Is it possible to add both a dashboard and a worksheet at the same time to a story point in tableau?

Data visualization is a way to represent data that is visually appealing and interactive. With advancements in technology, the number of business intelligence tools has increased which helps users understand data, data sets, data points, charts, graphs, and focus on its impact rather than understanding the tool itself.

The basic difference between the traditional BI tools and Tableau lies in the efficiency and speed.

• The architecture of Traditional BI tools has hardware limitations. While Tableau does not have any sort of dependencies
• The traditional BI tools work on complex technologies while Tableau uses simple associative search to make it dynamic. 
• Traditional BI tools do not support multi-thread, in-memory, or multi-core computing while Tableau supports all these features after integrating complex technologies. 
• Traditional BI tools have a pre-defined data view while Tableau does a predictive analysis for business operations.

Tableau like other BI tools has a range of products:

• Tableau Desktop: Desktop product is used to create optimized queries out from pictures of data. Once the queries are ready, you can perform those queries without the need to code. Tableau desktop encompasses data from various sources into its data engine and creates an interactive dashboard. 
• Tableau Server: When you have published dashboards using Tableau Desktop, Tableau servers help in sharing them throughout the organization. It is an enterprise-level feature that is installed on a Windows or Linux server. 
• Tableau Reader: Tableau Reader is a free feature available on Desktop that lets you open and views data visualizations. You can filter or drill down the data but restricts editing any formulas or performing any kind of actions on it. It is also used to extract connection files. 
• Tableau Online: Tableau online is also a paid feature but doesn’t need exclusive installation. It comes with the software and is used to share the published dashboards anywhere and everywhere. 
• Tableau Public: Tableau public is yet another free feature to view your data visualizations by saving them as worksheets or workbooks on Tableau Server.

The parameter is a variable (numbers, strings, or date) created to replace a constant value in calculations, filters, or reference lines. For example, you create a field that returns true if the sales are greater than 30,000 and false if otherwise. Parameters are used to replace these numbers (30000 in this case) to dynamically set this during calculations. Parameters allow you to dynamically modify values in a calculation. The parameters can accept values in the following options:

• All: Simple text field
• List: List of possible values to select from
• Range: Select values from a specified range

In Tableau, when we connect to a new data source, each field in the data source is either mapped as measures or dimensions. These fields are the columns defined in the data source. Each field is assigned a dataType (integer, string, etc.) and a role (discrete dimension or continuous measure).

Measures contain numeric values that are analyzed by a dimension table. Measures are stored in a table that allows storage of multiple records and contains foreign keys referring uniquely to the associated dimension tables.

While Dimensions contain qualitative values (name, dates, geographical data) to define comprehensive attributes to categorize, segment, and reveal the data details.

Tableau’s specialty lies in displaying data differently either in continuous format or discrete. Both of them are mathematical terms used to define data where continuous means without interruptions and discrete means are individually separate and distinct.

While the blue color indicates discrete behavior, the green color indicates continuous behavior. On one hand, the discrete view defines the headers and can be easily sorted, while continuous defines the axis in a graph view and cannot be sorted.

Image - tableau.com

Aggregation of data means displaying the measures and dimensions in an aggregated form. The aggregate functions available in the Tableau tool are:

• SUM (expression): Adds up all the values used in the expression. Used only for numeric values.
• AVG (expression): Calculates the average of all the values used in the expression. Used only for numeric values.
• Median (expression): Calculates the median of all the values across all the records used in the expression. Used only for numeric values.
• Count (expression): Returns the number of values in the set of expressions. Excludes null values.
• Count (distinct): Returns the number of unique values in the set of expressions.

Tableau, in fact, lets you alter the aggregation type for a view.

Disaggregation of data means displaying each and every data field separately.

Tableau is pretty similar to SQL. Therefore, the types of joins in Tableau are similar:

• Left Outer Join: Extracts all the records from the left table and the matching rows from the right table.
• Right Outer Join: Extracts all the records from the right table and the matching rows from the left table.
• Full Outer Join: Extracts the records from both the left and right tables. All unmatched rows go with the NULL value. 
• Inner Join: Extracts the records from both tables.

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There are two types of data connections in Tableau:

LIVE: Live connection is a dynamic way to extract real-time data by directly connecting to the data source. Tableau directly creates queries against the database entries and retrieves the query results in a workbook.

EXTRACT: A snapshot of the data, extract the file (.tde or .hyper file) contains data from a relational database. The data is extracted from a static source of data like an Excel Spreadsheet. You can schedule to refresh the snapshots which are done using the Tableau server. This doesn’t need any connection with the database.

The supported file extensions used in Tableau Desktop are:

• Tableau Workbook (TWB): contains all worksheets, story points, dashboards, etc.
• Tableau Data Source (TDS): contains connection information and metadata about your data source
• Tableau Data Extract (TDE): contains data that has been extracted from other data sources.
• Tableau Packaged Workbook (TWBX): contains a combination of the workbook, connection data, and metadata, and the data itself in the form of TDE.  It can be zipped and shared.
• Tableau Packaged Data Source (TDSX): contains a combination of different files.
• Tableau Bookmark (TBM): to earmark a specific worksheet.

The following data types are supported in Tableau:

Sets are custom fields created as a subset of the data in your Tableau desktop. Sets can be computed based on conditions or created manually based on the dimensions of the data source. 
For example, A set of customers that earned revenue more than some value. Now, set data may update dynamically based on the conditions applied. Learn More

Groups are created to visualize larger memberships using dimensions. Groups can create their own fields to categorize values in that specific dimension.

Tableau worksheets contain various named elements like columns, rows, marks, filters, pages, etc. which are called shelves. You can place fields on shelves to create visualizations, increase the level of detail, or add context to it.

Data blending is viewing and analyzing data from multiple sources in one place. Primary and secondary are two types of data sources that are involved in data blending.

Load testing in Tableau is done to understand the server’s capacity with respect to its environment, data, workload, and use. It is preferable to conduct load testing at least 3-4 times in a year because with every new user, upgrade, or content authoring, the usage, data, and workload change. 

Tabjolt was created by Tableau to conduct point-and-run load and performance testing specifically for Tableau servers. Tabjolt:

• Automates the process of user-specified loads
• Eliminates dependency on script development or script maintenance
• Scales linearly with an increase in the load by adding more nodes to the cluster

The limitations of using Tableau are:

• Not cost-effective: Tableau is not that cost-effective when we compare it well with the other available data visualization tools. In addition to this, it has software upgrades, proper deployment, maintenance, and also training people for using the tool.
• Not so secure: When it comes to data, everyone is extra cautious. Tableau focussed on security issues but fails to provide centralized data-level security. It pushes for row-level security and creates an account for every user which makes it more prone to security glitches.
• BI capabilities are not enough: Tableau lacks basic BI capabilities like large-scale reporting, building data tables, or creating static layouts. It has limited result-sharing capabilities, email notification configuration is limited to admins, and the vendor doesn’t support trigger-based notifications.

You can easily integrate interactive views from your Tableau Server or Tableau online onto webpages, blogs, web applications, or internet portals. But to have a look at the views, the permissions demand the viewer to create an account on the Tableau Server. To embed views, click the Share button on the top of the view and copy the embed code to paste it on the web page.

You can also customize the embedded code or Tableau Javascript APIs to embed views.

The maximum number of rows or columns is indefinite because even though Tableau contains petabytes of data, it intelligently uses only those rows and columns which you need to extract for your purpose.

Connection information is the details of data that you want to bring into Tableau. Before publishing it, you can create an extract of the same.

Published Data Source: It contains connection information that is independent of any workbook.

Embedded Data Source: It contains connection information which is connected to a workbook

DRIVE program methodology creates a structure around data analytics derived from enterprise deployments. The drive methodology is iterative in nature and includes agile methods that are faster and effective.

Add the ‘GroupBy’ clause to SQL queries or create a calculated field in the data window to group fields.

• Using groups in a calculation. You cannot reference ad-hoc groups in a calculation.
• Blend data using groups created in the secondary data source: Only calculated groups can be used in data blending if the group was created in the secondary data source.
• Use a group in another workbook. You can easily replicate a group in another workbook by copy and pasting a calculation.

While the two terms may sound similar, there is a difference in their meaning and use in Tableau:

While Join is used to combine two or more tables within the same data source.

Blending is used to combine data from multiple data sources such as Oracle, Excel, SQL server, etc.

In some cases, you can improve query performance by selecting the option to Assume Referential Integrity from the Data menu. When you use this option, Tableau will include the joined table in the query only if it is specifically referenced by fields in the view.

Calculated fields are created using formulas based on other fields. These fields do not exist but are created by you.

You can create these fields to:

• Segment data
• Convert the data type of a field, such as converting a string to a date.
• Aggregate data
• Filter results
• Calculate ratios

There are three main types of calculations that you can create:

• Basic Calculations: Transform values of the data fields at the source level
• Level of Detail (LOD) Expressions: Transform values of the data fields at the source level like basic calculations but with more granular access
• Table Calculations: Transform values of the data fields only at the visualization level

To create calculate fields:

In Tableau, navigate to Analysis>Create a calculated field. Input details in the calculation editor.
And, done!

You can see top five and bottom five sales with the help of these functions:

1. Drag ‘customer name’ to row and sales to the column.
2. Sort Sum(sales) in descending order.
3. Create a calculated field ‘Rank of Sales’.

Rank function is used to give positions (rank) to any measure in the data set. Tableau can rank measure in the following ways:

• Rank: The rank function in Tableau accepts two arguments: aggregated measure and ranking order (optional) with a default value of desc.
• Rank_dense: The rank_dense also accepts the two arguments: aggregated measure and ranking order. This assigns the same rank to the same values but doesn’t stop there and keeps incrementing with the other values. For instance, if you have values 10, 20, 20, 30, then ranks will be 1, 2, 2, 3.
• Rank_modified: The rank_modified assigns the same rank to similar values.
• Rank_unique: The rank_unique assigns a unique rank to each and every value. For example, If the values are 10, 20, 20, 30 then the assigned ranks will be 1,2,3,4 respectively.

Tableau is different than QlikView or IBM Cognos for various reasons:

• Tableau is an intuitive data visualization tool simplifying the story creation by simple drag and drop techniques. On the other hand, BI tools like QlikView or Cognos convert data into metadata to let the users explore data relations. If your presentation runs around presenting data in aesthetic visualizations then opt for Tableau. If not, and might need a full BI platform then go for Cognos/QlikView
• The ease of use or extracting data details is easier in Tableau than compared to extensive BI tools like Cognos. With Tableau, your team members, be it a guy from sales can easily read the data and give insights. But with Cognos, only members with extensive tool knowledge are appreciated and welcomed.

Tips to clear an interview

To clear interview for Tableau, follow these tips:

• Focus on the fundamentals: What is Tableau and its working. How calculations work or how a query is processed when visualization is created.
• Thoroughly know about Dimensions and Measures because that is one of the important concepts in Tableau.
• Get acquainted with the best practices of creating dashboards and visualizations and also discrete and continuous views.
• Explain why you like Tableau or how it differs from other similar tools like QlikView or IBM Cognos. Your interest in BI tools will put you ahead in the competition.
• What are the scenarios where you’ll use Live connection or Data extract in Tableau?
• How dashboards are deployed on the Server.
• What was the maximum amount of data you have handled in Tableau? If you are learning Tableau, while practicing, check the size of your visualization or the TDE file.
• Create some visualization stories for sample work.
• How you will take requirements before creating a dashboarding application.
• What was your development methodology: Waterfall or Agile?
• How much time it takes you to create a dashboard.

Important Resource

Tableau vs Power BI