Tableau Concepts

1. Types of data

1) Qualitative(Categorical)
2) Quantitative → Discrete, Continuous

When users connect to Tableau, the data fields in their data set are automatically assigned a type and a role.

• Role: Dimension, Measure
• Type: String, Number, Geographic, Boolean, Date, Date and Time

how to change the data type for a field in the view

• Right click the field in the Data pane - Change Data Type - Choose the appropriate data type

2. My Tableau Repository

• 위치: Documents(Mac) 또는 My Documents(Windows)
• 폴더: Datasources, Logs, Shapes, Workbooks 등
• 기본 위치 변경: File → Repository Location → choosing a new location
• to set up a custom color palette → Preferences.tps in My Tableau Repository

3. Dimensions and Measures

• 차원과 측정값 변경 가능
• Green → continuous, Blue → discrete
• Dimensions can only create header. Measures will create header and axis both.
• We cannot drop a measure in front/left of a dimension.

1) Dimensions

• qualitative data → Dimensions → header
• dimensions affect the level of detail in the view(granularity)
• 날짜 형식은 보통 차원으로 인식됨
• Bins can be created on dimensions
  (Bin is a user-defined grouping of numerical data in the data source)

2) Measures

• numeric data → Measures → axis
• Measures can be aggregated
  sum, avg, median, cnt, minimum, maximum, percentile, variance, standard deviation
• The type of aggregation will vary depending on the type of view.
• Data Aggregation in Tableau
  If you decide you want to see all of the marks in the view at the most detailed level of granularity, you can disaggregate the view.
• It is possible to use measures in the same view multiple times.
• Geocoding is used in Tableau to automatically categorize geographical data based on names.
• 16 decimal points(소수점) are supported by tableau

4. Auto-generated fields

• Measure Names → qualitative data
• Measure Values → numeric data
• Latitude
• Longitude
• Number of Records

5. Group by folders

• Group by Folder
  같은 폴더에 넣을 필드 선택 후 마우스 우클릭 → Folders → Create Folder (또는 Add to Folder)
• Group by Data Source Table

6. Default Properties

• 필드 선택 후 마우스 우클릭 → Default Properties
  1) Measures → Comment, Color, Number Format, Aggregation, Total using 등
  2) Dimensions → Comment, Color, Shape, Sort

7. Tableau Support

• Using the support option on the Tableau website

The start page in tableau desktop

• Connect
• Open
• Discover