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

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

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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.