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.
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.
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.
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.
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.
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.
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