Tableau

Data Connection Types:
├── Files
│   ├── Excel, CSV, JSON
│   ├── PDF, Statistical files
│   └── Spatial files (Shapefile, GeoJSON)
├── Servers
│   ├── SQL Server, PostgreSQL, MySQL
│   ├── Oracle, Amazon Redshift
│   ├── Google BigQuery, Snowflake
│   └── Databricks, SAP HANA
├── Cloud
│   ├── Google Sheets
│   ├── Salesforce
│   ├── Google Analytics
│   └── Azure SQL
└── Other
    ├── Web Data Connector
    └── OData

Connection Modes:
- Live: Real-time queries to data source
- Extract: Snapshot of data for performance

Chart Types and When to Use:

BAR CHART
- Compare values across categories
- Drag dimension to Rows, measure to Columns

LINE CHART
- Show trends over time
- Drag date to Columns, measure to Rows

SCATTER PLOT
- Show correlation between two measures
- Drag measures to Rows and Columns

MAPS
- Geographic data visualization
- Double-click geographic field

TREEMAP
- Hierarchical data, part-of-whole
- Drag dimension to Color, measure to Size

HEAT MAP
- Patterns in matrix data
- Two dimensions, one measure with color

DUAL AXIS
- Compare two measures with different scales
- Right-click second measure → Dual Axis

// Basic Calculations
Profit Ratio = SUM([Profit]) / SUM([Sales])

// IF Statements
Profit Status =
IF [Profit] > 0 THEN "Profitable"
ELSEIF [Profit] = 0 THEN "Break Even"
ELSE "Loss"
END

// CASE Statements
Region Group =
CASE [Region]
    WHEN "East" THEN "Eastern Zone"
    WHEN "West" THEN "Western Zone"
    ELSE "Other"
END

// String Functions
Full Name = [First Name] + " " + [Last Name]
Initials = LEFT([First Name], 1) + LEFT([Last Name], 1)

// Date Functions
Year = YEAR([Order Date])
Quarter = "Q" + STR(DATEPART('quarter', [Order Date]))
Days Since Order = DATEDIFF('day', [Order Date], TODAY())

// Table Calculations
Running Total = RUNNING_SUM(SUM([Sales]))
Percent of Total = SUM([Sales]) / TOTAL(SUM([Sales]))
Year over Year Growth =
(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1))
/ ABS(LOOKUP(ZN(SUM([Sales])), -1))

// LOD Expressions (Level of Detail)
Sales per Customer = { FIXED [Customer ID] : SUM([Sales]) }
Avg Order Value = { INCLUDE [Order ID] : SUM([Sales]) }
Total Company Sales = { EXCLUDE [Region] : SUM([Sales]) }

Filter Types:
1. Extract Filters - Applied when creating extract
2. Data Source Filters - Filter before data enters Tableau
3. Context Filters - Creates temporary table
4. Dimension Filters - Filter specific values
5. Measure Filters - Filter by aggregated values

Filter Order of Operations:
Extract → Data Source → Context → Dimension → Measure

Parameters:
// Create dynamic calculations
Sales Target Parameter = 100000

Above Target =
IF SUM([Sales]) >= [Sales Target Parameter]
THEN "Above Target"
ELSE "Below Target"
END

// Dynamic Top N
Top N Products =
IF RANK(SUM([Sales])) <= [Top N Parameter]
THEN [Product Name]
ELSE "Other"
END

Dashboard Actions:
1. Filter Action
   - Click on chart A filters chart B
   - Source: Sales by Region
   - Target: Product Details

2. Highlight Action
   - Hover highlights related data
   - Useful for cross-chart analysis

3. URL Action
   - Click opens external link
   - Use field values in URL

4. Parameter Action
   - Click changes parameter value
   - Dynamic what-if analysis

5. Set Action
   - Click adds/removes from set
   - User-driven groupings

Story Structure:
1. Introduction
   - Set context
   - State the question/problem

2. Body
   - Present evidence
   - Guide through findings
   - Use annotations liberally

3. Conclusion
   - Key insights
   - Recommendations
   - Call to action

Best Practices:
- One main point per story point
- Use captions to narrate
- Highlight key data points
- Keep it focused (5-7 points max)
- End with actionable insights