Tableau 8.2 Training Manual
Tableau 8.2 Training Manual
Section 2 Visualization Basics
VIA has provided Tableau Packaged Workbooks for every section of this manual. They are there as a guide as the user creates his/her visualizations. The user should refer to the packaged workbook, 2.0 VIA v.8.2 Visualization Basics Packaged Workbook Data Source: Sample Superstore Subset (Excel).
1) Create a New Worksheet Rename 1 Modified Defaults This is a visualization exercise with modified aggregations. By default Tableau presents all measures by sum. Tableau users often use averages and other options to analyze data. Data Source: Sample Superstore Subset (Excel)
a) Select Sales from the Measures data window. Right-click on Sales and from the Field Properties option, change the aggregation to Average ( Figure 2.1 ). After changing the default aggregation, double-click on Sales resulting in Figure 2.2 on the following page.
b) Double-click on Region in the Dimensions Data window the result puts Region on the Columns shelf. Then Drag Profit to the Marks Color Card ( Figure 2.3 ).
c) Double-Click on Product Category the result puts Product Category on Columns to the right of Region.
d) Swap the axes by clicking on the Swap Axis icon just below the Format Menu. From the visual sizing menu, select Ft. Height ( Figure 2.4 ). Both are highlighted in yellow. Lastly, click on ABC icon which is below the Window menu and labels are automatically generated.
2) Create a New Worksheet Rename it 2) Tabular View
a) Change Sales aggregation back to Sum by right-clicking on the Sales measure; select Field Properties, and change Average to SUM. Drag Sales to the Drop field as noted in Figures 2.5 and 2.6 . Had the user dragged Sales to the Text Card, the result would have been the same.
b) From the Dimensions data window, double-click on Region; from the Measures data window, double-click on Profit and Discount ( Figure 2.7 ). Use the anchors on the right side and bottom of the table to expand incrementally.
3) Create a New Worksheet Rename 3 Show Me Before starting the next exercise, there are five ways of creating a new worksheet:
Click on the Worksheet Menu and select New Worksheet.
Right-click on the previous worksheet and choose New Worksheet.
Click on the icon as seen below which automatically creates a new worksheet (first image below).
Just below the Worksheet Menu, there is an icon seen below that has a + sign
a) While holding down the control key, select Product Category, Product Sub-Category, Region and Sales ( Figure 2.8 ). Go to the Show Me palette selections (top right) and select Stacked Bars. Tableau intuitively suggests one of the 24 built-in visuals based on the measures and dimensions that have been selected. The user can accept stacked bars or practice by trying other visuals that are highlighted (pie chart as an example). The required mix of dimensions and measures are presented immediately below the chart palette.
b) From the icons below the Menu offerings, select the Auto sort icon from high to low. Next select the Swap Axis icon and finally, resize the visual using the resizing tool (Fit. Height), highlighted in yellow. All of these selections are presented in Figure 2.9 . Product Sub-Category presents the high/low icon, informing the viewer that this dimension is driving the sort routine. Take note of another auto sort icon at the bottom of the visual also highlighted in yellow. This is an interactive tool.
4) Right-click on the sheet titled Show Me, and sel