Tableau Fundamentals Training - 126p

Tableau Fundamentals
Power-User Training
February 11, 2015

Katie Dorris
Courtney Kanetzky
Fundamentals
Agenda for Class
• Intro to Tableau Fundamentals for • Customizing your Data
Desktop
• Analyzing Data with Quick Table
• Connecting to Data Calculations
• Creating Basic Visualizations • Using Parameters for Custom User
Input
• Simplifying and Sorting your Data
• Showing Breakdowns of the Whole
• Organizing Your Data
• Viewing Distributions
• Slicing your Data by Date
• Highlighting Data with Reference
• Using Multiple Measures in a View Lines
• Showing the Relationship between • Showing Data History
Numerical Values
• Formatting Visualizations
• Mapping Data Geographically
• Making your Views Available
• View Specific Values
• Sharing your Work
2
11/6/2019
Workbook Name Toolbars View Show Me
Data Window
View Cards Workspace Controls
4
Status Bar Sheet Tabs 11/6/2019
Connecting to Data
Fundamentals
Connect to Data
1. Go to Home Screen
2. Choose “Connect to Data”
6
11/6/2019
Fundamentals
Connect to Data
Note: See all of the options for data sources.
We will primarily be using “Tableau Server” for our
data sources for business reporting. These are all
data connections that have been developed in our
Data Lake – (MES/CIMNET, Kronos, NCN, etc.)
3. You can also connect easily to Excel and/or

Access files.
4. For this training, choose “Microsoft Excel” on
the left data menu.
5. Navigate to your training files & select
“Superstore Sales Training.xls”.
7
11/6/2019
Fundamentals
Connect to Data
6. Once the connection loads, you’ll see all the available tabs on the left-hand side.
7. Drag “Orders” over to the box where it says “Drag Sheets Here”.
8. Click on the orange “Go to Worksheet” button.
Click
8
11/6/2019
Fundamentals
Connect to Data
Note: For linking data in a single source drag a second sheet into the data
connection page.
Specify a joining condition (more detail in the advanced training)
And specify which fields are in common if Tableau has not already done so.
9
11/6/2019
Fundamentals
Connect to Data
9. Once you click on the button, you will be taken to a blank worksheet. This is the
view where you can start to develop charts, tables, and other visuals.
10
11/6/2019
Fundamentals
Connect to Data
10. Dimensions & Measures:
a. Dimensions: Dates, Text, Geographic Data, etc.
b. Measures: Numerical Data
11. Visual Queues for Data Window:

Blue icons indicate that the field is discrete
Green icons indicate that the field is continuous
Icons preceded by the equals sign (=) indicate a

calculated field
Icons with an exclamation mark on them indicate

that the field is invalid
11
11/6/2019
Fundamentals
Connect to Data
Tableau automatically assigns values as
dimensions or measures based on what it
thinks is the best fit.
You can convert a dimension or measure
by right clicking and selecting Convert to
Dimensions
12
11/6/2019
Fundamentals
Connect to Data
12. Drag “Sales” to columns. Note the
format of the numerical values on the
axis.
13. If you don’t like the default formatting
that Tableau provides, you can set
default formatting that will drive
formatting for a particular measure on
the worksheet.
• Right click on “Sales”  Choose
“Default Properties”  Select
“Number Format”
• You can choose a standard
currency option, or create a
custom currency option by going to
Currency (Custom)
• Lets select 0 for decimal places &
units at “None”
13
11/6/2019
Fundamentals
Connect to Data
14. Lets clear this out by clicking the back arrow or the button that gives you the option.
15. Drag Customer Segment to Columns & Discount to Rows
• Discount doesn’t really make sense as count…so lets try something.
• Go to “Default Properties” & “Number Formatting” and change to percentage.
• You can change the default calculation from “SUM” to “AVG”.
– Right Click on the Discount field in the Columns card
– Hover over Measure (Sum) to see the list of calculation options
– Click on “Average”
14
11/6/2019
Fundamentals
Connect to Data - .tds File
16. All of the changes you are making by adding new calculated fields, duplicating
fields, or changing formatting won’t be saved in your source excel or other file.
17. But! You can save these changes in a .tds file. This allows Tableau to quickly
save these formatting and other options in a middle layer. It will automatically save
the changes between Tableau and the data connection.
1. First, right click on the source on the left hand side.
2. Select “Add to Saved Data Sources…” towards the bottom. Either save to
default location or to a location of your choice.
3. Now, if you close all the way out, you can choose this .tds file and everything
we’ve done so far is saved and maintained.
15
11/6/2019
Fundamentals
Connect to Data – Tableau File Types
1. .tds
• Tableau Data Source files are shortcuts for quickly connecting to data souces that you
use often. Data doesn’t actually exist in this type of file, but the .tds acts as a pointer to
the data and maintains any special formatting and manipulations to the data that you want
to be able to retain for multiple users or reports. (retains format, calculated fields, groups,
sets, field names/aliases, hierarchies)
2. .twb
• Workbooks hold one or more worksheets and dashboards, and always refer to data
outside of the workbook itself.
3. .tde
• Tableau data extract files have the .tde file extension and are marked with the extract
icon. Extract files are a local copy of a subset or entire data source that you can use to
share data, work offline, and improve database performance
4. .twbx
• Tableau Packaged Workbook (contains the data extract and everything you need into the
file…allows you to share with people who don’t have access to the source. Embeds any
files with it).
16
11/6/2019
Understanding Changes to Data
If you are using live data connections:
Changes that effect your data

• Changing the structure of your data
• Removing or renaming a field
Changes that DO NOT effect your data

• Changing fields that are not in your view
• Changes to only values of data
Note: If you are using a Tableau extract your data will not change until you
Refresh
17
11/6/2019
Creating Basic Visualizations
Data Window Components
Component Description
Discrete categories of data. Sometimes referred to as data
Dimensions slicers. Dimensions create axis headers into a view.
Measures Numeric data values. Measures create axes in a view.
A column in a database. Includes both dimensions and

Fields measures.
Author-defined variables from a list, range, or entered
Parameters value with controls for user input that can replace constant
values.
Custom fields that define a subset of the data for special
Sets encoding, filtering or displaying values in and out of the set.
19
11/6/2019
View Window Components
Component Description
Drag dimension and measure fields to these shelves to
Columns & Rows define how you want the data shown in the view.
Show data changes over time or across discrete
Pages dimensions.
Drag fields to the Filters shelf to limit the number of
Filters members shown. Exposed filters in a dashboard allow
end-user control of the visualization.
Data as shown in the visualization. Bars, circles, pies,
Marks text, and lines are examples of Marks.
Marks Card Changes the appearance of “mark” types.
The tabs across the bottom of the view are in the

worksheets contained within the entire workbook. To add
Worksheets a new worksheet, click the new worksheet tab and a new20
worksheet displays. 11/6/2019
Elements of a Visualization
When you connect to data, Tableau categorizes your data fields as Dimensions
(discrete categories of data) and Measures (numeric data values). When you drag
a dimension or measure into a view, the Tableau visualization transforms your data
into Marks, which are the visual form your data takes. Marks can be bars, lines,
dots, shapes, or numbers and text.
Create a Visualization
Two ways to create a basic visualization:
To Do this:
Select dimension and measure fields you want in the view, and
Get a recommendation
choose the Show Me option. Show Me suggests the best
for a view: visualization type for your selected data.
Drag fields into Columns, Rows, and the Marks cards. You
Build your own: can also drag fields into the views.
21
11/6/2019
Change Colors, Sizes, or Mark Types
You can use the Marks card to change the attributes of the marks in your view by
selecting the mark you want to change and doing one of the following:
To Do this:
On the Marks card, select the drop-down menu and choose the
Change the Mark Type mark type.
Change Colors Choose Color to access the color menu options.
Adjust Mark Size Choose Size and use the slider to adjust the size.
Choose Label to access the label menu options. Options
Change Label available are dependent on selections you make.
From the Data window, drag a dimension field to Detail to
separate the marks in a view according to members of a
Add Details dimension. Using details brings more data into the view without
changing the table structure.
Choose Tooltip, and in the Edit Tooltip dialog box, edit the
Edit Tooltip details of the tooltip.
On the Marks card, choose Pie from the drop-down menu, and
Assign Values to Pie Chart drag a measure to Angle.
22
On the Marks card, choose either Line or PolygonTableau
from Fundamentals
the
Control the Path of a Line drop-down menu, and drag a dimension to Path.
11/6/2019
Practice: Exploring Tableau and the Data
Create a view according to the following specifications:
1. Shows Sales in a bar chart by Department & Category
2. Shows Profit using Color
23
11/6/2019
Practice: Exploring Tableau and the Data
To create this view, drag the following elements from the Data window to the
specified locations:
1. (Measures) Sales to Columns
2. (Dimensions) Department to Rows
3. (Dimensions) Category to Rows – place to the RIGHT of department
4. (Measures) Profit to Color
24
11/6/2019
Simplifying and Sorting your Data
Types of Sorts
Computed Sorts
Sort Description
The default sort order determines how a field will be sorted when it’s first
added to a view. You can set the default sort order to either ascending or
Default descending order, as well as control whether it is sorted alphabetically, by
data source order, or even by a specified manual sort.
Right-Click Performed on dimensions in a visualization, this sort option appears when

right-clicking a dimension. This type of sort overrides the default sort and can
Sorting on a sort any aggregation on any data field. It is also dynamic – the sort order is
Dimension modified as data changes.
Use the toolbar icons for ascending and descending. Or hover over an axis
One-Click Sorting and click the sorting icon when it appears. This sort overrides the default sort
on an Axis type and is dynamic.
Manual Sorts
Sort Description
Drag & Drop Apply by dragging headers or labels in a view and dropping them in a new place.
This sort is NOT dynamic and only applies to the sort field member of a single
Sorting dimension.
Click and drag to select the marks in a view that you want to sort, and then hover
Sorting on over the marks and choose the Sort icon that appears in the Tooltip. This
Tableau sort is
26
Fundamentals
Selected Marks NOT dynamic and overrides the default sort order.
11/6/2019
Sorting
1. You can quickly sort an applicable dimension by right clicking on the dimension
object in the column or row and choosing the “Sort…” option.
2. Sort Order:
• Basic sorting options include Ascending or Descending
3. Sort By:
• More complex or custom sorting options include:
1. Data Source Order - Automatic
2. Alphabetic – Automatic
3. Field – User selected field & aggregation (count, sum, min, max, etc.)
4. Manual – User manually sets order of fields by dragging and dropping or using
“Up” and “Down” buttons.
4. Sorts can be used on multiple dimensions if they exist in the view to develop
better visualizations that make sense to the end user (i.e. Department &
Category).
5. Remember, choosing “Sort…” on the objects in the data window will ONLY sort
in this particular Worksheet.
6. Similar to formatting earlier, you can set the Sort default by right clicking on the 27
dimension in the left hand pane and choosing “Sort…” and following the same 11/6/2019
Practice: Sorting
Create a view according to the following specifications (Sorting_Starter.twbx):
View One
1. Sort for Department in this order: Technology, Office Supplies, and Furniture
Pro Tip: Hold your curser over the sort icon in the Toolbar to see what the sort is set
on
28
11/6/2019
Practice: Sorting
Create a view according to the following specifications (Sorting_Starter.twbx):
View Two
1. Sort by Profit in descending order (with Profit on Color Mark).
29
11/6/2019
Data Filtering
Using filters narrows the data shown in a view to focus on relevant information.
Filter options vary by field type (Dimension, Measure, Date Dimension). You can
use quick filters for any dimension or measure to allow end-user interactivity and/or
can create custom filters on dimensions or measures.
Filter on a Dimension
1. Dimension Filters have four options – separated by tabs in the dialog box:
• General, Wildcard, Condition, and Top
2. Multiple filters can be chosen for the same dimension and are used cumulatively
by Tableau (the tool uses “AND” logic to add filters).
• i.e. For Region, if you choose “West” on the General tab and also choose
“Top 10” on the Top tab, you will only see the Top 10 data for the “West”
region.
Filter on a Measure
1. Measure Filters have four options – separated by icons in the dialog box:
• Range of Values, At Least, At Most, or Special 30
11/6/2019
2. Only one filter option can be selected for a Measure.
Data Filtering – Quick Filter Options
Quick Filter Menu Single Value (List) Single Value
(Dropdown)
Single Value (Slider) Multiple Values (List)
Multiple Values Multiple Values Wildcard

(Dropdown) (Custom List)
31
11/6/2019
Data Filtering – Customizing Quick Filter
Multiple Values (Custom
Show “All” Value List) Copy and paste values
Show Search Button from Excel and drop it into
Shows or Hides (All) this filter
Shows or Hides Search select option on filters
option
Show Include/Exclude
Shows or Hides Include/
Exclude in Filter Menu
Show More/Fewer
Show Filter Types Buttons
Shows or Hides Options to Shows or Hides
Select a Different Filter More/Fewer icon.
Type
32
11/6/2019
Data Filtering – Marks Card
If you hide your Marks card

click here to get it back.
Worksheet >Show Cards > Filters
Shelf (etc)
33
11/6/2019
Practice: Filtering
Create a view according to the following specifications (Filtering_Starter.twbx):
1. Has a quick filter for Region, displayed as a single value list, titled “Select a
Region” with the option to choose “All” disabled.
2. Has a quick filter on Sum of Sales, formatted as a slider, and titled “Adjust View
by Sales”.
34
11/6/2019
Data Filtering
Note:
When you want to exclude certain
values - Use the Exclude checkbox to
keep your data dynamic.
For Example, in the image shown,
when 2014 data comes in, your data
set will show 2012, 2013, and 2014.
35
11/6/2019
Data Filtering
Note:
When using other filter items, select
the Use all radio button so none of
your data is excluded.
36
11/6/2019
Organizing Your Data
Using Groups
A group is a set of dimension members combined into higher level categories.
Groups are useful for simplifying the display data when working with large numbers
of dimension members.
There are four methods to create a group:

1. Create a group from the view
2. Create a group from the data window
3. Create a group using visual grouping
38
11/6/2019
Using Groups
Option 1. Creating a Group from the View
1. CTRL+click to select multiple dimension labels in the view (table, chart, etc.)
2. Click the “Group” (paperclip) icon in the ToolTip after all are selected
 Notice that a new group appears in the Dimensions list on the left-hand side
39
11/6/2019
Using Groups
Option 2. Create a Group from the Data Window
1. Right-Click on a dimension in the data window on the left-hand side and choose
“Create Group…”:
40
11/6/2019
Using Groups
Option 3. Create a Group using Visual Grouping
1. CTRL+click to select multiple dimension marks in the view (i.e. bars in a chart)
2. Click the “Group” (paperclip) icon in the ToolTip after all are selected
 This allows you to group items visually on the chart with color coding (as shown
below), without losing their individual dimension labels as was done in Option 1.
41
11/6/2019
Creating and Using Hierarchies
Hierarchies are a useful way to quickly group items by order of relationships. Using
Tableau, you can manually generate a hierarchal structure in your data for any
dimension. When you create dashboards using views containing hierarchies, users
can click on a plus “+” sign to drill up and drill down inside of the data charts & table
views on display.
Building Hierarchy Using Drag & Drop
1. On the left-hand side, drag & drop the “child” field onto the parent.
1. The fields go in order of the hierarchy (in this case, Region is the
top group, followed by Sub Region, followed by State).
2. You can change the order by dragging an item up or down in this grouping
3. Once in the data window, you can click on the “+” or “-” sign to show different
levels of the hierarchy:
42
11/6/2019
Creating and Using Hierarchies
Building Hierarchies by Using Context
1. On the left-hand side, CTRL+click the fields you want to group using a hierarchy.
2. Right-click on one of these fields and select “Create Hierarchy…”
Note: This method will put the fields in alphabetical order – you can re-order by
dragging and dropping them into place on the Dimensions list.
43
11/6/2019
Practice: Creating Groups & Hierarchies
Create a view according to the following specifications using the following starter
(Creating_Groups_and_Hierarchies_Starter.twbx):
1. Has a group named “Desk Supplies” that has the following labels: Envelopes, Pens & Art
Supplies, Scissors, Rulers and Trimmers, Labels, Rubber Bands
2. Has a hierarchy named “Products” with the following dimensions (in this order):
Department, Category (group), Category, Item
• Drill down one level in hierarchy so you can see Category (group) & Category
44
11/6/2019
(Creating_Visual_Groupings_Starter.twbx):
1. Has a visual group named “Desk Supplies” that has the following labels: Envelopes, Pens
& Art Supplies, Scissors, Rulers and Trimmers, Labels, Rubber Bands
2. Has a visual group names “Machines” with Office Machines, Copiers and Fax, and
Computer Peripherals
3. All others grouped as “Other”
45
11/6/2019
Pro Tip:
Select the Include ‘Other’ button to
group all other data elements together
This is what it looks like This is the correct view

without the ‘Include with the ‘Include Other’
Other’ button checked button checked
46
11/6/2019
Slicing your Data by Date
Understanding Discrete & Continuous Dates
Discrete Dates (Shown as Blue)
Definition: Represents dates as units. When you add a discrete date dimension is
added to the view, Tableau organizes the data as discrete parts, independent of
linear time. Use discrete dates to show your data organized by date units, such as
aggregated data for all Novembers over several years.
Continuous Dates (Show as Green)

Definition: Represents the natural, chronological progression of time. When you
add a continuous date/time dimension to a view, Tableau creates an axis as a time
line. Use continuous dates when you want to show your data organized along a
timeline, from the first data point in time to the last data point in time.
NOTE: Date fields have automatic hierarchies built in (Year, Quarter, Month, Week,
Day). When you drop in a date field, you can click on the “+” sign to expand until
you get to the aggregation that you like (you can drag & drop to change order or
drag off any values you don’t care about). Or you right-click the date field to choose
a different option.
48
11/6/2019
Date Type Selection Short-Cut
By right-clicking and dragging a date dimension to the data view, Tableau will pop-
up a window that shows you all options for selecting a date format.
NOTE:
Discrete fields are
shown on the top.
Continuous fields are
shown on the bottom.
49
11/6/2019
Re-Defining a Fiscal Year
You can change the default properties of a date/time field to display according to
your organization’s fiscal date equivalent.
Define a Fiscal Year

1. Right-click on the date dimension in the left-hand side data window, select
“Default Properties”, and choose “Fiscal Year Start”.
2. On the context menu, choose the starting month of your fiscal year.
50
11/6/2019
Practice: Discrete & Continuous Dates
(Using_Discrete_and_Continuous_Dates_Starter.twbx):
Sheet 1
1. Uses bars to show the aggregation of Sales by month.
51
11/6/2019
Practice: Discrete & Continuous Dates
(Using_Discrete_and_Continuous_Dates_Starter.twbx):
Sheet 2
1. Show Order Date by Sales in a continuous line at the month level.
52
11/6/2019
Practice: Custom Dates
(Custom_Dates_Starter.twbx):
1. Shows a line chart of Sales by Order Date.

2. Build two charts – selecting Custom Date by right-clicking on date dimension:
Custom continuous dates Custom discrete dates
shown in quarters: shown in quarters:
53
11/6/2019
Practice: Using Missing Values to Show Gaps in Data
Omits missing data points from the visualizations
When would you use this:
Example: Showing a graph with daily labor vouchering over a one month
time period. If an operator only works 5 days per week you can hide the days the
operator doesn’t work.
Missing Dates Hidden Missing Dates Shown
54
11/6/2019
(Showing_Gaps_in_Data_Starter.twbx):
Use following steps to show date as discrete day, including missing values and
formatting for null values:
1. Drag Sales to rows & drag Date to columns and select as Discrete Day
2. For the DAY(Date) field, choose to show missing values and note the difference.
Missing Dates Hidden Missing Dates Shown
55
11/6/2019
3. With “Show Missing Values” selected, right-click on SUM(Sales) and choose
“Format”.
4. There are different options for visualizing the “Missing Values” that you can select
on the “Marks” dropdown on the “Pane” tab in the formatting view (bottom of view).
Show at Indicator Show at Default
Value
Hide (Connect Lines) Hide (Hide Lines)
56
11/6/2019
Using Multiple Measures in a View
Comparing Views with Multiple Measures
• Measure Names and Measure Don’t let this happen to you!
Values are Tableau-generated fields
that serve as containers for more
than one measure.
• We use measure names and
measure values when more than one
number needs to share the same
space.
• Measure names – all the labels that
describe the values in the view
(descriptive, labels that you see).
Also a filter, you can open the filter
and add/delete dimensions)
• Measure values – Text property
becomes measure values. Measure
Values is a combination of numbers,
measure names are used to
separate them. 58
11/6/2019
To stack two measures:
1. Drag “Sales” to Rows and “Customer Segment” to Columns
2. Now, drag “Profit” onto the y-axis of the graph –each Measure is shown side by
side.
3. If you want to stack, rather than show side-by-side, drag “Measure Names” off of
Columns and onto the Color Marks card. This stacks the entire value of each
Measure on top of each other.
59
11/6/2019
Step 2. Side-by-Side Step 3. Stacked
Practice: Combined Axis Chart
(Combined Axis Chart _Starter.twbx):
1. A bar chart showing Profit & Sales (on same axis).

2. Show by Customer Segment and Department.
60
11/6/2019
Practice: Combined Axis Chart
(Combined Axis Chart with Stacked Marks_Starter twbx):
1. A single, stacked bar per country, color coded by metal type, and change colors for
medals so that the chart matches the formatting below:
61
11/6/2019
Combo Charts – Dual Axis
Using a combo chart allows you to show two different measures in the same view.
This view allows you to more easily compare two measures, and quickly spot important
relationships between the two.
1. Drag “Month(Order Date)” to Columns.

2. Drag “Sales” to Rows & drag “Profit” to Rows – this gives you two panes, one with
each Measure.
3. To create a combo chart, right click on the “Profit” and select “Dual Axis”.
4. Tableau does not automatically match scale on the dual axes. To match scale,
right click on the “Profit” y-axis and choose “Synchronize Axis”.
5. Now that you have two measures on two axes, you can do the following:
• Change Color independently
• Change Size independently
• Change Mark type independently (bar, line, shape, etc.)
• Change Label independently
62
11/6/2019
Practice: Dual Axis Chart
(Dual Axis Chart_Starter.twbx):
1. Show Sales as bars and Profit as a line by month with synchronized axes.
63
11/6/2019
Practice: Dual Axis Chart
Remember to synchronize your axis when creating a dual
axis chart. This will ensure that the fields that you are
looking at in your view are using the same scale.
Uncheck ‘Show Header’ if you don’t want to see

both axis's.
64
11/6/2019
You can create different types of views using multiple measures. All of these
options are good for comparing measures against each other, but they
result in different views.
Chart Type Use When

Combined or Useful for viewing multiple measures on the same
Shared Axis scale
Useful for showing how two different measures
Dual Axis
compare to each other
Stacked Marks Useful when measures add up to a whole

Use when you want to show two measures with two
Combo Chart
different mark types
65
11/6/2019
Showing the Relationship between
Numerical Values
Showing the Relationship between Numerical
Values
Creating Scatter Plots
Scatter plots help users visualize relationships between numeric variables,
especially when displaying data points in a way that calls attention to outliers. These
visualizations use a combination of colors, shapes, and placement to help
distinguish data that are divergent from the rest, and to show how the measures are
related.
To Create a Scatter Plot

1. Drag & drop measures you want to compare on opposite axes (rows & columns)
2. To show more data points, drag dimensions onto the detail tab to populate.
• NOTE: the more dimensions you add, the more data points will exist. You
can set shapes, colors, and sizes using these added dimensions to help
visually distinguish the data on the plot.
67
11/6/2019
Values
Practice: Scatter Plot
(Scatter_Plot_Starter.twbx):
1. Compare average Marketing expenses against average Sales by Area Code.

2. Color is determined by Product Type.
68
11/6/2019
Values
Using Sets
Sets are custom fields you create based on existing dimensions – you can create
sets based on specific criteria in order to:
1. View or highlight data meeting a specific computed condition
2. Monitor key data points
3. Create combined fields
Create a Subset of the Data
Once a scatter plot is created, you can develop static sets by highlighting multiple
points and choosing the “Create Set” icon in a Tooltip for a point in your selection.
69
11/6/2019
Values
Using Sets
Create a Set to Use as a Filter
Note: These type of sets are dynamic
1. Right-click on a dimension you want to
create a filtered set & select “Create Set”
2. In the dialog box, you have three options:
70
1. General 2. Condition 3. Top 11/6/2019

Values
Combined Sets
Combined sets allow you to compare multiple sets to one another to determine
intersections or differences across the sets. There are several options for
combined sets:
Combined Set
Description
Option
All Members in
Combines all members of both sets
Both Sets
Shared Members Combines only the members from both sets that have common data
points. For example, customers that are the top 50 most profitable
in Both Sets AND who waited longer that 5 days for a shipment.
<Set Name>
Keep all members of the selected set EXCEPT those shared with
Except Shared the unselected set.
Members
71
11/6/2019
Values
Practice: Creating and Using Sets
(Creating_and_Using_Sets_Starter.twbx):
1. Has a set for the Top 100 items by Sales

2. Has a set for the Bottom 100 items by Profit
3. Uses combined sets to highlight the items that are among the highest sold and
the lowest in profits.
72
11/6/2019
Mapping Data Geographically
Mapping in Tableau
Tableau has many built in features that make mapping geographically very intuitive
and powerful. Notice when connected to the Orders sheet in the “Superstore Sales
Training” that some fields have a globe icon next to them.
Tableau automatically recognizes certain types of

geographic data (see list on next page) and automatically
generates Latitude and Longitude fields for many
geographic areas.
74
11/6/2019
Mapping in Tableau
Feature Description
Area Code U.S. Area Codes; numbers only. Examples:206, 650, 415
U.S. Core Based Statistical Area or Metropolitan Statistical Area. Examples:

CBSA/MSA Dallas-Fort Worth-Arlington, TX.
City Worldwide City names. Examples: Seattle, Bordeaux, Stuttgart.

U.S. Congressional District names. Boundaries are determined by data
Congressional provided by each state’s restricting commission. Examples: 1st District, 2,
District District 3, 4th.
Worldwide countries and regions. Includes names, FIPS 10, 2 Character (ISO
Country/Region 3166-1), or 3 Character (ISO 3166-1). Examples: AF, CD, Japan, Australia,
BH, AFG, PER.
Country U.S. Country names. Examples: King, Clark, Oneida.
Latitude Latitude in decimal degrees. Only available for numerical fields.

Worldwide states and provinces. Includes abbreviations and names.
State/Province Examples: WA, BC, AB, Aquitaine, Hesse, Washington
ZIP Code/ Post ZIP Codes and Postcodes for the United States, France, Germany, United 75
Code Kingdom, Canada, Australia, and New Zealand. Tableau Fundamentals
11/6/2019
Background Maps & Layers
Add insight and visual appeal to your dashboard by using

these:
Geographic Role Description

Background Maps automatically generated by Tableau Desktop when you use
Maps geographic data.
Additional geographic details that can be layered onto your map

Map Layers from the Map Options window, such as area code boundaries,
streets and highways, and prominent place names.
Layers that show U.S. census information for the regions on you
Data Layers map, such as per capita income, median age, and average
household size.
76
11/6/2019
Practice: Geographic Mapping
(Geographic_Mapping_Starter.twbx):
1. Shows Sales by size and Profit by color on a map of Cities

2. Uses a Region filter that shows only AsiaPac and EMEA Regions
3. Map options include: Normal Style and without showing Country/Region
Names
4. Has City names labeled and a black border on the marks
77
11/6/2019
Practice: Filled Maps
(Filled_Maps_Starter.twbx):
1. Uses filled map to show Order Quantity by color for each Postal Code in
Seattle.
2. Shows streets and highways & uses 40% transparency.
3. Include a quick filter for Postal Code that shows only relevant values, and
allows the user to select one Postal Code at a time
78
11/6/2019
View Specific Values
Viewing Specific Values
Creating Heat Maps
Heat maps turn visually crowded text tables into powerful visualizations.
Creating a Heat Map

There are two ways to create a heat map:
1. Show Me
• Select (1) dimension and (1) or (2)
measures that you want to compare
• Go to “Show Me” card to select Heat
Map
2. Build your Own

• Drag (1) dimension to Column and (1) dimension to Rows
• Drag (1) measure to Size and/or (1) measure to Color
80
11/6/2019
Practice: Heat Maps
(Heat_Map_Starter.twbx):
1. Shows Sales on size and Profit on color by Category and SubRegion
81
11/6/2019
Grand Totals, Sub-Totals, and Changing Aggregation
82
11/6/2019
Practice: Totals and Aggregation – View One
(Totals_and_Aggregations_Starter.twbx):
1. Using “Total Sales” sheet, show row and column grand totals AND all subtotals
83
11/6/2019
Practice: Totals and Aggregation – View Two
1. Using “Average Sales (Weighted)” sheet, use Average as the aggregation

level, rather than Sum
84
11/6/2019
Practice: Totals and Aggregation – View Three
1. Using “Average Sales (Visible)” sheet, calculate totals using Average
85
11/6/2019
Highlight Tables
Highlight tables, similar to Heat Maps, help with cognitive recognition of

key data points. Highlight tables help to highlight specific trends or
information that are relevant to the end user.
Note: They can be especially useful for calling out high and low patterns
with color.
86
11/6/2019
Practice: Highlight Table
(Highlight_Table_Starter.twbx):
1. Show Profit for Department and Category by Region and SubRegion

2. Use a red-green diverging color palette
87
11/6/2019
Customizing your Data
Calculation Types
Calculation Description
Custom calculations created using the Calculated
Calculated Fields Field editor. Right click in the data window to find the
Calculated Field editor
Calculations that are applied after the data has been
returned. These calculations are created locally on
Table Calculations the Tableau Server. Some predefined table
calculations are available as Quick Table
Calculations.
Row and Column Predefined calculations available in the analysis
Totals window – subtotals and grand totals.
89
11/6/2019
Customizing your Data Pro tip: Use (//) to
leave notes about the
Calculated Field Dialog Box code
Name: Enter name of
calculated field that will
be visible in the
workbook
Formula: This text box

is used to build the
formula for the calculated
field
Fields: Shows a list of all

existing fields in the workbook
(includes dimensions,
measures, and any existing
calculated fields
Parameters: Shows a list of all

parameters in the workbook Info Box: Shows
(more to come on Parameters later) a description of a
selected function
Functions: Shows a list of all pre-

defined functions - the dropdown
allows you to view functions
applying to a specific category
90
11/6/2019
Calculated Fields
Create a calculated field:
1. Right Click anywhere in the data

window
2. Select Create Calculated field.
or
1. Click on the measure you want to
create the calculated field with
2. Select Create Calculated Field.
91
11/6/2019
Calculation Fields
Types of Calculated Fields
Type Description
Math Operations Addition or subtraction, etc. Example: [Sales] * 2
IF THEN, CASE, IFF, and Boolean. If [Sales] >=
Logic Statements [Quota] Then “Bonus” END
Affects the order of operations in a formula.
Aggregating Data Example: SUM([Profit])/SUM([SALES]).
Use string functions to handle text and time in your
Manipulating Strings data. Example: “First Name” + “ Last Name” = First
Name Last Name
Calculate a difference in dates or add some amount
Data Formulas of time to an existing date field. Example:
DateAdd(‘Month’ ,3,[Order Date])
92
11/6/2019
Practice: Manipulating Strings & Data Type
Conversions
(Manipulating Strings And Data Type Conversions_Starter.twbx):
1. Show the Customer ID and Customer Name in the first column.
93
11/6/2019
Practice: Using Date Calculations
(Using_Date_Calculations_Starter.twbx):
1. Create a horizontal bar chart that shows the average Days to Ship (by
creating a calculated field) by Department and Category
94
11/6/2019
Calculation Fields
Aggregation
Using aggregate calculations in Tableau are important to make sure you are
combining and visualizing data in the proper way.
Example: What is the total Profit Margin based on the Sales & Profits below?
Name Sales ($) Profit ($) Profit Margin

Joe 25 2 8.00%
John 38 25 65.79%
Sarah 80 35 43.75%
Courtney 10 5 50.00%
Leila 67 10 14.93%
1. Average(Profit Margin) 
36.49%
2. Sum(Profit Margin)  182.49%
95
11/6/2019
Practice: Calculations & Aggregations
(Calculations and Aggregations Starter.twbx):
1. Create a calculated field using the following formula called Profit Ratio
• [Profit]/[Sales]
2. Drop Sales, Profit, and Profit Ratio onto the chart and drag Department and
Category onto the rows – format each field to match this view.
Notice how LARGE these

percentages are!
This is where the importance
of correct aggregation in
calculations comes into
play…
96
11/6/2019
Practice: Calculations & Aggregations
3. Edit the calculated field Profit Margin using SUM as shown below:
• SUM([Profit])/SUM([Sales])
4. Notice the difference between this result and the previous result!
97
11/6/2019
Practice: Using Logic Statements to Create a KPI
(Using_a_Logic_Statement_to_Create_a_KPI_Starter.twbx):
1. Create a calculated field called Profit Ratio KPI that uses an IF statement to
categorize Profit Ratios and assigns different values based on this criteria:
• “Great”  Profit Ratio greater than or equal to .50
• “Good”  Profit Ratio grater than or equal to .25, but less than .50
• “Needs Improvement”  Profit Ratio less than .25
2. Utilize shapes to match formatting in example on next page, splitting into
categories based on Region and SubRegion by Product Category
98
11/6/2019
Practice: Using Logic Statements to Create a KPI
99
11/6/2019
Practice: Using Logic Statements to Re-Group Dimension Members
(Using_Logic_Statements_to_Regroup_Dimension_Members_Starter.twbx):
1. Create a calculated field called Technology or Other to great two groups

“Technology Only” and “All Other Products”
2. Show Sales by Region using the calculated field to create two columns
100
11/6/2019
Analyzing Data with Quick Table
Calculations
Analyzing Data with Quick Table Calculations
Using Quick Table Calculations
Quick table calculations are predefined computations that can be run against the data in your
view. They use a default direction for operations (i.e. Table (across)) – they also use a
default comparison type, such as the measure compared to the “previous” cell. You can
modify these “default” conditions once you become more familiar with Quick Table
Calculations.
Quick Table Calculation Description
Running Total Adds total across the table
Difference Calculates the difference from previous column, across a table
Percent Difference Calculates the percent difference from previous column, across a table
Percent Total Calculates the values percent of the total sum in a table
Rank Calculates the integer rank of the value across the table
Percentile Calculates the statistical percentile of the value across the table
Calculates the average value based on a range around the current value. Used to smooth short
Moving Average term fluctuations
YTD Total Calculates the running total from the beginning of the year across the table.
Compound Growth
Calculates the current value as a percentage from the first value
Rate
Calculates a percentage for the current value compared to the same period in the previous
Year over year growth year.
102
Calculates a percentage change from the same time period in the previous year and then
YTD Growth calculates a running total over a year.
11/6/2019
Using Quick Table Calculations
Adding a Quick Table Calculation
1. Right-click on a measure in a
view.
2. Click on “Quick Table Calculation”
3. Choose the pre-defined table
calculation from the given list
Note:
• For advanced quick table
calculations, choose “Add Table
Calculation…”
• This will be reviewed during the
Tableau Advanced Training
103
11/6/2019
Practice: Year over Year Change
(Year_Over_Year_Change_Starter.twbx):
1. Show Sales by Year of Order Date as a line chart

2. Show Year over Year Growth of Sales as a bar chart, color coded by the %
Difference
104
11/6/2019
Practice: Using Rank – View One (Rank of Categories)
(Using Rank Starter.twbx):
1. Create a view with Sales as columns, broken down by Category

2. Sort in Descending Order, using Rank table calculation applied to Sales field as
label
105
11/6/2019
Practice: Using Rank – View Two (Rank to Rows)
1. Duplicate the previous view to a new sheet – name the copy Rank to Rows
2. Convert SUM(Sales) on the Marks card to a Discrete field and drag it to rows
before Category
106
11/6/2019
Practice: Using Rank – View Two (Rank within
Department)
1. Duplicate the previous view to a new sheet – name the copy Rank within
Department
2. Edit the view to show Rank within the respective Department by changing scope
to Pane (Down) from Table (Down)
107
11/6/2019
Using Parameters for Custom User
Input
Using Parameters for Custom User Input
Parameter Steps
1. Create it!
2. Use it!
3. Show it!
Parameters are a value that users can change when interacting with a view. It
allows users to have input control over the view and makes the data more
interactive. You can include parameters on worksheets or within dashboards so
they are included when you save to the web or publish to Tableau server.
Uses for parameters:

• Capturing values for filters
• User-controlled thresholds
• What-if analysis
• Dynamic fields
• Filtering across sources
• Top N
109
11/6/2019
Practice: Top N Filter
(TopN_Filter_Starter.twbx):
1. Create a parameter called How Many Countries? (range of values 1-50)

2. Use this parameter to filter the Country field on the graph
110
11/6/2019
Practice: Variable Increase Amount
(Variable_Increase_Amount_Starter.twbx):
1. Create a parameter called Increase Percentage (range of values 1-2, step 0.05)
2. Use this parameter to create a calculated field called Sales Target
3. Add this field to the view & match formatting below:
111
11/6/2019
Viewing Distributions
Bins and Histograms
Creating Histograms and Bins in Tableau
Desktop
There are two ways to create histograms in
Tableau:
1. Use Show Me
– Drag Profit onto Rows
– Click on the Histogram Icon on Show
Me
2. Use the Measure Context Menu

– Right-click Profit on the measures area
and choose “Create Bins”
113
11/6/2019
Bins and Histograms
Creating Histograms and Bins in Tableau Desktop
There are two ways to create histograms in Tableau:
2. Use the Measure Context Menu (continued)
– In the “Create Bins” dialog box, enter a name for the field and the size to
use for your bins
– Note: this can be edited if you created a histogram using the first method
by right-clicking on the field that is auto-generated in the Dimensions
area.
– You can use the “Load” button to see the minimum and maximum values.
114
11/6/2019
Practice: Histogram with Binned Measures
(Creating_A_Histogram_With_Binned_Measures _Starter.twbx):
1. Show count of Score with a bin size of 5
115
11/6/2019
Practice: Dynamic Bin Size
(Dynamic_Bin_Size_Starter.twbx):
1. Allow users to select the bin size based on Score (min 1, max 25, step 1)
116
11/6/2019
Highlighting Data with Reference
Lines
Highlighting Data with Reference Lines
Using Reference Lines
Reference Lines:
Reference Lines are used to mark specific
values or regions on an axis, and are based on
constant or computed values. For example, if
you are analyzing cost trends over multiple
years, a reference line can show you how you
compared to the goal each year.
You can set the reference line scope to Entire
Table, Per Pane, or Per Cell
Reference Bands:
Reference Bands can also be used when you
want to see your data within a certain window
value and display as shaded areas behind the
marks in a view between two constant or
compared values.
118
11/6/2019
Highlighting Data with Reference Lines
Using Reference Lines
Add a dark red and bold reference line for the entire table, with a constant value type
of $500,000 and a custom label that reads “Quota is <Value>”
119
11/6/2019
Making your Views Available
Dashboards!
Dashboards!
1. Adjust the size

• Laptop
2. Look for the grey shaded areas, top,
bottom, left, right, etc to drop your
sheets
3. If you change a label/color/etc in any
worksheet, it will change in the
dashboard
4. Show title button
5. If you change something in the
dashboard, like the title, it will change in
the worksheet
6. Shortcut to make legends float - Shift +
drag
121
11/6/2019
Dashboards!
Dashboards!
Dashboard Filters –
• Make filters go across
worksheets – right click on
legend
• Action filters – select, right
click, use as filter.
• Run on single select will not
allow you to CTRL+Click
122
11/6/2019
Dashboard Actions!
Actions:
1. Filter
2. Highlight
3. URL
Calls
1. Select
2. Hover
3. Menu
123
11/6/2019
Sharing Your Work
Sharing Your Work
1. File > Save As

2. Go to the Worksheet menu > Select
Export -
• Image - Will take just the image
• Data – Export to another
application or data source
• Crosstab to Excel – Takes all the
data unformatted
3. Server > Publish workbook
125
11/6/2019
Helpful Tableau Links
Helpful Tableau Links
Download Free Trial (2 Weeks) Support Central Tableau Site
• http://www.tableausoftware.com/products/trial?os=windows • http://sc.ge.com/*LearnTableau
• Click “Get Started” for Tableau Desktop version • GE based training and information about Tableau
• Install & start playing around! • Check out “GE Color Palette” towards the middle of the center
column. Has a download and instructions for adding the “GE”
Tableau Training colors to your palette options in Tableau.
• http://www.tableausoftware.com/learn/training – Note: you can also add custom shapes (like the GE logo)
once you get to the same folder where you’ll load the new
• Choose “On-Demand”
color palette.
• Watch videos and follow along in Tableau using the example
data sets provided. This training is VERY useful for getting up to YouTube Helpful Channels
speed on the basics and seeing what Tableau is capable of • Data Champions:
doing!
https://www.youtube.com/channel/UCC13VyUeQRsiRkCtv7lUV
Tableau Reader Nw
• Mariner Analytics & BI:
• http://www.tableau.com/products/reader
https://www.youtube.com/channel/UCHg7p6KOi1o8rETS4jRU0
• Similar to Adobe Reader, a user can use this to view a .twbx file
qg
if they don’t have the desktop version (or you don’t want to
publish to the server).
Other TableauSoftware.com Resources
P&W Tableau Server Links • Tableau Viz of the Day:
• Production: http://chpwpgtabp01.cloud.ge.com http://www.tableau.com/public/community/viz-of-the-day
• QA/Development: http://alpwpgtabq01.cloud.ge.com • Tableau Knowledge Base
http://kb.tableausoftware.com
Tableau Quick Start Guides
• Tableau Communities (Forums, Best Practices)
• http://www.tableausoftware.com/support/manuals/quickstart
http://community.tableausoftware.com
• Great site for 1-page refreshers on creating worksheets,
dashboards, and more. Great for searching how-to ideas asked & answered by real
people. They cover more real-world uses of Tableau and
descriptive solutions by experts.
PGS Tableau Collaboration Site (Colab)
• http://colab.ge.com/dashboard/canvas/v/100117636/home Big Data – Food for Thought
127
• Good resource for Tableau topics from PGS team who has been • Perceptual Edge Tableau Fundamentals
using Tableau to develop reports since 2013. 11/6/2019
http://www.PerceptualEdge.com

Tableau Fundamentals Training - 126p

Hochgeladen von

Dokumentinformationen

Originalbeschreibung:

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Tableau Fundamentals Training - 126p

Hochgeladen von

Copyright:

Verfügbare Formate

Tableau Fundamentals

February 11, 2015

3. You can also connect easily to Excel and/or

11. Visual Queues for Data Window:

Green icons indicate that the field is continuous

Icons preceded by the equals sign (=) indicate a

Icons with an exclamation mark on them indicate

Changes that effect your data

Changes that DO NOT effect your data

Measures Numeric data values. Measures create axes in a view.

A column in a database. Includes both dimensions and

Marks Card Changes the appearance of “mark” types.

The tabs across the bottom of the view are in the

4. (Measures) Profit to Color

Right-Click Performed on dimensions in a visualization, this sort option appears when

Single Value (Slider) Multiple Values (List)

Multiple Values Multiple Values Wildcard

If you hide your Marks card

There are four methods to create a group:

This is what it looks like This is the correct view

Continuous Dates (Show as Green)

Define a Fiscal Year

1. Shows a line chart of Sales by Order Date.

Missing Dates Hidden Missing Dates Shown

Missing Dates Hidden Missing Dates Shown

Hide (Connect Lines) Hide (Hide Lines)

1. A bar chart showing Profit & Sales (on same axis).

1. Drag “Month(Order Date)” to Columns.

Uncheck ‘Show Header’ if you don’t want to see

Chart Type Use When

Stacked Marks Useful when measures add up to a whole

To Create a Scatter Plot

1. Compare average Marketing expenses against average Sales by Area Code.

1. General 2. Condition 3. Top 11/6/2019

1. Has a set for the Top 100 items by Sales

Tableau automatically recognizes certain types of

U.S. Core Based Statistical Area or Metropolitan Statistical Area. Examples:

City Worldwide City names. Examples: Seattle, Bordeaux, Stuttgart.

Country U.S. Country names. Examples: King, Clark, Oneida.

Latitude Latitude in decimal degrees. Only available for numerical fields.

Add insight and visual appeal to your dashboard by using

Geographic Role Description

Additional geographic details that can be layered onto your map

1. Shows Sales by size and Profit by color on a map of Cities

Creating a Heat Map

2. Build your Own

1. Shows Sales on size and Profit on color by Category and SubRegion

1. Using “Average Sales (Weighted)” sheet, use Average as the aggregation

1. Using “Average Sales (Visible)” sheet, calculate totals using Average

Highlight tables, similar to Heat Maps, help with cognitive recognition of

1. Show Profit for Department and Category by Region and SubRegion

Formula: This text box

Fields: Shows a list of all

Parameters: Shows a list of all

Functions: Shows a list of all pre-

Create a calculated field:

1. Right Click anywhere in the data

1. Show the Customer ID and Customer Name in the first column.

Name Sales ($) Profit ($) Profit Margin

Notice how LARGE these

1. Create a calculated field called Technology or Other to great two groups

Difference Calculates the difference from previous column, across a table

1. Show Sales by Year of Order Date as a line chart