Tableau 简明教程

Tableau - Design Flow

由于 Tableau 有助于分析大量数据（跨越不同的时间段、维度和度量），因此需要非常精心的规划才能创建良好的仪表板或故事。因此，了解设计良好仪表板的方法非常重要。与人类努力的任何其他领域一样，要创建良好工作表和仪表板，需要遵循许多最佳实践。

As Tableau helps in analyzing lots of data over diverse time periods, dimensions, and measures, it needs a very meticulous planning to create a good dashboard or story. Hence, it is important to know the approach to design a good dashboard. Like any other field of human endeavor, there are many best practices to be followed to create good worksheets and dashboards.

虽然 Tableau 项目的最终预期结果理想情况下是带有故事的仪表板，但在达成此目标之前有许多中间步骤需要完成。以下是设计步骤的流程图，应理想地遵循该流程图以创建有效的仪表板。

Though the final outcome expected from a Tableau project is ideally a dashboard with story, there are many intermediate steps which needs to be completed to reach this goal. Following is a flow diagram of design steps that should be ideally followed to create effective dashboards.

designflow

Connect to Data Source

Tableau 可连接到所有流行的数据源。它具有内置连接器，可在提供连接参数后负责建立连接。无论它是什么，是简单的文本文件、关系源、SQL 源还是云数据库，Tableau 几乎可连接到所有数据源。

Tableau connects to all popular data sources. It has inbuilt connectors which take care of establishing the connection, once the connection parameters are supplied. Be it simple text files, relational sources, SQL sources or cloud data bases, Tableau connects to nearly every data source.

Build Data Views

连接到数据源后，您会获得 Tableau 环境中提供的所有列和数据。您可以将它们归类为维度和度量，并创建所需的任何层次结构。使用它们，您可以构建视图，这些视图传统上称为报告。Tableau 提供简单的拖放功能来构建视图。

After connecting to a data source, you get all the column and data available in the Tableau environment. You classify them as dimensions and measures, and create any hierarchy required. Using these you build views, which are traditionally known as Reports. Tableau provides easy drag and drop feature to build views.

Enhance the Views

需要通过使用筛选器、聚合、轴标记、颜色和边框格式等方式进一步增强创建的视图。

The views created above needs to be enhanced further by the use of filters, aggregations, labeling of axes, formatting of colors and borders, etc.

Create Worksheets

创建不同的工作表以创建相同或不同数据上的不同视图。

Create different worksheets to create different views on the same or different data.

Create and Organize Dashboards

仪表板包含多个链接的工作表。因此，任何工作表中的操作都可以相应地更改仪表板中的结果。

Dashboards contain multiple worksheets which are linked. Hence, the action in any of the worksheet can change the result in the dashboard accordingly.

Create a Story

故事是一张包含一系列的工作表或仪表板的表格，它们共同协作以传达信息。您可以创建故事来展示事实如何联系起来，提供背景，演示决策与结果的关系，或者简单地提出一个令人信服的理由。

A story is a sheet that contains a sequence of worksheets or dashboards that work together to convey information. You can create stories to show how facts are connected, provide context, demonstrate how decisions relate to outcomes, or simply make a compelling case.