How does tableau work?

Data Analysis is the art of presenting the data in a manner that even a non-analyst can understand. A perfect blend of aesthetic elements like colors, dimensions as well as labels is good at creating visual masterpieces, that reveal the surprising business insights that in turn helps the businesses to make the informed decisions. Data Analysis is an unavoidable part of business analytics. Since more and more sources of data we're getting discovered, business managers at various levels use the data visualization software that allows them to analyze the trends quickly visually and take quick business decisions.  Tableau is one of the fastest-growing business intelligence and data visualization tools. In this blog post, today we were going to discuss the working of tableau in real-time.

Tableau is a business intelligence tool for the visual analysis of data. Through tableau, users can create and distribute an interactive and shareable dashboard. Through this business intelligence tool, we can depict the trends, variations, and density of data that can be represented in the form of charts and graphs.  Through this tool, users can connect the files, relational databases, and other big data sources to acquire and process the data. This software allows data blending and real-time collaboration that makes it unique. This data analysis is used by businesses, academic researchers, and many government organizations for visual data analysis.

Are you new to the phrase tableau? If so check out our post on What is tableau?

How does tableau work?

The working of data in tableau with the real-time data can be understood through the following steps:

Tableau offers five different products to diverse the visualization needs for professionals as well as organizations.  They are:

Tableau Desktop: Made for Individual use

Tableau Server: Collaboration for any organization

Tableau Online: Business Intelligence in the Cloud

Tableau Reader: lets you read the files saved in Tableau Desktop

This business intelligence tool has the following highlights:

  • Tableau Public and the tableau reader were free to use, while the tableau server and the tableau desktop come with the 14 days fully functional trial period. Once the trial period is completed the user will be charged as per the package.
  • Tableau Desktop comes with both the professional as well as the personal edition at a lower cost. Besides tableau online is available with an annual subscription for a single user and scales to support thousands of users.

Users can get the desktop version of tableau from their official website, and get full access to the various options for 14 days. Once the trial period finishes, the data visualization can be done with tableau public where the user’s data will be shared publicly. Once you install the software on the machine you can start the data visualization journey.

Once you logged in to the tableau desktop, the starting page is divided into 7 sections:

Connect to the File: This section helps you to connect with files, which allow you to extract data from different sources such as Excel, Text, Spatial Files, PDF, and so on.

Connect to the Server:  This section helps you to connect with the Tableau Servers (or) allows you to extract data from different servers such as SQL Server, MySQL, and Tableau Server, and so on.

Saved Data Sources:  This section contains the existing (or) Saved Data Sources.

Open: This section contains the most recently used workbook under this section.

Sample Workbooks: These were the sample workbooks that come with the tableau desktop installation.

Training and Videos: This section contains some useful blogs as well as videos.

Resources: This section contains the content generated by the tableau community.

Note: If the server is not present under connect to the server section, then click more. A hyperlink that shows the list of supporting servers.

Do you want to get a practical explanation of the tableau? If so, visit Tableau Online Training

What are the exciting features of tableau?

Tableau provides the solution for all kinds of industries, environments as well as departments.  The following are the highlighting features of tableau that enable to handle the diverse scenarios:

Centralized Data: The tableau server provides the centralized location to manage all the organizations published data sources. Through this centralized data, users can delete, change permissions, add tags and manage schedules in one convenient location.  Through this centralized data, users can schedule, extract refreshes, and manages them in the data server. In addition, administrators can centrally define a schedule for extracts on the server for both full and incremental refreshes.

Self-Reliant: This business intelligence tool does not require a complex software setup. The desktop version is opted by most users that can be installed easily and contain all the features needed to start and complete data analysis.

Visual Discovery: This tool is good at exploring and analyzing the data from different tools like graphs, colors, and trend colors. Many options in this tool were drag and drop and require a small piece of code.

Architecture Agnostic:  Tableau works well with all kinds of data where the data flows. Hence the user need not to worry about the specific hardware (or) software requirements.

Real-Time Collaboration: Tableau can sort, filter, and discuss the data on the fly and can also embed the live dashboard using different portals like Salesforce (or) Sharepoint. In addition, you can save and view your data, allow the colleagues to subscribe to your interactive dashboards where the subscribers can see the latest data just by refreshing the browser.

Blend Diverse Data Sets: Tableau allows you to blend different relational, semi-structured, and rata data sources in real-time, without an expensive upfront integration cost. In addition, the user does need not to know the details of how the data is stored.

Likewise, there are many highlighting features of the tableau. By reaching the end of this blog post, I expect you people have gained enough information on tableau working in real-time. Readers can get a practical explanation of this by real-time experts through Tableau Online Course. In the upcoming post of this blog, I'll be sharing some additional features of the tableau. Meanwhile, you can also check out our Tableau Interview questions prepared by experts on our website.


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