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Tableau Demo Video Tutorial

Here we now discuss on “tableau desktop”, in this content we’ve

1. What is tableau
2. Tableau architecture
3. Tableau desktop
4. Worksheets and workbooks
5. Data source and connections

What is Tableau?

Tableau is a new generation visualization tool, which means if we have data in excess amount then this tool is used for analyzing, use and store. So tableau is a category which helps people who have data to make sense out of it.

Tableau is business intelligence software that allows anyone to easily connect to data, then visualize and create interactive, sharable dashboards.

Tableau basically makes two major products:

1. Tableau desktop
2. Tableau server

Tableau Architecture

1. Tableau Architecture is a combine form of both the products- tableau desktop and tableau server.
2. Tableau has a highly scalable, n tier client server architecture that serves mobile clients, web clients and desktop- installed software.
A. Tableau Desktop is the authoring tool which helps the user to connect with data sources and built the dashboards.
B. Tableau server basically replaces, when we host our report and make them available to consumers.

Tableau Architecture

Let’s discuss the architecture parts:-

Tableau desktop

Clients: – Browsers, Mobiles and Desktop are the client that connect to the reports and desktop client that connects to the data sources server and publish the things.

Tableau server

Gateway: –

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

Tableau server Gateway

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.

tableau application server


Tableau Server Repository is a Postgrad SQL database that stores server data. This data includes information about Tableau Server users, groups and group assignments, permissions,projects,data sources, and extract metadata and refresh information.

Tableau Server  Repository

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

Tableau VIZQL Server

Data Engine:-

It Stores data extracts and answers queries.

Tableau Server Data Engine


The backgrounder Executes server tasks which includes refreshes scheduled extracts,tasks initiated from tabcmd and manages other background tasks.

Tableau Server Backgrounder


DataServer Manages connections to Tableau Server data sources

It also maintains metadata from Tableau Desktop, such as calculations, definitions, and groups.

Tableau Server DataServer

Data connectors:-

Data connectors are the components of tableau server which helps in connecting sources. These data connectors can be MDX connectors, SQL connectors and fast engine connectors.

1. SQL connectors:Use Tableau as your SQL Server analysis tool too easily:

A. Connect natively to any SQL Server schema
B. Take the load off critical infrastructure with in-memory data storage
C. Support SQL Server data security rules
D. Provide data visualization for SQL Server data with drag & drop ease
E. Allow scheduled and as-needed report updates, easily

2. MDX Connectors: –
The MultiDimensional eXpressions (MDX) language provides a specialized syntax for querying and manipulating the multidimensional data stored in OLAP cubes.[1] While it is possible to translate some of these into traditional SQL, it would frequently require the synthesis of clumsy SQL expressions even for very simple MDX expressions. MDX has been embraced by a wide majority of OLAP vendors and has become the standard for OLAP systems. 

Tableau Desktop

1. Tableau is data analysis that keeps you in the flow. It’s easy to learn, easy to use, and 10-100x faster than existing solutions. It’s built onbreakthrough technology that translates pictures of data into optimized database queries. Use your natural ability to see patterns, identify trends and discover visual insights in seconds.

2. Tableau desktop is a data visualization application that let you analyze virtually any type of structure data and produce highly interactive, beautiful graphs, dashboards and reports in just minutes.

3. Using tableau desktop, you can build and interact with view of data. These views allows you to query, display analyze, filter, sort, group, drill down, drill up, calculate, organize, summarize and present data faster and more efficiency. 


Dashboard is an indispensable tool that informs with a glance. Unfortunately, too many dashboards are bloated, sluggish and ultimately too hard to use. Good dashboard report software should provide:

1. Interactivity: Filtering, highlighting, and other dashboard tools
2. The ability to combine multiple data sources
3. Fast creation by a business user
4. Easy sharing with support for existing security
5. Visual analysis best practices

Tableau is dashboard software that allows non-technical users to create interactive, real-time dashboards in minutes. Adding filters and drilling down is as simple as a few clicks. Sharing a Tableau dashboard on Tableau Server or Tableau Online and embedding them into wikis, corporate portals or any web page is point-and-click. And visual best practices are baked in, so you can build a great dashboard and communicate effectively.

Workbook and worksheets

1. Tableau uses a workbook and sheet file structure, much like Microsoft Excel. A workbook contains sheets, which can be a worksheet, a dashboard, or a story.

2. A worksheet contains a single view along with shelves, legends, and the Data pane. A story contains a sequence of worksheets or dashboards that work together to convey information. Each workbook can contain worksheets and dashboards. A worksheet is where we build views of your data by dragging and dropping fields onto shelves.

3. A dashboard is a collection of views from multiple worksheets. A dashboard is a combination of several worksheets that you can arrange for presentation or to monitor or dashboards, display along the button of the workbook as tabs.

4. Within a workbook, you can create new sheets, clear an entire worksheet, duplicate sheets, hide or show a worksheet, and delete a sheet. Tableau has several ways to view and organize the sheets in your workbook.

5. Tableau workbook files are much like excel workbooks. They contains one or more worksheets or dashboards and hold all of your works. They allow you to organize, save and share your results.

Data sources and connections

Connect to Data

The first step to getting started with Tableau Desktop is to connect to the data you want to explore. There are several types of data you can connect to and several ways to connect to your data. For example, you can connect to your through the start page, the toolbar, or the Data menu. This example shows you how to connect to your Microsoft Excel data from the start page.

1. On the start page, under Connect, click Excel. The Connect pane lists the different types of data you can connect to.


2. In the Open dialog box, navigate to an Excel file on your computer and open it.

Open dialog box

The Excel data for this example is located in the “Datasources” directory of your Tableau Repository. By default, your Tableau Repository is created in your My Documents folder when Tableau Desktop is installed.

After you have connected to the Excel data, the Data Source page displays the sheets in your data. You can then drag these sheets to the join area and combine them to form the data source from which you will build your view. To learn how to join data, see the Combining Multiple Tables. If there are more than 1 million rows in the data source, you will need to filter the data.


3. At the top of the Data Source page, select how you want to connect to the data and the data source filters you want to apply. You can select from the following options:

A. Live– Creates a direct connection to your data. The speed of your data source will determine performance.
B. Extract– By default, this option imports the entire data source into Tableau fast data engine as an extract. The extract is saved with the workbook. If you prefer to import a subset of the data, click the Edit  This option requires you specify what data you want to extract using filters.
C. Add– Add data source filters to limit the visibility of fields contained in the workbook.

4. At the bottom of the Data Source page, preview the data in your data source. You can also make the following modifications:

A. Hide or rename the column. Click the header drop-down arrow, and select Hide or Rename.
B. Change the data type or geographic role. Click the data type icon in the header, and select the default data type for the column.

5. Click the sheet tab to begin your analysis.

Once connected, the columns from the data source (e.g., Customer Name, Order Date, and Sales) are shown as fields on the left side of the workbook in the Data pane. Each column is shown as a separate field that you can drag and drop to start exploring your data.


The fields are organized into two sections: dimensions and measures. Dimensions typically hold categorical data such as product types and dates, while measures hold numeric data such as sales and profit. An important concept to understand in Tableau is that you can build views of your data by dragging fields from the Data pane to the shelves in the view.

You can display information about the data source by selecting the data source on the Data menu and then selecting Properties. The properties of an example data source are shown below.

connection properties

Working with live connections and extracts (In memory)

Live connections:-

Tableau’s data connections leverage your existing data infrastructure by sending dynamic SQL or MDX statements directly to the sources databases rather than importing all the data. This means that if you’re investing in a fast, analytics, optimized database, you can gain the benefits of that investment by connecting live to your data. This leaves the detail data in the sources system and sends the aggregates results of queries to tableau. Additionally, this means that tableau can effectively utilize unlimited amounts of data. Tableau has optimized each connector to take advantage of the unique characteristics of each data source.


Tableau offers a fast, in memory data engine that is optimized for analytics. You can connect to your data and then, with one click, extract in tableau. Tableau’s Data Engine fully utilizes your entire system to achieve fast query response on hundreds of millions of rows of data on commodity hardware. Because the data engine can access disk storage as well as RAM and cache memory, it is not limited by the amount of memory on a system. There is no requirement that an entire data set be loaded into memory to achieve its performance goal.

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