Tableau Notes - 7PM

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1. Connect to Data(Excel) 2. Workbook(Sheet(View)+dashboard(multiple views)) 3. Tableau Components(Data, Dimensions & measures) 4. MARK Type (MARK Type + 8 sub sections under it). 5. Rows & Columns Shelf 6. Show Me (23 charts)Automatically & manually recreating them. 7. Filters. 8. Formatting. 9. .twb & .twbx MARK Type (MARK Type + 8 sub sections under it). 1. MARK Type: - Used for representing your measure in the view(Bar, Pie, Line, Text). 2. Color: - Changing the color of your MARK type & for representing the distinct values of dimensions in different color (or) represent some range of measure values in different color. 3. Size: - Changing the size of your MARK type & for representing the represent some range of measure values in different size. 4. Label: - To display the values on the mark type. 5. Detail: - If you want to make use of the fields that are not added into rows or columns add it to the detail section especially used in the reference lines. 6. Tooltip: - Whenever you scroll mouse on the MARK type that will display some information about the values. 7. Shape: - This will be displayed only when u select shape in the MARK type. 8. Angle: - Used only for Pie Charts to create sectors. 9. Path:- Used for line charts for arranging the measure values in order. Filters:- 1. At how many levels can you apply filters? At the connection level (tables, fields, data in fields). Make use of Filter section in the tableau WB interface. Directly make a field as filter in the view which is interactive (Quick Filter). 2. What are different filters in tableau workbook?

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Transcript of Tableau Notes - 7PM

1. Connect to Data(Excel)2. Workbook(Sheet(View)+dashboard(multile !iews))". #ableau Comonents(Data$ Dimensions % measures)&. '()* #+e ('()* #+e + , sub sections under it).-. )ows % Columns Shel./. Show 'e (2" charts)(utomaticall+ % manuall+ recreatin0 them.1. 2ilters.,. 2ormattin0.3. .twb % .twbxMARK Type (MARK Type + 8 sub sections under it).1. MARK Type: - 4sed .or reresentin0 +our measure in the !iew(5ar$ 6ie$ 7ine$#ext).2. Color: - Chan0in0 the color o. +our '()* t+e % .or reresentin0 the distinct!alues o. dimensions in di8erent color (or) reresent some ran0e o. measure !alues in di8erent color.3. Sie: - Chan0in0 the si9e o. +our '()* t+e % .or reresentin0 the reresentsome ran0e o. measure !alues in di8erent si9e.!. "#bel: - #o disla+ the !alues on the mark t+e.$. %et#il: - :. +ou want to make use o. the ;elds that are not added into rows orcolumns add it to the detail section eseciall+ used in the re.erence lines.&. Tooltip: - Whene!er +ou scroll mouse on the '()* t+e that will disla+ some in.ormation about the !alues.1. S'#pe: - #his will be disla+ed onl+ when u select shae in the '()* t+e.,. An(le: < 4sed onl+ .or 6ie Charts to create sectors.3. )#t':< 4sed .or line charts .or arran0in0 the measure !alues in order.2ilters= (t the connection le!el (tables$ ;elds$ data in ;elds). 'ake use o. 2ilter section in the tableau W5 inter.ace. Directl+ make a ;eld as ;lter in the !iew which is interacti!e (?uick 2ilter).2. What are di8erent ;lters in tableau workbook>2ilter?uick 2ilterContext 2ilter (imro!in0 the er.ormance which will be directl+ actin0 on to o. the connection).