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Program 1: Getting Started - Tableau Workspace, Tableau terminologies, Basic
functionalities. Working with Tableau that focuses on understanding the Tableau Workspace, Tableau terminologies, and basic functionalities. 1. Go to Start Page: Toggle between the active sheet and the Desktop Start Page. 2. Data Pane: Includes dimensions and measures, populated from your selected data source. May also include calculated fields, parameters, or sets. 3. Analytics Pane: Includes options you can use to apply reference lines, forecasts, trend lines, to add totals to crosstabs, and to build boxplots. 4. Workbook Name: The file name of our workbook. 5. View Cards: Used for modifying the worksheet. 6. Toolbar Icons: Icons are available for quick access to popular features. 7. Worksheet/View: Workspace for building your visualizations. 8. Go to Data Source: Returns you to the data source specification page. 9. Worksheet Tabs: Click to view a specific worksheet, dashboard, or story 10. New Worksheet, Dashboard, and Story Tabs: Click to create a new Worksheet, Dashboard, or Story. 11. Status Bar: Displays data about the fields and marks included in the view. Steps: 1. Tableau Workspace Setup: • Connect to Data: • Open Tableau, and on the "Start Page," select Connect -> To a File -> Text File. • Browse to the location of vgsales.csv and open it. Data Preview: • After loading, Tableau will show a preview of the data. You can rename columns if necessary. • Click on the "Sheet 1" tab at the bottom to go to your first worksheet.
2. Tableau Terminologies: • Dimensions: These are qualitative fields. In vgsales.csv, examples include Platform, Genre,and Publisher. • Measures: These are quantitative fields used for calculations. Examples are Global_Sales, NA_Sales, and Year. • Rows and Columns Shelf: Drag dimensions and measures to the Rows or Columns shelves to build the structure of your visualization. • Marks: Controls the appearance of the data. You can set marks to be circles, bars, or other shapes and control size, color, and label. • Filters: Used to limit the data displayed in the view. • Pages Shelf: Used for creating animations or segmenting your view by categories. 3. Basic Functionalities: a. Basic Visualization (Bar Chart of Global Sales by Genre): • In your worksheet, drag Genre to the Columns shelf. • Drag Global_Sales to the Rows shelf. • You should see a bar chart. If the data isn’t aggregating correctly, check if the aggregation is set to SUM by right-clicking Global_Sales -> Measure -> Sum. b. Sorting: • Click on the Global_Sales axis and sort descending to show the genres with the most sales first.
c. Filtering: • Drag Year to the Filters shelf. • Choose the range of years you want to display (e.g., 2000-2016). • Add Year to the Pages shelf to create a dynamic view of how sales changed over time. 4. Additional Functionalities: Dashboards: Combine different sheets to create a comprehensive dashboard. Go to the Dashboard tab, drag your created sheets to the layout, and arrange them accordingly. a. Add one more worksheet - Global Sales Trend by Year • Drag Year to the Columns. • Drag Global_Sales to the Rows. • Create a line chart to show how global sales have trended over time. • Add Genere to the Marks • Apply color to Genere
b. Go to the Dashboard tab in Tableau.
c. Add multiple visualizations to a single dashboard. (To increase dashboard size - select size-Automatic) d. Arrange charts (e.g., a line chart for yearly sales, a bar chart for top genres, etc.).
