In this article, we will show you, How to create Tableau reports in new version Tableau using the Microsoft SQL Server database as a data source. For this tableau reporting, we are going to use the Data connection we created in our previous article. Please refer Connecting Tableau to SQL Server article to understand the Data Source and the Dataset.
Before we start creating out first tableau report, Let’s understand the different regions present in the Report Design.
- Data: This will display the list of currently connected data Sources. We have only one at this time otherwise, it will display all the data sources available.
- Dimensions: Within the tableau reporting, you can place columns with string data under the Dimensions section
- Measures: You can place columns with Numeric data or Metric values under the Measures section
- This is the region where we design our Tableau reports by dragging Measures and Dimensions
- Columns or Rows: This is the region where we place the Measures and Dimensions as per our requirement.
- Marks: Using this section we can change the colour, size, metric value. We can also add the Tooltip for the tableau report.
- Filters: You can use this region to filter the Tableau reports by placed fields in this region.
- Pages: Tableau reports preview will be divided into different pages using the field placed in this Pages Card.
- Show Me: This region will show the Visualizations or Charts available for the given data
- Data Source: This tab is used to create new Data Source or Edit the existing Data Source
- Sheet 1: This is the sheet we are currently working on
- This button will be used to create new Sheet
- This button will be used to create new Dashboard
- You can use this button to create new Story
Placing Columns in Tableau Reports
When we select the State column, all the available regions will be highlighted. It means, we can place state column in any of the highlighted regions. In this example, we are placing State column in Row section and we can do it in two ways:
Method 1: You can drag the State column from Dimensions region to Tableau Report region. From the below screenshot you can observe that Row field is highlighted with blue colour.
Method 2: You can drag the State column from a Dimensions region to Rows section. From the below screenshot you can observe that Blue colour down arrow is indicating the position of the State dimension. You can choose your own method
Once you placed the State column, Tableau Report region will show the state name as shown below
Place Metric Values in tableau Report
Next, We have to add any metric or numeric value to analyze and we can do it in two ways:
Method 1: You can drag the Sales Measure from Measures Region to Text area in Marks region. From the below screenshot you can observe the Text area is highlighted.
Method 2: You can drag the Sales Measure from Measures Region to tableau report region. From the below screenshot you can observe that Abc Row field border is highlighted with black solid colour and displays the Show me text. You can choose your own method
Once you placed the State column and Metric values, Tableau Report region will show the basic table report as shown below.
Show Me in Tableau Report
If you observe the upper right corner, there is a Show Me button and this will be the most import and useful one Tableau. In fact, we can say, Show Me button made the Tableau developer life easy. We will explore more in coming articles but for now, please click on that button
Once you click on Show Me button, a drop-down window will be displayed with available Charts. Although there are many charts, only a few are active and remaining are Grayed out because Tableau Desktop will analyze our table report and shows the possibilities. To demonstrate, we are selecting Data bar as shown below
Once we selected, Our table report will automatically be converted to the Tableau Data bar as shown below.