8/19/2015

My Re-Intro to Tableau Data Visualization

I posted a blog about my first experience with Tableau a while back, June 2012:

http://www.bloomconsultingbi.com/2012/06/downloaded-installed-ran-tableau.html

http://www.bloomconsultingbi.com/2012/06/learning-tableau-desktop.html

So I wanted to get a refresher on what's changed.  Went to the Tableau site to download the latest software: http://www.tableau.com/new-features/9.0

Here's a link to their blog: http://www.tableau.com/about/blog

Its seems they have 3 options to choose from:


Going to start with the Tableau Desktop version.  Initiated the download, clicked on the install package, agreed to the licensing, and began the install.





Selected "Start Trial Now", completed Registration and Registered...






Connected to local SQL Server...



Selected AdventureWorksDW database...


Select FactInternetSales table and few Dim tables, update:


 And data appeared:


Switched to View mode... Looks like a Pivot table with Dimensions on top and Measures on bottom:


Selected a few metrics...


Lots of chart types to choose from...


Selected a random chart:


Modified color to blue:


Sorted data...


Added title...


You can add a "Story" to the solution...


And create a Dashboard, and change the chart type on the fly...


And export the Dashboard image...



Back to Worksheet Sheet1, changed to presentation mode...


Save to PDF...


 I don't have Tableau Server to send it to, so tried Export to Excel Cross tab option...


There's an option to Publish to Tableau Public Server, requires credentials...



So that's my re-introduction to Tableau Desktop latest version.  The product was easy to download and install, connect to data source, add tables and create a chart.

With adding tables to the Data Source, not sure if the feature exists, but I've seen options before where you add a table like a Fact table, and then a button to bring in all associated tables with similar keys.  There's the ability to view the SQL and add parameters and filters which is nice.  And pull live data or extract from data source.

I can see how a lot of organizations are using this product to pull in data, create graphical visualizations with little to no coding fast.  And then publish to the Server for dissemination and collaboration.

Very nice~!


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