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Tableau Reporting

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  • | 898 Ratings |
  • Last Updated June 14, 2017

Introduction:

In the modern world, the biggest asset of an organization is considered to be the data that is harvested and not the number of people that are working for the organization nor the profits that they are making. Well, the amount of profits that the organization is making can be a one of factor but it doesn’t truly depict the most vital asset of the organization.

The data is considered to be one of the biggest asset in any organization now a days. Today most of the companies have started harvesting their data and they are trying to understand a true sense of this data and for this they have started using some reporting tools like Tableau, Power BI, etc.

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In this article we will be discussing about Tableau and how the reporting can be achieved using this. Well most of the data is extracted as excel or it is stored in a database. So in a single glance the user or the business will never be able to understand the true sense of the data and what it is trying to depict. So to overcome this we have these reporting tools.
 
Example:
The following data set that we have is an order list of all the customers who have bought from a particular super store. So we have this data, let say for a month. Using Tableau reporting we would be able to get insights like:

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 ·         How many times a same customer has visited the store?
·         What is the bestselling product during this month?
·         What is the highest order amount so far?
·         What is the lowest order amount so far?
·         What is the busiest day of the week?

Well, these are few examples where the user will be able to identify and see the results visually with a little bit of effort.

 

As per the image attached above, the data is segregated into measures and dimensions and based on the usage the data can be visualized. So what does tableau does? So can’t we get the answers yourself? Why do we have to use tableau specifically? Well, there are lot of questions to be answered in a single stretch so let’s break it down and first understand what tableau does

In the above image, a pictorial representation of all the orders and their shipping cost is depicted in a single view. The visual that is shown here is a basic visual and one can lot more while representing the data. He can utilize the filters and get more specific data, this is explained further in the article. Also a lot of visual effects can be added and make the report much prettier. All it takes is your thought of representing the information and the tool can do it for you. 

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The same data is represented in a different layout. Based on the dimensions and measures, the data is visualized and at the same time different layout that the data can be represented is also fed by the tool itself. So it thus heavy lifting for us, cool right?

 

In the above picture we have demonstrated the filter feature where we the report is showing data specifically as per the requirement. So the graph displays information about the user that these are specific orders where the profit margin is more than $1000. These are few reporting tools that we can use to represent the data and to be honest Tableau has ton of other options where one can get much more tailored results. 

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How does Tableau work?

As we all know that Tableau is a reporting tool so for it to demonstrate visual graphics we need to feed the tool with valid data. The data can be in the form of an Excel or it can be a live feed from the source database.
 
Tip:
All the data that is feed to the Tableau tool from the source database is going to be the same and any modifications of the data wouldn’t happen so all your data is safe even though it is a live connection.
All the data is classified into two sections - i.e. Dimensions and Measures
So the user has to literally drag and drop different options based on his reporting needs and the Tableau tool will do the visual magic.
 
Let’s answer our second question: So can’t we answer these questions ourselves?
 Well, yes we can answer these questions ourselves but the amount of time, resource that is involved is drastically reduced by the Tableau tool. So there is no point of doing a manually inversion when the technology is helping us to do.

Why Tableau has to be used specifically?

As discussed, all data is already analyzed by the tool and all the user has to do is to select different parameters and build a meaningful report insight for their managers. All of this can done very quickly and the user doesn’t need to be very technical about this.
 
The best part of this reporting tool is based on the measures and dimensions selected , the graph will be generated automatically and the tool suggest with different type of look, i.e. it can be a pie chart, or it can be a bar chart etc. The recommendations are provided by the Tableau tool itself.

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Why Tableau is extremely good compared to the rest of its competitors:

The following is the list can be considered as a feel good factors of using this tool compared to the rest of the reporting tools that are available in the market:
 
1. First and foremost it helps the user to understand the data
2. It is suitable for your various needs of an organization and it is customizable based on the vast options available internally.
3. It is super easy and fast to create attractive dashboards
4. You can still use your Excels, as it can be one of the data source. So you can still be in love with your Excel sheet.
5. It has an option to directly connect to your database. So you don’t need any other external ETL tool.
6. No need to code at all, it is user friendly and non-programmers going to love this tool
7. You are exposed to ton’s worth of helpful article and good support from the online community as well.
8. It is an industry proven reporting tool so you will never disappoint your customers or clients.

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Conclusion:

So we have discussed a new reporting tool which is exciting and fascinating to use because it is extremely easy and one doesn’t have to invest a lot of time to understand and be an expert. The best feature out of the Tableau tool is that one can instantaneously generate reports in minutes and easily replicate the same. Well, the use of Tableau tool cannot be summarized in only just one article but we have discussed about the reporting aspect of this tool and how it is executed and what are the steps needed to achieved this has been discussed.

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 Tableau Advanced
 Tableau Server
 Data Visualization and Dashboarding Fundamentals

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