Tableau - Connecting to Data
Published:
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
- Navigate to different segment from right panel (in case navigation option not available then click show me)
- Data pane