Tableau Features5.0

8/2/2019 Tableau Features5.0

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All rights reserved. 2009 Tableau Software Inc.All rights reserved. 2008 Tableau Software Inc.

Tableau Version 5


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All rights reserved. 2009 Tableau Software Inc.All ri

ghts reserved. 2009 Tableau Software Inc.

Tableau 5.0 Release Themes

Weve developed more than 60 new features across four themes, all

designed to let you better ask and answer questions of your data:

Active views & dashboards: find and explore data

Authoring rich experiences: create guided analytic workflows

New data options: broad and deep data access, anywhere

Server scalability & performance: enterprise-ready collaboration


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All rights reserved. 2009 Tableau Software Inc.

Find Out More

Other ways to learn about Tableau 5.0:

Online at www.tableausoftware.com/newfeatures

Whats New web seminars:

sign up at www.tableausoftware.com/tableau-5-resources

New training videos- all updated

Active dashboards white paper

Updated product tour
http://www.tableausoftware.com/newfeatureshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/tableau-5-resourceshttp://www.tableausoftware.com/newfeatures


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Feedback from Beta Customers

When I highlight the product category in one legend it highlights that category in

both worksheets, allowing us to rapidly see how mix varies across the regionsand how its changed over 5 years.

Chris Fort, Mannington Mills Inc.

We greatly appreciate everyone's hard-work and creativity on the server product!The server is the pivotal vehicle for our KPI deployment across the Cornellcampus and you're helping us deploy a better product for Deans, VPs, andBusiness Officers.

Cindy Sadlacek, Cornell University


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Active Views & Dashboards


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Active Views and Dashboards

These features keep the attention where it should be: in rich and interactive

views of data. They help you find and tell the stories in your data.

New features in Tableau 5.0:

Make selections pop with new visual selection model Highlight and filter related data (called brushing and linking

in academic research)

New highlighting and filtering features enable you to find and explorerelationships across data sources

These features work with only a few clicks, no development needed


7/56All rights reserved. 2009 Tableau Software Inc.

Make Selected Data Pop

What's this?

A new visual selection modelnow makes your data pop,making it easy for you to findand explore data.

Whats happening?

Youve selected several pointsof interest for the last threeyears. Those are highlightedand the other marks fade back.

Why is it important?

As youre exploring your data,

the software makes it

abundantly clear where youare. By isolating the selectedmarks you can more easilyrecognize patterns and focuson related data.



Highlight in Dashboards

What's this?

This lets you easily discoverrelated data in different views,so you can identifyrelationships and trends.

Whats happening?

Select data in any view.Because Salespersonhighlighting is activated, datarelated to that Salesperson(Nelson Zenarosa) ishighlighted in each pane of thedashboard.

Why is it important?You can now answer questionslike, How is Nelson performing

relative to the rest of theteam? (bottom left), or Which

accounts are Nelsons and

how large are they? (bottom

right).



Filter in Dashboards

What's this?

This automatically selects thedata in each view that isrelated to the selection in themaster view.

Whats happening?

Here, the top view is set as thefilter. When you select asalesperson (Nelson), theviews below automatically filterSales to Dateand AccountstoNelsons data.


With only a couple of clicks,the user can browse throughlarge data sets. Filteringbecomes part of theexploration process, not aseparate event. This is usefulwhen there is a lot of data andit is better to filter rather thanhighlight data.



Highlight Data Points Across Views

What's this?

This automatically highlightsthe same data points acrossdifferent views.

Whats happening?

When you select one or more

data points in the top pane,Tableau automaticallyhighlights the associated datapoints in the pane below.


It allows you to see, forinstance, that the orders with

the highest revenue amountdid not tend to have thehighest discounts. Hence,heavy discounting is notneeded to bring in largeorders.



Highlight Across Views by Category

Whats this?

This feature lets youautomatically highlight acategory across multiple viewswhen you turn on highlighting.

Whats happening?

When you select the Westernterritory in the view for 2008,that territory is highlighted inthe bar charts for 2007 and2008 also.


It allows the user to see, for

instance, that the Westernterritory has made a lot ofground in the manufacturingand automotive industries, butthat retail is shrinking.



Highlight Across Data Sources

Whats this?

Because your data isnt always

in just one place, highlightingand filtering works across datasources.

Whats happening?

You're working with adashboard that uses data fromthree different data sources.You can highlight by store,state, or another category.


Finding related data is often

most valuable when you'reworking across data sources.This feature lets you l ink viewsof data and find trends thatwould otherwise be hidden.



Highlight Date Trends

Whats this?

With one click, you canhighlight across multiple viewsthat show time or date.

Whats happening?

You're working with a

dashboard that uses data fromthree different data sources.You can highlight by store,state, or another category.


Finding related data is oftenmost valuable when you're

working across data sources.This feature lets you l ink viewsof data and find trends thatwould otherwise be hidden.



One-Click Highlighting

What's this?This feature lets you highlightacross categories with a singleclick.

Whats happening?

Youve clicked on the

highlighting menu and chose to

highlight all views byopportunity owner.

Why is it important?Highlighting is a powerful toolthat lets you explore data bylinking perspectives acrossviews. With Tableau, you can

enable this with a single click,so you get all the power ofhighlighting without needed todo any programming orcustom work.



New Quick Filter and Dashboard Styles

What's this?

The background on quickfilters has changed to whiteand the titles on dashboardshave been reformatted.

Whats happening?

Youve created a dashboardwith one view, a quick filter,and a legend. The backgroundon the quick filters is white andthe title is a light grey thatkeeps the focus on the data.


By making quick filters andtitles blend into dashboardsbetter, the focus stays on yourdata and you can visuallyanalyze it without distraction.


16/56All rights reserved. 2009 Tableau Software Inc.All rights reserved. 2009 Tableau Software Inc.

Authoring Rich Experiences



Authoring Rich Experiences

These features let you guide your users through an analysis and allow greater

control over the visualization.

New authoring features include:

Manage your data: use powerful new filters, including relative dates

Create guided analytic workflows: design links, highlights and filters tocreate custom workflows

Customize views: change Quick Filter and legend titles, customize tooltipsand add parameters to titles and captions to present exactly the right view

Create dual axes charts: show related data on dual axes

These features work with only a few clicks, no development needed.


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Relative Date Filters

What's this?

This feature lets you applydate filters for time periods bydates relative to now.

Whats happening?

Youre filtering by date, but

selecting relative time periodsrather than absolute dates.Tableau keeps your views upto date as time passes andyou add new data.


Viewing the last six months or

six weeks of data is a commonneed. Now those views stay upto date automatically when youset a relative date range.


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One-Click Relative Date Filters

What's this?

This feature lets you applydate filters simply by clickingon that time period in theQuick Filter.

Whats happening?

Youre filtering by date: in thetop dialogue, youve chosen to

see this stock data for the last6 months.


This allows you to easilybrowse periods to see how

your data is changing. Asalways, this is available withjust a click no programmingand no customization required.


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Search Within Filter

What's this?

This feature lets you searchwithin a multiple single valuequick filter list for any string.

Whats happening?

In the first example, youre

searching a large product listto find all products that includeCycling without searching for

them individually. By the timeyouve typed the first five

letters, youre found three

options.

Why is it important?This allows you to search andfilter quickly in large data setsand to do ad-hoc filtering.


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Wildcard Match in Filter

What's this?

This feature lets you search fora string without showing theentire filter.

Whats happening?

Youre viewing stimulus project

proposals for airports and areinterested in airfields, asopposed to terminals orinfrastructure. You select apattern match filter and enterairfield to see all the

programs with that term.

Why is it important?This allows you to search andfilter quickly in large data sets.You can perform free-textsearches, like in this example.

You can also find families ofrecords easily: for example, allsales records for Toyota

Motor co, Toyota Parts, etc.


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Add a Compact Filter

What's this?

Filter to one of several optionswith a small control.

Whats happening?

Youve chosen to filter on

Region, but you only want to

select one at a time. Hereyouve selected MidWest tosee all the programs in thatregion.


This gives you control over thefiltering behavior of your view,

as well as the aesthetics. Youmay want to chose a compactlist over a single-value list tosave space and make the viewmore appealing.

This control also works forsingle-select attributes incubes.


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Slide Through Categories

What's this?

This feature lets you filter toone of several options in aslider, so you can easilybrowse your data.

Whats happening?

Youre still filtering theStimulus data, but now youre

interested in how the proposalschange by region. You add aslider control to be able tobrowse through the regions.


Sliders encourage clickingthrough data in a series. Likethe compact filter, you canrestrict the filter behavior toone selection at a time whileguiding the user.


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Set Default Sort Order

What's this?

This feature lets you set thesort order of any field to followa logical pattern.

Whats happening?

Youve created a chart about

assets by age group, but yourgrouping under 35 fell to the

end in an alphabetical sort.You changed the sort to orderit first.


When you present data

outside of a logical sort order,the result can be veryconfusing for your viewers.This allows you to set an orderwhen numerical or alphabeticalsorts dont work.


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Customize Tooltips

What's this?

This lets you select which datais included or excluded fromthe tooltip. You can eveninclude data that isnt in the

view.

Whats happening?Youve added program,

project, project link, andestimated jobs to the tooltip;and youve excluded latitude

and longitude.


As an author, you want theability to tell a story with yourviews. Now you can use thetooltips to focus the viewer onthe most important data andadd relevant details.


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Edit Quick Filter Titles

What's this?

Now you can change legendtitles right on the view.

Whats happening?

Here, the left legend promptsyou to select regions to view.

The top legend title has beenedited to prompt you to selecttax type.


You may want to prompt theuser with instructions abouthow to interact with a view. Or

you may just want to providesome clarification on thelegend title.


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Edit Legend Titles

What's this?

This feature lets you customizelegend titles, just like youwould titles on views.

Whats happening?

When you add a legend to a

view, you can choose to edit it.


As an author, you want theability to tell a story with yourviews. Now you can use thelegend to add important datato a view or explain your use of

color.


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Add Parameters to Titles & Captions

What's this?

You can add parameters toyour titles and captions: forexample, date or categoricalinformation.

Whats happening?

Here, the title has been editedto include the year of the data.If the year of the data changedto 2006, the title would alsochange automatically.


Parameters can help you

provide clarity for views,especially views that changeoften.


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Show Data on Dual Axes

What's this?You can plot two variables, whichhave different units or scales, onthe same axis.

Whats happening?

You're viewing a dual axes chart.In this case, the NASDAQ close

price is in orange on the rightaxis, and the Dow Jones (DJIA)close price is in blue on the leftaxis.


You can see how the relationshipbetween variables is changing,

even when the variables usedifferent scales. For example, theNasdaq peaked about 7 yearsearlier than the Dow Jones, butat the same relative level.


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Create Action On Click

What's this?This feature allows you tocontrol the actions that occurwhen users click on definedareas of your workbook.

Whats happening?

The user is browsing stimulusprojects and clicks on aproject. Because you defined alink to that projects URL, the

user sees the web page.

Why is it important?This allows you to defineactions related to the selection

of your user. As the author, youhave a good idea of whatinformation is useful once theuser has gotten to a certainpoint. With actions you havefine-grained control over theresults of user actions.


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Create Action On Hover

What's this?This feature allows you tocontrol the actions that occurwhen users hover on definedareas of your workbook.

Whats happening?

The user is browsing stimulusprojects and hovers over aproject. Because you defined alink to that projects URL, the

user sees the web page.

Why is it important?This allows you to defineactions related to the selection

of your user. As the author, youhave a good idea of whatinformation is useful once theuser has gotten to a certainpoint. With actions you havefine-grained control over theresults of user actions.


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Create Guided Analytic Workflows

What's this?This feature allows you tocontrol the actions that occurwhen users do certain things inyour workbook. You can selectwhether the action is explicit,or occurs on hover or select.

Whats happening?The user is browsing stimulusprojects and selects a project.Because you defined a link tothat projects URL, the user

then sees the web page.

Why is it important?This allows you to defineanalytic workflows to guideyour users through certainactions. As the author, youhave a good idea of whatinformation is useful once theuser has gotten to a certainpoint. With actions you havefine-grained control over the

results of user actions.


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Customize Details View

What's this?This feature allows you toshow users exactly the detailsyou want to show, by creatinga pane in your dashboard andfiltering to details there.

Whats happening?

The user is browsing stimulusprojects by city in WashingtonState and selects Everett. Thepane below serves exactly thedetails that youve authored.

Why is it important?This gives you another level ofcontrol over informationpresented to people who useyour workbooks.


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New Data Options


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New Data Options

These features let you answer any question, no matter what the data is.

New features that support working with data include:

Custom geocoding: create specialized regions or map international data

by customizing map areas Broad data: connect to even more file formats; more support for cubes

Data anywhere: work offline with exactly the data you need in extracts

Secure data: support for SSL

Data faster: cut-and-paste from email or the web directly into Tableau

All the new data types are supported in both Tableau Desktop & Server.Authoring features such as custom geocoding require Tableau Desktop.


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Add Custom Geocoding Data

What's this?This feature allows you toaugment Tableaus maps by

generating your own geocodedareas.

Whats happening?

Youve create custom areas in

Tableau that correspond to themajor US airports by importinga file with the geocoded data.

Why is it important?You may want to encode dataon a map according to areassuch as Metropolitan Statistical

Areas, watershed areas, salesterritories or other customareas. You can also add regiondata for countries other thanthe U.S., which Tableaucurrently does not include.


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Add Custom Geocoding Data (continued)

Whats happening?

Youve created custom

geocoding for store locations inFrance. Now you maprevenues by size with profitmargin shown on color.


You may want to analyze databy stores, facilities or othercustom entities. Now you cancerate those entities asgeocoded locations in Tableauand analyze any data thatrefers to them.


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Access Data Across Files

Support for new file formats:

Tab delimited

Space delimited

Colon delimited

Pipe delimited


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And Stay Up to Date

Support for new database versions:

Postgres 8.3

Oracle11g

MySQL 5.1

Vertica v3

Teradata 13

DB2 v9.5


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Keep Excel and Text Files Open

What's this?

This feature lets you keep yourdata files open while youre

working in Tableau, andrefresh as needed.

Whats happening?

Youre working with

unemployment data right inTableau while you have theExcel file open.


You often need to see orchange the source data as youwork. Tableau makes it easy

for you to work across files,without opening and closingyour source data.


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Extracts: Aggregate Data

What's this?

This feature allows you toextract only the fields neededto construct your views.

Whats happening?

Youre choosing to aggregate

data for visible dimensions.

Now only the data that is visiblein your views will be included inthe extract.


This allows you to use extractsto reduce the size of your data,while keeping the most critical

data available.

It also lets you present privatedata, such as survey results orcompensation reports, inaggregate without showing theunderlying detail such asnames and salaries.


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Hide Columns Before Extract

What's this?This feature allows you toextract only the fields neededto construct your views.

Whats happening?

Youre choosing to aggregate

data for visible dimensions.

Now only the data that is visiblein your views will be included inthe extract.


The allows you to use extractsto reduce the size of your data,while keeping the most critical

data available.

It also lets you present privatedata, such as survey results orcompensation reports, inaggregate without showing theunderlying detail such asnames and salaries.


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Better Data Access for Cubes

New filter types for single-level attributes and sets

- Pattern matching

- Slider

- Combo box

New filter type for multi-level hierarchies: radio button list

Relevant values for single-level attributes and sets

Highlighting for cubes

Actions for cubes, which can be used to create effective filters


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Support for SSL

Using Tableau 5.0 with SSL provides client/ server authentication so that youcan communicate securely.

Tableau SSL works with certificates from RSA or Thawte

SSL makes both the publish and the view process secure

The Tableau Server Configuration tool is used to authenticate


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Cut, Paste and Analyze

What's this?

This allows you to instantly create visualizationswith any data set.

Whats happening?

When browsing the web or an email attachment,copy any table of data (here, Olympic medal data).Open Tableau and paste right in. Its that easy.

Why is it important?You can visually analyze any table instantly just bydropping it into Tableau.


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Scalability & Performance


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Server Scalability and Performance

We've made a huge investment in Tableau Server 5.0 so that it can scale upto the demands of any environment.

New features in performance and scalability include:

Scalability: distribute server load to scale to thousands of users Responsiveness: multithreading so users wait less for results

Performance: improvements in data shaping and connections

Ease of maintenance: new management and monitoring tools mean youcan use your IT staff efficiently


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Scale to More Users by DistributingServer Load

What's this?This allows you to addadditional servers to supportthe same instance of TableauServer.

Whats happening?

This customer found itself with

more users than it couldsupport on one server. So itsimply added additionalhardware to improveperformance.


Now its much easier to add

new users to your deploymentsimply add additionalcomputers whenever the loadon your system becomes toogreat.

Tableau ServerWeb Browser

Tableau ServerWeb Browser

from

to


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High Responsiveness with Multithreading

What's this?This feature allows parallelized,rather than serial, requests toeach VizQL server.

Whats happening?

Five users are working ondifferent views on the server.

They are each submittingserver requests based on howthey are filtering and sortingviews. Tableau is able to serveall those users much morequickly by using multithreadingon the server.

Why is it important?User wait time is much shorter,and users dont have to wait for

long-running processes tocomplete before getting aresult.

from

to

BobbySally Timmy Cindy Billy

Time

Bobby

Sally

Timmy

Cindy

Billy

Time


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Improved Logging and Monitoring

What's this?Updated views in Tableau Serverallow you to see user activity, spaceusage, server activity, task history,or customized views.

Whats happening?

As an administrator, youre viewing

Server Activity, one of the newadministrative reports right onTableau Server.


Youre able to get important

information about activity on yourserver. For example, you can find

out which workbooks take up themost space, which users areaccessing the server most often, orwhat your peak request times are.You can also find opportunities tooptimize your server.


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Query the Tableau Server Repository

What's this?

This allows you to do your ownreporting and analysis ofTableau Server usage byconnecting to the database ofrepository tables.

Whats happening?

This administrator is connectedright to the database thatmonitors Tableau Server, andcreated a view to show theaverage duration of tasks, bystatus.


You may have specific questionsthat are not answered by thestandard views in TableauServer. This allows youcomplete flexibility over thequestions you ask and how youpresent the data.


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Improved Query Performance

Extracts optimized for data storage

Faster extract creation

Smaller extracts

Higher-performing filters

Judicious use of join logic across tables: Now only the joinsnecessary to create a view are created, speeding up databasequeries dramatically.

Optimized Teradata & Oracle connections: We've optimized queries

for these database to support faster rendering.


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Local Extract Engine

What's this?

This feature allows you toautomatically load all extracts onTableau Server into a single localdatabase.

Whats Happening?

Three users are accessing the

same view on Tableau Serverand working off a shared extractof the data.


This allows you to increase theperformance of Tableau Serverby opening only one version of

an extract per active session. Italso lets you leverage morehardware to improveperformance and enables a truemulti-user server. This workswith SQL Server, Firebird,MySQL, and Postgresdatabases.

Published extract files areexpanded into a shared

database

Tableau ServerWeb Browsers


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Manage Server Load with ScheduledExtract Updates

What's this?

This allows you to update data onTableau Server according to aregular schedule. This means thatusers get the most recent data butthe database server is not prime-time queries.

Whats happening?Youre working with a very large

database. To increase speed, youcreate an extract and schedule anupdate every week . Your userscan work with current data and getgood performance, withoutoverloading the database.


Youre able to control the timing of

updates. For example, if yourcompanys store data is updated

every weekend, you can scheduleupdates for every Sunday night sothe most recent data is on theserver for colleagues to use.

Tableau Server Web Browsers

Database

Extract


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New Server Command Prompt

What's this?

This is a server automation utilitythat lets you manage users andgroups, publish workbooks, syncwith Active Directory, and getimages from views.

Whats happening?

This administrator has run thetabcmd utility and is now in thecommand prompt for TableauServer.


Now you can automate commonserver tasks to reduce errors and

save administrators time.

Tableau Features5.0

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