Using Tableau with Kognitio

In these tutorials we create some simple Tableau visualizations over a large retail data set that has an identical structure to the Kognitio retail data.

Working through these tutorials with the retail data set will teach you how to to connect Tableau to Kognitio and learn some best practices. You can see how Kognitio can empower Tableau at scale by using your own large data sets.

Tutorials

Our Tableau tutorial has three examples:

Note

Work through the steps on this page before you try the examples.

Tableau preliminaries

Before you build your first Tableau worksheet, follow the steps on this page.

  1. Before you build your first Tableau notebook, follow the steps on our Tableau basic configuration page.

  2. Create a Tableau data source.

    We’re using a significantly extended version of the retail data set throughout this tutorial. However, you can use the standard retail demo data set instead.

    Create your data source by dragging these views to the canvas:

    Connect to Kognitio
  3. Assume referential integrity.

    By default, Tableau assumes that a data source does not have referential interity. In other words, there may be data in the main fact table that does not have corresponding information in the lookup tables. Similarly, there may be data in the lookup table that does not have corresponding information in the fact data. To ensure consistent results in this situation, Tableau has to include all the joins between all the views in the data source.

    The retail demo data set in this tutorial does have referential integrity. You can specify this in Tableau to make sure it doesn’t create unnecessary joins.

    From the Data menu select Assume Referential Integrity.

  4. Create calculated fields.

    Go to your first worksheet and create these calculated fields:

    For this measure: In this view: Create a field called: Defined as:
    Price V_RET_SALE Revenue SUM( [Price] )/100.0
    Basketno V_RET_SALE Baskets COUNTD( [Basketno] )
    Number of Records   Num Items SUM( [Number of Records] )
  5. Set up longitude and latitude.

    In the Kognitio retail data, latitude and longitude are stored as decimal data types. Tableau infers that these are measures. To use Tableau’s mapping visuals:

    1. Set the Geographic Role for Storelat in V_RET_STORE to latitude.
    2. Set the Geographic Role for Storelong in V_RET_STORE to longitude.
    3. Convert them both to dimensions.

Next: Create a Tableau barchart