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Tableau Classroom Training

TABLEAU DESKTOP
FUNDAMENTAL
Proprietary Notice

The materials in this document are proprietary to PT CYBERTREND INTRABUANA (CBI). In


accepting this document, it is deemed that participant has agreed to abide by the confidentiality
nature of this document. The reproduction or distribution of any part of the enclosed
information will not be allowed without prior written permission of CBI. Any other parties other
than approved user by CBI who review this document will be deemed to have obtained CBIs
proprietary information without authorization and may be subject to legal actions.

Disclaimer

This document is supplied in strict confidence and must not be produced in whole or in part,
used in tendering or for manufacturing purposes or given or communicated to any third party
without the prior consent of CBI.

Copyright @2014 Cybertrend-Intrabuana Training Center

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Table of Contents
How to Use These Material .................................................................................................................................... 5
For Mac Users ......................................................................................................................................................... 5
Keyboard and Mouse Differences ...................................................................................................................... 5
Visual Differences ............................................................................................................................................... 5
Additional Note for Mac Users ........................................................................................................................... 5
Introduction to Tableau Fundamental Desktop ..................................................................................................... 6
Introduction ............................................................................................................................................................ 7
Tableau Product Overview ................................................................................................................................. 8
Tableau Mission ............................................................................................................................................. 8
Tableau Product ............................................................................................................................................. 9
Tableau Desktop Installation ............................................................................................................................ 11
Tableau Desktop Architecture .......................................................................................................................... 12
Tableau File Types ............................................................................................................................................ 13
Keyboard Shortcut ............................................................................................................................................ 13
General Keyboard Shortcut .......................................................................................................................... 13
Navigation and Selection Shortcuts ............................................................................................................. 15
Field Selection Shortcuts .............................................................................................................................. 16
Connecting To Data .............................................................................................................................................. 17
How To Connect With Your Data...................................................................................................................... 18
Practice : Connect With Your Data ............................................................................................................... 19
Connection Type ............................................................................................................................................... 20
JOIN Database Table......................................................................................................................................... 21
Join Types ..................................................................................................................................................... 22
Practice : Use Extract Connection and Join Order and Returns ....................................................................... 23
Creating Basic Visualization .................................................................................................................................. 24
Tableau Desktop Workspace ............................................................................................................................ 25
Analysis Via Show Me ....................................................................................................................................... 30
Practice : Make your first view .................................................................................................................... 32
Simplifying and Sorting Your Data ........................................................................................................................ 33
Filtering Your Data ............................................................................................................................................ 34
Bar Chart, Stacked Bar, Side By Side Bars..................................................................................................... 35
Sorting Data ...................................................................................................................................................... 40
Organizing Your Data ............................................................................................................................................ 42
Groups .............................................................................................................................................................. 43
Hierarchies........................................................................................................................................................ 43
Combined Field ................................................................................................................................................. 44

3
Using Multiple Measure on the Same Axis ........................................................................................................... 45
Using Multiple Measure ................................................................................................................................... 46
Individual Axis .............................................................................................................................................. 46
Blended Axis ................................................................................................................................................. 46
Dual Axis ....................................................................................................................................................... 47
Combination Charts...................................................................................................................................... 48
Practice : Dual Axis with Combine Chart ......................................................................................................... 50
Practice : Multiple measure in 1 Axis .............................................................................................................. 50
Mapping Data Geographically .............................................................................................................................. 53
Maps (Symbol and Filled) ................................................................................................................................. 54
Viewing Specific Values and Distributions .................................................................................................... 56
Text Tables Crosstab ......................................................................................................................................... 57
Highlight Tables ................................................................................................................................................ 57
Grand Totals and Aggregation .......................................................................................................................... 58
Grand Total Aggregation .............................................................................................................................. 59
Customizing Your Data ......................................................................................................................................... 60
Calculated Fields ............................................................................................................................................... 62
Practice : Calculation Profit Ratio ................................................................................................................ 63
Logical Statement ............................................................................................................................................. 65
Practice : Is Profitable? ................................................................................................................................ 66
Type Conversion ............................................................................................................................................... 67
Quick Table Calculations................................................................................................................................... 67
Making Your View Available ................................................................................................................................. 70
Dashboard ........................................................................................................................................................ 71
Actions .............................................................................................................................................................. 73
Filter Actions ................................................................................................................................................ 73
Highlight Actions .......................................................................................................................................... 76
URL Actions .................................................................................................................................................. 81
Practice : Dashboard Sales .......................................................................................................................... 84
Sharing Your Work ................................................................................................................................................ 85
Export ............................................................................................................................................................... 86
Export as image ............................................................................................................................................ 86
Export as Data .............................................................................................................................................. 86
Exporting Data Source .................................................................................................................................. 88

4
How to Use These Material
This book is yours to keep, and serves both as instruction material and continuing resource for the
concepts you learn in the course.

The lessons in this book are organized by subject into modules. Each module includes conceptual
information, how-to steps and practices for concept learned.

At the end of the instruction materials are two appendices, which include additional useful information,
Tableau Desktop Details and solution to all the practices.

For Mac Users


The instructions and images in this book were created using the windows operation system, so people
running Tableau Desktop on Mac OS may experience a few differences when doing the activities in the
book.

Keyboard and Mouse Differences


T ABLE 1- K EYBOARD AND M OUSE D IFFERENCES

Windows-Based Instruction Difference on a Mac

CTRL+Click Press and hold the command key while you click

Right-click When using a mouse with no right-click button, press and hold the
control key while you click

Right-click and drag Press the option (Alt) key, and hold it down while you click and

drag.

Shift+Drag Press the key while you click and drag


Visual Differences
The windows-based instructions and images in this book may indicate that the X Button to close a dialog
box or window is in the top right corner, but on Mac OS, these buttons may be located in the top left
corner instead.

There may also be small differences in the appearance and location of tabs, drop down menus and
another visual features of Tableau Desktop, but the use and functionality of those features in the same
both operating systems.

Additional Note for Mac Users


When you open multiple workbooks in Tableau Desktop on a Mac, multiple instances of the application
are created, each with its own icon in the Dock. This differs from typical Mac application behaviour,
where one instance of the application handles all open files managed by that application.

5
Introduction to Tableau Fundamental Desktop
Welcome to Tableau Fundamental Desktop training. Our goal for this course is to help you implement
important concepts and techniques in Tableau Data visualizations and combine them in interactive
dashboards so you can get the most out of your data.

This class is organized into these following modules :

Introduction
Connecting to Data
Creating Basic Visualization
Work With Your Data
Customizing Your Data
Using Parameters for Dynamic Values
Highlight Data With Reference Line
Showing Data History
Building Dashboard
More Visualization
Mapping Data Geographically
Sharing Your Work

6
Introduction

In this module, youll learn about these concepts:

Tableau Desktop and Tableau Product Line


Application Terminology
Visual Cues for Fields

Fast Analytics and Rapid-fire


Business Intelligence for Everyone

7
Tableau Product Overview

Tableau Mission
We help people see and understand data. Seven words that drive everything we do. And theyve never
been more important.

In 2020 the world will generate 50 times the amount of data as in 2011. And 75 times the number of
information sources (IDC, 2011). Within these data are huge, unparalleled opportunities for human
advancement. But to turn opportunities into reality, people need the power of data at their fingertips.
Tableau is building software to deliver exactly that.

Our products are transforming the way people use data to solve problems. We make analyzing data fast
and easy, beautiful and useful. Its software for anyone and everyone.

We are Tableau Software.

F IGURE 1 - TABLEAU M ISSION

8
Tableau Product

Commercial Free

- Personal Edition
Tableau Public
- Professional
Edition
F IGURE 2 - TABLEAU P RODUCT

o Tableau Desktop
Tableau Desktop is desktop based application, Data analysis application that keeps up with you.
Its easy to learn and use. Its built on breakthrough technology that translates pictures of data
into optimized database queries.

o Tableau Server
Tableau Server is browser and mobile based insight anyone can use. You can publish data source,
data connection or dashboard with tableau Desktop and share them throughout your
organization. Its easy to set up and even easier to run.

o Tableau Reader
Tableau Reader is a free desktop application that you can use to open and view visualizations
built in Tableau Desktop. With Tableau Reader youll be able to open and interact with
visualizations built with Tableau Desktop, data included. You can filter, drill down and view
details of the data as far as the author allows. You wont be able to edit or perform any
interactions if the author hasnt built it

o Tableau Public
Tableau public is for anyone who wants to tell interactive data stories on the web. Its delivered
as a service so you can be up and running right now. Youll be able to connect to data, create
interactive data visualizations and publish them directly to your website.

o Tableau Online

9
Tableau Online is a hosted version of Tableau Server. Publish dashboard with Tableau Desktop
and share them with colleagues, partners or customers Online.

F IGURE 3 - TABLEAU D ESKTOP F EATURE C OMPARISON

10
Tableau Desktop Installation
If you already have Tableau Desktop installed on your PC, you can skip this section and go to the next
section.

Tableau offers a free software trial if you do not already own a license. The program requires a PC
running Microsoft Windows (Version 7 or Version 8), Vista or XP, and you must have administrative rights
on your computer to install it. It is important to note that Tableau has been tested and is supported on
64-bit Windows versions. Tableau is a 32-bit application and requires 32-bit versions of the database
drivers, even when running on 64-bit versions of Windows.

Tableau desktop can be download at http://www.tableausoftware.com/products/desktop

F IGURE 4 - T ABLEAU D ESKTOP INSTALLATION

F IGURE 5 - T ABLEAU D ESKTOP INSTALLATION

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Tableau Desktop Architecture

F IGURE 6 - TABLEAU D ESKTOP A RCHITECTURE

In 2003 Tableau spun out of Stanford University with VizQL, a technology that completely changes
working with data by allowing simple drag and drop functions to create sophisticated visualizations. The
fundamental innovation is a patented query language that translates your actions into a database query
and then expresses the response graphically. The next breakthrough was the ability to do ad-hoc analysis
of millions of rows of data in seconds with Tableau's Data Engine. The Data Engine is a high-performing
analytics database on your PC. It has the speed benefits of traditional in-memory solutions without the
limitations that your data must fit in memory. And in Tableau's tradition of making powerful tools
accessible to all, theres no custom scripting needed to use the Data Engine.

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Tableau File Types

F IGURE 7 - TABLEAU FILE TYPES

Keyboard Shortcut
General Keyboard Shortcut
Keyboard Shortcut Description

Windows Mac

Ctrl+A A Select all data

Ctrl+B B Smaller cell size

Ctrl+Shift +B B Bigger cell size

Ctrl+C C Copy selected data

Ctrl+Alt+C C Place selected field on Columns shelf

Ctrl+D D Connect to data source

Ctrl+E E Describe sheet

Ctrl+F F Makes the find command in the Data window active

Ctrl+Alt+F F Place selected field on Filters shelf

^F Enter/Exit Full Screen

F7 , Ctrl+H Enter Switch in and out of Presentation Mode

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Ctrl+Alt+I I Place selected field on Size

Ctrl+L Flip orientation of column labels at bottom of view

Ctrl+Alt+L L Place selected field on Detail

Ctrl+M T New worksheet

Ctrl+N N New workbook

Ctrl+O O Open file

Ctrl+Alt+O O Place selected field on Color

Ctrl+P P Print

Ctrl+Alt+P P Place selected field on Pages shelf

Ctrl+Alt+R R Place selected field on Rows shelf

Ctrl+S S Save file

Ctrl+Alt+S S Place selected field on Shape

Ctrl+Alt+T T Place selected field on Text/Label

Ctrl+V V Paste clipboard

Ctrl+W ^W Swap rows and columns

Ctrl+X X Cut text selection (e.g., in captions, titles, formulas, etc.)

Ctrl+Alt+X X Place selected field on Rows shelf

Ctrl+Y Y Redo

Ctrl+Alt+Y Y Place selected field on Columns shelf

Ctrl+Z Z Undo

Ctrl+Alt+Backspace delete Clear the current worksheet

Ctrl+(left arrow) ^ Make rows narrower

Ctrl+(right arrow) ^ Make rows wider

Ctrl+(down arrow) ^ Make columns shorter

Ctrl+(up arrow) ^ Make columns taller

Ctrl+1 , Ctrl+Shift+1 , Ctrl+! 1 Show Me!

Enter Return Add the selected field to the sheet. Only works with a
single field

F1 ? Opens the Help

Ctrl+F4 Deletes the selected sheet (on a dashboard)

Alt+F4 W Closes the current workbook

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F4 Starts and stops forward playback on the pages shelf

Shift+F4 Starts and stops backward playback on the pages shelf

F5 R Refreshes the data source

Ctrl+. . Skip forward one page

Ctrl+, , Skip backward one page

Ctrl+Tab , Ctrl++F6 } Cycle forward through open worksheets

Ctrl+Shift+Tab , Ctrl+Shift+F6 { Cycle backward through open worksheets

F9 0 Run update

F10 0 Toggles Automatic Updates on and off

F12 E Reverts workbook to last saved state

Esc Esc Clears the selection (Desktop and Reader only)

Navigation and Selection Shortcuts


Keyboard/Mouse Action Description

Windows Mac

Click Click Selects the mark

Drag Drag Selects a group of marks

Ctrl+Click Click Adds individual marks to the selection

Ctrl+Drag Drag Adds a group of marks to the selection

Shift+Drag , Click and Drag , Click and Pans around the view
Hold+Drag Hold+Drag

Double- Double-click , Click Zooms into a point in the view (requires


click , Ctrl+Shift+Click zoom mode if not map)

Ctrl+Shift+Alt+Click Click Zooms out from a point on a map


(requires zoom mode if not map)

Shift+Double-click Double-click Zooms out

Ctrl+Shift+Drag Drag Zooms into an area in the view (requires


zoom mode if not map)

Ctrl+Scroll Scroll Zooms in and out on a map (Desktop and


Reader only)

Click+Drag to bottom of Click+Scroll, Hold Drags a row and scrolls through a long list
pane+Hold simultaneously

15
Field Selection Shortcuts
Keyboard/Mouse Action Description

Windows Mac

Right-click+Drag to Drag to Opens the Drop Field menu


shelf shelf

Ctrl+Drag Drag Copies a field in the view to be placed on another shelf or


card

Double-click Double-click Adds a field to the view

16
Connecting To Data

In this module, youll learn about these concepts:

Creating a Live Data Connection


Saving and Sharing a Data Source
Understanding Changes to Data
Other Data Connection Option in Tableau

Live / In Memory Data

17
How To Connect With Your Data
When you open Tableau you are taken to the home page where you can
easily select from previous workbooks, sample workbooks, and saved data
sources. You can also connect to new data sources by selecting Connect to
Data. The option in a File is for connecting to locally stored data or file based
data. The options listed beneath On a Server link to data stored in a
database, data cube, or a cloud service.

Although all of these databases have very different ways of storing and looking up
data, the pop-up window is very user friendly and requires little or no understanding of
the underlying technology. Most of these databases will require you to install a driver
particular to each tool. Installation normally requires a few minutes and you can find
all the connectors at: http://www.tableausoftware.com/support/drivers.

Data sources Accessible to Tableau Desktop

F IGURE 8 - D ATA S OURCE A CCESSIBLE TABLEAU D ESKTOP

18
Practice : Connect With Your Data
From the Starter folder, open the package workbook named First Starter.twbx and follow these step :

Select Connect to Data

Connect to Superstore sample spreadsheet (you can find at folder data)

F IGURE 9 - C ONNECT W ITH Y OUR D ATA

The connection window will display


Click and drag the Orders sheet / table into blank area, Tableau automatically preview your
data
Use Live Connection Type
Click Go to Worksheet

Connection Type
Click and drag the sheet / table name
Data Filters

There are
three sheets /
table in XLS
File. We can
use single
table /
multiple table

F IGURE 10 - C ONNECT W ITH Y OUR D ATA


19
Now, select product and drag it into Rows Shelf

Youll see the data

Open the excel file and change central into Pusat.

Connection Type
There are 2 connection types in Tableau :

Live (Direct Connect) and In Memory (Data Extract).

Direct connections allow you work with live data. When you extract data you import some or all of your
data into Tableaus data engine. This is true in Tableau Desktop and Server.

Direct Connect

Connecting to your datasource with a direct connection


means you are always visualizing the most up-to-date
facts. If your database is being updated in real-time you only need to refresh the Tableau visualization via
the F5 function key or by right-clicking on the datasource in the data window and selecting the Refresh
option.

20
If you connect to massive data, the visualization is very dense, or your data is in a high-performance
enterprise-class database, you may get faster response time with a direct connection. Choosing a direct
connection doesnt preclude the possibility of extracting the data later. You can also swap from an extract
to a live connection by right-clicking the datasource and un-checking the Use Extract option.

Data Extract

Data extracts dont have the advantage real-time updating that a direct connection provides, but using
Tableaus data engine provides a number of benefits:

Performance improvement

Perhaps your primary database is already heavily loaded with requests. Using Tableaus data engine
enables you to split the load from your primary database server to the Tableau Server. Tableaus extract
may be updated daily, weekly, or monthly during off-peak hours. Tableaus Server can also refresh
extracts incrementally and in time intervals as low as fifteen minutes.

Additional functions

If your datasource is from a file (Excel, Access, text) doing an extract will add calculation functions
(median and count distinct) that are not supported by the datasource.

Data portability

Extracts can be saved locally and used when the connection to your datasource is not available.

JOIN Database Table


Seldom will your datasource include every bit of information you need in a single table. Even if you
normally connect to Excel it may be advantageous to use related data from more than one tab. As long as
the data resides in a single spreadsheet or database and each table includes unique identifiers that tie
the tables or tabs together, you can perform joins of these tables within Tableau. These identifiers are
called Key Records. In Tableau, you can define joins when you make your initial data connection or add
them later.

F IGURE 11 - J OIN O RDERS AND RETURNS

21
Join Types
Inner Join
Returns only records that match in both the left and right Tables.

F IGURE 12 - J OIN T YPES > I NNER JOIN

Left / Right Join


Selecting left gives priority to the original table. Selecting right
gives priority to the new table. The Left Join returns every

record in the orders table plus the matching records in the F IGURE 13 - J OIN T YPES > L EFT J OIN
returns table. The Right Join gives priority to the right returns
table

F IGURE 14 - J OIN T YPES > R IGHT JOIN


Full Outer Join
Returns all the records.

F IGURE 15 - J OIN T YPES > F ULL OUTER J OIN

22
Practice : Use Extract Connection and Join Order and Returns
From the previous starter, edit the connection and change the connection type into extract. Left Join
Order and Returns Table. So, you can see the order status.

Step :

1. Right Click on Data and select Edit the Datasource


2. Click Extract on Connection Types
3. Drag returns table into panel
4. Click on join types and change it into left join

F IGURE 16 - J OIN

5. Click on Go To Worksheet

23
Creating Basic Visualization

In this module, youll learn about these concepts:

Getting Started in Tableau Desktop


Elements of a visualization
Formatting your view

24
Tableau Desktop Workspace
Open Tableau from start menu of Windows. Start > All Programs > Tableau x.x

By default, each time you open Tableau you will see the Start Page

Connection Options

Saved Workbooks

Multiple Worksheet

Saved Data Source


(tds File)

F IGURE 17 T ABLEAU S TART PAGE

F IGURE 18 - TABLEAU W ORKSPACE

25
F IGURE 19 - D ATA S HELF

F IGURE 20 - D ATA T YPES

Tableau expresses fields and assigns data types automatically. If the data type is
assigned by the data source, Tableau will use that data type. If the data source
doesnt specifically assign a data type, Tableau will assign one.

Tableau supports the following data types:

Text values

Date values

Numerical values

Geographic values

Boolean values

Tableau have an extra data types that you can define later in Tableau Desktop.

Sets

Hierarchy

Group

Bin

26
Tableau Desktop support many different aggregation types including Sum, Average, Median, Count,
Count(Distinct), Minimum, Maximum, Std. Dev and Variance.

F IGURE 21 - A GGREGATION

To express data into visualization tableau use rows and column shelves. You can simply drag Dimension
or Measure field into Columns / Rows and tableau will Show you the visualization.

F IGURE 22 - R OWS AND C OLUMNS S HELVES

27
Generated Fields

Tableau generated fields are automatically added to the design window. Generated values include:

Number of records is a calculated value that


sums the rows in the data source.

Note that field icons preceded by an equals sign


are calculated values.

Measure names and measure values are special


fields that allow you to display multiple measures
on a single axis.

Longitude Latitude (generated) ,

If your data includes standard geographic fields


like country, state, province, city, or postal codes
Tableau will automatically generate the longitude
and latitude values for the center points of each
geographic entity displayed in your visualization

F IGURE 23 - G ENERATED F IELDS

Marks Card and Buttons

Tableau applies color, shape, and size to visualizations using the view cards. The
view cards also enable filtering, labeling, and provide a way for you to add details
on demand that are not visible in your chart. Visual details are added to the chart
by placing field pills on the desired mark type. Multiple fields can be placed on the
color, label, detail, and tooltip buttons

ColorExpresses discrete or continuous values

SizeExpresses discrete or continuous values

LabelOne or more fields can be expressed as label on marks

DetailDisaggregates the marks plotted F IGURE 24 - M ARKS C ARD

ToolTip/ToolTipsMakes fields available to ToolTips without disaggregating data

ShapeExpresses discrete or continuous fields

28
Pages Shelf : Any field placed on the pages shelf generates an auto-
scrolling filter. Use it to create animated visualizations in Tableau
Desktop.

F IGURE 25 - P AGE S HELF

Filter Shelf : Any field placed on the filter shelf enables

a filter for that dimension or field. The style of filter control is

dependent on whether the field is continuous or

discrete. If you want to expose a filter in the worksheet,

right-click on any pill used anywhere in the workspace and

select the menu option Show Quick Filter.

F IGURE 26 - F ILTER S HELF

Using the Show Me button allows you to build visualizations very quickly. If you
can decide on the combination of dimensions and measures you want to
analyze, Show Me will build your visualization for you. It will place all of the pills
on shelves automatically.

29
Analysis Via Show Me
In this chapter, you will learn how to make a visualization via Show me.

Show Me tells you what chart to use and why. It will also help you create complicated visualizations
faster and with less effort. Show Me looks at the combination of measures and dimensions youve
selected and interprets what chart types display the data most effectively.

From the previous starter

1. Select Order Date and Sales


2. Click Show Me, it will expose the options available for that combination

Selecting combination of dimension


and measures will highlight chart in
the show me menu. Gray charts are
not available.

F IGURE 27 - S ELECTING C HART

As you can see, Tableau marks lines(discrete) as recommendation denoted with a blue outline. At the bottom of
show me area you also see additional details regarding requirements needed for building any available chart. The time
series chart requires one date, one measure, and zero or more dimensions.

3. Click lines(discrete) chart on show me

F IGURE 28 - L INE (D ISCRETE )

4. Click + in year to show date hierarchy (quarter, month, day, hour, minutes, second)

30
F IGURE 29 - D ATE H IERARCHY

F IGURE 30 - A DD Q UARTER

31
Practice : Make your first view

In this practice, you will show sales by product container, with this chart we can see which product
container have the most sales. Format your view by adding profit into color and sales into label.

F IGURE 31 - PRACTICE FIRST V IEW

Step :
From previous starter :

Double Click Product container and sales, then select show me, click horizontal bar
Drag profit from measures to color marks
Drag Sales from measures to label marks

32
Simplifying and Sorting Your Data

In this module, youll learn about these concepts:

Data Filtering
Sorting

33
Filtering Your Data

There are a few different ways to add filtering to your visualization. Dragging any dimension or measure
on to the filter shelf provides filtering that is accessible to the designer. Make that filter accessible to
more people by turning it into a quick filter. This places it on the desktop where it is accessible to
anyoneeven those reading your report via Tableau Reader or Tableau Server. You can also create
conditional filters that operate according to rules you define.

Creating a Filter with the Filter Shelf

1. Drag Sales Measure into Column shelf and Product Category and Product Sub Category to Row
shelf.

2. Dragging the subcategory field from the dimension shelf and placing it in the filer shelf exposes
the filter menu.

Notice that there are three other tabs on the filter menu. The Wildcard tab is typically used to search for
text strings to filter. If you want to filter using another field that isnt in your view you can use the
Condition tab to select any field in your datasource and filter using that field. The Top tab facilitates
building top and bottom filtering or filtering requiring other formula conditions.

If you use more than one of the filtering options tabs to define your filter, Tableau applies the conditions
defined in each tab in the order the tabs appear from left to right. General conditions will be applied first,
then wildcard, then condition, and the top tab conditions last.

Below the general field list to the right of the None button is a check box for the Exclude option. If
Exclude is checked, the items that include check marks are filtered out of view. Exclude filters can take a
little longer to execute than Include filters, especially if your data set is very large.

F IGURE 32 - F ILTER O PTION

34
If you want to make the filter available for people that are viewing the report via Tableau Reader or
Tableau Server you need to expose the filter control on the desktop. To create a quick filter, point at and
right click on any pill used on any shelf in your worksheet, then select the Show Quick Filter option.

F IGURE 33 - QUICK F ILTER

Bar Chart, Stacked Bar, Side By Side Bars

These charts facilitate one-to-many comparisons. Bar charts are the most effective way to compare
values across dimensions their linear nature making precise comparisons easy. Stacked bar charts
should not be used when there are many different dimensions because they can be overwhelming if too
many colors are plotted in each bar. Side-by-side bars provide another way to compare measures across
and dimensions on a single axis.

Follow this step to create Bar Chart :

1. Click and Highlight Dimension Order Date, Product Category and Measure Sales and click Show
Me, choose Horizontal Bar Chart.

F IGURE 34 - H ORIZONTAL B AR C HART

2. Click Swap in toolbar

35
F IGURE 35 - S WAP ROW AND COLUMN (H ORIZONTAL BAR )

3. Insert Order Date into Filters and choose Years > Next > Checklist Year 2011 and 2012.

F IGURE 36 - F ILTER

F IGURE 37 - Y EAR FILTER

36
F IGURE 38 - H ORIZONTAL B AR WITH FILTER

To Dynamically change your year in filter, right click on year in filter shelf and click Show Quick Filter

F IGURE 39 - S HOW Q UICK F ILTER

37
Follow this step to create Stacked Bar:

1. Click and Highlight Dimension Order Date, Product Category and Measure Sales and click Show
Me, choose Stacked Bar.

F IGURE 40 - S TACKED BAR

2. Insert Order Date into Filters and choose Years > Next > Checklist Year 2011 and 2012.

F IGURE 41 - S TACKED BAR WITH FILTER

38
Follow this step to create Side by Side Bars:

1. Click and Highlight Dimension Order Date, Product Category and Measure Sales and click Show
Me, choose Side by Side Bars.

F IGURE 42 - S IDE BY SIDE BAR

2. Insert Order Date into Filters and choose Years > Next > Checklist Year 2011 and 2012.

F IGURE 43 - S IDE BY SIDE BAR WITH FILTER

39
Sorting Data

Tableau provides basic and advanced sorting methods that are easily accessed through icons or menus.
Sorting isnt limited to fields that are visible in the chartany field in the datasource can be used for
sorting.

Manual Sorting via Icons

The most basic way to sort is via the icons that appear in the toolbar menu. The toolbar menu sort icons
provide ascending and descending sorts. Tableau also provides sorting icons near the headings and mark
axis. If you dont see an icon, hover your mouse near the area and it will appear. Notice the icon that
appears in the sub-category pill on the row shelf? The light gray descending sort icon that appears in that
pill provides an indication that a sort has been applied on that sub-category field. Clicking on the sort icon
floating over the right-side of the sub-category heading provides ascending and descending sorts using
the text of the product category headings. The sort icons that appear over and under the mark (bar) axis
provide ascending and descending sorts based on the values displayed by the marks, and also add
datasource order sorting.

F IGURE 44 - S ORT

Calculated Sorts using the Sort Menu

More advanced sorting can be accessed by pointing at a dimension pill, right clicking, and selecting the
Sort option. right-click on a dimension pill--in this example the Sub - Category pill.

Tableaus sort menu allows you to more precisely define the default sort method and order. The sort by
section includes a drop-down menu that currently displays the sales field using an aggregation of sum.
However, it is possible to select any field in the data set and change the aggregation. For example, you
could also apply ascending sort by average profit. Leaving the sort menu open and using the apply button
at the bottom right side of the menu is useful. You can apply a variety of sort options and see the result.
When you decide to keep the sort, click the OK button.

40
F IGURE 45 - S ORT (2)

Sorting via Legends

Another useful sort feature is enabled within legends. This Figure shows two versions of the same bar
chart. The left view orders the blue delivery truck dimension on the bottom. The chart on the right shows
regular air at the bottom. Reordering the position of the colors displayed within the color legend causes
the order of the colors appearing in the bars to change. Reposition the colors within the color legend by
pointing at a color, holding down the left mouse button, and dragging the color to the desired position

F IGURE 46 - S ORT V IA L EGEND

41
Organizing Your Data

In this module, youll learn about these concepts:

Using Groups
Creating and Using Hierarchies
Creating a Combined Field
Using Sets

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Groups
When you have a dimension that contains many members and your source data doesnt include a
hierarchy structure, grouping can provide summarized views of the data. You can manually group items
from headers or multi-select marks in a chart. Tableau also provides a menu option with fuzzy search that
will help you group by searching strings in large lists of values. You can even group by selecting marks in a
view. If you need to work with data that isnt structured the way you want it, grouping allows you to build
that structure within Tableau.

There are three ways to group headings.

1. click on the paper clip icon in the Tooltips that appears when you multi-select the headers.

2. Right click after selecting the headings and pick the group option in the menu.

3. One final option is available via the paper clip icon in the toolbar.

F IGURE 47 - G ROUPS

Hierarchies
Hierarchies provide a way to start with a high-level overview of your data, and then drill down to lower
levels of detail on demand. In this sample you can see a two-level view of the data that included product
category and then subcategory. Follow this step to create hierarchies :

1. Right Click on Column Product Category Dimension Area > Create Hierarchies > Give Name :
Product Hierarchies

2. Drag Column Product Sub Category under Product Category in Product Hierarchies.

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F IGURE 48 - H IERARCHIES
Combined Field

Combined fields to create a cross product of members from different dimensions. You would combine
dimensions if you want to encode a data view using multiple dimensions.

To combine the fields, select multiple dimensions in the Data window and then control-click the fields
and select Combine Fields.

For example, the selections shown below will produce a new field that consists of the Container and
Customer Segment dimensions.

F IGURE 49 - C OMBINE F IELDS

The two dimensions are combined into a new dimension. The name of the field is automatically created
from the names of the original fields. Control-click the new field and select Rename to change the name.

When you use the new field in a view, a header is created for each combination of the two original
dimensions. For example, the view below shows the members of the combined Customer Segment and
Container fields.

FIGURE 50 - COMBINE FIELDS RESULT

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Using Multiple Measure on the Same Axis

In this module, youll learn about these concepts:

Comparing Views with Multiple Measure


Using Measure Values and Measure Names
Combo Charts
Creating Dual Axis Charts
Combined or Shared Axis Charts

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Using Multiple Measure
There are lots of different ways to compare multiple measures in a single view. For example, you can
create individual axes for each measure or you can blend the two measures to share an axis and finally,
you can add dual axes where there are two independent axes layered in the same pane. In any of these
cases you can customize the marks for each axis to use multiple mark types and add different levels of
detail. Views that have customized marks are called combination charts.

Individual Axis
Add individual axes for each measure by dragging measures to the Rows and Columns shelves. Each
measure on the Rows shelf adds an additional axis to the rows of the table. Each measure on the
Columns shelf adds an additional axis to the columns of the table. For example, the view below shows
quarterly sales and profit. The Sales and Profit axes are individual rows in the table and have independent
scales.

F IGURE 51 - I NDIVIDUAL A XIS

Blended Axis
Measures can share a single axis so that all the marks are shown in a single pane. Instead of adding rows
and columns to the view, when you blend measures there is a single row or column and all of the values
for each measure is shown along one continuous axis. For example, the view below shows quarterly sales
and profit on a shared axis.

F IGURE 52 - B LEND A XIS

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To blend multiple measures, simply drag one measure or axis and drop it onto an existing axis.

F IGURE 53 - B LEND A XIS (2)

Blending measures uses the Measure Names and Measure Values fields, which are generated fields that
contain all of the measure names in your data source and all of the measure values. The shared axis is
created using the Measure Values field. The Measure Names field is added to the Color shelf so that a
line is drawn for each measure. Finally, the Measure Names field is filtered to only include the measures
you want to blend.

Dual Axis
You can compare multiple measures using dual axes, which are two independent axes that are layered on
top of each other. Dual axes are useful when you have two measures that have different scales. To add
the measure as dual axis drag the field to the right side of the view and drop it when you see a black
dashed line. You can also select Dual Axis on the field menu for the measure.

F IGURE 54 - D UAL A XIS

The result is a dual axis view where the Profit axis corresponds to the purple line and the Shipping Cost
axis corresponds to the brown line.

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F IGURE 55 - D UAL A XIS (2)

You can add up to four layered axes: two on the Columns shelf and two on the Rows shelf.

Combination Charts
When working with multiple measures in a view, you can customize the mark type for each distinct
measure. For example, you can create a view with a line showing a target amount across several months
and a bar chart showing the actual attainment for the months. These measures can be displayed as
individual axes, blended axes, or dual axes.
Because each measure can have customized marks, you can customize the level of detail, size, shape, and
color encoding for each measure too.

F IGURE 56 - C OMBINATION C HART

To customize the marks for a measure:


1. Select the Marks card for the measure that you want to customize. There is a Marks card for
each measure on the Rows and Columns shelves.

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F IGURE 57 - C HANGE CHART IN COMBO CHART

2. Select a new mark type for the measure. Any changes to the mark type, shape, size, color, detail
and other mark properties will be applied to the selected measure. For example, in the view
below the SUM(Sales) Marks card is active. The Mark type has been changed to Bar and when
Department is placed on Color, the encoding and level of detail is only applied to the SUM(Sales)
marks. The SUM(Sales Plan) is not broken down by Department.

F IGURE 58 - C OMBO C HART

Select the All Marks card to modify properties for all measures at once.

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Practice : Dual Axis with Combine Chart

F IGURE 59 - PRACTICE D UAL A XIS WITH C OMBINE C HART

Follow this step to create Dual Axis with Combination Chart:

1. Click and Highlight Dimension Order Date ,Measure Sales and Profit click Show Me, choose Dual
Lines.

2. Default time series for Dual Lines is discreate, to change into continues series, You can click on
Year(Order Date) in coloumn shelf and choose Year above the default.

3. Click on SUM(Profit) marks and change the chart to Bar

Practice : Multiple measure in 1 Axis

Now you will develop an intricate view of three aggregations for same data item, profit.

F IGURE 60 - PRACTICE M ULTIPLE MEASURE IN 1 A XIS

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Step

Create a new worksheet using the coffee chain starter. Duplicate profit three items by right clicking
on it directly in the measures pane and selecting duplicate. Change the aggregation of the first copy
to average (AVG) by right clicking on it, selecting Default properties Aggregation Average, and
renaming it Profit Avg. Change the second copy to Maximum(MAX) and name it Profit Max. Change
the third copy to Minimum(MIN) and name it Profit Min.
Drag Market and Product Type on the Column Shelf
On the marks card, change the dropdown from automatic to shape
Drag profit Avg to Rows
Drag Profit Max and Profit Min into the profit Avg Axis

Change the shape by click on shape in Marks card

Drag Measure Names to the color in marks card

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Change the color by click color on the marks card then click apply or OK after you change the color

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Mapping Data Geographically

In this module, youll learn about these concepts:

Mapping in Tableau
Geographic Mapping

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Maps (Symbol and Filled)
Selecting a field with a small globe icon makes maps available in Show Me. Symbol maps are most
effective for displaying very granular details, or if you need to show multiple members of a small
dimension set. In Filled maps it is a good idea to make the marks more transparent and add dark borders
because marks tend to cluster around highly populated areas. Using the color button on the marks card
to do this makes the individual marks easier to see. The color and size legends in view are automatically
provided by Tableau. Filled maps display a single measure using color within a geographic shape. If you
restrict filled maps to smaller geographic areas (state, province) they effectively display more granular
areas like county or postal code.

Follow this step to create Symbol Map :

1. Choose Dimension State or Province and click Show Me, tableau will automatically highlight
symbol maps.

F IGURE 61 - S YMBOL M APS

2. Insert Sales Measure into Size and color marks.

F IGURE 62 - A DD SIZE AND COLOR ( SYMBOL MAPS )

Follow this step to create Filled Map :

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1. Choose Dimension State or Province and click Show Me, choose Filled Maps.

F IGURE 63 - B ASIC FILLED M AP

2. Drag Drop Sales Measure into Color marks.

F IGURE 64 - A DD COLOR (F ILLED M AP )

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Viewing Specific Values and Distributions

In this module, youll learn about these concepts:

Creating Crosstab
Creating Highlight Tables
Grand Totals, Sub-totals and changing Aggregation
Bins and Histogram

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Text Tables Crosstab

F IGURE 65 - B ASIC T EXT TABLES

Text tables look like grids of numbers in a spreadsheet. Crosstabs are useful for looking up values. The
text table on the below has been enhanced by adding a Profit to color , so we can see which sales with
high profit and low profit.

F IGURE 66 - C OLOR ADD IN T EXT T ABLE

Highlight Tables
Comparing granular combinations of dimensions and measures can be done effectively with each of
these charts. Highlight tables can display one measure using a color gradient background to differentiate
values.

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Follow this step to create Highlight Tables :

Click and Highlight Dimension Region, Product Category, Product Sub Category and Measure Sales and
click Show Me, choose Highlight Table. Tableau will automatically highlight the Sales Measure from the
largest and smallest values of sales based on color.

F IGURE 67 - H IGHLIGHT T ABLES

Grand Totals and Aggregation


You can calculate grand totals by selecting one of the Grand Totals options on the Analysis > Totals menu.
The grand totals are added as an additional row or column to your table.

The following rules dictate whether you can turn on grand totals:

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The view must have at least one header Headers are displayed whenever you place a
dimension on the Columns shelf or the Rows shelf. If column headers are displayed, you can
calculate grand totals for columns. If row headers are displayed, you can calculate grand totals
for rows.

Measures must be aggregated The aggregation determines the values displayed for the totals.

Grand Totals cannot be applied to continuous dimensions.

You can also display totals for graphical views of data. In the figure below, only column totals are
calculated because the table contains only column headers.

Grand Total Aggregation

When grand totals are turned on in the view (either Row grand totals or Column grand totals), you can
specify how totals should be computed.

To configure grand totals, from the Analysis menu choose Totals > Total All Using to display a submenu:

When you choose Current Aggregation from the submenu, totals are computed as they always were in
earlier versions of Tableau: with column and row totals based on the configured aggregation for the field.
In this case, computations are based on the underlying data, which is disaggregated, and not on the data
in the view.

When you choose any of the other values (Sum, Average, Minimum, or Maximum), all totals are
computed using the selected aggregation. The computations are performed on the aggregated data you
see in the view.

The following table summarizes the standard aggregations and the grand totals that are calculated by
default when, from the Analysis menu, Totals > Total All Using is set to the default value Automatic.

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Aggregation Calculation Description

Sum Shows the sum of the values shown in the row or column.

Average Shows the average of the values shown in the row or column.

Median Shows the median for the values shown in the row or column.

Count; Shows how many values or distinct values are displayed in the rows and columns in the
Count Distinct view.

Minimum Shows the minimum value shown in the row or column.

Maximum Shows the maximum value shown in the row or column.

Percentile Shows the average percentile for all values shown in the row or column.

Standard The grand total using standard deviation is the standard deviation of the values shown in
Deviation the row or column.

The grand total using variance is not the variance of the rows and columns in which they
Variance
reside but rather of the underlying data behind the row or column.

Customizing Your Data

In this module, youll learn about these concepts:

Calculation Type
Creating Calculated Tables
Using Logic Statements
Type Conversions and Date Calculations
Using Quick Table Calculations

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61
Calculated Fields
Calculated Fieldspower to answer your difficult questions

Sometimes your analysis needs a data item that your original data source does not include, but that you
could calculate using the current data items. This is called a calculated field. For example, you might need
a new data item called Profit Ratio, the ratio of the profit field to the sales field. Another example
would be the creation of a conditional statement called Shipping Commitment Met that determines if
the actual time to ship was greater than the promised time to ship, returning a value of 1 if true or 0 if
false.

Calculated Values require that you enter fields, functions, and operators. Tableau strives to make formula
creation fast and easy, so it is possible to write formulas with minimal typing. Once youve connected to a
datasource, you can create a calculated field from the main menu by selecting Analysis/Create Calculated
Field. This example uses the Superstore spreadsheet. Figure 4-4 shows the Calculated Value editing
window.
The figure shows a calculation for Profit Ratio that uses two fields from the Superstore file to derive the
result. The Name field at the top of picture below is where you type the name of your Calculated Value
as you want it to appear.

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F IGURE 68 - C ALCULATION F IELD W INDOW

in the data window of the worksheet. The Formula box is used to write the script for the formula. You will
also see that Tableau color-encodes different elements of formulas so that they are easy to separate
visually. Fields are orange, Parameters are purple, and Functions are blue. Notice the example in picture
includes comments at the top, color-encoded in green. Comments are useful for documenting sections of
complex formulas or for adding basic descriptive information to other analysts that may use your formula
in their work. You can add comments anywhere in the formula window by typing two forward slashes (//)
in front of the text.

Practice : Calculation Profit Ratio

F IGURE 69 - PRACTICE CALCULATION

From previous starter, add new sheet and create the calculation

Step :

Right Click on any dimension / measure (it best to select the measure you want to make a
calculation)
Select Create Calculated Fields
Input the formula of Profit Ratio
Click ok after you finished
Double Click Region

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Double Click Profit Ratio and you got the number, but you have to change the number format
from standard number to percentage

Right Click on Profit Ratio fields Select default properties -> number format

Select Percentage to be Default Number Format(Profit Ratio)

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Logical Statement
Case
Use the CASE function to perform logical tests and return appropriate values. CASE is often
easier to use than IIF or IF THEN ELSE. The CASE function evaluates expression, compares it to a
sequence of values, value1, value2, etc., and returns a result. When a value that matches
expression is encountered, CASE returns the corresponding return value. If no match is found,
the default return expression is used. If there is no default return and no values match, then Null
is returned.
Typically, you use an IF function to perform a sequence of arbitrary tests, and you use a CASE
function to search for a match to an expression. But a CASE function can always be rewritten as
an IF function , although the CASE function will generally be more concise.
Many times you can use a group to get the same results as a complicated case function.
Examples

CASE [Region] WHEN "West" THEN 1 WHEN "East" THEN 2 ELSE 3 END
CASE LEFT(DATENAME('weekday',[Order Date]),3) WHEN "Sun" THEN 0 WHEN "Mon"
THEN 1 WHEN "Tue" THEN 2 WHEN "Wed" THEN 3 WHEN "Thu" THEN 4 WHEN "Fri" THEN
5 WHEN "Sat" THEN 6 END

If you need to include numeric comparisons in your conditions, use a nested IF clause. The CASE
function compares strings only. For example, suppose you want to break the values of the Sales
field into three custom categories: one for sales less than 200, one for sales between 200 and
300, and one for sales between 300 and 400. The formula would be:
IF [Sales] < 200 THEN "Low" ELSEIF [Sales] < 300 THEN "Medium" ELSEIF
[Sales] < 400 THEN "High" ELSE "NULL" END

IIF

Examples

IIF(7>5, "Seven is greater than five", "Seven is less than five")


IIF([Cost]>[Budget Cost], "Over Budget", "Under Budget")
IIF([Budget Sales]!=0,[Sales]/[Budget Sales],0)
IIF(Sales>=[Budget Sales], "Over Cost Budget and Over Sales Budget", "Over
Cost Budget and Under Sales Budget","Under Cost Budget")

IF Then End / If then else end

Examples

IF [Cost]>[Budget Cost] THEN "Over Budget" ELSE "Under Budget" END


IF [Budget Sales]!=0 THEN [Sales]/[Budget Sales] END
IF [Region]="West" THEN 1 ELSEIF [Region]="East" THEN 2 ELSE 3 END

Isdate

The ISDATE function returns TRUE if the string argument can be converted to a date and FALSE if
it cannot.
Examples

ISDATE("January 1, 2003") = TRUE


ISDATE("Jan 1 2003") = TRUE
ISDATE("1/1/03") = TRUE
ISDATE("Janxx 1 2003") = FALSE

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Practice : Is Profitable?

F IGURE 70 - PRACTICE I S PROFITABLE ?

Find state that profitable and unprofitable.

Step :

Create Calculated Field , change the name of calculated field to Isprofitable? , and input the
formula of calculation
if (sum([Profit]) > 0)

then 'Profitable'

else 'Unprofitable'

end

After that, double click state and isprofitable

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Drag profit into label marks to add the label

Type Conversion
The result of any expression in a calculation can be converted to a specific data type. The conversion
functions are STR(), DATE(), DATETIME(),INT(), and FLOAT(). For example, if you want to cast a floating
point number like 3.14 as an integer, you could write INT(3.14). The result would be3, which is an integer.
The casting functions are described below.

Examples

DATE("April 15, 2004") = #April 15, 2004#


DATE("4/15/2004")
DATE(#2006-06-15 14:52#) = #2006-06-15#
DATETIME(April 15, 2005 07:59:00) = April 15, 2005 07:59:00

FLOAT(3) = 3.000

INT(8.0/3.0) = 2
INT(4.0/1.5) = 2

Quick Table Calculations


You can add common table calculations to your view using the Quick Table Calculations menu item on the
field context menus. These quick calculations are predefined table calculations based on the most
common scenarios.
To add a quick table calculation:
1. Control-click the measure you want to use in the table calculation and select Quick Table
Calculation.
2. On the sub-menu select one of the following options:
o Running Total
o Difference

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o Percent Difference
o Percent of Total
o Rank
o Percentile
o Moving Average
o Year to Date (YTD) Total
o Compound Growth Rate
o Year over Year Growth
o Year to Date (YTD) Growth
After adding a quick table calculation to the view, you can edit its definition by selecting Edit Table
Calculation from the fields context menu.
Table calculations are a special type of calculated field that computes on the local data in Tableau. While
you can use the built-in table calculations such as Percent of Total, Difference From, Running Total, and
so on; the functions required to define these calculations are also available for use in your own custom
calculated fields. Customizing table calculations allows you to compute values such as the difference in
number of orders this quarter versus an average quarter, total sales for regions that have above average
margin, time since first click on a website, average temperature based on the last three days weighted at
10%, 40%, and 50%, and so much more.
An easy way to become familiar with the Table Calculation functions is to add a basic table calculation
and then click the Customize button in the lower left corner of the Table Calculation dialog box.

F IGURE 71 - QUICK TABLE C ALCULATION

When you click Customize, the Calculated Field dialog box opens showing the formula for the calculation.
You can see that it uses special functions.

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After you customize the calculated field, the changes are not saved until you click OK in the Calculated
Field dialog box and in the Table Calculation dialog box. The new table calculation field is added to the
Data window.

When you use that field in other views, it uses the default addressing and partitioning specified when the
table calculation was created. You can change the addressing by control-clicking the field and selecting an
option from the Compare To context menu.

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Making Your View Available

In this module, youll learn about these concepts:

Building Dashboard
Dashboard Actions

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Dashboard
A dashboard is a collection of several worksheets and supporting information shown in a single place so
you can compare and monitor a variety of data simultaneously. For example, you may have a set of views
that you review every day. Rather than flipping through each worksheet, you can create a dashboard that
displays all the views at once.

Similar to worksheets, dashboards are shown as tabs at the bottom of the workbook and update with the
most recent data from the data source. When you create a dashboard, you can add views from any
worksheet in the workbook. You can also add a variety of supporting objects such as text areas, web
pages, and images. From the dashboard, you can format, annotate, drill-down, edit axes, and more.

Each view you add to the dashboard is connected to its corresponding worksheet. That means when you
modify the worksheet, the dashboard is updated and when you modify the view in the dashboard, the
worksheet is updated.

Creating Dashboards

You can create a dashboard in much the same way you create a new worksheet. After you create a
dashboard you can add and remove views and objects. Select Dashboard > New Dashboard.

F IGURE 72 - C REATE D ASHBOARD


ADDING DASHBOARD OBJECTS

Dashboards are used to monitor and analyze a collection of related views and information. A dashboard
object is an area in the dashboard that can contain supporting information that is not a Tableau view. For
example, you can add a text area to include a detailed description. Or you may want to add a web page
that is the destination of your hyperlinks. Dashboard objects are listed at the bottom of the dashboard
window. You can add text, images, web pages, and blank areas.

To add a dashboard object: Click and drag a dashboard object and drop it on the dashboard.

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DASHBOARD WORKSPACE

F IGURE 73 - D ASHBOARD W ORKSPACE

ADDING VIEWS TO A DASHBOARD

When you open a dashboard the Dashboard window replaces the Data window on the left side of the
workbook. The Dashboard window lists the worksheets that are currently in the workbook. As you create
new worksheets, the Dashboard window updates so you always have all worksheets available when
adding to a dashboard.

F IGURE 74 - A DD V IEW TO D ASHBOARD

To add a view to a dashboard:

Click and drag a worksheet from the Dashboard window to the dashboard on the right.

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F IGURE 75 - D ASHBOARD

Actions
Tableau allows you to add context and interactivity to your data using actions. Link to web pages, files,
and other Tableau worksheets directly from your analytical results. Use the data in one view to filter data
in another as you create guided analytical stories. Finally, call attention to specific results using
highlighting.

For example, in a dashboard showing home sales by neighborhood you could use actions to help you
quickly see relevant information for a selected neighborhood. Select a neighborhood in one view which
then highlights the related houses in a map view, filters a list of the houses sold, and opens a web page
showing census data for the neighborhood.

There are three kinds of actions in Tableau: Filter, Highlight, and URL actions.

Filter Actions

Filter actions are a way to send information between worksheets. Typically a filter action is used to send
information from a selected mark to another sheet showing related information. For example, when
looking at a view showing the sales price of houses, you may want to be able to select a particular house
and show all comparable houses in a different view. You could define a filter action to accomplish this
task. First you need to decide what comparable means. In this case, say that comparable houses are
houses with a similar sale price and square footage. A filter action to show comparable houses can be
defined by selecting a destination worksheet and defining filters on sales price and square footage.

Filter actions work by sending the data values of the relevant source fields as filters to the destination
sheet. If you launch the filter action described in this example from a house that sold for $450,000, the
destination sheet will have a filter to only show houses that sold for the same amount.

1. On a worksheet, select Worksheet > Actions. From a dashboard, select Dashboard > Actions.

2. In the Actions dialog box, click Add Action and then select Filter.

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F IGURE 76 - A CTION FILTER

3. In the subsequent dialog box specify a name for the Action.

Use a name that defines the action. If you choose to run the action using the menu the name is
the option that shows on the menu. For example, when sending housing information from one
sheet to a map, the name could be Map all comparable houses sold in February You can use
variables in the name that will be filled in based on the values of the selected field.

4. Use the drop-down list to select a source sheet or data source. When you select a data source or
dashboard sheet you can further refine by selecting the individual sheets you want to launch the
action from.

5. Then select how you want to launch the action. Select one of the following options:

o Hover - rest the pointer over a mark in the view to run the action. This option works well
for highlight and filter actions within a dashboard.

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o Select - click on a mark in the view to run the action. This option works well for all types
of actions.

o Menu -control-click a selected mark in the view and then select an option on a the
context menu. This option works well for filter and URL actions.

F IGURE 77 - RUN A CTION ON

6. Use the second drop-down list to select a target sheet. When you select a dashboard sheet you
can further refine the target by selecting one or more sheets within the dashboard.

7. Specify what to do when the select is cleared in the view. You can select from the following
options:

o Leave the filter - leaves the filter on the target sheets. The target views in the dashboard
will show the filtered results.

o Show all values - changes the filter to include all values.

o Exclude all values - changes the filter to exclude all values. This option is useful when
you are building dashboards that only show some sheets if a value in another sheet is
selected.

8. Setup one or more filters to specify the data that you want to show on the target sheets. You can
filter on All Fields or define filters on Selected Fields.

9. If you are defining filters for specific fields click Add Filter.

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10. In the Add Filter dialog box, select a source and target data sources and fields. When you run the
action from a specific mark on the source sheet, a filter is added to the target sheet that only
includes values for the target field that match the values of the source field. In the comparable
houses sheet link example, the Source Field is Beds and the Target Field is Beds. That means
when you launch the sheet link for a house that has three bedrooms, the destination worksheet
will only show houses that also have three bedrooms.

11. When finished, click OK three times to close all open dialog boxes and return to the view.

If you are connected to a relational data source, you can add sheet links across data sources even if the
field names are not exactly the same. One data source may have a field titled Latitude while another has
a Lat field. Using the drop down lists in this dialog box, you can associate the Latitude field to the Lat
field. When using a multidimensional data source, the destination sheet must use the same data source
as the source sheet. Moreover, the source field names must match the destination field names. In
Tableau, multidimensional data sources are supported only in Windows.

Highlight Actions

Highlight actions allow you to call attention to marks of interest by coloring select marks and dimming all
others. You can highlight marks in the view by selecting the marks you want to highlight, use the color
legend to select related marks, or create an advanced highlight action.

Color legend highlighting is a powerful analytical mode for the color legend that allows you to focus on
select members in the view. When you turn on color legend highlighting the marks associated with the
selected items in the color legend are colored while all other marks are gray.

For example, the views below show the relationship between order quantity and profit for several products.
The view on the left uses the normal color legend, all marks are colored based on their shipping mode. The
view on the right uses legend highlighting to call out the products that were delivered via Delivery Truck.

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Normal Color Legend Color Legend Highlighting Enabled

You can easily switch between legend highlighting and normal modes using the color legend card menu.
Then, if you like how a view is highlighted, you can assign the highlight colors to the color palette. The old
colors are replaced with the highlight colors.

To turn on color legend highlighting:

1. Click the Highlight button at the top of the color legend or select Highlight Selected Items on
the color legend card menu.

F IGURE 78 - H IGHLIGHT B UTTON

2. Select an item in the color legend.

Once legend highlighting is turned on, you can quickly focus on specific data in the view by
selecting different items in the color legend. When color legend highlighting is turned on a
Highlight Action is created and can be modified in the Actions dialog box.

To turn off color legend highlighting:

Click the Highlight button at the top of the color legend or select Highlight Selected Items on
the color legend card menu.

When you turn color legend highlighting off the action is removed from the Actions dialog box.

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If you like how the view is highlighted and want to keep a specific member highlighted even when you
turn off legend highlight mode, you can assign the highlight colors to the existing color palette. The
original color legend is discarded and the highlight colors become the new color palette for the legend.

To assign the highlight colors to the color palette, select Assign Highlight Colors to Palette on the color
legend card menu.

Another way to add a highlight action is using the highlight button in the toolbar.Similar to the color
legend highlighting, the toolbar button lets you highlight a collection of related marks in the view. To turn
on highlighting, select the fields you want to use for highlighting on the toolbar menu. Then select a mark
in the view to see the related data.

For example, the view below shows sales vs. profit by region. When a mark is selected, all other marks
from that region that were shipped using the selected ship mode are highlighted. In this case you can
quickly see all products from the Western region that were shipped via Delivery Truck.

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The toolbar menu also lets you highlight on All Fields or Dates and Times. All Fields will consider all fields
when determining matching records; Dates and Times considers all date and time fields.

When you use the Highlight toolbar button an action is created in the Actions dialog box. You can modify
the action to create more advanced highlighting behavior.

Finally, you can use the toolbar button to disable highlighting across the entire workbook or for just the
active sheet.

You can define more advanced highlight actions using the Actions dialog. There you can specify source
and target sheets along and the fields you want to use for highlighting. Follow the steps below to create a
Highlight Action.

To create a highlight action:

1. On a worksheet select Worksheet > Actions. From a dashboard, select Dashboard > Actions.

2. In the Actions dialog box click the Add Action button and then select Highlight.

F IGURE 79 - A CTION H IGHLIGHT

3. Give the action a name that will identify it in the Actions dialog. Try to make it descriptive. For
example, Highlight Products Shipped by Delivery Truck. You can use variables in the name that
will be filled in based on the values of the selected field.

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4. Use the drop-down list to select the Source sheet or data source. If you select a data source or a
dashboard sheet you can further select individual sheets within them.

5. Select how you want to launch the action. You can select from the following options:

o Hover - rest the pointer over a mark in the view to run the action. This option works well
for highlight and filter actions within a dashboard.

o Select - click on a mark in the view to run the action. This option works well for all types
of actions.

o Menu - control-click a selected mark in the view and then select an option on a the
context menu. This option works well for filter and URL actions.

6. Select a Target sheet. If you select a dashboard you can further select individual sheets within
the dashboard.

7. Select the fields you want to use for highlighting. Select from the following options:

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o Selected Fields - marks in the target sheet are highlighted based on select fields. For
example, highlighting using the Ship Mode field will result in an action that highlights all
marks in the target sheet that have the same ship mode as the selected mark in the
source sheet.

o Dates and Times - marks in the target sheet are highlighted when their date and time
match those of the marks selected in the source sheet. All dates and time fields are
considered when determining a match.

o All Fields - marks in the target sheet are highlighted when they match the marks selected
in the source sheet. All fields are considered when determining a match.

8. When finished, click OK twice to close the dialog boxes and return to the view.

URL Actions

A URL action is a hyperlink that points to a Web page, file, or other web-based resource outside of
Tableau. You can use URL actions to link to more information about your data that may be hosted outside
of your data source. To make the link relevant to your data, you can substitute field values of a selection
into the URL as parameters.

To add a hyperlink:

1. On a worksheet, select Worksheet > Actions. From a dashboard, select Dashboard >Actions.

2. In the Actions dialog box, click Add Action and then select URL.

F IGURE 80 - URL A CTIONS

3. In the subsequent dialog box, specify a name for the link.

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Make the name descriptive of the action. If you choose to run the action using the menu, the
name you specify here becomes the option that shows on the menu. For example, when linking
to more product details, the name could be Show More Details. You can use variables in the
name, which will be filled in based on the values of the selected field.

4. Use the drop-down list to select a source sheet or data source. If you select a data source or
dashboard you can select individual sheets within it.

5. Select the fields you want to use for highlighting. Select from the following options:

o Hover - rest the pointer over a mark in the view to run the action. This option works well
for highlight and filter actions within a dashboard.

o Select - click on a mark in the view to run the action. This option works well for all types
of actions.

o Menu - control-click a selected mark in the view and then select an option on a the
context menu. This option works well for filter and URL actions.

6. Specify the URL. You can use any URL that your browser can recognize including web pages, FTP
resources, and files.

Just as you can use variables in the name of the URL, you can also use field values and filter
values as parameters in the URL. That means that you can send information about each selected
mark or filter setting to a given website.

In the URL you specify, include the appropriate prefix to ensure that the resulting hyperlink
directs to the correct location. For example, if your URL links to a web page, include the http://
prefix. When using a URL action to point to an external file (rather than a web page), use the full
universal naming convention (UNC) path for the URL action. A UNC path is the full path of a
resource or file that is stored on the machine, which includes the full computer name, drive, path

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to the file, and file name. For example, for a text file D:\myfile.txt, specify the following UNC
path: \\workstation1\d$\myfile.txt, where "workstation1" is the computer name in your
company domain.

7. (Optional) Select any of the following options:

o URL Encode Data Values - select this option if your data contains values that use
characters that are not allowable in a URL. For example if one of your data values
contains an ampersand, such as Sales & Finance, the ampersand must be translated
into characters that your browser understands (URL encoded) if you want to include that
value in the URL.

o Allow Multiple Values - select this option if you are linking to a webpage that can take
lists of values as parameters in the link. For example, say you select several products in a
view and you want to see each products details hosted on a webpage. If the server can
load multiple product details based on a list of identifiers (product ID or product name),
you could use multi-select to send the list of identifiers as parameters.

When you allow multiple values, you must also define the item delimiter, which is the
character that separates each item in the list (for example, a comma). You must also
define the Delimiter Escape, which is used if the delimiter character is used in a data
value.

8. When finished, click OK twice to close the dialog boxes and return to the view.

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Practice : Dashboard Sales

Dashboard Audience : VP of Sales at a coffee chain

Overall Objective of Dashboard : Sales Updates for Yearly Reviews by sales VP

The Sales VP has a question :

What are sales by state?


What are sales by product type?
What are sales trend by product type?

Result

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Sharing Your Work

In this module, youll learn about these concepts:

Export to an Image File


Exporting the Data Only
Other Sharing Options

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Export
Export as image

Copy to another application

To insert an image of your Tableau results into another application such as PowerPoint, Word, or Excel,
follow these steps:

1. Select Worksheet > Copy > Image.

2. In the Copy Image dialog box, select the contents you want to include in the image and the
legend layout (if the view contains a legend).

3. Click Copy. Tableau copies the current data view to the Clipboard.

4. Open the target application paste from the Clipboard.

If the target application offers the option, paste the images as an Enhanced Meta File to get the
best presentation quality.

Export to an image

The export image command saves the current view as an image file. You can export to an image file with
the following three steps.

1. Select Worksheet > Export > Image.

2. In the Copy Image dialog box, select the contents you want to include in the image and the
legend layout (if the view contains a legend).

3. Click Save.

4. In the Save Image dialog box, navigate to where you want to save the image file and type a file
name into the text box. Select a file format from the Save as type drop-down menu.

5. Click Save.

Print to pdf
You can publish one or more views to PDF by selecting File > Print to PDF. When printing a sheet, quick
filters are not included. To show quick filters, create a dashboard containing the sheet and print the
dashboard to PDF. Note, when printing a dashboard to PDF, the contents of web page objects are not
included.

Export as Data

If you want to export data from Tableau to another application, or create a new data source that contains
a portion of the records in your original data source, there are several options in Tableau.

When exporting data, you should keep these rules in mind:

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You can select any portion of a data view to export. If you want to export all data in a view,
control-click in the view and choose Select All. Copying and exporting to a crosstab always
exports all data in the view regardless of what you have selected.

The fields that are exported to the new data source come from the fields on the worksheet
shelves. The exception is fields that are external filters--that is, fields that appear only on the
Filters shelf.

If you want to include other fields (either dimensions or measures) with the exported data
without changing the basic view, place those fields on the Level of Detail shelf.

Copy Records to Clipboard

Typically this function is used to copy records from Tableau into Microsoft Excel. To create an Excel
spreadsheet from Tableau data, follow these three steps:

1. Select the desired data in Tableau.

Control-click the view and click Select All.

F IGURE 81 - S ELECT C OPY T O C LIPBOARD

2. Select Worksheet > Copy > Data, or control-click the view and select Copy > Data from the
context menu.

3. Open an Excel worksheet and paste the data into a new sheet. Notice that the fields placed on
the Rows, Columns, and Color shelves are copied into the sheet. However, the Customer
Segment field is not copied because it is an external filter (it appears only on the Filters shelf).

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Export Crosstab to Excel

There is a more direct way to transfer a cross-tab view of data to Microsoft Excel. Select Worksheet >
Export > Crosstab to Excel. Tableau automatically pastes a crosstab version of the current view into a new
Excel workbook. This option automatically opens a new instance of the Excel application.

Although, copying a crosstab to Excel is more direct, it can decrease performance because it is copying
the formatting as well as the data. If the view you are exporting contains a lot of data, a dialog box opens
asking whether you want to copy the formatting options. Disregarding the format can enhance
performance.

Exporting Data Source

At any time while connected to a data source, you can export data source information as a shortcut that
allows you to quickly connect to the data source in the future. You might want to do this if you often
connect to the same data source multiple times or if youve added joined tables, default properties, or
custom fields, such as groups, sets, calculated fields, and binned fields, to the Data window.

Note: You can also save custom fields by saving the workbook or by creating a bookmark file.

You can export the data source in one of the following two formats:

Data Source (.tds) - contains just the information needed to connect to the data sources such as data
source type, location, and custom fields. If you connect to local file data sources (Excel,text, and
extracts), the file path is stored in the data source file.

Data source files contain the following types of information:

data source type

data source connection information specified in the data source page (e.g., server, port,
location of local files, tables, and so on)

groups

sets

calculated fields

bins

default field properties (e.g., number formats, aggregation, sort order, etc.)

Packaged Data Source (.tdsx) - contains all the information in the Data Source (.tds) file as well as any
local file data sources (Excel, text, and extracts). This file type is a single zipped file and is good for
sharing a data source with people who may not have access to the original data that is stored locally
on your computer.

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After you export, the data sources are available on the Data page.

By default, the data source files are stored in the Datasources folder of the Tableau Repository. Data
source files stored in another location do not display on the Data page. You can connect to data source
files by selecting File > Open and navigating to the file. You can also connect by dragging the data source
file onto Tableau Desktop icon or onto the running application.

Note: If you move a local file data source that is referenced by a .tds file, you will be prompted to locate
or replace the original data source when you try to open the data source file. To avoid saving a specific
file path, save the data source as a TDSX file, which packages a copy of the original local file data source
with the .tds file. If you choose to replace the original data source, the replacement data source must be
of the same type (Excel, MySQL, and so on) as the original.

To export a data source

1. On the Data menu, select a data source, and then select Add to Saved Data Sources.

2. Complete the Add to Saved Data Sources dialog box by specifying a file name and selecting the
type of data source file.

The new .tds or .tdsx file is listed in the Saved data sources section of the Data page.

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Thank You

You can reach us at:


PT CYBERTREND INTRABUANA

JL. Melati No. 10 Ragunan, Jakarta Selatan

Phone : +62 21 7822 471-2

Fax : +62 21 7822 473

Web : www.cybertrend-intra.com

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