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.