dimensions  two to four measures.it is very useful in real time.the most widely accepted chart.


                                 



             

Actions in tableau

   In tableau actions are mainly used to add the interactive and context to the sheets.with the help of the actions in tableau we can enable the communication between multiple sheets in the tableau ,worksheets ,webpage and also we can add the context and highlighting between two sheets.
Actions in the tableau can be implemented at the work  sheet level and at the dashboard level.
 the actions in the tableau are divided in to 3 types


               1. Filter actions

               2. URL actions

               3.Highlight action


1. Filter Actions:


                   Filter actions enable the communication between multiple sheets in the tableau .sheets can be either worksheet or dashboard .filter actions it enable the interactivity between multiple sheets by allowing communication between multiple sheets.


2. URL Actions

        URL Actions enable the communication between worksheet and webpage.worksheet ,external            files and even in between worksheet and the ftp.with the help of the URL action in tableau we             can   display the complete information of any object to a webpage.


3.Highlight Action


                Highlight action acts context between  multiple sheets with the help of the Highlight action
                 in the tableau we can Highlight the require part and we can dim all other parts of the sheet.

   Running actions:

             in tableau we can run the actions in 3 ways



                           1. hover

                           2.select

                           3.menu



Hover:

        If you want to run the actions using hover tableau will automatically displays the target values
         by placing the pointer on the source value.this option works well for highlight and filter actions.

Select:

      If you want to run the actions using select we need to select the required source value to displays        the relative target value .this option works well for all the 3 types of actions.

Menu:

         IF you want to run the actions using menu we have to select the require source value tableau
       automatically display a  hyper  link we need to click on the hyper link to see the required target          this option works well for filter and url actions.

Maps in tableau

    In tableau if you want build any maps we have to make use of the geographic field co-ordinates
    called as latitude and longitude .if our data source contains Geo-graphic fields tableau   automatically created latitude and the longitude which gets the measure tab of the data window.

  Types of maps;

       In tableau we are having two types of maps

      1. Symbolmap

      2.Filled map

Symbol map:-  

           If you are indicating each and every Geo graphic value with a special symbol in the map then such a kind of map is known as symbol map. to  create a map are the minimum requirement to one geographic field, zero or more dimension and zero or two measures.

 filled map;-

         If you are indicating each and every geographic value with a filled portion in the map then such a kind of map is known as filled map.to  create a map are the minimum requirement to one geographic field,  zero or more dimension and zero or one measures.


 Note:  without measure also we can create maps in tableau.




Map option:


         In tableau the map options are available only for the online maps
               
                              The different types of map options available are

             1.Map back ground style


             2.Map layers


             3.data layers


Map back ground style;

                     With this option we can change the background color of each and every

                    map in the tableau three different map styles are available.



                               1.Light
                       
                               2.Dark
                     
                               3.normal

 Map layers

             To each and every map in the tableau we can add more layers based in the requirement.


data layers


           Even to map we can add the data if the data is available in the map server.

tableau desktop environment

Workbook

        Tableau work book is the area where the complete work in the tableau.The work books in the tableau are much simple like MS EXCEL. This workbook contains sheets which can be either work sheet or dashboards.The work book allows the users to organised ,save ,share our work in the tableau.
 This work book is the container for all work in the tableau.To create a new work book in the tableau click on file tab and select new or used ctrl+n

Work space

      tableau work space is the part of tableau workbook.tableau work space mainly consists of 8 different components are.

     
       Data window

       Toolbar

       Show me

       Shelves

       Marks card

       Statues bar

       Sheets

       Tableau work space controllers


  Data window
;

           Data window appears on the left side of the tableau workspace.In the data window the list of different data fields

           available in 4 different tabs namely

                  Dimensions

                  measures

                 sets

                 parameters

Toolbar


    Toolbar is the place where the list of different options are available in the tableau.this tool bar appears at the top of the work space.the different options are available in the tool bar are.


        Undo and Redo

        save

        connect to data
       
        New sheet

        Duplicate sheet

        clear sheet

        Automatic updates

       Run updates

       Swap

       Sorting

      ABC

      Show or hidden cards

      Screen fitting options

      Presentation mode

   

SHOE ME

 Show me is the area where the list of different charts are available.In the show me active charts indicate the charts which are supported by the data fields in the columns and row shelves where as the inactive charts indicate which are not support by the database.

 note;

    If we are passed  the automatic updates it is not possible to use the show me.


Shelves


   In tableau shelves is the area where we can place all the data fields .the different shelves available are


          column shelve

          row shelve

          page shelve
 
          filter shelve.

Marks card

          Marks card is the container where the different type of charts are available.

        the marks card contains Legends AND shelves.

Sheets

              In  tableau sheets are mainly  worksheet and dashboards

        Worksheet :--

              Work sheet is the area where we will do in our data by dogging and dropping the data fields on to the shelves.work sheet is the smallest development comment in the tableau.worksheet can be created in multiple ways by clicking on sheet tab in the bottom are using tool bar or  click on
work sheet or new worksheet menu.

          Dashboards

          In the tableau dashboard collection of multiple worksheet where we can combine to create a new dashboard click on dashboard button in the bottom or use tool bar click dashboard and select new dash board from menu.


 Status bar


      At the bottom of each and every work sheet tableau displays the statues of the work sheets in the form of a single line is known as statues bar.

Clipboard in tableau

Clipboards are mainly used to access the outside data in the tableau with out creating any data connection to the data source.This clipboards are very useful if you want to connect to the html pages,if you want to perform the quick analysis from the outside data source like power point ,excel extra. If you are copying any data from the html pages the data should appear in the form of a html page the data should appear in the from of a html table If the data is not exists in the current format
 it is not possible to get the data in the required format in tableau.


                         Once if the copy the data and paste data into the tableau Microsoft jet database engine will come in to picture and its store the data in to windows temporary folder.Once it saves the work book tableau will store the clipboard in to the data source folder of the tableau repository in the Text format.

WMS Servers in tableau

        WMS stands for Web Map Services servers by default in the tableau we can add the background map in two ways.



                   1. online way


                   2.Offline way

 but the offline way and the online  background map are basic background map .If you want to display the background map. If you want to display the background map according to our need to customize the background map.In tableau we can get the customize background map with the help of WMS Servers.


                   This WMS Servers are available in two ways


        1.free mode

        2.paid mode

In the free mode widely recognized WMS Server is "NEO WMS" means NASA EARTH Observation.

Note:

     Even though if we delete the WMS Servers connection tableau will not removes the "TMS"(Tableau Map Source file) file in the tableau repository.


     In tableau we can add the WMS Servers in two ways

              1.By add from a URL

              2.By importing a TMS file

In tableau three types background map are available

              1. Online

              2. Offline

              3. WMS Servers.

If you want to use NEO WMS as the background map for all the maps click on map tab select background map and select NEO WMS and set as default.

Data View In Tableau

 In the tableau data view is the place where we can see the output information in the tableau in the form of visuals.the data view in the tableau is comprised of various components .the components are


          1. Table
 
                 In the tableau table is a  collection of rows and columns.If we place any data fields in to                       column shelves and rows shelves tableau automatically create a table.

          2.Axis

                The value across the measure in the data view is known as an Axis.

          3.Header
             
                The values across the dimension in the data view is known as header.

          4.pane

                The subset or sub part of the table in the tableau is known as pane

          5.Cell
 
               The basic component of the pane in the tableau is cell,cell is the smallest part or  smallest                       comment in the tableau which indicates a specific information.
       
          6.Marks

               All the data values in the tableau will be indicates in the different charts types with the help
               of marks card.

           7.Field label;

                      In tableau all the dimension names and the measures in the tableau indicates field                                labels.

           8.Legend

                In tableau data view can be displayed in the different size and colors with the help of size                     legend and color legend.

           9.Title,caption,summary

                    to the data view in the tableau we can add title ,caption and summary to make the                               data view more con formative.

Sets in tableau

   Sets are the custom fields in the tableau based on some condition .Set always contains some part of data field or subset of the data.If we create a set tableau automatically creates a new field and it will store that new field separately in the sets tab of the data window.


      Types of sets:


               In tableau we are having two types of sets.


                     1.constant set

                     2.computed set

Constant set:
 
                 In constant set data is always constant .It will never get change.Site with out a condition are known as constant set.

computed set:

                     Set with a condition is known as dynamic set or computed set.data in the computed set will change dynamically based on some condition.

Combining set: 

              In tableau we can combine two sets in to a single set in 4 different ways.


               1.By displaying all the numbers from  both sets.

               2.By displaying only the common numbers from both the sets.

               3.By displaying only the numbers who are the part of the  first list.

               4.By displaying only the numbers who are the part of second set.


Note:

    If you want combine to sets in the tableau the rules is two sets should  based on the same dimension.