ISM Week 9 Scav

Including how to connect to a specific worksheet within that Excel file

Add new data source (little arrow next to the cyclinder thing)

Making the pie chart bigger

Can CTRL-SHIFT-B to make it larger incrementally

Understand why Tableau sometimes miscategorizes dimensions as measures... and how to fix that.

Can change to in the cards menu

Learn to format data display in a visualization... font, numeric format, display unit

Can swap measures to dimensions if needed (Such as store number) Format options in pill dropdown

Be able to provide a basic explanation of the.... Canvas, Shelves, Cards, Pills

Canvas - raw UI where you can do any possibility of work Shelf - above main block of space: Row, Column Pill - little pill that sits in the shelf Cards - Filter, Marks, little squares left of canvas

Use the "data interpreter" when the first row of your XLSX file isn't the field names

Check little box on the left side, Will combine the headings, but you can manipulate the data to fit your needs in tableau

How do you show a filter to the user?

Click on pill drop down arrow and hit "Show Filter"

Learn how to change analysis from SUM to something else.

Click the down arrow in the little pill and gives you many different options

Learn to build a highlight table - and why you might choose one instead of a crosstab.

Color draws user attention

What is a "CSV" file?

Comma Separated Values

Be able to explain continuous vs. discrete.

Continuous - infinite possible values Green in UI Discrete - Finite set of values Blue in UI

Which divides data into "buckets" or "bins"?

Dimensions

How is a discrete date dimension different from a continuous date dimension?

Discrete - only filtering for specific dimensions Continuous - stream of dates going infinitely into the future

Learn how discrete and continuous dates work differently in your crosstabs (and other visualizations)

Discrete quarterly data would sh ow all data in q1 for all years summed (discrete put headings on the top) Continuous assumes we would want to have contiuous data displayed on an axis on bar graphs (continous display like a graph)

Learn to control the color of bars in a visualization using a variable... a discrete dimension, for example.

Drag dimension into the color square in marks card

Learn to build a crosstab using drag-and-drop ... and also using double-click.

Drag dimensions and drag measure into canvas Could also drag on shelf Or can double click

Display labels for the bars

Drag measure into label in the marks card

Why filter data?

Focus user attention

Adding labels, formatting labels (including "suffixes" to numeric formats), tooltips...

Format by hitting specific pill and hitting down arrow and format and do whatever you want

Learn to create a bubble chart

Found in "Show Me" Can duplicate pie chart and change it to bubble chart

Learn to create a pie chart

Found on the "Show Me"

Learn to split a field - automatic split and "custom" split... using delimiter characters and patterns.

Hit down arrow and there's an option to split ( separates data based of a character like a comma)

Learn to use the "data pane." What do you do if it disappears?

Hit the tab on the bottom

How does a user view the "Tooltips" for a visualization? How do you edit tooltips to make them more helpful to a user?

It is on the marks card, can edit with tooltips to rename information such as the "N umber of records" so people better understand

Learn to save your Tableau file as a Packaged Workbook

Just save it as a packaged workbook

Learn to manipulate the Color marks card, including color palettes and stepped colors.

Just use card and manipulate color

Which is used to do mathematical calculations?

Measures

What's the difference between a "packaged" workbook and a regular Tableau Workbook?

Packaged copies everything, regular only copies relevant information

When might it be a bad idea?

People do not know what the data is showing Can mess up results based on visualization

What is the value of doing that?

People with no clue can still interact with chart and manipulate it

What information does a pie chart convey? A bubble chart?

Percentage of parts compared to the whole Each wedge is dimension

What is a dimension? How is it used?

Qualitative - Categorize and divide the data

What is a measure? How is it used?

Quantitative - fields which are aggregated

How do you use the Analytics tab to add subtotals and grand totals to your visualization?

Right next to data pane, can just drag "Totals"

Learn to connect to a text file

Same as connecting to a excel sheet or opening any document ever

Learn to connect to an Excel data file using Tableau

Same way you open any file in applications like excel

Learn to use the "Show Me" tab

Show me - has various options to pick from (This is where the highlight table is)

Sort the bars

Sort icon on horizontal axis

TopN filters

Take sales person into filter Use all Hit top card Specify numbers you want

Why does double-click sometimes not create a crosstab (e.g. with "state")?

The data is identified as geographical data only a problem if you double click Instead just drag and it will work as intended

What is the purpose for "Detail" marks?

When you hover over bars you can see more information

Learn to create a "Calculated Field"...

click on column and hit down arrow and says "Create Calculated Field"

Learn to rename a field

double click and you can rename

Learn to filter on discrete and continuous dimension

drag into the filer card to get option menu, can show filter on side of screen if wanted

Learn to build bar graphs

drag measure into column and it automatically makes bar chart

How does that affect filtering?

gives you different filtering options

Learn to build a calculated field that uses the IF-THEN-ELSE logic function.

have to use END when typ[ing logical functions If(text) Then(TEXT) Else(TEXT)

Add a second bar graph to your visualization

just drag and drop another measure and it will split into 2 dif bar charts Can also fit different views, little drop down at top of screen

Learn to sort the results of your crosstab

usually just hit down on the pill arrow and theres a sort option

What does Mr. Olson mean by "What happens in Tableau stays in Tableau"?

we connect to external data but we do not change it