Data is considered as the most significant asset in any organization. Most of the companies today have started harvesting on their data and trying to understand the hidden insights of the data. To obtain this, companies have started using some data reporting tools like Tableau, Power BI, QlikView, Qlik Sense etc.
Among the above mentioned prominent data reporting tools, Tableau is one of the leading tools with its visual analytical capabilities and easy-to-access features. Moreover, it provides the granular data sets more effectively than spreadsheet reports and legacy reporting tools. According to 2019 Gartner Magic Quadrant, Tableau has been recognized as the leader in data reporting for the seventh consecutive year.
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This tutorial on Tableau Reporting will help you understand how effective reporting can be achieved using Tableau.
Before diving deep into Tableau reporting, let’s have a look at what is data reporting and its importance.
Data reporting refers to the process of collecting and submitting data that gives rise to accurate fact analysis. Inaccurate reporting can result in vast uninformed decision-making based on false evidence. It helps businesses to achieve accurate and strategic reports, and also delivers comprehensive data to access quickly and thus provides actionable insights.
What is Tableau Reporting?
Tableau is the leading reporting software used for effective data visualization and analytics. Most of the organizations are implementing this technology to reach their business heights and are considered as one of the best reporting tools to appeal visualization. It is the most advanced tool used to make your data visible unique and makes the data available for a compelling presentation. It delivers effective results using the medium called data integration and visualizations. It mainly helps you in revealing the hidden gems that are concealed with a various number of rows effectively.
How Tableau Reporting Works?
Tableau interfaces the information present in a wise record assortment and database. Now, let’s have a look at creating a Tableau report and working with the tool.
Steps to create and work on a Tableau Reporting Worksheet are as follows:
Creating a Tableau Data Analysis Report:
Step1: Open Tableau, then appears a home screen with a list of connection options on the left. The thumbnail previews the workbooks edited recently in the centre, and links to distinct sources on the right. Finally, the bottom covers the sample workbooks.
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Step 2: On the home screen, then click on Connect and To a File, and then click on Text File.
Step 3: Choose to navigate from the Open dialogue box to the address of the file.
Step 4: Appears a data connection screen that allows you to create connections to data sources visually.
For now, you can notice that Tableau is added and a preview of the file for the connection is as follows:
Working on Tableau Worksheet
- The menu contains distinct items to perform various functions.
- The toolbar allows you in performing standard functions such as undo, redo, adding a data source, save, and so on.
Let’s know how to add Worksheets and Rename a Worksheet in Tableau.
The following points help you understand that there are distinct options available in the Tableau worksheet.
- The sidebar consists of data tabs and analytics tabs. When Data tab is in an active state, the sidebar is considered as the data pane. Likewise, if the analytics tab is active then the sidebar is viewed as the analytics pane. The data pane displays the data source at the top, which contains a list of fields from distinct data sources and are divided into measures and dimensions.
- Different shelves, such as rows, columns, pages, and filters, serves as the areas that drag and drop fields from the data pane. The Marks card includes additional shelves such as text, colour, text, size, and tooltip. Tableau will visualize the database on the fields you drop on the shelves.
- The view or canvas is where Tableau will draw the data in the visualized format. You can even drop fields directly onto the view. In Tableau 10, you can observe the seamless tile at canvas top. By default, it will display the sheet name, but it can be either hidden or edited.
- Show Me is a feature that allows you to iterate quickly through various visualization types based on the data fields of interest.
Understanding how to Save, Delete, and Reorder a Tableau worksheet
- The bottom tab of the window provides you with various options to edit a data source and to navigate between them. You can add any number of sheets, stories, or dashboards. Here the tab is referred to as a sheet.
- As you work, the status bar will display essential details and information about the selections and views.
- The Tableau reporting controls allow you to navigate between dashboards, sheets, and stories. They even enable the user to view the tabs as a switch in the Sheet Sorter, which displays thumbnails of the workbook sheets.
Tips for working with Tableau Reporting:
The data that is fed to the Tableau tool from the source database is going to be the same without any modifications. So, your data is safe even though it is a live connection.
- The data is classified into two sections - i.e. Dimensions and Measures
- The user has to drag and drop different options based on his reporting needs, and the Tableau tool will do the visual magic.
Example of implementing Tableau Reporting:
Till now, we came across how to create and work with Tableau Reporting. Let’s achieve this with an example:
The following data set is an order list of all the customers who have bought from a particular superstore, let's say for a month. Using Tableau reporting, we would be able to get insights like:
- How many times has a customer visited the store?
- What is the best selling product 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 the few examples where the user will be able to identify and see the results visually with a little bit of effort.
As per the above image, the data is segregated into measures and dimensions based on the usage, and data can be visualized. So what does Tableau does? So can’t we get the answers by ourselves? Why do we need to use Tableau correctly? Well, there are a lot of questions to be answered in a single stretch, so let’s break it down and first understand what actually the Tableau does.
The visual that is shown here is a basic one, and you can perform a lot more while representing the data. You can utilize the filters and get more specific data. Also, a lot of visual effects can be added and make the report much prettier.
The same data is represented in different layouts. Based on the dimensions and measures, the data is visualized.
In the above picture, we have demonstrated the filter feature where the report displays specific data as per the requirement. So the graph displays information about the user whose profit margin is more than $1000. There are few reporting tools available to represent the data and to be honest, Tableau has tons of other options to help you in acquiring the tailored results.
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Why is Tableau more powerful than its competitors?
The following are the feel-good factors of using Tableau reporting compared to the rest of the reporting tools available in the market:
- The primary factor is it helps the user to understand the data.
- It is suitable for various needs of an organization and can be customized based on the vast options available internally.
- It is super easy to create attractive dashboards quickly.
- It has an option to connect directly to your database. So you don’t need any other external ETL tool.
- Support from the community with 24/7 assistance.
- It is an industry-proven reporting tool with 100% satisfied customers. Therefore, it will never disappoint your customers or clients.
Benefits of Tableau Reporting
Tableau is the best BI tool for high interactive visualization, which allows clients to organize the information in a significant way. It is becoming more vital as data increases in each field from store player to online players.
The major benefits of Tableau BI reporting tool are listed below.
Creation of Interactive Plans Quickly:
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For effective planning, there will be a sure usage of volume, variety and velocity. This is the main 3V that describe the entire Big Data and completely summarize the projects that are being undertaken by the Certified Data Scientist. Each business problem is unique and that comes out with incredible speed. So, here most of the issues are solved by Tableau Drag and Drop interface and also helps the user build many incredible visuals in a few minutes.
Creating highly interactive dashboards using GUI:
With the help of Tableau Reporting Tool, you can quickly build interactive dashboards to empower a massive amount of data. The best part of the Tableau is Dashboards that can be easily deployed at the enterprise level.
Connects to R:
Tableau itself runs the basic calculations thus enabling the R model to run smoothly. It reports the way of importing results into Tableau and visualize any way. Tableau has built with support for R through Reserve and helps in data harnessing to acquire great results in business enhancement.
Tableau is becoming a vital part of the Organization's event to solve various data science problems as well. Mostly, it can be set up for itself for long-term success, delivering the best analytics and visualization platforms.
Short Learning Curve:
Tableau is extremely easy to learn and use. Therefore, most of the organizations are investing in this technology to boost their revenues. It is an intuitive tool that helps you in solving business challenges with ease.
Tableau is a completely free version of the software that is called Tableau Public. Tableau Public may not help you to connect with incredible data sources and visualizations.
Challenges faced by Tableau
Till now, we’ve discussed various aspects of Tableau reporting. Like many others, it has some limitations.
- Designing key reports to replace elaborate excel report and tables, which mainly helps in managing and growth of retail advisor business.
- Pushing various visual configuration capabilities of Tableau by maintaining certain limits.
Various products of Tableau
Tableau to serve the unique requirements of businesses is providing four major products as listed below:
- Tableau Desktop: Drag and drop and to analyze the data efficiently and reliably.
- Tableau Server: BI application used in browser-based analytics.
- Tableau Online: Hosted in the Tableau server and offers interactive views.
- Tableau Public: Explain stories using high interactive data.
Top 10 Reasons Where Tableau Creates an Incredible Way To Boost Revenues
- Tableau enables sales teams to perform accelerated analysis and gain better insights with the data provided.
- It plays a vital role in viewing and understanding the data
- It best suites to perform distinct business needs and requirements.
- It’s a killer in creating visual dashboards more easily and quickly.
- Creating dashboards and reports
- Data Discovery and visualization
- Self-Service BI
- Expert in providing Statistical analytics like forecasting and trends
- Helps to leverage the power of the database
- No question of coding.
- Tableau recently released Tableau 2019.1 including Ask data to leverage the natural language processing and enable the customers to ask questions of their data in plain language.
- Tableau as a part of its new offering called Tableau Data Management Add-On, released Tableau Prep Conductor to empower businesses in scheduling and managing self-service data preparation at a scale.
Thus, Tableau Reporting helps world-wide businesses to manage their data effectively. Tableau regardless of the customer segmentation and industry verticals has become indispensable for businesses that are constantly looking for valuable insights to grow.
I hope you have gained some insights from reading this blog on Tableau Reporting. I’ll be coming up with more blogs on Tableau in the coming days.