Data visualization with tableau online tutorial working with data
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Transcript of Data visualization with tableau online tutorial working with data
Working with Data
DATAVISUALIZATIONWITHTABLEAUONLINE
TUTORIAL
Training Guide Fundamentals
From TechAndMate
WORKING WITH DATA
In Data Visualization with Tableau Online Tutorial we will discuss the “working of data”.
We have the following topics to understand the working of data.
Filters Sorts Groups Hierarchies Sets
IN TODAY’S SESSION LET’S FIRST ONLY FOCUS ON
FILTERS
TABLEAU FILTERS
Filters are easily created by dragging a measure or dimension to the Filters card.
Can be created directly on the shelf by right clicking the pill and choosing to filter. Once a filter is created on the shelf, you can also see that
the filter is shown on the filters card.
Filters look very different depending on the type of data being filtered. Text Data Numeric data Dates
Text Data: Drag a text field from Dimensions to the filters card.
FILTERING TEXT
FILTERING NUMERIC
Drag a Measure to filters card. Notice that first you must identify what to filter on:
Next you decide how you want the number to filter: You can filter by a range, between two values (ex, more than 0
and less than 1000)
You can choose a value to be at least some value (no less than 0 for example)
You can choose that a value be no more than some value, (ex: all sales less than $1000.00)
You can decide how to handle special values. Choose to filter on
All Values Only Null values Only Non Null Values
FILTERING NUMERIC
FILTERING NUMERIC VALUES
QUICK FILTERS
A Quick filter is a simple selection list available to the end user to filter.
Quick filters can easily be created from any value.
Usually quick filters are best used with dimension values.
To create a quick filter, choose any pill in your view, right click and choose ‘ Show Quick Filter’
The quick filter will appear on the screen and its usefulness can be changed by hovering over the quick filter and clicking on the down arrow in the upper right hand corner.
QUICK FILTERS PROPERTIES
Edit Filter brings you back to the same filter
screen you get when you drag the value to the Filters card. Here you can also limit the value by wildcard, condition, or TopN.
Clear Filter Completely removes the quick filter
and any associated filter from the view. Apply to worksheets
Here you can set the filter on one sheet to filter every other sheet using the same data source, or you can choose which sheets to filter. Default is set to ‘Only this worksheet’
***Only works on same datasource! Customize
Various options, important are the search button and the ability to add or remove the (All) option for the filter. Default checks all.
You can Show Title and even Edit Title.
Only Relevant values allows for dynamic cascading.
All values in database does not allow for dynamic cascading.
Choose how to show the filter.
QUICK FILTERS PROPERTIES
YOU TRY IT!
Lets Take 15 minutes to try and complete the Filter.
If you face any difficulty please post your question here under Tableau Tag: TechandMate Knowledgebase
We’ll love to answer your queries!
Till then…
READ MORE ON DATA VISUALIZATION WITH TABLEAU ONLINE TUTORIAL
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