By Hari Poluru. History. Heritage Company traces its roots to academic research in Stanford University’s Department of Computer Science between 1997 and 2002 Founded in Seatle 2003 Patended technology named VizQL Growing revenue ~$72M 2011 Started at Seattle Organization
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Easy to Use
One of the fundamental characteristics of Tableau is that it supports your choice of data architecture. Tableau does not require your data to be stored in any single system, proprietary or otherwise.
Tableau provides two modes for interacting with data: Live connection or In-memory. Users can switch between a live and in-memory connection as they choose
Tableau’s data connectors leverage your existing data infrastructure by sending dynamic SQL or MDX statements directly to the source database rather than importing all the data. This means that if you’ve invested in a fast, analytics-optimized database like Vertica, you can gain the benefits of that investment by connecting live to your data
Tableau offers a fast, in-memory Data Engine that is optimized for analytics. You can connect to your data and then, with one click, extract your data to bring it in-memory in Tableau. Tableau’s Data Engine fully utilizes your entire system to achieve fast query response on hundreds of millions of rows of data on commodity hardware.
Tableau server have its own Apache web server and it will configure automatically when the installation is processing.
Tableau authorization is handled by the following:
on certain objects in Tableau. A role is a set of permissions that administrators can use
as-is or customize.
Tableau Server Components
The work of Tableau Server is handled with the following server processes:
Application Server processes (wgserver.exe) handle browsing and permissions for the Tableau Server web and mobile interfaces
Once a view is opened, the client sends a request to the VizQL process (vizqlserver.exe). The VizQL process then sends queries directly to the data source, returning a result set that is rendered as images and presented to the user. Each VizQL Server has its own cache that can be shared across multiple users
The Tableau Data Server lets you centrally manage and store Tableau data sources. It also maintains metadata from Tableau Desktop
The backgrounder refreshes scheduled extracts and manages other background tasks
The Gateway is the primary Tableau Server that routes requests to other components. Requests that come in from the client first hit the gateway server and are routed to the appropriate process. If multiple processes are configured for any component, the Gateway will act as a load balancer and distribute the requests to the processes.
The diagram describes how tableau works between the client's web browser, web server(s) and Tableau Server.
Can create graphs, report, dashboard using Tableau Desktop and publish reports & dashboards to Tableau portal for business use. separated into three tiers:
Tableau desktop contains Data window, view cards, toolbar, worksheet, workspace controls, dimensions area, measures area, set, parameter, status bar, worksheet bar.
Workbooks and Sheets:
Worksheets - can contain worksheets and dashboards. A worksheet is where you build views of data by dragging and dropping fields onto shelves.
Workbooks – It contain one or more worksheets or dashboards and hold all of your work. It allow to organize, save, and share results.
Dashboard is a combination of several worksheets that can arrange for presentation or to monitor the data.
To start analyzing your data, connect Tableau desktop to data sources and data source can be as an Excel workbook, Teradata table, Oracle data warehouse. After connecting, the data fields become available in the Data window to create your reports. You can perform many actions with your data as below,
Select Data Connect to Data to connect to at least two data sources. The data sources are shown in a drop-down list at the of the Data window.
The Data window color codes the primary and secondary data sources with a colored bar down the left side.
Relationships are automatically created based on field names, however, you can define custom relationships by selecting Data > Relationships. In the Relationships dialog box, select the primary data source in the drop-down at the top of the dialog box. Then select the secondary data source. Any automatic relationships are shown or you can select Custom and then click Add to relate fields from each data source.
Total revenue = no. of units sold x price per unit
Right click on the dimension / measure pane and select calculated field. Tableau validates expressions automatically.
Basic Crosstab layout
Right click a dimension and select “Create Group”.