Tableau - Connecting to Data

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Connecting to Data

  • Connect to datasource a csv file
  • Change column name
  • Review Data types
    • Try Changing datatype
  • Create a new Worksheet; Dashboard; or Story

Tableau Interface

  • Create a new Worksheet
    • Data pane
      • Data
      • Analytics
      • Fields
        • Dimension - Qualtative Data - can segment data
        • Measure - Quantative Date - numeric - can be measured - can be aggregated
        • Green - Continuous
        • Blue - Discrete, Categorical
        • Calculated Fields
      • Views
        • Columns - x-axis
        • Rows - y-axis
        • Pages - break view into pages e.g. one page for each region
        • Filter
        • Marks
          • Cards: Color, Size, Label, Text, Detail, Tooltip to add context or too encode the marks on a view
          • Type: Automatic, Bar, Line, Area, etc to change marks in the view
      • Task
        • Clear sheet
        • Load Global Superstore Data
        • Drag Country field to Rows
        • Sales Column to Text
          • Which country has highest sales - United States
          • Total Sales by United States - 2,297,201
        • Apply Filter on Segment
          • Select Consumer in Filter
          • Sales in consumer segment for Australia - 499,313
        • Remove Segment Filter and Apply Filter on Quantity
          • select sum of quantity in filter
          • How many countries have total quantity at least 10,000 - 3
          • Country with lowest sales with quantity at least 10,000 - France
        • Add Segment in Rows
          • Sales for United Sates in Home Office Segment - 429,653
        • Add Segment in Columns and Filter on Sales
          • Apply Filter on total sales so that minimum sales is 200,000
          • Which country has lowest sales among countries that have sales higher than 200,000 - Indonesia
        • Add Segment to Pages
          • Navigate to different segment from right panel (in case navigation option not available then click show me)
            • Navigate by arrow
            • Navigate by Dropdown