Connecting to the Database - Tableau

 Defining relationships among the tables and applying filter.

a. Open the Tableau Software by double click on Tableau Software Icon.
b. Connect to the Data Base,
c. Drag required tables in to right panel like the below figure. In this Example Orders, People, Return tables are selected for reporting.
d. Tableau Engine defines the Relationships automatically. Although we can also define our own relationships.(IT IS EQUALENT TO V-LOOKUP INEXCEL)

e. And we can apply the filter before we connect to the work area.
Click on Filters which is located on top right side.
 f. Click on add, in the following example We are applying filter on field “ Market” & select “Central” & “West”.
Central” & “West” markets only available to the report since we applied Data source filters.
g. After apply the filter, click on go to work sheet.
h. Drag Market, Product fields onto row shelf, sales onto column shelf.

Modifying Data source filters:
1) Right click on Data source.

2) Now we can modify filter here as we want. In this example we are adding one more filter on “Product Line” column.

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File Extensions in the Tableau

Workbooks (.twb) – Tableau workbook files have the .twb file extension and are marked with the workbook icon. Workbooks hold one or more worksheets and dashboards.

• Bookmarks(.tbm) – Tableau bookmark files have the .tbm file extension and are marked with the bookmark icon. Bookmarks contain a single worksheet and are an easy way to quickly share your work.

• Packaged Workbooks (.twbx) – Tableau packaged workbooks have the .twbx file extension and are marked with the packaged workbook icon. Packaged workbooks contain a workbook along with any supporting local file data sources and background images. This format is the best way to package your work for sharing with others who don’t have access to the data.

• Data Extract Files (.tde) – Tableau data extract files have the .tde file extension and are marked with the extract icon. Extract files are a local copy of a subset or entire data source that you can use to share data, work offline, and improve database performance.

• Data Connection Files(.tds) – Tableau data connection files have the .tds file extension and are marked with the data connection icon. Data connection files are shortcuts for quickly connecting to data sources that you use often.