1 .
correlation matrix
_ first we have to connect orders
From data source to orders
Select field to customer name to customer name
Sub category to rows and columns like this
Now create field of calculation
CORR({ INCLUDE [Customer Name] : SUM([Sales (Orders1)]) } , { INCLUDE [Customer
Name] : SUM([Sales]) })
And after drag to text and color
Final result will be
Pareto chart
1 sub_category to columns
Row to sum(sales)
: drag sum(sales) from two graph make second one a line graph like this
Now make it dual axis
And make to descending order and after edit able calculation to running total and
percentage total
Discrete and continuous
🔵 Discrete Color Bar
● Field Type: Discrete (blue pill)
● Used for: Categorical data (e.g., Country, Product Type, Region)
● Color Behavior: Assigns distinct, separate colors to each category.
● Color Legend: A list of colored boxes, each labeled with its category.
● Example Use: Showing sales by product category, each with a different color.
🟢 Continuous Color Bar
● Field Type: Continuous (green pill)
● Used for: Numerical data (e.g., Sales, Profit, Temperature)
● Color Behavior: Uses a gradient from one color to another to reflect value
magnitude.
● Color Legend: A gradient color bar with numeric min/max labels.
● Example Use: Showing profit per region, where greener = more profit, redder = loss.
Outliers detection
First column = month(order_date )
Rows = sales
Now make parameter with maximum 3 name with number_of_std
Make calculated fiel with name lower bond
WINDOW_AVG(SUM([Sales]))-[Number of STD]*WINDOW_STDEV(SUM([Sales]))
Next calculated field upper bond
WINDOW_AVG(SUM([Sales]))+[Number of STD]*WINDOW_STDEV(SUM([Sales]))
Drag upper and lower to details
Now go analytics tool choose reference band to table put it into sales
Now add this calculated field
IF SUM([Sales])>[upper bond] or SUM([Sales])<[lower bond]
THEN
'outlinear'
ELSE
'in range'
END
And drag to color sales not sales (2)
Box plot
Sales in row and sub_catgory to color
Now go to show me tab me to box plot
Trendlines
Columns category
Rows sales
Now add column order date and make it continuous month
Now go to analytics tab go to trend line
Scatter plot
Columns to sales
Rows to quantity
Order id to details
Missing data
1. Null Values (Missing Cell Values)
● Example: A Sales value is blank or NULL for some rows.
● How to Handle:
○ Display Nulls: Tableau often shows "null" directly in the chart or table.
○ Replace Nulls:
■ IFNULL([Sales], 0) → replaces with 0.
■ ZN([Sales]) → replaces with 0 (only for numbers).
I use this ZN(LOOKUP(SUM([Sales]), 0))
Columns ship_date
Rows category,sub_category
Details calculated field ZN(LOOKUP(SUM([Sales]), 0))
Spider map
First calculate field origin point with calculated field with
MAKEPOINT([Org airport lat],[Org airport long])
Second calculate field with
MAKEPOINT([Dest airport lat],[Dest airport long])
Now make line with calculated field route
MAKELINE([origin_point] , [destination_pont])
Origin airport to filter filter jfk
Drag ctrl filter origin filter to tooltip
Destination airport to details
Sum of flights to color
Now ctrl drag longitude generated to columns like this
From longitude generated 2 include destination in details , sum of flights to color and size
both
After this make it to dual axis
