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.