Dimensions & Measures in Tableau

There are two types of Variables in Tableau - Every variable is categorized in tableau automatically either under dimension or Measures

Let's understand the difference between Dimension and Measure in detail -

Dimensions -

Any Variable with qualitative/Categorical information will be treated as dimension by default in Tableau.

It produce the header when we add this variable to Row Column shelve in Worksheet.

The Actual Definition of dimension is - A dimension is a field that can be considered an independent variable.

To understand it simply any Value Containing any text, date, Geographical location, Boolean value etc are considered as Dimension.

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How to Edit Datatype of a Column/Variable in Tableau

Tableau is very smart software, it automatically detect and assign datatype to Variables while making connection with data source.

However, it also provide facility to Change datatype of variable, sometime we need data to be in a particular datatype so here are some stages in which we change datatype of existing variable-

From Datasource Page

First option to change the datatype of a variable is from Datasource Pane, Click on Datatype icon of a variable in data source pane and choose datatype from dropdown list, this is how we can change the datatype from datasource pane. See below screenshot-

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Types of Variable in Tableau - Datatypes

There are seven primary Datatypes Available in Tableau.

1. String values

2. Number (Integer) values

3. Date values

4. Date & Time values

5. Boolean values

6. Geographic values

7. Cluster or mixed values

When we load our Data or Connect tableau with Data source then Tableau is Smart enough to detect the type of data automatically, Each column/variable is assigned with a different symbol of distinct data type and we can identify the datatype easily.

Tableau also provide the ability to change the datatype from the dropdown in Datapane as shown Below - 

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Difference Between Live Connection and Extract Data

Live: 

• This allows real time data for analysis from available data source. 
• It is also known as real time Extract A live connection is a query that underlying data in the data source/database. 
• When we refresh the visualisation that gives the latest results. 
• Data is not copied to Tableau Server for preprocessing.

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Connect to a Data Source in Tableau

Here we will see how to connect with a Data source Like MS Excel:

When we install Tableau Desktop it provides a Sample Data of a Superstore by default to practice and Learn Tableau:

That is available in your tableau folder on following location:

C:\Program Files\Tableau\Tableau 2020.1\defaults\Datasources\Sample - Superstore.xlsx

We will practice all the exercise and Learn through this data in this and upcoming posts:

Lets follow the below points to connect to the data source to the Tableau

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Component of Tableau Desktop

See Below screenshot and find the different Component when you open Tableau for the first time:

First Screen

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What is Tableau, How to start working on Tableau

What is Tableau? 

Tableau is Most Powerful and most Trending tool now a days for data Visualization, Which helps in Business Intelligence Process to understand the data in Simpler way and to Make Quick Business Decisions to grow Business and Performance.

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