Tableau desktop training

index

Sample workbook

You can download finished sample workbook from download button right and down side of the screen below.

Basic operations

Connect to data source

1.Run Tableau Desktop
2.Connect to a "Microsoft Excel".
3.Choose "Sample - Superstore.xls"

Connect to data source

1. Double click or drag and drop "Orders" sheet into Drag tables here.
2.Join
1) Double click or drag and drop into field "Returns" sheet.
2)Click circle mark and select "Left join..." circles.
3)Click × mark to close box.
4)Double click "People" sheet or drag and drop "People" sheet into field.
5)Click circle mark then select "Left join..." circles.
6)Click × mark to close box.

3.Union *This time we don't use "Union" function.
1)Drag and drop into field "New Union ".
2)Check how to use "wild card" functions.

4.Live connection and Extract
1) Check upper right radio button.
2)"Live" we used to use with lite data. "Extract" we used to use with heavy data.
3)"Extract" generate *.hyper file into local pc folder.

5.Change data style on Data source tab.
1) Click # mark on "Row ID" and select String. Check if the mark changed "Abc".
2) Click Abc mark on "State" and select Geographic Role then State/Province. Check if the mark changed earth mark.
3)Click Abc mark on "City" and select Geographic Role then City. Check if the mark changed earth mark.
4)Click Abc mark on "Country" and select Geographic Role then Country/Region. Check if the mark changed earth mark.
5)Check date field if it is calendar mark.

6.Custom Split
1) Click triangle mark upside left "Order ID" , select Custom Split.
2) Input "-" into Use the separator.
3)Set Split off "First" and "2" and click OK.

Let's take a look at the screen composition of the Tableau worksheet.

Understanding the entire data size

1.Move to Sheet1.
2.Look at Measure down and left side, In Measures there is "Number of records". Double click the "Number of records" or drag and drop it into work space.
3.Look at Marks, there is "Label" box. In Measures , drag and drop "Number of records" into "Label".
* Check record number
4.Click "Clear sheet" button.

Who

1.In Dimensions , double click "Person".
2.In Measures , double click "Sales".
3.Once again , in measures , drag and drop "Sales" into Columns.
4.In buttons, click descending sort button.
5.In Measures , drag and drop "Profit" into Color in Marks.
6.In bottom , double click sheet 1 tab and change worksheet name to "Who".

Clear sheet

Desending sort

To whom

  1. In bottom , click "New work sheet" button.

  2. In Dimensions , Double click "Customer Name".

  3. In Measures , Drag and drop "Sales" into Text in Marks.

  4. In buttons, click descending sort button.

  5. In Dimensions , drag and drop "Customer Name" into Filter and select Top tab.

  6. Select by field, and set parameters = Top 30 by Sales Sum.
    then click OK.

  7. In bottom , double click sheet 2 tab and change worksheet name to "To whom".

When

In bottom , click "New work sheet" button. Sheet 3 will be generated.

Continuous date

1.In Measure , double click "Sales".
2.In dimensions , double click "Ship date".
3.In Column , click triangle mark of pill of "Year(Ship date)", select Month of the lower.
4.In bottom , double click sheet 3 tab and change worksheet name to "When".

Yearly comparison

In bottom , click "New work sheet" button. Sheet 4 will be generated.
1.In Measure , double click "Sales".
2.In dimensions , drag and drop "Ship date" into column.
3.In column, on pill of "YEAR(Ship date)" click + mark. Then "QUARTER (Ship date)" will be generated, click the + mark. Then "MONTH(Ship date)" will be generated.
4.In Column, drag and drop the pill of QUARTER(Ship date)" out of the column.
5.In column , click triangle mark of pill of "YEAR(Ship date)" and select Show Filter. The filter will show up in workspace.
6.Check out 2018 and click OK.
7.In buttons , click pull down menu and change Standard to Entire View.
8.In column, move "YEAR(Ship date)" into Color in Marks.
9.In bottom , double click sheet 4 tab and change worksheet name to "When(Yearly comparison)".

How to calculate the number of days

In bottom , click "New work sheet" button. Sheet 5 will be generated.
1.In Dimensions , click triangle mark of "Order date" and select Create then Calculated field. A box will be appeared.
2.In head the box, input field name as "Days of Ship date".
3.In body the box , Input statement below then click OK.
DATEDIFF('day',[Order Date],[Ship Date])
4.In Measures , double click "Days of Ship date".
5.In Rows , click triangle mark of pill of "Days of Ship date" and select Measure(Sum) then select Average. You can see changed figure of days in work space
6.In Dimensions , double click "Ship Mode" , and sort it for easy viewing.
7.In bottom , double click sheet 5 tab and change worksheet name to "When(Days)".

Where

In bottom , click "New work sheet" button. Sheet 6 will be generated.
1.In Dimensions , double click "State", map will be show up.
2.double click "City".
3.In Measures , double click "Sales". circle mark will be show up in the map.
4.In Marks , click Size and adjust the size.
5.In Measures , double click "Profit". The circle in the map will be colored.
6.In Marks , click Color and adjust color for easy viewing.
7.In Workspace , please move the map as you like.
8.In bottom , double click sheet 6 tab and change worksheet name to "Where".

What

In bottom , click "New work sheet" button. Sheet 7 will be generated.

Create Hierarchy

1.In Measures , double click "Sales".
2.In Dimensions , drag and drop "Sub-category" onto "Category" in Dimensions. A box of "Create Hierarchy" will be show up, then click OK. In Dimensions , you can see the hierarchy field is generated.
3.In Dimensions , drag and drop "Product Name" into bottom of the Hierarchy Field.


4.In Dimensions, drag and drop the Hierarchy field into Row.
5.In Rows , move "Sales" into Column.
6.In Measures , drag and drop "Profit" into Color in Marks.
7. In Rows , click triangle mark of "Category" and select Show Filter.
8. In Rows , click plus mark of "Category". Then "Sub-Category" pill show up.
9.In Rows , click triangle mark of "Sub-Category" and select Show Filter.
10.In buttons , click descendant sort button to sort descending order.
11.In Measures , drag and drop "Discount" into Rows and change measure from Sum to Average.
12.In Dimensions , drag and drop "Ship Mode" into Label in Marks.

Create calculated field of Profit rate

1.In Menu , select analysis , Create Calculated field.
2.In head the box, input field name as "Profit Rate".
3.In body the box , Input statement below then click OK.
[Profit]/[Sales]
4.In Measure , click triangle mark of "Profit Rate". Select Default properties, Aggregation , Average to change calculation.

5.In Marks , open card of SUM(Sales) , then drag and drop "Profit Rate" from Measures to Label.
6.In bottom , double click sheet 7 tab and change worksheet name to "What".

How

In bottom , click "New work sheet" button. Sheet 8 will be generated.

Creation of composition ratio

  1. In Measures , double click "Sales".

  2. Again from Measures , drag and drop "Sales" into Rows.

  3. In Rows , click triangle mark of "Sales" at the right hand of Rows , select Quick Table Calculation then Percent of Total.

  4. Again , click triangle mark of "Sales" at the right hand of Rows , select Compute Using then Table Down.

  5. In Marks cards, open card of "SUM(Sales)".

  6. In Dimensions , drag and drop "Ship Mode" into Color in Marks.

  7. In Measure , drag and drop "Ship date" into Rows. And click + mark of the pill. QUARTER(Ship date) will be show up in Rows.

  8. In Marks , click drop down menu and change Automatic into Bar.

  9. In Marks cards , open card of "SUM(Sales)" , then press CTRL key and keep it then drag and drop "SUM(Sales)" into Label in Marks.
    Composition ratio will be show up in workspace.

  10. In bottom , double click sheet 8 tab and change worksheet name to "How".

Organize worksheets on the dashboard

1.In bottom , click "New dashboard" button.
2.In left side of the dashboard, there are several worksheet you created.
Place those sheet as you like into workspace of the dashboard.

Save workbook into your PC

1.In Menu , click File then select Save as..
2.Select your favorite folder and Input file name as "TableauDesktopTraining"
3.Select file type twbx then click Save.