3/27/2023 0 Comments Tableau reader 9![]() With competitors such as Microsoft and Qlik offering free options, it can be difficult to justify buying Tableau analysis capabilities for a whole company, although some companies have done exactly that. Price can also be an issue for Tableau customers. ![]() Some organizations that have adopted Tableau find they have to buy and maintain a second BI product for these needs, either because they find Tableau’s data preparation inadequate for scheduled automatic reports, or because they want a product that can do more sophisticated statistical analyses on a routine basis, and alert management appropriately when guidelines have not been met. Tableau does a great job of self-service reporting and analysis, but doesn’t always meet the needs of IT departments for production line-of-business reports. Reporting is an area where some organizations find Tableau lacking. Learning the finer points will take some time and patience, however. ![]() Overall it’s not hard to learn Tableau at a basic level. Tableau makes deep statistics available without writing code, though you can do even better if you do write code, especially R code. Tableau’s maps, dashboards, and stories help the analyst explain the logic leading to a conclusion, and parameterized displays controlled by widgets allow the viewer to play along. It also gives the analyst easy ways to display multiple dimensions and measures. Tableau’s selection of chart types is very good, and it provides excellent control over chart appearance. Importing data is easy, as are data cleaning, inline data transformations, and construction of data joins. Tableau 9.0 has an excellent assortment of data sources ranging from Excel, text, and statistical files to database servers, cloud data warehouses, various flavors of Hadoop, and systems of record such as Salesforce. Once I knew that, I found at least three ways to create a Quick Filter, including the context menu item you can see in Figure 3. When those don’t apply, poking around Tableau can feel a little like playing a Nancy Drew game.Ĭase in point: It took me what felt like forever to discover that the interactive control over which subset of the data you display in a worksheet is called a Quick Filter. While it’s very easy to learn the superficial stuff in Tableau and many people can become productive with it in half an hour, it’s harder to learn features that are beneath the surface unless you happen to have seen them in a training video or know their names so that you can search the help. All versions of Tableau are available as free trials. Tableau supplies sample data, videos, quick starts, live classes, and webinars to help people get up to speed on the product. For example, you might not want Tableau Reader users to be able to drill down to personal identities. When creating the packaged workbook, you can control how much can be done with it from Tableau Reader. ![]() If you want to share analyses privately but don’t have access to Tableau Server or Tableau Online, you can export a “packaged” workbook from Tableau Desktop, send it to your colleagues, and have them open it with the free Tableau Reader. Tableau Online is a hosted version of Tableau Server. ![]() It runs on Windows, has an administration system to control sharing, and can work with all the same data sources as Tableau Desktop. Tableau Server is a private version of the system you used. (Publishing Tableau Public analyses used to be restricted to press.) That version of the app can only save analyses to the Tableau Public server. Anyone can sign up for Tableau Public for free and download the Tableau Public app for Windows or Mac to create other analyses. You’ve been viewing Tableau stories on Tableau Public, which as you’ve seen displays the analyses in a browser. Another good example of a story is Mapping the 1854 Cholera Outbreak, which reproduces in Tableau how John Snow manually analyzed the Soho, London, outbreak isolated a particular source of bad water as the source of the disease proved that cholera is water-borne and ended the epidemic by shutting down one contaminated water pump. Stories, as you saw, combine multiple dashboards and/or worksheets into a narrative that illustrates a point of analysis. Dashboards can contain an arrangement of multiple worksheets, and you can create actions for one worksheet that affect other worksheets in the dashboard, making it easy to, for example, see the data for a particular city over time, as in the “See what’s happening in your home town” dashboard of the CNBC Recovery Watch story I mentioned earlier. Tableau organizes your analyses into worksheets, dashboards, and stories. ![]()
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