Thursday, June 2, 2016
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.
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.
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