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Visual Analytics Using Tableau-Class 3

Best book for Tableau exercises!!

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Sayantan Mukherjee
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115 views

Visual Analytics Using Tableau-Class 3

Best book for Tableau exercises!!

Uploaded by

Sayantan Mukherjee
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Visual Analytics with

Disclaimer: This material is protected under copyright act AnalytixLabs ©, 2011-2017. Unauthorized use and/ or duplication of this material or any part of this material
including data, in any form without explicit and written permission from AnalytixLabs is strictly prohibited. Any violation of this copyright will attract legal actions
Type of calculations Mathematical Operators

1. String calculations + for addition


2. Numeric calculations - for subtraction
3. Logical calculations * for multiplication
% for remainder
4. Boolean Calculations
^ for exponents
5. Date & Date Time Comparison Operators =,>=,<=,<>
calculations
Logical Operators AND, OR and NOT
Calculated Fields

1. Create a new Ad-hoc calculation to show Sales/Profit for each Sub-


category. Save this new calculation as Sales Profit Ratio
2. What is the average delay based on Ship Mode?
3. Create “Sales Header” based on total sales. Categorize total sales as a)
between 1 and 100,000 b) between 100,000 and 300,000 and c) Above
300,000.Show graph for Product Subcategories
Row vs Aggregate level calculations
Row Level Calculation run over every row in the data regardless of what's in the view,
so would typically be something along the lines of: Profit Margin %, for each Row,
[Profit]/[Sales]
Aggregate Calculations, are run over the level you had in the view. For Eg: As an
aggregate calculation it would be SUM([Profit])/SUM([Sales]). Depending on what level
you have in your chart this would always SUM up all the Profit and divide by SUM of all
the Sales

Q. Show which Sub-categories are performing above and below the Sales
target (call this Sales Target?) – at individual level (250) or at overall level
(500K)
Waterfall charts

1. Simple bar chart


2. Running total
3. Gantt chart
4. Size the negative variable
5. Add the colour
6. Show the Grand Total!!!
Visual Analytics with

Disclaimer: This material is protected under copyright act AnalytixLabs ©, 2011-2017. Unauthorized use and/ or duplication of this material or any part of this material
including data, in any form without explicit and written permission from AnalytixLabs is strictly prohibited. Any violation of this copyright will attract legal actions
Sorting Stacked bar charts

1. Create a chart with Category on Colour Marks, Market on Column


shelves and Sum(Sales) on Row shelves
2. Create a combined field of Category with Market
3. Drag combined field to Detail Marks
4. Sort the combined field by Sum(Sales) in descending order
5. Finally drag the Category to Detail marks
Reference Lines

1. Make a chart to show Sales for each Product Category within Years. Add
Avg lines for each Category
2. Add Reference Bands to highlight the Min and Max Sales for each
Product Sub-category within the Categories
Parameters

1. Creating Parameters – Show parameters – Use parameters – Editing


Parameters
2. Make a Parameter to choose the top X customers by Sales
3. Edit the “Target Met?” field to make the Target dynamic
Visual Analytics with

Disclaimer: This material is protected under copyright act AnalytixLabs ©, 2011-2017. Unauthorized use and/ or duplication of this material or any part of this material
including data, in any form without explicit and written permission from AnalytixLabs is strictly prohibited. Any violation of this copyright will attract legal actions
Background Maps & Map options

1. Background Maps
• Online Maps Vs. Offline Maps
2. Map Options (Background – Correcting Unknowns - Map layers – Data
layers)
Exercises

1. Evaluate visually how the Population differs for each state


2. How about comparing Profits and Sales for different States in United
States for Consumer Customer segment?
Creating Dashboards
• Adding Views
• Dashboard size (Automatic Vs. Customized)
• Tiled vs. Floating
• Adding – Removing – editing actions
• Types of Actions
• Filter, Highlights
• Fit > Entire View
• Removing worksheet Titles
• Formatting Dashboards and Views
Dashboard Stories
• Navigating through multiple worksheets as a story
• An alternative to presentation with insights along with graphs
• Story Title
• Story Board size
Learnings
• Connecting Data Sources
• Using the Marks card
• Quick filter
• Word Cloud
• Axes options – Blended, Dual
• Table Calculations – Running Total, Moving Averages, Percentage
• Calculated field – Arithmetic, Logical, String
• Hierarchies
• Groups and Bins
• Sets & Combined Sets
Learnings
• Parameters!!!
• Reference Lines, Reference Bands, Reference Distributions
• Trendlines & Forecasting
• Dashboards
• Stories
• Data Blending

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