Tableau Notes
Tableau Desktop (Personal / Profession Edition)
Tableau Server (Enterprise)
Tableau Reader (Free, only to view dashboards, no edit option)
Tableau Online (Cloud, user based license)
Desktop --> Publish to Server --> iPad
Mobile
Android
Browser
In Memory Tool - good performance
File Types in Tableau
TWBX --> Contains all other files (Tab packaged workbook)
TWB
.TDS --> Tab Data Store (Metadata, Connection Details)
TDSX --> Contains TDS & TDE
TDE --> Data
Connect --> Excel
Dbl click or drag & drop
Excel sheets are tables
Add two excel sheet & create joins
Connection Types
Live - If data changes in files it will be automatically pickup realtime data.
Extract - extract the data data and keep it.
Entire chart is table
Year is Spain
Q1 is Cell
Latitude / Longtitude
Country Name
State Name
{FIXED [Customer Name]: COUNTD([ORDER ID])}
How much new customers are contributing?
Orderdate by Customer
Customer First Order Date
{FIXED MIN(Order Date):[Customer ID]}
If DateTrunc('date',order date) = Customer First Orderdate Then
('New')
Else
'Existing Customer'
End
Col - Order Date
Row - Customer Aqui - Make it count (running total)
Filter - Customer Acqui New
Horizontal Bars
Sub Category in Color & Text
Sales in Size
Bubble Chart
Add year into Row will give you by year.
Box Plot (Disagreegated measure is required)
Analysis Menu
unselect agreegated measure
Sales into Row
Subcat in col
To identify MIN, MAX, MEDIAN values
Goto AnalysisDrag box plot - always get cell
5-output. Lower Whisker
Upper
Lower - Hingo
Upper
Median
Col - Sum Sales
Row - Sub Cat
right click add ref line from x axis,, this will be by table, per
pane
sub profit in detail
col in subcat
Bullet Chart
Profit in col
sales in row.
Box Plot - Player in Col Score in Row
Analysis disagreegate
Excel - consider one player, 186 rows, median 93. It should be even number, so take
93 & 94 divide by 2
Use case
Top / Bottom Performing customers
Row - Custname, Col - Sales, Filter - Custname
quick filter - wildcard filter *Abc*
Top - 10 (still you can filter with profit)
Parameter
Add range
Apply this into customername filter under top
CASE Param2
WHEN 'Sales' THEN sum(Sales)
WHEN 'Profit' THEN sum(Profit)
End
Tooltip -> Insert Param2
whatif analysis
whatif my sales increase 25%
Create Parameter, Float % as display
Range -1 to 0.05
ParamDate
Date
Current Value 01-01-2017
Allow All.
Orderdate - Col, Profit - Row
Right click Profit running total, Drag & drop on date col, then choose parameter.
Ref line will be displayed, Calc Field. Prjected profit.
If orderdate >= Pick a date then Profit * what if + Profit
else
Profit
Projected Profit in measure & running total.
Sets - more useful for analysis
Top 10 cust duplicate this sheet
Create a set from Attribute
Bottom 10 based on Profit
Click on individual value & create Set (This will be static)
Drag & Drop into color
Another Set by Formula (If Sum(Sales) > 10000 then custname else null end
Sales by Staet - 5 states create constant set Prodcat by sales
Add the 5 sets into Prod cat
