Friday, June 24, 2016

Tableau - Do it Yourself Tutorial - Live Project for Understanding Imple...

Saturday, June 11, 2016

Tableau - Do it yourself - Tutorials


Tableau Do it yourself Tutorial - Full playlist here

Sr.No Topic /Content URL
1 Tableau Architecture https://youtu.be/h_9ErR39bYc 
2  Getting Started  https://youtu.be/1BLywLrQUcE 
3  Creating Sets and Calculations  https://youtu.be/KNx_rXXLQRo 
4  Top N Analysis & Sorting  https://youtu.be/PkgrcY-Vzoo 
5  Creating Parameters  https://youtu.be/aclMW-Gjwf0
6  Creating Parameters - contd https://youtu.be/0YO0JLCyz_g
7  Dynamic Calculations https://youtu.be/PqZyMRvK20c
8  Histograms using Bins  https://youtu.be/yvkwQLy87BQ
9  Heat Maps  https://youtu.be/YDt7LWRj3DA
10  Tree Maps  https://youtu.be/ViOxCBIiWKE
11  Waterfall Charts  https://youtu.be/aj8I59mOjkk
12  Word Cloud & Bubble Charts  https://youtu.be/OmqXEGoYiPs
13  Pareto Charts  https://youtu.be/JDRKnm1epII
14  Reference Lines, Bands, & Box  https://youtu.be/eZQi7Abdhdw
15  Dual Axis & Multiple measures rendering  https://youtu.be/AOwmKp1bEjk
16  Window Functions  https://youtu.be/UecpQphMq0E
17  the Playback Functionality  https://youtu.be/dZzp4dLctgM
18  Working with Maps  https://youtu.be/bTmF-jZvVJ8
19  Plotting Shapes on Maps  https://youtu.be/eWqtebEYzNc 
20  Custom Geocoding   
21  Creating Dashboards  https://youtu.be/Rt6r5vm1Gk4 
22  Dashboard Interactivity  https://youtu.be/jzeTNJUMDnQ
23  Creating Stories  https://youtu.be/CfQMjXaCOuM
24  Intro to Tableau Extract files https://youtu.be/_k1JB6RSa8Q
25  Publishing to Tableau Public  https://youtu.be/6EYqzaTcmkM
26  Publishing to Tableau Online  https://youtu.be/Yct_2p-3YIk
27  Tableau Online Navigation  https://youtu.be/kYdochl8D6E
28  Concept of Calculations  https://youtu.be/xvcHo2DFCXw 
29  LOD Calculations  https://youtu.be/ZJzbdRe-WiA
30  Table Calculations  https://youtu.be/yb5XNLbF_1M
31  Database Connections  https://youtu.be/Y2wtG3cjTLw
32  Automated Forecasting  https://youtu.be/IsA4xE3c7HI 
33  More on Calculations  https://youtu.be/ae4nT2nFVw8
34  Date Calculations  https://youtu.be/1h6y6gXMT4U
35  Refresh Extracts using Command line  https://youtu.be/FuDX1u9QSb8
36  Data Blending  https://youtu.be/k6yGzHDOA5I 
37  Creating Joins & Unions   
38  Editing Metadata   

Tableau - Do it Yourself Tutorial - Plotting Shapes on Maps - DIY -17-of-50

Thursday, June 2, 2016

Tableau Free Training - Do it yourself - Study Circle

Details:

To enroll - just send an email to bharati.dwconsultancy@gmail.com


#1) Here's the link:
https://www.youtube.com/watch?v=BY42DWd6L94

#2) Fees - $0 …. Yes, absolutely no cost. No Hidden costs.
#3) Duration: 14 Day course. Daily 1-2 hrs. Complete the course at your own pace.
#4) This is an email based course. You will receive daily emails with content, and exercises each day, which will continue for 14 days, describes activities to be done for each day.
#5) At the end of the course take an online exam, and receive a course completion certificate by Bharati DW Consultancy.
#6) Just invest and dedicate some effort and time, and we look to provide directions.
#7) Attend online session - a) Introduction session  & b) 1 or 2 doubt clearing sessions.
#8) A new Facebook group will be created to create a Tableau Study circle.

-- 
Thanks!!
Bharati DW Consultancy 
cell: +1-562-646-6746
Twitter: @BharatDWCons
Youtube: BharatiDWConsultancy
Whatsapp: +1-562-646-6746 (+1-56-COGNOS-46)

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Wednesday, June 1, 2016

Tableau - Do it Yourself Tutorial - Window Functions - DIY -14-of-50



Tableau - Do it Yourself(DIY) Tutorial - Window Functions - DIY -14-of-50



In this video, we will see how to create visualizations with Window Functions.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet - DIY - Vid - 14

4- Drag and drop the Country and the Location dimensions in the rows shelf.

5- Next, drag and drop the Sales Cost to the Marks-text area.

6- From the Analysis menu, create a calculated field, Calc_Window_Func

7- Type the following function - WINDOW_SUM (SUM( [Sales Cost]), -1, 1).

WINDOW_AVG (SUM( [Sales Cost]), -1, 1).

8- Drag and drop that Calc_Window_Func to the sheet.

9- Let's do the following Hands-on exercises.



Hands on - DIY #24

1- Add a new sheet.

2- Drag and drop the Department, and item Category dimensions to the columns shelf area.

3- Create two new calculations for the Windows function, to calculate windows sum for 6 months, using the Sales Amount and Profit/Loss measures.

4- Use WINDOW_SUM (SUM( [Sales Amount]), -6, 6), and WINDOW_SUM (SUM( [Profit/Loss]), -6, 6)

5- Add Profit/Loss measure to Mark-color area.



Hands on - DIY #25

1- Add a new sheet.

2- Drag and drop the Channel Type, and Employee Country dimensions to the columns shelf area.

3- Now, use the window functions calculations, created in the above steps WINDOW_SUM (SUM( [Sales Amount]), -6, 6), and WINDOW_SUM (SUM( [Profit/Loss]), -6, 6).

4- Create a dual axis chart.

Tableau - Do it Yourself Tutorial - Dual Axis & Multiple measures render...



Tableau - Do it Yourself(DIY) Tutorial - Dual Axis & Multiple measures rendering - DIY -13-of-50



In this video, we will see how to create a chart with multiple measures.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet - DIY - Vid - 13

4- Drag and drop the Sale Date, and set the detail @Month.

5- Next, drag and drop the Sales Amount to the rows shelf.

6- From the show menu set the chart type to the line chart.

7- Next, drag and drop the Sales Cost measure to the rows shelf.

8- Click the Sales Cost, on the rows shelf, and select Dual Axis.

9- You can see that both the measures are displayed, as a part of one single chart.



Alright, now to some advance concepts.

10- Right click on the sheet name at the bottom, and select duplicate sheet.

11- Rename the new sheet as DIY - Vid - 13(b)

12- Remove Sales Cost measure.

13- Then click on Sales Amount, and Add Table Calculation.

14- Calculate the moving average of Sales Amount across the table, smoothed with 3 months before and after the date, and also including current value.

15- Let's do the following Hands on exercises.





Hands on - DIY #22

1- Add a new sheet.

2- Drag and drop the Department, and item Category dimensions to the columns shelf area.

3- Now, Drag and drop the Sales Cost and Profit/Loss measure to the row shelf area.

4- Select Dual Axis.

5- Add Profit/Loss measure to Mark-color area.



Hands on - DIY #23

1- Add a new sheet.

2- Drag and drop the Channel Type, and Employee Country dimensions to the columns shelf area.

3- Now, Drag and drop the Sales Cost measure to the row shelf area.

4- Then click on Sales Cost, and Add Table Calculation.

5- Calculate the moving average of Sales Cost across the table, smoothed with 1 month before and after the date, and also including current value.

Tableau - Do it Yourself Tutorial - Window Functions - DIY -14-of-50



In this video, we will see how to create visualizations with Window Functions.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet - DIY - Vid - 14

4- Drag and drop the Country and the Location dimensions in the rows shelf.

5- Next, drag and drop the Sales Cost to the Marks-text area.

6- From the Analysis menu, create a calculated field, Calc_Window_Func

7- Type the following function - WINDOW_SUM (SUM( [Sales Cost]), -1, 1).

WINDOW_AVG (SUM( [Sales Cost]), -1, 1).

8- Drag and drop that Calc_Window_Func to the sheet.

9- Let's do the following Hands-on exercises.



Hands on - DIY #24

1- Add a new sheet.

2- Drag and drop the Department, and item Category dimensions to the columns shelf area.

3- Create two new calculations for the Windows function, to calculate windows sum for 6 months, using the Sales Amount and Profit/Loss measures.

4- Use WINDOW_SUM (SUM( [Sales Amount]), -6, 6), and WINDOW_SUM (SUM( [Profit/Loss]), -6, 6)

5- Add Profit/Loss measure to Mark-color area.



Hands on - DIY #25

1- Add a new sheet.

2- Drag and drop the Channel Type, and Employee Country dimensions to the columns shelf area.

3- Now, use the window functions calculations, created in the above steps WINDOW_SUM (SUM( [Sales Amount]), -6, 6), and WINDOW_SUM (SUM( [Profit/Loss]), -6, 6).

4- Create a dual axis chart.

Tableau - Do it Yourself Tutorial - Reference Lines, Bands,

Tableau - Do it Yourself Tutorial - Reference Lines, Bands, & Box - DIY -12-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 - Cell & Whatsapp

email: info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself(DIY) Tutorial - Reference Lines, Bands, & Box - DIY -12-of-50



In this video, we will see how to create Reference Lines, Bands, & Boxes.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet - DIY - Vid - 12

4- Drag and drop the Sale Date and department to the columns shelf area, and set the detail @Year.

5- Next, drag and drop the Sales Amount to the rows shelf.

6- From the show menu set the chart type to bar chart.

7- To add a reference line, right click on the Y-axis on the left side, and then select Add Reference Line.

8- Add a reference line to show the average of Sales Amount.

9- Add reference bands.

10- Do the following Hands on excercises.





Hands on - DIY #20

1- Add a new sheet.

2- Drag and drop the Department, and item Category dimensions to the columns shelf area.

3- Now, Drag and drop the Profit/Loss measure to the row shelf area.

4- Add a Reference Band.

5- Add Profit/Loss measure to Mark-color area.



Hands on - DIY #21

1- Add a new sheet.

2- Drag and drop the Channel Type, and Employee Country dimensions to the columns shelf area.

3- Now, Drag and drop the Sales Cost measure to the row shelf area.

4- Add a Reference Box.

Wednesday, May 25, 2016

Tableau - Do it Yourself Tutorial - Word Cloud

Tableau - Do it Yourself(DIY) Tutorial - Word Cloud & Bubble Charts - DIY -10-of-50



In this video, we will see how to create Word Cloud & Bubble Charts.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet - DIY - Vid - 10 - WC (for Word Cloud)

4- Drag and drop the Customer dimension to the  Marks - Label Area.

5- Next, drag and drop the Sales Amount to the Marks - Size area.

6- Create a new calculation here - name it as Profit/Loss, (Sales Amount - Sales Cost).

7- Now, drag the newly created column Profit/Loss in the Marks - Color area. If needed, change the Mark type back to Text.

8- Add the Country column in the filter area, and click on show filter.



9- Now, let's create a Bubble chart, on the similar lines - create a new Sheet - DIY - Vid - 10 - BC (for Bubble Chart)

10- Follow similar steps as we did for Word Cloud. But, Just change the Mark type back to Circle.

11- Do the following Hands on exercises.





Hands on - DIY #18

1- Add a new sheet.

2- Create a Word Cloud, and Bubble Chart for the following scenarios.

3- Use Item Name, Sales Quantity and Profit/Loss to create this visualization.

4- Add Item Category Filter, enable show filter.



Saturday, May 21, 2016

Tableau - Do it Yourself Tutorial - Heat Maps - DIY -7-of-50



Tableau - Do it Yourself(DIY) Tutorial - Heat Maps - DIY -7-of-50

Use the data connection from the Video-1 of the Tableau DIY series



A Heat map is a graphical representation of a dataset, in which where the values are represented as colors.



In this video, we will see how to create a Dynamic Calculation.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet.

4- Drag and drop the Sale Date dimension onto the columns shelf. Change the dimension interval to Month.

5- Now, Drag and drop the Country and Item Category dimensions to the rows shelf.

6- Drag and drop the Sales Cost to the Marks - Size area, set mark type to square.

7- Drag and drop the Sales Quantity to the Marks - color area.

8- Change the view to entire view.

9- Do the following Hands on exercises.





Hands on - DIY #13

1- Add a new sheet.

2- Drag and drop the Sale Date dimension onto the columns shelf. Change the dimension interval to Year.

3- Now, Drag and drop the Department and Pay Type dimensions to the rows shelf.

4- Drag and drop the Sales Amount to the Marks - Size area, set mark type to square.

5- Drag and drop the Sales Quantity to the Marks - color area.

6- Change the view to entire view.


Tableau - Do it Yourself Tutorial - Histograms using Bins - DIY -6-of-50

Tableau - Do it Yourself(DIY) Tutorial - Histograms using Bins - DIY -6-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 - Cell & Whatsapp

email: info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself(DIY) Tutorial - Histograms using Bins - DIY -6-of-50

Use the data connection from the Video-1 of the Tableau DIY series



Histogram is a graph which consists of columns, whose area is proportional to the frequency of a variable or values of a column and whose width is equal to the class interval.



For creating Histograms, we will see how to create bins.



1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet.

4- Create bins for Sales cost; right click on the Sales Cost measure, and select Create bins.

5- Now set the bin-size as 50. You can set it to per the requirement.

6- Drag and drop the bin, created in the previous step, to the columns shelf.

7- Drag and drop the Sales cost measure to the rows shelf.

Also, change the aggregation property of Sales cost to Count, right in the rows shelf.

8- Drag and drop the Country dimension to color.

9- Drag the sales cost in the label too.

10- Do the following Hands on exercises.





Hands on - DIY #11

1- Add a new sheet.

2- Create bins for Sales amount - size 100, and then drag these bins to the columns shelf.

3- Add Sales Amount in the row shelf, and change the aggregation property to count.

4- Add Channel Type in the rows shelf Marks.

5- Add the Department to the color area.



Hands on - DIY #12

1- Add a new sheet.

2- Create bins for Sales Quantity - size 10, and then drag these bins to the columns shelf.

3- Add Sales Quantity in the row shelf, and change the aggregation property to count.

4- Add Item Category in the rows shelf Marks.

5- Add the Pay Type to the color area.

6- Add Sales Quantity to the label area.






Tableau - Do it Yourself Tutorial - Dynamic Calculation - DIY -5-of-50

Tableau - Do it Yourself(DIY) Tutorial - Dynamic Calculation - DIY -5-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 - Cell & Whatsapp

email: info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself(DIY) Tutorial - Dynamic Calculation - DIY -5-of-50

Use the data connection from the Video-1 of the Tableau DIY series



In this video, we will see how to create a Dynamic Calculation.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet- DIY - Vid - 5

4- Right Click on the Employee Name from the left side, Create - Set for Employees, having Sales_Amt <2000.

   Please use the the Condition tab to calculate the range for Sales Amt.

5- Similarly create another set for Employees, having Sales_Amt >4000.

6- Now goto the Analysis menu, and then create a calculated field with the name "Employee Sales Band".

Use the following formula:

If [SA<2k] then "Band <2k"

elseif [SA>4k] then "Band >4k"

else "Band 2k to 4k"

end

7- Add the Employee Location from the dimensions to the rows shelf.

8- Add Sales Amount in the column shelf.

9- Drag the newly created calculated field "Employee Sales Band" to Color.

10- Do the following Hands on exercises.





Hands on - DIY #10

1- Add a new sheet.

2- Create a set for Pay Type - for Sales Amount - ranges 0-10k, 10k-20k and over 20k.

3- Create a calculated field for "Pay Type Sales Band".

4- Add Sales Amount in the column shelf

5- Add Channel Type in the rows shelf.

6- Add the newly created calculation  "Pay Type Sales Band" in the color section.





Sunday, May 15, 2016

Cognos 10.2 Tutorial - Dashboard Interactivity - Set-16 of 50 - Live Pro...

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Cognos 10.2 Tutorial - Creating a Dashboard - Set-14 of 50 - Live Projec...

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Cognos 10.2 Tutorial - Creating a Report Template - Set-13 of 50 - Live Project





Cognos 10.2 Tutorial - Dashboard Interactivity - Set-16 of 50 - Live Project- CFO-1

Cognos 10.2 Tutorial - Formatting the Dashboard - Set-15 of 50 - Live Project- CFO-1

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Cognos 10.2 Tutorial - SnowFlake Schema in Framework Manager - Set-12 of 50 - Live Project

Cognos 10.2 Tutorial - Set-11 of 50 - Publishing a Package -  Live Project

Cognos 10.2 Tutorial - Set-10 of 50 - Creating Model Query Subjects - Live Project

Cognos 10.2 Tutorial - Set-9 of 50 - Star Schema in Framework Manager - Live Project

Cognos 10.2 Tutorial - Set-8 of 50 - Usage Properties in Framework Manager - Live Project

Cognos 10.2 Tutorial - Set-7 of 50 - Framework Manager Model - Live Project

Cognos 10.2 Tutorial - Set-6 of 50 - Creating Datasource - Live Project

Cognos 10.2 Tutorial - Set-5 of 50 - Star Schema - Live Project



Cognos 10.2 Live Practical Project Implementation demo, Star Schema, Framework Manager, Dynamic Cubes, Transformer Cubes, Relational Model (RMR), Dimensional Model (DMR)

Sunday, May 8, 2016

Tableau - Do it Yourself Tutorial - Parameters - DIY -4a-of-50

Tableau - Do it Yourself Tutorial - Handling Parameters - DIY -4a-of-50

Tableau Training for Beginners

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/







Tableau - Do it Yourself Tutorial - Handling Parameters - DIY -4-of-50

Use the data connection from the Video-1 of the Tableau DIY series



1- Open the saved TWB file - Tableau BDCS DIY.

2- Create a new Sheet, and rename it to DIY - Vid -4

3- Right Click Customer Country, and create a parameter --  "Pick Dimension"

4- Click on "Clear All" button to clear out all values.

5- Add two values - Country and Department.

6- Create a new calculated field "Show Dimension", and then use the if statement as shown.

if([Pick Dimension] = 'Country') then ([Customer Country])

else([Department])

end

7- Right click the parameter - and Show parameter control.

8- Add the calculated field "Show Dimension", and a measure Sales Amt.

9- Change the parameter, in the Show param control.





Hands on - DIY #8

1- Create a new Sheet, and rename it to DIY #8

2- Right Click Channel Type, and create a parameter.

3- Click on "Clear All" button to clear out all values.

4- Add three values - Channel Type, Sales Type and Department.

5- Create a new calculated field "Show Dimension-3", and then use the if statement as shown.

6- Right click the parameter - and Show parameter control.

7- Add the calculated field "Show Dimension-3", and a measure Sales Cost

8- Change the parameter, in the Show param control.



Now Challenge Yourself......

Hands on - DIY #9

Do the exact same exercise as above, but for measures - Sales Amount and Sales Cost.

Create a parameter to Pick Measures.






Monday, April 25, 2016

Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY# 3-of-50

Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY -3-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY -3-of-50

>>Use the data connection from the Video-1 of the Tableau DIY series



1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet, and rename it to DIY - Vid -3

4- Add the Customer Name from the dimensions to the column shelf.

5- Right Click on the Customer Name from the columns shelf and sort, desc.

6- Add Sales Amount in the row shelf.

7- Create and Add the newly created set to the filter Top 10 Customers based on Sales Amount shelf.

Edit filter to select only "IN" values.

8- Do the following hands-on exercises.



Hands on - DIY #5

1- Add a new sheet.

2- Create a sorting for Item Names, based on Sales amount desc.

3- Add Sales Amount in the column shelf

4- Add Sale Type in the Color Marks.

5- Display top 5 Item Names.



Hands on - DIY #6

1- Add a new sheet.

2- Add the Employee Name from the dimensions to the column shelf.

3- Add Sales Quantity in the row shelf

4- Show only the Employees, dealing with the top Channel Type based on quantity.

Meaning: Create a set for the Top 1 Channel type, and add it to the filter condition.



Hands on - DIY #7

Repeat the same for #6

5- Show only the Employees, dealing with the bottom Channel Type based on quantity.

Meaning: Create a set for the bottom 1 Channel type, and add it to the filter condition.





Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY# 3-of-50

Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY -3-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself Tutorial - Top N Analysis & Sorting - DIY -3-of-50

>>Use the data connection from the Video-1 of the Tableau DIY series



1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet, and rename it to DIY - Vid -3

4- Add the Customer Name from the dimensions to the column shelf.

5- Right Click on the Customer Name from the columns shelf and sort, desc.

6- Add Sales Amount in the row shelf.

7- Create and Add the newly created set to the filter Top 10 Customers based on Sales Amount shelf.

Edit filter to select only "IN" values.

8- Do the following hands-on exercises.



Hands on - DIY #5

1- Add a new sheet.

2- Create a sorting for Item Names, based on Sales amount desc.

3- Add Sales Amount in the column shelf

4- Add Sale Type in the Color Marks.

5- Display top 5 Item Names.



Hands on - DIY #6

1- Add a new sheet.

2- Add the Employee Name from the dimensions to the column shelf.

3- Add Sales Quantity in the row shelf

4- Show only the Employees, dealing with the top Channel Type based on quantity.

Meaning: Create a set for the Top 1 Channel type, and add it to the filter condition.



Hands on - DIY #7

Repeat the same for #6

5- Show only the Employees, dealing with the bottom Channel Type based on quantity.

Meaning: Create a set for the bottom 1 Channel type, and add it to the filter condition.





Tableau - Do it Yourself Tutorial - Creating Sets and Calculations - DIY...

Tableau - Do it Yourself(DIY) Tutorial - Creating Sets & Calculations - DIY -2-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself Tutorial - Creating Sets & Calculations - DIY -2-of-50

Use the data connection from the Video-1 of the Tableau DIY series

In this video, we will get started in Tableau.



1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto Sheet 2

4- Right Click on the Customer Location from the left side, Create --> Set

5- Add the Customer Location from the dimensions to the rows shelf.

6- Add Sales Cost in the column shelf.

7- Add the newly created set to the filter shelf. Edit filter to select only "IN" values.

8- Do the following Hands on excercises.





Hands on - DIY #3

1- Add a new sheet.

2- Create a set for Customer Names (Select a few Customers)

3- Add Sales Amount in the column shelf

4- Add Sale Type in the Color Marks.

5- Add the new Customer set in the filter.



Hands on - DIY #4

1- Add a new sheet.

2- Create 2 sets for Customer Names (Select a few Customers),

first one based on Sales Amount > 10,000

and second one Sales amount <5,000

3- Create a calculated field for Small / Medium / Large Customer based on Sales Amount -  Customer Set Size

3- Add Sales Amount in the column shelf

4- Add set Customer Set Size in the Color Marks.

5- Add the new Customer set in the filter.



Tableau - Do it Yourself Tutorial - Creating Sets and Calculations - DIY...

Tableau - Do it Yourself(DIY) Tutorial - Creating Sets & Calculations - DIY -2-of-50

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself Tutorial - Creating Sets & Calculations - DIY -2-of-50

Use the data connection from the Video-1 of the Tableau DIY series

In this video, we will get started in Tableau.



1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto Sheet 2

4- Right Click on the Customer Location from the left side, Create --> Set

5- Add the Customer Location from the dimensions to the rows shelf.

6- Add Sales Cost in the column shelf.

7- Add the newly created set to the filter shelf. Edit filter to select only "IN" values.

8- Do the following Hands on excercises.





Hands on - DIY #3

1- Add a new sheet.

2- Create a set for Customer Names (Select a few Customers)

3- Add Sales Amount in the column shelf

4- Add Sale Type in the Color Marks.

5- Add the new Customer set in the filter.



Hands on - DIY #4

1- Add a new sheet.

2- Create 2 sets for Customer Names (Select a few Customers),

first one based on Sales Amount > 10,000

and second one Sales amount <5,000

3- Create a calculated field for Small / Medium / Large Customer based on Sales Amount -  Customer Set Size

3- Add Sales Amount in the column shelf

4- Add set Customer Set Size in the Color Marks.

5- Add the new Customer set in the filter.



Tableau - Do it Yourself Tutorial - Getting Started - DIY -1-of-50

Tableau - Do it Yourself(DIY) Tutorial - Getting Started - DIY -1-of-50.txt

by

Bharati DW Consultancy

cell: +1-562-646-6746 (Cell & Whatsapp)

email:  info@bharaticonsultancy.in

bharati.dwconsultancy@gmail.com

website: http://bharaticonsultancy.in/





Tableau - Do it Yourself Tutorial - Getting Started - DIY-1-of-50.txt





Download Tableau from the tableau website, and install it.



In this video, we will get started in Tableau.



1- Open Tableau

2- Click on Connect Excel Datasource

3- Load the Tableau_DIY_BDCS_Sales.xlsx File

4- Verify the data

5- Goto Sheet 1

6- Click on the Channel Type from the left side, drop in the column shelf.

7- Add Sales_Amt in the row shelf

8- Notice the dimension and measures section.

9- Notice the Datasources and Sheets tab at the bottom of the screen.

10- Change the visualizations using "Show me".

11- Do the following Hands on excercises.





Hands on - DIY #1

1- Add a new sheet.

2- Click on the Sales Type from the left side, drop in the rows shelf.

3- Add Sales Cost in the column shelf

4- Add Channel Type in the Color Marks.



Hands on - DIY #2

1- Add a new sheet.

2- Click on the Department from the left side, drop in the rows shelf.

3- Click on the Sales Type from the left side, drop in the rows shelf.

4- Add Sales Cost in the column shelf

5- Add Item Category in the Color Marks.

6- On the top right side, click on "Show me" to select various visualization.



Sunday, January 3, 2016

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