2017-08-18    |    Admin

Tableau is revolutionizing the way data is being used. To access and further analyze the data doesn’t anymore require the IT department to participating. The data is accessible to all levels of organizations and individuals. Democratizing data allows people to think and act quickly, bringing transparency and agility to fact-based decision making.

Data Visualization

Data visualization is a general term that describes any effort to help people understand the significance of data by placing it in a visual context. Patterns, trends, and correlations. With interactive visualization, you can take the concept a step further by using technology to drill down into charts and graphs for more detail, interactively changing what data you see and how it’s processed.

Importance of Data Visualization.

Effective data visualization is an important tool in the decision-making process. It allows business decision-makers to quickly examine large amounts of data, expose trends and issues efficiently, exchange ideas with key players, and influence the decisions that will ultimately lead to success.

A picture is worth a thousand words. Or, in this case, a picture is worth thousands of lines of data. As data volume inevitably increases, visualization manages influxes of new information and makes it easy to find trends.

Data visualization makes data more accessible and less confusing. Just years ago, the only professionals who could understand company data worked in the IT department. Now, finance, sales, and marketing teams not only have an avid interest in what they’re data tells them, but they have the means to actually go after the answers.

It makes data more shareable. Visualizations can be distributed among teams easily, and your teams will be much more receptive to an attractive visual than a massive Excel spreadsheet.

Data visualization can also:

Why Tableau?

Tableau puts analytics in the hands of the user. It’s for anyone and everyone. By enabling individual creativity and exploration from the ground floor, can create dynamic reports with great visualization and analysis.

Tableau comes with connectors to popular data sources, including the most common relational databases, Hadoop and a variety of cloud storage platforms. The visualization software pulls in data from these sources and applies a graphic type to the data.

Tableau leverages the power of the database. We can connect to database views. It helps us to optimize query performance. Further, Tableau has sufficient inbuilt Extract, Transform and Loading features. We can change data types, concatenate, split, join, blend data, etc. we can further create sets, bins, groups, etc.

Tableau automatically interprets the shape of the data and detect correlations between certain variables and then place these discoveries into the chart type.

Typically, Tableau has a dashboard component that allows users to pull multiple visualizations of analyses into a single interface, generally a web portal.

Tableau Server has many data governance features to promote exploration, collaboration, and security. You can take advantage of them using Data Server, a powerful, but often underutilized collection of features in Tableau Server. Data Server lets you share data sources, manage extracts, consolidate access, and control security.

Tableau Online

Tableau Online, a hosted version of Tableau Server in the cloud. It’s the fastest way to get up and running with a complete business intelligence platform. you can share any view with anyone on your site.

You want to show a coworker a certain visualization within your published workbook. In times like these, it’s easy to share links with others by pasting them into an email. Simply click the share icon in the toolbar, copy the URL in the Link field, and past it into your email.

When moving to the cloud, server admins often worry about losing control. They worry they won’t be able to manage and configure their environment. Tableau Online handles the behind-the-scenes work so admins can focus on what matters most: getting your data in front of the right people. With Tableau Online, you’ll never have to worry about:

But that doesn’t mean you won’t be able to configure your Tableau Online environment as an admin. In fact, you’ll have many vital capabilities such as:

Getting started is just a matter of clicks. You can start with one user or one hundred. Scale-up as fast as you want and never worry about infrastructure. When you add users, they get an email, create a username & password, and then simply go to a web page to sign in. Since Tableau Online lives in the cloud, your customers and partners need not get inside your firewall to collaborate. Many of Tableau Online’s early customers take advantage of this.

Tableau Mobile

Mobile business intelligence is fundamentally different than traditional business intelligence. The devices are different (tablets instead of desktops), the needs are different (get details for this customer standing here, not all customers) and the attention span of your audience is different (on the go, probably distracted.)

But the potential benefits are huge. For one, you can stop making decisions without the benefit of data. Mobile business intelligence can be woven much more closely into where work is getting done: hallway conversations, stand-up meetings, executive briefings, and discussions with customers and partners. To assume that everyone is at their desk or with their PC when they need data is to limit the potential of business intelligence.

Another major benefit is to spread business intelligence more widely throughout your organization. This can help you create a culture of data-driven decision making. Some figures show that only 8% of the people in most organizations are using business intelligence1. That’s a huge failure for business intelligence initiatives with a mandate to push information out to the entire organization.

Take advantage of this with your mobile business intelligence applications.

Provide interactive filtering, sorting, panning, and zooming so that users can walk through data live over the course of a meeting.

Allow commenting on views so that questions and observations aren’t lost.

Make sure your solution is fast enough that it can keep up with the pace of a discussion. People will move ahead without the necessary information if the dashboard fails to load quickly.

Finally, make sure that your mobile business intelligence supports all of your data security and authentication. While mobile business intelligence provides great opportunities for collaboration, it also has the potential for security breaches if you do not make sure the right protocols are in place.

Tableau Mobile app is faster. This includes searching for the views or dashboards that matter to you to viewing and interacting with your content, to answering your questions.

Tableau Mobile improved all the seemingly little things that add up and slow you down. With the new app, your data is the star of the experience; the user interface gets out of the way. Quickly page through your favorite vizzes with a swipe. Tap once to go full-screen. Switch between Tableau Server sites with a couple of taps. Favorite (and unfavorite) content with a tap. Connect to recently-visited Tableau servers with a tap—the list goes on and on!

Tableau Mobile now provides offline access to high-resolution images of your favorite views and dashboards. Snapshots will be available even when you’re not connected to a network. So whether you’re in between meetings at work or in between stops out on the road, snapshots of your favorite vizzes are always at the ready.

Tableau Architecture

Data Connectors

It consists of a number of optimized data connectors for databases. There are also common ODBC connectors designed for any systems without a native connector. It offers two modes in support of interacting with data: Live connection or In-memory. Clients can switch among a live and in-memory connection as they desire.

Application Server

Application Server processes (wgserver.exe) handle browsing and permissions for the Tableau Server web and mobile interfaces. When a user opens a view in a client device, that user starts a session on Tableau Server. This means that an Application Server thread starts and checks the permissions for that user and that view.

VIZQL Server

Once a view is opened, the client sends a request to the VizQL process (vizqlserver.exe). The VizQL process then sends queries directly to the data source, returning a result set that is rendered as images and presented to the user. Each VizQL Server has its own cache that can be shared across multiple users

Data Server

Data Server Manages connections to Tableau Server data sources It also maintains metadata from Tableau Desktop, such as calculations, definitions, and groups.

Gateway/Load Balancer

It acts as an Entry gate to the Tableau Server and also balances the load to the Server if multiple Processes are configured.

Connecting to a Custom SQL Query

For most relational data sources you can connect to a specific query rather than the entire data source. Often this can be useful when you know exactly the information you need and you understand how to write SQL queries. Select Custom SQL in the connection dialog box. Type or paste the query into the text box.


If you need to append data to each other, you can use the union option directly in Tableau. In some cases your database does not support this option, so you can use custom SQL instead.


If you need to combine tables and aggregate your data, you can use both a join and default aggregation type options directly in Tableau. In some cases, you might need to use custom SQL instead.

For example, suppose you have the following two tables: Orders and Vendors.

You can use the following custom SQL query to find a count on the number of orders and do a left join on the Orders and Vendors tables:

The result of the query looks like this:


Tableau has nice calculation syntax which works very nice on a large dataset, but sometimes we have to apply complex logic using Table Calculations, which are prone to give a bad performance on a large number of records because they are calculating in Tableau in-memory engine and not in the database. So, sometimes it is better to write an optimized stored procedure in the database and call it inside Tableau, than writing complex calculations and making complex join logic inside Tableau.

Tableau Example Snapshots:

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