LABORATORY MANUAL

SKILL DEVELOPMENT COURSE (DATA

VISUALIZATION-R PROGRAMING/POWER BI)
(Course Code: DVRPL)

(R24 Regulations)

For

[Link]
(Computer Science and Engineering)
II Year I semester

DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING

MALLA REDDY COLLEGE OF ENGINEERING FOR WOMEN

(Approved by AICTE New Delhi and Affiliated to JNTUH)
([Link] Programs CSE & ECE Accredited by NBA)
Maisammaguda, Medchal (Dist), Hyderabad -500100, Telangana.
Tel: 9346118802 E-Mail: [Link]@[Link],
[Link]
 LAB EXPERIMENTS

1. Introduction to various Data Visualization tools.

Understanding Data, What is data, where to find data, Foundations for
Building Data Visualizations, Creating Your First visualization?

2. Getting started with Tableau Software using Data file formats,

connecting your Data to Tableau, Creating basic charts (line, bar charts,
Tree maps),Using the Show me panel.

3. Tableau Calculations, Overview of SUM, AVR, and Aggregate features,

Creating custom calculations and fields.

4. Applying new data calculations to your visualizations, Formatting

Visualizations, Formatting Tools and Menus, Formatting specific parts of
the view.

5. Editing and Formatting Axes, Manipulating Data in Tableau data,

Pivoting Tableau data.

6. Structuring your data, Sorting and filtering Tableau data, Pivoting

Tableau data.

7. Advanced Visualization Tools: Using Filters, Using the Detail panel,

using the Size panels, Customizing filters, Using and customizing tooltips,
formatting your data with colors.

8. Creating Dashboards & Storytelling, creating your first dashboard

and Story, Design for different displays, adding interactivity to your
Dashboard, Distributing & Publishing your Visualization.

9. Tableau file types, publishing to Tableau Online, Sharing your

visualizations, printing, and Exporting.

10. Creating custom charts, cyclical data and circular area charts, Dual
Axis charts.
 1. Aim: Understanding Data, What is data, where to find
data, Foundations for building Data Visualizations,
Creating Your First visualization?
Solution:

Understanding Data:
A company such as Google will track the number of searches made in
each country, and what types of keyword searches are being made, so that
companies, government agencies, and other organizations can stay attuned to
trends and patterns of the general public.

where to find data :

This requires the company to collect “big data” and synthesize it into
information. Google can use data visualization to portray significant insights—
like a heat map to illustrate regions where individuals search for mental health
assistance. Data visualization helps big data professionals tell a story with data,
turning spreadsheets of numbers into stunning graphs and charts.

Foundations for building Data Visualizations:

Data visualization is the graphical representation of information and

data. By using visual elements like charts, graphs, and maps, data
visualization tools provide an accessible way to see and understand trends,
outliers, and patterns in data. Additionally, it provides an excellent way for
employees or business owners to present data to non-technical audiences
without confusion.

Creating Your First visualization:

Tableau is a data analytics and visualization tool. It’s the leading (33%
market share followed by Power-BI) data analytics and visualization tool in the
market. Tableau comes with a very easy drag-drop interface which makes it
easy to learn and you can work on almost every type of data in Tableau.
This makes it an excellent choice for data analysts.

Tableau Desktop is a program that allows you to execute complicated

data analysis tasks and generate dynamic, interactive representations to
explain the results. Tableau also lets you share your analysis and
visualizations with the rest of your company, allowing everyone from coworkers
to top management to look into the data that matters to them.
Load Data in Tableau contains an excel, Now we have an excel file and Tableau
installed let’s load the data set into Tableau. Tableau also gives us some
flexibility to create new columns, rename, split, edit alias, join tables, some
preprocessing before loading the data into Tableau. The below image will
demonstrate to you how to load data and perform some preprocessing.

Connect Tableau to the data file:

1. To open the application, click the Tableau icon on your desktop (or in
your Start menu).
2. In the Connect panel at the left side of the Start page, click the Excel link
under the “To a File” heading to the open file selection option.
3. Using the file selection box, select the Excel worksheet that you want to
open, and then click the Open button to continue
4. Select the Orders sheet from the navigation menu on the left and drag it
onto the Drag Sheets Here area, as shown in the above gif.
5. After loading we can perform data cleaning, data preprocessing, feature
extraction to some extent.
Creating Visuals in Tableau
Data Analytics in Tableau:
In the Analytics tab, we have several analytical tools like forecasting,
clustering, trend line, Average line, constant line, etc. let’s see in action.
2. Aim: Getting started with Tableau Software using
Data file formats, connecting your Data to Tableau,
creating basic charts(line, bar charts, Tree maps),Using
the Show me panel.

Solution:

Building Line Charts:

Line charts connect individual data points in a view. They provide a simple way
to visualize a sequence of values and are useful when you want to see trends
over time, or to forecast future values. For more information about the line
mark type, see Line mark.

Note: In views that use the line mark type, you can use the Path property in
the Marks card to change the type of line mark (linear, step, or jump), or to
encode data by connecting marks using a particular drawing order. For details,
see Path properties in the Control the Appearance of Marks in the View

To create a view that displays the sum of sales and the sum of profit for all
years, and then uses forecasting to determine a trend, follow these steps:

1. Connect to the Sample - Superstore data source.

2. Drag the Order Date dimension to Columns.
Tableau aggregates the date by year, and creates column headers.
3. Drag the Sales measure to Rows.
Tableau aggregates Sales as SUM and displays a simple line chart.
4. Drag the Profit measure to Rows and drop it to the right of
the Sales measure.
Tableau creates separate axes along the left margin for Sales and Profit.
Notice that the scale of the two axes is different—the Sales axis scales from $0
to $700,000, whereas the Profit axis scales from $0 to $100,000. This can
make it hard to see that sales values are much greater than profit values.

When you are displaying multiple measures in a line chart, you can align or
merge axes to make it easier for users to compare values.

5. Drag the SUM(Profit) field from Rows to the Sales axis to create a
blended axis. The two pale green parallel bars indicate that Profit and
Sales will use a blended axis when you release the mouse button.
The view updates to look like this:

The view is rather sparse because we are looking at a summation of values on a

per-year basis.

6. Click the drop-down arrow in the Year(Order Date) field on

the Columns shelf and select Month in the lower part of the context menu
to see a continuous range of values over the four-year period.

The resulting view is a lot more detailed than the original view:
Notice that the values seem to go much higher just before the end of each year.
A pattern like that is known as seasonality. If we turn on the forecasting
feature in the view, we can see whether we should expect that the apparent
seasonal trend will continue in the future.

7. To add a forecast, in the Analytics pane, drag the Forecast model to the
view, and then drop it on Forecast.

We then see that, according to Tableau forecasting, the seasonal trend does
continue into the future:
Build a Bar Chart:
A bar chart uses the Bar mark type. Tableau selects this mark type when the
data view matches one of the two field arrangements shown below.

Note: At the end of the procedure is an extra step you can take to display totals
at the tops of the bars.

Creates Horizontal Bars

Creates Vertical Bars

To create a bar chart that displays total sales over a four-year period, follow
these steps:

1. Connect to the Sample - Superstore data source.

 2. Drag the Order Date dimension to Columns and drag the Sales measure
to Rows.

Notice that the data is aggregated by year and column headers appear. The Sales
measure is aggregated as a sum and an axis is created, while the column
headers move to the bottom of the view. Tableau uses Line as the mark type
because you added the date dimension.

3. On the Marks card, select Bar from the drop-down list.

 The view changes to a bar chart.

The marks (which are bars in this case) are vertical because the axis is vertical.
The length of each mark represents the sum of the sales for that year. The
actual numbers you see here might not match the numbers you see—the
sample data changes from time to time.
4. Drag the Ship Mode dimension to Color on the Marks card.

The view shows how different shipping modes have contributed to total
sales over time. The ratios look consistent from year to year.

5. Drag the Region dimension to Rows, and drop it to the left of Sales to
produce multiple axes for sales by region.
6. To view data in the West region only, you can filter out the other regions. To
do this, drag the Region dimension again, this time from the Data pane to
the Filters shelf.
7. In the Filter [Region] dialog box, clear the Central, East, and South check
boxes, and then click OK.

Build a Treemap:

Use treemaps to display data in nested rectangles. You use dimensions to

define the structure of the treemap, and measures to define the size or color of
the individual rectangles. Treemaps are a relatively simple data visualization
that can provide insight in a visually attractive format.

The basic building blocks for a treemap are as follows:

Mark type: Automatic or Square

Color: Dimension or Measure
Size Measure
Label or Detail: Dimension(s)
To create a treemap that shows aggregated sales totals across a range of
product categories, follow the steps below.
1. Connect to the Sample - Superstore data source.
2. Drag the Sub-Category dimension to Columns.
A horizontal axis appears, which shows product categories.
3. Drag the Sales measure to Rows.
Tableau aggregates the measure as a sum and creates a vertical axis.
Tableau displays a bar chart—the default chart type when there is a
dimension on the Columns shelf and a measure on the Rows shelf.
 4. Click Show Me on the toolbar, then select the treemap chart type.

Tableau displays the following treemap:

5. Drag the Ship Mode dimension to Color on the Marks card. In the resulting
view, Ship Mode determines the color of the rectangles—and sorts them
into four separate areas accordingly. Sales determines the size of the
rectangles:

6. Try another option to modify the treemap: click the Undo button to
remove Ship Mode from view.

7. Drag the Profit measure to Color on the Marks card.

Now Profit determines the color of the rectangles, and Sales determines
their size:
With treemaps, Size and Color are the crucial elements. You can place
measures on Size and Color, but placing a measure anywhere else has no
effect. Treemaps can accommodate any number of dimensions, including
one or even two on Color. But beyond that, adding dimensions only breaks
the map into an ever greater number of smaller rectangles. For information
on how to place two dimensions on Color in a treemap
3. Aim: Tableau Calculations, Overview of SUM, AVR,
and Aggregate features, Creating custom calculations
and fields
.
Solution:

Sometimes data source does not contain a field (or column) that you
need for your analysis. For example, your data source might contain fields with
values for Sales and Profit, but not for Profit Ratio. If this is the case, you can
create a calculated field for Profit Ratio using data from the Sales and Profit
fields.

Creation a simple calculated field using an example:

Step 1: Create the calculated field
1. In a worksheet in Tableau, select Analysis > Create Calculated Field.

2. In the Calculation Editor that opens, give the calculated field a name.

In this example, the calculated field is called Profit Ratio.

Step 2: Enter a formula

1. In the Calculation Editor, enter a formula.
This example uses the following formula:
SUM([Profit])/SUM([Sales])
Formulas use a combination of functions, fields, and operators. To learn
more about creating formulas in Tableau, see Formatting Calculations in
Tableau(Link opens in a new window) and Functions in Tableau(Link
opens in a new window).

2. When finished, click OK.

The new calculated field is added to the Data pane. If the new field
computes quantitative data, it is added to Measures. If it computes
qualitative data, it is added to Dimensions
4. Aim: Applying new data calculations to your
visualizations, Formatting Visualizations, Formatting
Tools and Menus, Formatting specific parts of the view.

On running Tableau desktop, you get the menu at the top which shows all the
commands we can navigate. Let’s open a blank workbook and go through the
various important features under each menu.

Menu Commands
On closing the getting started window, you get the main interface with all the
available Menu commands. They represent the entire set of features
available in Tableau. Various sections of the menu are shown in the following
diagram. Next, you can see some details of each menu.

File Menu
This menu is used to create a new Tableau workbook and open existing
workbooks from both the local system and Tableau server. The important
features in this menu are
–
 Workbook Locale sets the language to be used in the report.
 Paste Sheets pastes a sheet into the current workbook, which is
copied from another workbook.
 Export Packaged Workbook option is used to create a packaged
workbook, which will be shared with other users.
 Data Menu
This menu is used to create new data source to fetch the data for
analysis and visualization. It also allows you to replace or upgrade the
existing data source.
The important features in this menu are as follows −
 New Data Source allows to view all the types of connections available
and choose from it.
 Refresh All Extracts refreshes the data from the source.
 Edit Relationships option defines the fields in more than one data
source for linking.

Worksheet Menu
This menu is used to create a new worksheet along with various display
features such as showing the title and captions, etc.
The important features in this menu are as follows −
  Show Summary allows to view the summary of the data used in the
worksheet such as, count, etc.
 Tooltip shows the tooltip when hovering above various data fields.
 Run Update option updates the worksheet data or filters used.

Dashboard Menu
This menu is used to create a new dashboard along with various display
features, such as showing the title and exporting the image, etc.
The important features in this menu are as follows −
 Format sets the layout in terms of colors and sections of the dashboard.
 Actions link the dashboard sheets to external URLs or other sheets.
 Export Image option exports an image of the Dashboard.
 Story Menu
This menu is used to create a new story which has many sheets or dashboards
with related data.
The important features in this menu are as follows −
 Format sets the layout in terms of colors and sections of the story.
 Run Update updates the story with the latest data from the source.
 Export Image option exports an image of the story.

Analysis Menu
This menu is used for analyzing the data present in the sheet. Tableau provides
many outof-the-box features, such as calculating the percentage and
performing a forecast, etc.
The important features in this menu are as follows −
 Forecast shows a forecast based on available data.
 Trend Lines shows the trend line for a series of data.
 Create Calculated Field option creates additional fields based on
certain calculation on the existing fields.

Map Menu
This menu is used for building map views in Tableau. You can assign
geographic roles to fields in your data.
The important features in this menu are as follows −
 Map Layers hides and shows map layers, such as street names,
country borders, and adds data layers.
 Geocoding creates new geographic roles and assigns them to the
geographic fields in your data.
 Format Menu
This menu is used for applying the various formatting options to enhance the
look and feel of the dashboards created. It provides features such as borders,
colors, alignment of text, etc.
The important features in this menu are as follows −
 Borders applies borders to the fields displayed in the report.
 Title & Caption assigns a title and caption to the reports.
 Cell Size customizes the size of the cells displaying the data.
 Workbook Theme applies a theme to the entire workbook.

Server Menu
Server Menu is used to login to the Tableau server if you have access, and
publish your results to be used by others. It is also used to access the
workbooks published by others.
The important features in this menu are as follows −
 Publish Workbook publishes the workbook in the server to be used by others.
 Publish Data Source publishes the source data used in the workbook.
  Create User Filters creates filters on the worksheet to be applied by
various users while accessing the report.

Tableau has a very wide variety of formatting options to change the appearance
of the visualizations created. You can modify nearly every aspect such as
font, color, size, layout, etc. You can format both the content and containers
like tables, labels of axes, and workbook theme, etc.
The following diagram shows the Format Menu which lists the options. In this
chapter, you will touch upon some of the frequently used formatting options.
Formatting the Axes
You can create a simple bar chart by dragging and dropping the dimension
Sub- Category into the Columns Shelf and the measure Profit into the Rows
shelf. Click the vertical axis and highlight it. Then right-click and choose
format.

Change the Font

Click the font drop-down in the Format bar, which appears on the left.
Choose the font type as Arial and size as 8pt. as shown in the following
screenshot.
Change the Shade and Alignment
You can also change the orientation of the values in the axes as well as
the shading color as shown in the following screenshot.
Format Borders
Consider a crosstab chart with Sub-Category in the Columns shelf and State
in the Rows shelf. Now, you can change the borders of the crosstab table
created by using the formatting options. Right-click on crosstab chart and
choose Format.
The Format Borders appear in the left pane. Choose the options as shown in
the following screenshot.
[Link]: Editing and Formatting Axes, Manipulating Data
in Tableau data, Pivoting Tableau data.
Formatting the Axes
You can create a simple bar chart by dragging and dropping the dimension
Sub-Category into the Columns Shelf and the measure Profit into the Rows
shelf. Click the vertical axis and highlight it. Then right-click and choose
format.

Pivot Your Data:

Sometimes analyzing data from a spreadsheet or crosstab format can be
difficult in Tableau. Tableau prefers data to be "tall" instead of "wide", which
means that you often have to pivot your data from columns to rows so that
Tableau can evaluate it properly.
Use one of the following options when pivoting your data:
 Pivot columns to rows
 Use wildcard search to instantly pivot fields based on a pattern match
(Tableau Prep Builder version 2019.1.1 and later and on the web).
 Pivot rows to columns (Tableau Prep Builder version 2019.1.1 and later
and on the web).

Use this pivot option to go from wide data to tall data. Pivot from columns to
rows on one or more groups of fields. Select the fields that you want to work
with and pivot the data from columns to rows.

1. Connect to your data source.

 2. Drag the table that you want to pivot to the Flow pane.
3. Do one of the following:
o Tableau Prep Builder Version 2019.4.2 and later and on the
web: In the Profile pane, select the fields that you want to pivot,
then right-click or Ctrl-click (MacOS) and select Pivot Columns to
Rows from the menu. If using this option, skip to step 7.
o All versions: Click the plus icon, and select Add Pivot from the
context menu.
Select Fields (Tableau Prep Builder version 2019.4.2 and later and on the web)

4. (Optional) In the Fields pane, enter a value in the Search field to search
the field list for fields to pivot.
5. (Optional) Select the Automatically rename pivoted fields and
values check box to enable Tableau Prep to rename the new pivoted
fields using common values in the data. If no common values are found, the
default name is used.
6. Select one or more fields from the left pane, and drag them to the Pivot1
Values column in the Pivoted Fields pane.
7. (Optional) In the Pivoted Fields pane, click the plus icon to add more
columns to pivot on, then repeat the previous step to select more fields to
pivot. Your results appear immediately in both the Pivot Results pane
and the data grid.
8. If you didn't enable the default naming option or if Tableau Prep
couldn't automatically detect a name, edit the names of the fields. You
can also edit the names of the original fields in this pane to best describe
the data.
9. (Optional) Rename the new Pivot step to keep track of your changes. For
example "Pivot months".
10. To refresh your pivot data when data changes, run your flow. If new
fields are added to your data source that need to be added to the pivot,
manually add them to the pivot.
Example: Pivoting on multiple fields
This example shows a spreadsheet for pharmaceutical sales, taxes and
totals by month and year.
6. Aim:Structuring your data, Sorting and filtering
Tableau data, Pivoting Tableau data.

Solution:

Filter and Sort Data in the View

There are various ways you can filter and sort data in Tableau visualizations.
Read the following articles for information on how to filter data from your
visualizations and across multiple worksheets and data sources, sort data in the
visualization, create nested sorts, and more.

Sort Data in a Visualization

There are many ways to sort data in Tableau. When viewing a visualization,
data can be sorted using single click options from an axis, header, or field label.
In the authoring environment, additional sorting options include sorting
manually in headers and legends, using the toolbar sort icons, or sorting from
the sort menu.

Quickly sort from an axis, header, or field label

There are multiple ways to sort a visualization with single click sort buttons.

In all cases, one click sorts ascending, two clicks sorts descending, and
three clicks clear the sort.
Sort icons displayed on an axis (Metric A), header (Light Green) or field label (Hue)

The sort updates if the underlying data changes.

Sort from an axis

1. Hover over a numerical axis to bring up the sort icon.

2. Click the icon to sort.

In this example, the sort is applied to Color (sorting the rows) based on the values
 for Metric A. If there are hierarchical dimensions like above, the sort is applied
to the innermost dimension. In this example, Color will sort inside Hue. Dark
magenta can't sort to the top of the viz because it must stay inside the pane for
the Purple hue.

Sort from a header

1. Hover over a header to bring up the sort icon.

2. Click the icon to sort.

Sort: Materials are arranged in decreasing order of Metric B for Green.

In this example, the sort is applied to Material (sorting the order of the
columns— Paint, Fabric, and Paper) based on the values for Green, since
that header was used for the sort.

Sort from a field label

1. Hover over a field label to bring up the sort icon.

The sort icon for a field label is slightly different from a header or
axis. The default option is alphabetical sorting, but there’s also a
menu where you can choose to sort by a field in the view.

2. Click the A-Z icon to sort

alphabetically. Or, click the menu to select a field to sort by. The
icon switches to the bar icon and you can click to sort.
 Drag dimensions, measures, and date fields to the Filters shelf

Another way to create a filter is to drag a field directly from the Data pane to
the Filters shelf.
 7. Aim: Advanced Visualization Tools: Using Filters,
Using the Detail panel, using the Size
panels,customizing filters, Using and Customizing
tooltips, Formatting your data with colors.

Solution:

Size and Lay Out Your Dashboard

After you create a dashboard, you might need to resize and reorganize it to
work better for your users.

Dashboard size options

Fixed size (default): The dashboard remains the same size,

regardless of the size of the window used to display it. If the dashboard is
larger than the window, it becomes scrollable. You can pick from a preset size
or specify a custom size.

Fixed size dashboards let you specify the exact location and position of the
content on the dashboard, which can be useful if there are floating objects.

Range: The dashboard scales between minimum

and maximum sizes that you specify. If the window used to display the
dashboard is smaller than the minimum size, scroll bars are displayed. If it's
larger than the maximum size, white space is displayed.

Use this setting when you're designing for two different display sizes that need
the same content and have similar shapes—such as small- and medium-sized
browser windows. Range also works well for mobile dashboards with vertical
layouts, where the width may change to account for different mobile device
widths, but the height is fixed to allow for vertical scrolling.
 Automatic: The dashboard automatically resizes to fill the
window used to display it.

Use this setting if you want Tableau to take care of any resizing. For best
results, use a tiled (rather than floating) dashboard layout. Automatic sizing
can lead to unpredictable results on different screens, so use this setting with
caution if you don't know where the dashboard will be consumed.

Dashboards with variable sizes need to be freshly rendered for every browser
request which can have a performance impact.

Set overall dashboard size

 Under Size on the Dashboard pane, select the dashboard's dimensions

(such as Desktop Browser) or sizing behavior (such as Fixed size).

Group items using layout containers

Layout containers let you group related dashboard items together so you can
quickly position them. As you change the size and placement of items inside a
container, other container items automatically adjust. Layout containers can
also be used for formatting.
Layout container types
A horizontal layout container resizes the width of the views and objects it
contains; a vertical layout container adjusts height.

Horizontal layout container

The two views below are arranged in a horizontal layout container.

Vertical layout container

The three views below are stacked in a vertical layout container.

Add a layout container

1. Under Objects on the Dashboard pane, select Horizontal or Vertical.

 2. Drag the container to the dashboard.

Add views and objects to the layout container.

8. Aim: Creating Dashboards & Storytelling,
creating your first dashboard and Story, Design for
different displays, adding interactivity to your
Dashboard, Distributing & Publishing your
Visualization.

Create a Dashboard
To create a new dashboard click on the icon given on the bottom bar for
showing the text ” New Dashboard”. When your dashboard appears, you can
see all the worksheets you have created on a side panel.
In a dashboard, you have an option to change the view of the dashboard. It can
be a default or a phone view. I don’t like the current half view of my dashboard,
to change this, click on the size drop-down and select automatically. It may
seem a small thing but trust, it can break your entire dashboard experience.
Now just drag and drop all the sheets from the sidebar to the dashboard. Here,
you have your first dashboard.

Still, there are some small things that you can work with, As I don’t like the
space we left on the right due to the legends. We can utilize that space
creatively. Tableau allows us to either completely remove these legends or
move them somewhere else by making them [Link] remove the sales
legend as it’s not contributing anything to the dashboard, click on the cross
icon and it will be gone. For others, click on the legend and then to the arrow
and select
floating as shown below. Now you can drag and drop it anywhere you want
on the dashboard.

Similarly, you can move the Year of order date to the respective
visualization. So we have our superstore sales number ready for the
leadership to infer and plan accordingly. Here is the final dashboard.

End Notes
So that’s all about the dashboard in the tableau in this article. You can make
your dashboards more interactive using parameters. The parameter is an
interesting concept in Tableau that gives more power in the hands of the user
and makes the visualization dynamic.
9. Aim: Tableau file types, publishing to Tableau
Online, Sharing your visualizations, printing, and
Exporting.

Publish Data Sources and Workbooks

You can share your work with the rest of your team by publishing it to Tableau
Server or Tableau Cloud. After it’s published, you and your team can access it
through your web browser or the Tableau mobile app. Publishing data sources
can also help you to centralize data management

Publish your workbook

1. With the workbook open in Tableau Desktop, click the Share button in
the toolbar.

If you aren’t already signed in to Tableau Server or Tableau Cloud, do so

now. If you don’t have a site yet, you can create one on Tableau Cloud.

2. In the Publish Workbook dialog box, select the project to publish to.

3. Name the workbook according to whether you’re creating a new one

or publishing over an existing one.

4. Under Data Sources, select Edit. For Authentication, select Allow

refresh access or Embed password.

For some data connections, only one authentication option appears.

If None shows, leave it set to that.
 [Link] Publish.

If this is your first time publishing a workbook, test it on the server and
work out any glitches before letting other users know the workbook is
available.

Share your findings

Use Tableau Public

Your story was a hit. You're going to publish it to Tableau Public so that your
team can view it online.

1. Select Server > Tableau Public > Save to Tableau Public.

2. Enter your Tableau Public credentials in the dialog box.

2. If you don't have a
Tableau Public profile, click Create one now for free and follow the prompts.

3. If you see this dialog box, open the Data Source page. Then in the top-
right corner, change the Connection type from Live to Extract.

4. For the
second (and last) time, select Server > Tableau Public > Save to Tableau
Public.

5. When your browser opens, review your embedded story. It will look like
this:
6.
Click Edit Details to update the title of your viz, add a description, and
more.

7. Click Save.

Your story is now live on the web.

8. To share with colleagues, click Share at the bottom of your viz.

9. How do you want to share your story?

a. Embed on your website: Copy the Embed Code and paste it in

your web page HTML.

b. Send a link: Copy the Link and send the link to your colleagues.

c. Send an email using your default email client by clicking the email
icon.

d. Share on Twitter or Facebook by clicking the appropriate icon.

 10. Aim: Creating custom charts, cyclical data and
circular area charts, Dual Axis charts.

Tableau Cycle Fields

Tableau Cycle Fields will cycle / rotate dimensions on the current worksheet. The
best way to describe this is to do it by example. You can download
“Supermarket” transaction Excel file and use Tableau to connect to this file in
order to simulate what i will teach you in this article. You need to do the
following steps to connect to Supermarket transactions Excel file.

Your screen should look like the following screenshot:

Then, let’s start creating a simple visualization:

1. Click on “Sheet”
2. Then, Drag “Marital Status” to the “Rows Shelf”
3. Then, Drag “Gender” to the “Rows Shelf”
4. After that, Drag “Annual Income” to the “Rows Shelf”
5. Finally, Drag “Revenue” to the “Rows Shelf”
The following figure explain those steps in more details

Note: Cycle Fields will be disabled till you have more than 1 dimension in your
visualization. You need at least 2 dimensions inorder to use Cycle fields in Tableau.

Note that the dimensions order is: Marital Status – Gender – Annual Income.
Now, try to select “Cycle Fields” from “Analysis” menu. Note that the order
changed to: Annual Income – Gender – Marital Status. Click Again on “Cycle
Fields” and the order will change to: Annual Income – Marital status – Gender.
Area Chart:

An area chart is a line chart where the area between the line and the axis are
shaded with a color. These charts are typically used to represent accumulated
totals over time and are the conventional way to display stacked lines. Follow
the steps below to create an area chart.

The basic building blocks for an area chart are as follows:

Mark type: Area

Columns shelf: Dimension
Rows shelf: Measure
Color: Dimension

To create an area chart, follow the steps below:

1. Open Tableau Desktop and connect to the Sample - Superstore data
source.
2. Navigate to a new worksheet.
3. From the Data pane, drag Order Date to the Columns shelf.
4. On the Columns shelf, right-click YEAR(Order Date) and select Month.

5. From the Data pane, drag Quantity to the Rows shelf.

6. From the Date pane, drag Ship Mode to Color on the Marks card.
7. On the Marks card, click the Mark Type drop-down and select Area.
The visualization updates to the following:

Dual Axis Charts :

A dual axis chart is used to present the relationship between two variables.
More specifically, these charts are useful for demonstrating the relationship
between two or more measures with different amplitude and scale. The dual
axis charts help in presenting plenty of information in the limited space
present on your dashboard and also allows you to understand the trends, you
may have missed otherwise.

For example, in our US Super Store dataset, we have the Profit and Sales
measures. These two measures have different magnitude and scale. Let’s
directly dive into the implementation in a stepwise manner.

Here, for our visualization, we are going to use three attributes Sub-Category
from the dimensions and two measures i.e. Profit and Sales.

Open a new worksheet and add the Sub-category from the dimension pane to
the Columns shelf.
Now pick Sales from the Measures pane and drop in the Row shelf below
the Sub-Category. Similarly, Select Profit measure and drop next to the
Sales in Row shelf. After this step, your visualization will look as shown in
the image below

Here we have two charts present on multiple axes. The next step is to
convert these two different charts into a dual axis chart. For this click on
the triangle present on the profit pill in the rows shelf.
Hereafter, you will have a drop-down menu just select the Dual axis
option from that.

Once you select the Dual axis boom! your visualization changes
completely. Like this
Although you have a dual axis visualization, they are on different scales.
Now there is a need to bring both measures on the same scale using
synchronize axis. For this right-click on any axis Profit or Sales and select
synchronize axis from the menu. As shown in the following image.

Here is the result you have your Dual axis chart with synchronized axes.
To make it more interesting you can further play around with it. Like
changing the shape of Sales from Automatic to bar in the markets card or
changing the respective colors, adding borders.

Similarly, you can go to Profit and change its shape to a line. Your final
visualization will look like this. Interesting right!

EndNote
To summarize, in this article we learn how to create a dual axis chart, put
together multiple measures, and visualize the insights hidden deeper in the
data. A Tableau is an exciting tool that allows users to apply their creativity
and play around with magnificent visualizations.