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Tableau Intro

Tableau is a data visualization tool that allows users to easily create interactive dashboards and reports from various data sources. It offers many advantages over Excel like visually appealing options, easy sharing of dashboards, and interactive functionality. Tableau has different product offerings and allows users to perform calculations, create sets, filters, and dynamic visualizations to explore and analyze data.

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hkgj
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47 views

Tableau Intro

Tableau is a data visualization tool that allows users to easily create interactive dashboards and reports from various data sources. It offers many advantages over Excel like visually appealing options, easy sharing of dashboards, and interactive functionality. Tableau has different product offerings and allows users to perform calculations, create sets, filters, and dynamic visualizations to explore and analyze data.

Uploaded by

hkgj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Visualizations through

Tableau
Excel vs Tableau
• Very easy to use
• Visually appealing with wide variety of options
• Interactive dashboards
• Easy update management
• Sharing with wide group of people
• Connect with various datasources
Tableau Products
Dashboard Example
Workspace
Practice questions
• Show sales and profit for each customer. Also show the total Sales
and total Profit (Grand Totals) for all the customers
• Create a view displaying Sales for Years. Find out the performance of
each Quarter across Years. (Ex: How is Quarter 1 performing across all
years & so on)
• List out the customers from high Sales to low Sales. Further Show
how much cross selling is happening? Is a particular customer buying
only a particular Product Category or is he/she buying a mix of
Product Category?
Questions
• Create a heat map for profit and sales for sub categories of each year.
• What is the relation between sales and profit for various categories
and for each segment?
• Create a pie chart for sales by customer type. Include both the sum of
sales and percentage of sales and format the numbers.
• Make tree map/ bubble chart/ word cloud for country
• Fiscal Year
Table calculations in Tableau
Calculation Direction Scope Relative to

Difference From Down Table Previous


%age Difference From Across Pane First
%age From Across then Down Cell Next
Percent of Total Down then Across Last
Percentile
Rank
Running Totals
Moving Calculations
Questions on calculations
• In which quarter did the category sales reach the target of $650k for
each year?
• Calculate the % change in sales for each sub category across years?
• Rank various categories based on sales for each year.
Show filters
• Identify top 15 customers
• Get the categories where total sales is greater than 4 million
• Get top 5 customers by total sales from each selected year. Give
option to the user to change the year at runtime.
Combined fields (concat)
• To reduce the dimensionality of data
• Combined fields are created for dimensions not measures
• Use dimension name and create combined field as a different variable

Q- create hierarchies of product description and geographies.


Q- Create a graph showing category and segment wise sales using the
concept of combined field
Grouping and binning
• Group –categorical data
• Bins-continuous variable
• Bins are applicable on measures

Q-create a supplier group to include accos, Xerox, Hewlett and others


Q- create a sales bin to show sales distribution according to order ids.
Sets
• Create a set for Top 5 customers by sales. Analyse the profits for them
• Explore using combined set bottom 100 customers by profit and top
100 customers by sales
Calculations
• Create a new ad hoc calculation to show sales/ profit ratio for each
sub category. Save this new category as Sales profit ratio
• What is the average delay based on ship mode?
• Create a “Sales Header” based on total sales. Categorize sales as :
• Between 1 and 100000
• Between 100000 and 300000
• Above 300000

Show graph for product sub category


Create a pareto chart for showing sub
category wise sales
• C: Sub category, R: Sales, Sales
• Sort in descending order
• Add running total
• Add secondary calculation as Percent of total
• Make line graph
• Dual Axis
• To highlight create a calculated field:
• If running sum of sales/total Sales<=0.80 then ‘H’ else ‘D’ end
• Display total sales by years and regions in Bar chart
• Highlight the bars which shows the maximum sales for the
combination
Practice questions
• Identify the office supply category where top 3 customers have
negative profits along the region
• Create a visualization showing monthly sales in 2012
• Create a visualization to show sales vs profit for different products
and years
Dynamic visualizations: working with
parameters
• Top X customers by sales
• Edit the ‘target met’ field to make the target dynamic
• Create a dynamic sales bin with count of order id
• Create a dynamic visual to give end user an option to change the
aggregation that creator has specified. For eg: if the report is showing
sum of sales , then end user may have option to see average,
maximum and minimum
Waterfall chart
• R: Sub category C: Profit
• Quick table calculation- running total
• Automatic- Gantt bar chart
• Put profit on size shelf
• Create a calculated field - -profit
• Put negative profit on size shelf
• Profit on color shelf
Questions on Analytics
• Show dates as a range with two controls as ‘from date’ and ‘to date’.
These should appear as a calendar.
• Create a median reference line to analyse category wise sales
• Create a trend line for month wise sales
• Forecast month wise sales
• Cluster sales and profit data for each customer and analyse the results

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