PROGRAM/EXPERIMENT-1

AIM:
Understanding Data, what is data, where to find data, Foundations for building Data
Visualizations, Creating Your First visualization?
Solution:
What is Data?
Data refers to raw facts, statistics, or information collected or stored in a structured or
unstructured form. Data can take various forms, such as text, numbers, images, videos, and
more. It is the foundation of all information and knowledge and is used in various fields for
analysis, decision-making, and understanding trends and patterns.
Data can be categorized into two main types:
• Structured Data: This type of data is organized into a specific format, such as tables
or databases, and is easily searchable and analysable. Examples include spreadsheets,
relational databases, and CSV files.
• Unstructured Data: Unstructured data lacks a specific format and can include text
documents, social media posts, images, audio recordings, and more. Analysing
unstructured data often requires advanced techniques like natural language processing
and image recognition.
Where to Find Data?
You can find data from various sources, depending on your specific needs:
• Open Data Portals: Many governments and organizations provide free access to a
wide range of data through open data portals. Examples include Data.gov (United
States) and data.gov.uk (United Kingdom).
• Data Repositories: Academic institutions, research organizations, and data
enthusiasts often share datasets on platforms like Kaggle, GitHub, and the UCI
Machine Learning Repository.
• APIs (Application Programming Interfaces): Some websites and services offer
APIs that allow you to programmatically access and retrieve data. Examples include
Twitter API, Google Maps API, and financial market APIs.
• Web Scraping: You can extract data from websites using web scraping tools and
libraries like Beautiful Soup and Scrapy. However, be mindful of the website's terms
of use and legal restrictions.
• Surveys and Surveys: You can conduct your own surveys or collect data through
questionnaires and interviews.
• IoT Devices: Internet of Things (IoT) devices generate vast amounts of data that can
be used for various purposes.

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 • Commercial Data Providers: Some companies specialize in selling datasets for
specific industries, such as market research, finance, and healthcare.
Foundations for Building Data Visualizations:
Creating effective data visualizations requires a strong foundation in several key areas:
• Data Analysis: Before creating visualizations, you should thoroughly analyze your
data to understand its structure, relationships, and any patterns or trends. Exploratory
data analysis (EDA) techniques can help with this.
• Statistical Knowledge: Understanding basic statistics is essential for making
meaningful interpretations of data. Concepts like mean, median, standard deviation,
and correlation are commonly used in data visualization.
• Domain Knowledge: Having knowledge of the specific domain or subject matter
related to your data is crucial for creating contextually relevant visualizations. It helps
you ask the right questions and provide valuable insights.
• Visualization Tools: Familiarize yourself with data visualization tools and libraries
such as matplotlib, Seaborn, ggplot2, D3.js, and Tableau. Each tool has its strengths
and can be used for different types of visualizations.
• Design Principles: Study design principles, including colour theory, typography, and
visual hierarchy, to create visually appealing and effective visualizations. Avoid
common pitfalls like misleading visualizations.
• Interactivity: Learn how to add interactive elements to your visualizations to engage
users and allow them to explore the data. This can be achieved using tools like
JavaScript, Python libraries, or dedicated visualization software.
Creating Your First Visualization:
To create your first data visualization, follow these general steps:

• Select Your Data: Choose a dataset that aligns with your goals and interests. Ensure
that the data is clean and well-structured.
• Define Your Objective: Clearly define what you want to communicate or explore with
your visualization. Are you looking to show trends, comparisons, or distributions?
• Choose the Right Visualization Type: Select a visualization type that suits your data
and objectives. Common types include bar charts, line charts, scatter plots, histograms,
and pie charts.
• Prepare and Transform Data: Pre-process your data as needed. This may involve
aggregating, filtering, or transforming the data to fit the chosen visualization.
• Create the Visualization: Use a suitable tool or library to create your visualization.
Customize it with labels, colours, and other design elements.
• Interactivity (Optional): If appropriate, add interactive features to your visualization
to allow users to interact with the data.

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• Test and Iterate: Review your visualization for accuracy and clarity. Seek feedback
from others and make improvements as necessary.
• Publish or Share: Once you are satisfied with your visualization, publish it on a
platform, embed it in a report, or share it with your intended audience.
• Document and Explain: Provide context and explanations for your visualization.
Clearly communicate what the viewer should take away from it.
• Maintain and Update: If the data changes or new insights emerge, update your
visualization accordingly.

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 PROGRAM/EXPERIMENT-2

AIM:

Getting started with Tableau Software using Data file formats, connecting your Data to
Tableau, creating basic charts(line, bar charts, Tree maps),Using the Show me panel.
Solution:

Getting started with Tableau software is a great way to create data visualizations quickly and
efficiently. Here are the steps to get started, including connecting your data to Tableau,
creating basic charts like line charts, bar charts, and tree maps, and using the Show Me panel:

1. Download and Install Tableau:

First, you'll need to download and install Tableau Desktop or Tableau Public (a free
version). Follow the installation instructions provided on the Tableau website for your
specific operating system.

2. Prepare Your Data:

Before connecting your data to Tableau, ensure that your data is in a suitable format.
Common data file formats that Tableau supports include Excel (.xlsx), CSV (.csv), and text
files (.txt). Make sure your data is organized with headers for each column.

3. Connect Your Data to Tableau:

3.1 Launch Tableau Desktop.

3.2 Go to "File" Menu and then click on "Open".

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3.3 Choose the data source type (e.g., Excel, CSV, text file) and select the data file (P6-
SuperStoreUS-2015.xls) and click "Open".
3.4 Drag any table (e.g., Orders) into working area.

3.5 Click on Worksheet (Sheet1).

4. Data Source Pane:

Once your data is connected, the Data Source Pane will appear on the left-hand side of the
Tableau interface. Here, you can see a preview of your data and perform data transformations
or join multiple data sources if necessary.

5. Creating Basic Charts:

ow, let's create some basic charts using Tableau:
a. Line Chart:

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1. From the "Data Source pane", drag and drop the date field to the Columns shelf and
a numeric field (e.g., sales, revenue) to the Rows shelf.

2. Then Tableau will automatically create a line chart. You can customize it by
adding labels, titles, and formatting.

b. Bar Chart:
1. Drag and drop a categorical field (e.g., product category, region) to the Columns shelf and
a numeric field to the Rows shelf.

2. Then Tableau will create a bar chart. You can adjust the orientation and formatting as
needed. To display Labels on the bars, click on Labels and select "Show mark labels"

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c. Tree map:
1. Drag and drop a categorical field to the Columns shelf.
2. Drag and drop a numeric field to the Size shelf.
3. Tableau will create a tree map visualization. You can further customize it by adjusting
colours and labels.
6. Using the Show Me Panel:
The Show Me panel in Tableau helps you explore various chart types based on your data and
the fields you select. Here's how to use it:
1. After adding fields to the Rows and Columns shelves, click on the "Show Me" panel
located on the left side of the Tableau interface.
2. In the Show Me panel, you'll see a variety of chart options that Tableau recommends based
on your data. Click on a chart type to create it.
3. Tableau will automatically generate the selected chart type with your data. You can further
customize it as needed.
4. To go back to the regular worksheet view, click the "Clear" button in the Show Me panel.

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 PROGRAM/EXPERIMENT-3

Aim:
Tableau Calculations, Overview of SUM, AVR, and Aggregate features, Creating
custom calculations and fields
Solution:
Tableau offers a powerful set of calculation tools that allow you to manipulate, transform,
and analyze your data in various ways. Here's an overview of some key concepts related to
Tableau calculations, including SUM, AVG (average), and aggregate functions, as well as
creating custom calculations and fields
SUM and AVG (Average) Functions
SUM Function
The SUM function in Tableau calculates the total sum of a numeric field. You can use it to
find the sum of values in a column or as part of a more complex calculation. To use SUM,
simply drag and drop a numeric field into the "SUM" shelf, or you can create a calculated
field using the SUM function.

AVG (Average) Function

The AVG function calculates the average (mean) value of a numeric field. Like SUM, you
can use it by dragging a numeric field into the "AVG" shelf or creating a calculated field with
the AVG function.

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Aggregate Functions:
Tableau provides a range of aggregate functions that allow you to perform calculations on
groups of data. Common aggregate functions include SUM, AVG, COUNT, MIN (minimum
value), and MAX (maximum value). These functions are particularly useful when you want
to analyze data at different levels of granularity (e.g., by category, region, or time period).

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Creating Custom Calculations
Tableau allows you to create custom calculations using calculated fields. Here's how to create
a custom calculation:
1. Create a New Calculated Field
In the Data Source Pane, right-click on your data source and select "Create Calculated Field".

Alternatively, you can create a calculated field by right-clicking on a shelf in your worksheet
and choosing "Create Calculated Field".
2. Enter Your Calculation:
In the calculated field editor, you can use functions, operators, and field references to define
your calculation.
For example, you can create a calculated field to calculate profit margin as (SUM([Profit]) /
SUM([Sales])) * 100.
3. Name and Save the Calculated Field:
Give your calculated field a meaningful name.
Click the "OK" or "Apply" button to save the calculated field.

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4. Use the Calculated Field in Your Worksheet:
You can now use the calculated field like any other field in your worksheet. Drag it to the
Rows or Columns shelf, use it in filters, or create visualizations based on it.

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 PROGRAM/EXPERIMENT-4

AIM:
Applying new data calculations to your visualizations, Formatting Visualizations,
Formatting Tools and Menus, Formatting specific parts of the view.
Solution:
1. Drag and Drop Calculated Fields:
To apply your newly created calculated fields to a visualization, simply drag and drop
them onto the appropriate shelves in your worksheet. For example, you can drag a
calculated field to the Rows or Columns shelf, use it in filters, or place it on the Marks
card to control the appearance of marks.

2. Filter with Calculated Fields:

Create filters using calculated fields to control which data points are displayed in your
visualization. You can use calculated fields to filter by specific criteria, such as a
calculated date range or a custom ranking.

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Formatting Visualizations
Tableau provides a wide range of formatting options to make your visualizations more
appealing and informative:
1. Format Pane:
On the left side of the Tableau interface, you'll find the Format pane. It allows you to
format various aspects of your visualization, such as fonts, colours, lines, shading, and
borders. Simply select the element you want to format and use the options in the Format
pane to make changes.

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2. Marks Card:
The Marks card, located above your visualization, offers formatting options specific to
the type of marks you're using (e.g., colour, size, label). Click on the Marks card to
access these options and modify how your data is represented.

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3. Axis and Gridlines:
You can format axis labels, titles, and gridlines to improve the readability of your
visualization. Right-click on an axis or gridline to access formatting options.

4. Legends and Colour Scales:

Customize legends and colour scales to provide context for your visualizations. You can
change colours, labels, and the position of legends to match your data.

Formatting Tools and Menus

Tableau provides several formatting tools and menus to help you refine the appearance
of your visualizations:
1. Format Menu:
The Format menu at the top of the Tableau interface provides access to various
formatting options, including font styles, shading, borders, alignment, and more. You
can use this menu to format text, labels, and other elements.

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2. Worksheet Menu:
In the Worksheet menu, you'll find options to format the entire worksheet, including
background colour, borders, and worksheet title. You can also adjust the worksheet
size.

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3. Dashboard Menu:
If you're working with dashboards, the Dashboard menu allows you to format the
entire dashboard layout, including background, size, and title.

Formatting Specific Parts of the View

Tableau lets you format specific elements of your visualization:
1. Annotations:
You can add annotations to your visualizations to highlight important points or provide
additional context. Format these annotations using the options available when you
right-click on an annotation.

2. Tooltips:
Customize tooltips to display relevant information when users hover over data points.
You can format tooltips to show or hide specific fields and control their appearance.

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3. Headers and Titles:
Format headers, titles, and subtitles for clarity and consistency. Use the Format pane or
the Format menu to adjust text formatting, alignment, and shading.

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19
 PROGRAM/EXPERIMENT 05.
AIM:
Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting Tableau
data.
Solution:
Editing and Formatting Axes:

1. Edit Axis Title:

• Click on the axis title you want to edit.
• You can now modify the title text, font, size, colour, and alignment using the Format
pane or the toolbar at the top.

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2. Edit Axis Labels:
• Right-click on an axis and select "Edit Axis."
• In the Edit Axis dialog box, you can change the formatting of labels, tick marks, and
other axis-related properties.
3. Scale and Range:
• To change the scale or range of an axis, right-click on it and select "Edit Axis."
• In the dialog box, adjust the Minimum and Maximum values, scale, or range
according to your needs.

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22
Manipulating Data in Tableau data

Change Data Type

If Tableau has inferred a wrong data type for a column, the data type can be changed by
clicking on the data type symbol in the column header

New Column (Calculated Fields)

Calculated fields can be used if you need to create customized logic for manipulating certain
data types or data values. There are a large-range of functions available in Tableau that can
used individually or collectively for data manipulation

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Pivoting Tableau data
Data pivoting enables you to rearrange the columns and rows in a report so you can view data
from different perspectives

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 PROGRAM/EXPERIMENT-06
AIM:
Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.

Solution:
Data Structure. Tableau Desktop works best with data that is in tables formatted
like a spreadsheet. That is, data stored in rows and columns, with column
headers in the first row.
To sort items in a table:
a) In the Legend, right-click anywhere in the white space and select Sort from the context
menu.
b) In the Sort dialog, in the Manual section, select items that you want to reorder and then
use the Up and Down buttons to move items in the list.
Tableau supports 7 types of data types String values, Date values, Date & Time
values, Numeric values, Boolean values, Geographical values, Cluster or mixed
values.
Sorting gives you control over the order that dimension members are listed in a
table and can often reveal relationships between fields.
Data source filters can be useful for restricting the data users can see when you
publish a workbook or data source. When you publish a data source to Tableau
Server, the data source and any associated files or extracts are transported in
entirety to the Server.
You can create filters on a data source, thereby reducing the amount of data in
the data source. This feature is available to Creators when authoring in Tableau
Cloud and Tableau Server.
If you create an extract from a data source that already has data source filters in
place, those filters are automatically recommended as extract filters, and will
appear in the Extract dialog. Those recommended filters are not required to be
part of the Extract filter list, and can safely be removed without affecting the
existing set of data source filters.
Data source filters can be useful for restricting the data users can see when you

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publish a workbook or data source. When you publish a data source to Tableau
Server, the data source and any associated files or extracts are transported in
entirety to the Server. As you publish a data source you can define access
permissions for downloading or modifying the data source, and you can also
choose the users and groups who can remotely issue queries through Tableau
Server against that data source. When users have query permission and no
download permission, you can share a rich data model having calculated fields,
aliases, groups, sets and more—but only for querying.

To create a data source filter

1. On the data source page, click Add in the Filters section in the upper-right
corner of the page.

To create a data source filter on a worksheet, right-click (control-click on a Mac) the data
source and choose Edit Data Source Filters.
Whether you start from the Data Source page or from a worksheet, you see an Edit Data
Source
Filter dialog box, listing any existing data source filters.
2. Click Add to open an Add Filter dialog box listing all fields in the data source.
3. Click to select a field to filter; then specify how the field should be filtered, just as you
would for a field on the Filters shelf.
Global filters and data source filters
When you create a data source filter, any global filters that use that data source are
displayed automatically in the Edit Data Source Filters dialog box.
In Tableau Desktop, you can promote a global filter to be a data source filter. To
promote the global filter to be a data source filter, click OK

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If you promote a global filter to be a data source filter in Tableau Desktop, that global filter
will
no longer be visible in worksheets of the workbook (because it becomes a data source filter).
Be aware that you do not need to select a global filter in the Edit Data Source Filters dialog
box to
promote it. When you click OK, all global filters in the list will be promoted.
To prevent a global filter from being promoted to a data source filter, select the global filter
in the Edit
Data Source Filters dialog box, and then click Remove.

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 PROGRAM/EXPERIMENT 07
Aim:

Advanced Visualization Tools: Using Filters, Using the Detail panel,

using the Size panels, customizing filters, Using and Customizing
tooltips, Formatting your data with colours.

Solution:

➢ In a dashboard, click the drop-down menu on a filter card and select

Apply to Worksheets > Selected worksheets. In the Apply Filter to
Worksheets dialog box, click All on dashboard, and then click OK.
➢ Every worksheet in Tableau contains shelves and cards, such as Columns,
Rows, Marks, Filters, Pages, Legends, and more. By placing fields on
shelves or cards, you: Build the structure of your visualization. Increase
the level of detail and control the number of marks in the view by
including or excluding data.

➢ SIZE () Returns the number of rows in the partition.

➢ In Tableau Desktop, open the workbook and connect to the data you want
to filter. Navigate to the worksheet that you want to apply a filter to.
Select Server > Create User Filter. Then select the field you want to use
for filtering the view, such as Region.
Tooltips are details that appear when you rest the pointer over one or more marks in the view.
Tooltips also offer convenient tools to quickly filter or remove a selection, select marks that
have the same value or view underlying data.
You can edit the tooltip to include both static and dynamic text. You can also modify which
fields are included in the automatic tooltip.
1. On the Marks card select Tooltip. Tooltips are specified for each sheet and can be
formatted using the formatting tools along the top of the Edit Tooltip dialog box.
2. Use the Insert menu at the top of the dialog box to add dynamic text such as field
values, sheet properties, and more.
3. Use the formatting tools along the top of the Edit Tooltip dialog box.
Dynamic text values
Use the Insert drop-down list at the top of the dialog box to add dynamic text such as field
values, sheet properties, and more.

The All-Fields option on the Insert menu adds all field names and values that are used in the
view. Inserting the All-Fields parameter updates the tooltip as you change the view. You can
also use the All-Fields option to exclude fields.

Command buttons
Select the Include command buttons option to show filtering and view data options in the
tooltip.
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For example, including command buttons will add Keep Only, Exclude, and View Data buttons
to the tooltip. These command buttons are available both in Tableau Desktop and when the
view is published to the web or viewed on a mobile device. Unchecking Include command
buttons will also hide the aggregation summary if multiple marks are selected.

To change colours for values of a field, click in the upper-right corner of the colour legend. In
Tableau Desktop, select Edit Colours from the context menu. In Tableau Server or Tableau
Cloud, the Edit Colours dialog opens automatically.

Change the colour for a value

1. Click on an item on the left, under Select Data Item.
2. Click a new colour in the palette on the right. In Tableau Desktop you can hover over a
swatch to identify the colour.
3. Repeat for as many values that you want to change.
4. In Tableau Desktop, click OK to exit the Edit Colours dialog box.
SELECT a different pallet
In Tableau Server or Tableau Cloud, simply close the dialog box Select a different palette
The Select Colour Palette drop-down list in the Edit Colours dialog box provides colour
palettes that you can use for discrete fields. The list contains both categorical and ordinal
palettes.
At the top of the list are categorical palettes, such as Tableau 10. As noted above, categorical
palettes are appropriate for discrete fields with no inherent order.

29
 At the bottom of the list are ordinal palettes such as Orange. Ordinal palettes contain a range
of related colours and are appropriate for fields that have an associated order, such as dates or
numbers.

After you select a palette, click Assign Palette to automatically assign the new palette colours
to the members in the field Stepped Colour

Select Stepped Colour to group values into uniform bins, where each bin is associated with a
colour. Use the spin control to specify how many steps (bins) to create. For example, for a
range of values from 0 to 100 you could specify five steps to sort values into five bins (0-20,
20-40, etc.).

Configure Colour Effects Click the Colour drop down on the Marks card to configure
additional Colour settings not related to the actual colours shown.

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Mark borders by default, Tableau displays all marks without a border. You can turn on mark
borders for all mark types except text, line, and shape. On the Colour drop-down control,
select a mark border colour
Tableau Desktop version Web version

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 PROGRAM/EXPERIMENT-08
AIM:
Creating Dashboards & Storytelling, creating your first dashboard and Story,
Design for different displays, adding interactivity to your Dashboard, Distributing
& Publishing your Visualization.
Solution:
After you've created one or more sheets, you can combine them in a dashboard, add
interactivity, and much more
❖ Create a Dashboard
1. At the bottom of the workbook, click the New Dashboard icon:

From the Sheets list at left, drag views to your dashboard at right.

To replace a sheet, select it in the dashboard at right. In the Sheets list at left, hover
over the replacement sheet, and click the Swap Sheets button.

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Add interactivity
You can add interactivity to dashboards to enhance users' data insights. Try these
techniques:
In the upper corner of sheet, enable the Use as Filter option to use selected marks
in
the sheet as filters for other sheets in the dashboard

Add dashboard objects and set their options in addition to sheets, you can add dashboard
objects that add visual appeal and interactivity. Here's guidance about each type:

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• Horizontal and Vertical objects provide layout containers that let you group related
objects together and fine-tune how your dashboard resizes when users interact with them.
• Text objects can provide headers, explanations, and other information.
• Image objects add to the visual flavour of a dashboard, and you can link them to
specific target URLs. (While Web Page objects can also be used for images, they are better
for complete web pages. The Image object provides image-specific fitting, linking, and all
text options.)
• Web Page objects display target pages in the context of your dashboard. Be sure to
review these web security options, and be aware that some web pages don't allow themselves
to be embedded—Google is one example.
Note: For security reasons, your Tableau administrator may prevent Web Page and Image
objects from displaying target URLs.
• Blank objects help you adjust spacing between dashboard items.
• Navigation objects let your audience navigate from one dashboard to another, or to
other sheets or stories. You can display text or an image to indicate the button's destination to
your users, specify custom border and background colours, and provide informational
tooltips.
• Download objects let your audience quickly create a PDF file, PowerPoint slide, or
PNG image of an entire dashboard, or a crosstab of selected sheets. Formatting options are
similar to Navigation objects.
Note: Crosstab download is possible only after publishing to Tableau Cloud or Tableau
Server.
• Extension objects let you add unique features to dashboards or integrate them with
applications outside Tableau.
• Ask Data objects let users enter conversational queries for specific data source fields,
which authors optimize for specific audiences such as sales, marketing, and support staff.
➢ Create a Story
1. Click the New Story tab.
2. In the lower-left corner of the screen, choose a size for your story.
3. By default, your story gets its title from the sheet name.
4. To start building your story, double-click a sheet on the left to add it to a story point.
5. Click Add a caption to summarize the story point.
➢ Building Your First Tableau Story
➢ To add worksheets or a dashboard to your first story point, navigate to the left pane
and drag the sheet onto the blank canvas. Once you've done that, you'll have the

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 option to add a new story point, either duplicated from the story point you just created
or a blank new story point.
➢ Dashboards can include layouts for different types of devices that span a wide
range of screen sizes. When you publish these layouts to Tableau Server or Tableau
Cloud, people viewing your dashboard experience a design optimized for their phone,
tablet, or desktop.

➢ Add interactivity
1. Select Profit Map in the dashboard, and click the Use as filter icon. ...
2. Select a state within the Southern region of the map. ...
3. Click an area of the map other than the coloured Southern states to clear your
selection.
➢ Publish your workbook
1. With the workbook open in Tableau Desktop, click the Share button in the toolbar.
...
2. In the Publish Workbook dialog box, select the project to publish to.
3. Name the workbook according to whether you're creating a new one or publishing
over an
existing one.
4. Under Data Sources, select Edit.

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 PROGRAM09/EXPERIMENT-09
AIM:
Tableau file types, publishing to Tableau Online, sharing your visualizations, printing,
and exporting.
Solution:
➢ Workbooks (.twb) – Tableau workbook files have the .twb file extension.
Workbooks
hold one or more worksheets, plus zero or more dashboards and stories.
➢ Bookmarks (.tbm) – Tableau bookmark files have the .tbm file extension.
Bookmarks
contain a single worksheet and are an easy way to quickly share your work.
➢ Packaged Workbooks (.twbx) – Tableau packaged workbooks have the .twbx file
extension. A packaged workbook is a single zip file that contains a workbook along
with any supporting local file data and background images. This format is the best way
to package your work for sharing with others who don’t have access to the original data.
➢ Extract (. hyper) – Tableau extract files have them. hyper extension. Extract files are
a
local copy of a subset or entire data set that you can use to share data with others, when
you need to work offline, and improve performance.
➢ Data Source (.tds) – Tableau data source files have the .tds file extension. Data
source
files are shortcuts for quickly connecting to the original data that you use often. Data
source files do not contain the actual data but rather the information necessary to
connect to the actual data as well as any modifications you've made on top of the actual
data such as changing default properties, creating calculated fields, adding groups, and
so on.
➢ Packaged Data Source (.tdsx) – Tableau packaged data source files have the .tdsx
file
extension. A packaged data source is a zip file that contains the data source file (.tds)
described above as well as any local file data such as extract files (. hyper), text files,
Excel files, Access files, and local cube files. Use this format to create a single file that others
who may not have access to the original data stored locally on your computer.

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If you want to share your data discoveries with the world outside of your organization, you
can
save your workbook to Tableau Public, a free cloud service. On Tableau Public, anyone can
interact with your views, or download your workbooks or data sources.
 Tableau file types, publishing to Tableau Online, Sharing your
visualizations, printing, and exporting.
➢ Visualization is the practice of imagining what you want to achieve in the
future. As if it was true today. It involves using all five senses of sight, smell,
touch, taste, and hearing. The process of visualizing directs your subconscious to
be aware of the end goal you have in mind.
➢ If you want to share your data discoveries with the world outside of your
organization, you can save your workbook to Tableau Public, a free cloud
service. On Tableau Public, anyone can interact with your views, or download
your workbooks or data sources
➢ With the workbook open in Tableau Desktop, click the Share button in the
toolbar. If you aren't already signed in to Tableau Server or Tableau Cloud, do
so now. If you don't have a site yet, you can create one on Tableau Cloud. In the
Publish Workbook dialog box, select the project to publish to.
➢ In the Visualize or Present canvas, click the visualization that you want to export
data for to select it. Go to the workbook toolbar, and then click Export. In
the File dialog, go to the Format field and select Data (csv). Click Save.

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 PROGRAM/EXPERIMENT-10
AIM:
Creating custom charts, cyclical data and circular area charts, Dual Axis
charts.
Solution:
Custom shapes in Tableau are fast and easy to use and provide the user unlimited control
over mark shapes. Tableau shapes and controls can be found in the marks card to the right of
the visualization windows.
The steps below will help to create a Line Graph.
1. Create a worksheet.
2. Rename the worksheet if necessary.
3. Hover over the Show-me tab for understanding the prerequisites.
4. Drag Order Date to columns.
5. Sort Date based on Months.
6. Drag Sales to Rows.
7. Tableau will automatically create a Line Chart.

➢ Tableau Cycle Fields will cycle/rotate dimensions on the current worksheet. For
example, the field in the row shelf will move to the colour shelf and vice-versa.

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 ➢ Use Two Pie Charts
1. Step 1: Create a pie chart. In Tableau Desktop, connect to Superstore sample data. ...
2. Step 2: Switch to the dual-axis chart. Select Analysis > Create Calculated Field. ...
3. Step 3: Change the second pie chart to a circle. At the bottom of the Marks card, click
AGG (Dummy Axis)

➢ A dual axis chart is used to present the relationship between two variables. More
specifically, these charts are useful for demonstrating the relationship between two or
more measures with different amplitude and scale.0

There are several different ways to compare multiple measures in a single view. You can:
➢ Create individual axes for each measure.
➢ Blend two measures to share an axis.
➢ Add dual axes where there are two independent axes layered in the same pane.
Add individual axes for measures
To add individual axes for each measure, drag measures to the Rows and Columns shelves.
➢ Adding a continuous field on the Rows shelf adds an additional axis to the rows of the
table.
➢ Adding a continuous field on the Columns shelf adds an additional axis to the
columns of the
table.
The example below shows quarterly sales and profit. The Sales and Profit axes are individual
rows in

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the table and have independent scales.
The Order Date field on the Columns shelf is a discrete date dimension. Because it is discrete,
it creates
headers rather than an axis.
To blend multiple measures, drag one measure or axis and drop it onto an existing
axis.
Instead of adding rows and columns to the view, when you blend measures there is a
single row or column and all of the values for each measure is shown along one
continuous axis. For example, the view below shows quarterly sales and profit on a
shared axis.

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