Tableau – Business intelligence

Dashboard Button navigation – Tableau

September 26, 2019UtsavLeave a comment

Objective : To do navigation to sheet or dashboard we can use Dashboard “Button” object

Step-1 Connect data source

Step-2 Create Dashboards to navigate between dashboards

Step-3 Drag “Button” object to Dashboard

Step-4 After drag “Button” object to dashboard ,click on “Button” object pill and click on “Edit Button” as per below screenshot.

Step-5 After click on “Edit Button” , you can see below window with various options.

Navigate to – You can select Dashboard Name Or Sheet
Button Style – You can select Image Button Or Text Button
Image – You can set Image
Format – You can set Border and Background
Tooltip – You can set tooltip on button

After set all options click on “Apply” then “OK” button

Step-6 After set above options ,Click on “Button” object now you can navigate to respected dashboard which you selected from option “Navigate to”

Viz on Tooltip

September 25, 2019September 26, 2019UtsavLeave a comment

Step-1 Connect data source

Step-2 Create sample chart.

Step-3 Go to chart where you want to show viz on tool-tip , Click on “Tool-tip” button then you will see window like below screenshot ,Click on “Insert” Pill and select the sheet which you want to show on tool-tip . You can also set height, width and filter of the sheet as per your requirement.

Step-4 After follow above step ,you can see viz on tool-tip

Rounded Bar Chart – Tableau

August 7, 2019UtsavLeave a comment

Step – 1 Open Tableau Desktop and click on New Data source icon to connect data source , for example (Sample Superstore)

Step – 2 Drag Dimension “Sub Category” into rows shelf

Step – 3 Drag “Sales” measure into Column Shelf , Hold the control button select “Sales” measure drag again into Column shelf.

Step – 4 Click on measure “Sales” and do dual axis between two measure. please look below image for reference.

Steps – 5 Make synchronize axis between two measure.

Step – 6 Select Bar shape type for first measure from Mark shelf

Step – 7 Select Circle shape type for second measure from Mark shelf

Funnel Chart – Tableau

August 7, 2019August 7, 2019UtsavLeave a comment

Objective to create , A Funnel chart is a type of chart, often used to represent stages in a for example sales process

Step – 1 Open Tableau desktop , and connect to data source for example (Sample Super Store)

Step – 2 Drag Dimension “Subcategory” into rows shelf

Step – 3 Create Calculation for “Sales” filed

Step – 4 Drag “Sales” Calculated filed into Columns shelf

Step – 5 Drag “Sales” measure columns shelf

Step – 6 Make a dual axis between two measure “Calculated Field (Sales) “Sales”

Step – 7 Click on measure “Sales” then select “Show Header” option from columns shelf and then Do synchronize axis as per below screenshot

Please look below reference images to set Tool tip and Label from Mark shelf

Python Integration with Tableau

August 6, 2019August 6, 2019BhadreshLeave a comment

Note: Below all steps only for Window Operating System

Step 1: Install “Anaconda3-4.2.0-Windows-x86_64” Setup and also you can download setup from below link. https://www.anaconda.com/distribution/

Step 2: After installation go to Anaconda Navigator from start menu which is look like as below screenshot.

Step 3: Check “Tabpy – Server” and “Tabpy–Client” are installed or not in Anaconda Navigator? If not then click on environments which is on top left side. Please see below screenshot.

Install library Tabpy – Server and Tabpy–Client

Step 4 : After installation library(Tabpy – Server and Tabpy–Client) will come under “ALL” Dropdown , in Anaconda Navigator window. Please look below screenshot.

Step 5: Once step 4 is done then please go to respective path as per Anaconda installation and you can see Startup.bat file. Have a look below screenshot for reference.

Step 6 : Then go to command prompt for above screenshot url and run/execute “startup.bat” file , Command window should return output as per below screenshot.

Step 7: Now go to Tableau Desktop to check integration between Tableau and Python.

Go to Help menu and click on below screenshot step

After Click on “Manage External Service connection..” then below window will open and Click on “Test Connection” button to verify integration between Tableau and Python. Once your integration successful done then below screenshot information will show.