PRESENTED BY

Name Here

Tableau JediClassroom Training for Advanced Users

PRESENTED BY

Tableau Staff

©2012 Tableau Software Inc. All rights reserved.

Base Knowledge

• How Tableau Works• How to use Tableau• How to create advanced visualizations in Tableau• How to create and use the following functions:

Table Calculations, Parameters, Data Blending

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Agenda and Schedule

9:00 Welcome, Introduction, & Agenda9:15 Leveraging Multiple Mark Types9:45 Table Calculations10:30 Break10:45 Table Calculations (cont)11:15 Parameters12:00 Lunch1:00 Quick ways to get your point across2:00 Break2:15 Data Blending3:30 Break3:45 8.0 Preview4:30 Wrap-Up, Q&A

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House Rules

• Please ask questions• Don’t be upset if your question is deferred• Please answer questions• Don’t interfere with other’s ability to learn• Feel free to try it anytime• Ask for help if you need it

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Jedi Skills

• Understand query caching• Force Tableau to behave:

• Use multiple mark types liberally• Duplicate fields• Force local calcs: lookup(min[Field],0)

• Understand 4 levels of calcs:• Row Level• Field Level (Condition/Top)• View Level (Aggregate)• Higher Level (Table Calcs)

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1. Leveraging Multiple Mark Types

• LOD Marks• Filled Maps with Marks• Sales by Region with Total

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1.1 LOD MarksRe-create the view below from Superstore Sales (Training).

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1.2 Filled Maps with Marks

Re-create the view below from Sample – Superstore Sales (Excel)

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1.3 Sales by Region with Total

Re-create the view below from Sample – Superstore Sales (Excel)

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2. Table Calculations

• Dynamic Hide• Multiple rankings• Totals in a header• PLUS: Aggregate Bins & Growth rate

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2. Table Calculations

Re-create this view from Sample – Superstore Sales(Excel).

This view shows the monthly YOY Growth only displaying one year at a timedynamically based on a Parameter.

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2.1 Dynamic Hide

Re-create the view below from Sample – Superstore Sales (Excel)(Note that the Filter does not affect the % of Total in the view)

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2.2 Multiple rankings

Re-create the view below from Sample – Superstore Sales (Excel)

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2.3 Totals in Titles

Re-create the view below from Sample – Superstore Sales (Excel)

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2.4 Totals in a Header

Re-create the view below from Sample – Superstore Sales (Excel)

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2.5 Aggregate Bins

Re-create this view from Sample – Superstore Sales (Excel).

Put our customers into bins based on their total spend. Normal bins work on row level data, but we need them to work on aggregate – sum of sales per customer.

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3. Parameters

• Controlling partitioning of Table Calculations• Parameters & hierarchies (Selectable drill down)• Dynamic sorting by multiple rankings

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3.1 Controlling partitioning of Table Calculations

Re-create this view from Sample – Superstore Sales (Excel)

©2012 Tableau Software Inc. All rights reserved.

3.2 Parameters & hierarchies (Selectable drill down)

Re-create this view from Sample – Coffee Chain (Access)

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3.3 Dynamic sorting by multiple rankings

Re-create this view from Sample – Superstore Sales (Excel)

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4. Quick ways to get your point across

• Spark Lines• Legends with Totals• Legends with Bullet Charts• Reference Lines as totals across disparate sources

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4.1 Spark Lines

Re-create this view from Sample – Superstore Sales (Excel)

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4.2 Legends with Totals

Re-create this view from Sample – Superstore Sales (Excel)

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4.3 Reference Lines as TotalsRe-create the view below from Sample – Superstore Sales (Excel)

& Sample – Coffee Chain (Access)NOTE: Superstore Sales is the Primary data source, with Coffee Chain being the secondary for this sheet. Sum of Sales is shown from each data set on a shared axis.

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5. Data Blending

• Creating Primary Group from a secondary source• Attributes• Open items for any time frame• Performance considerations (Blend vs. SQL vs. Calcs?)• Best Practices for calculations across disparate sources

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5. Aggregating by a Secondary DimensionRe-create the view below from Sample – Superstore Sales (Excel)

& Sample – Coffee Chain (Access)

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5.2 Open items for any time frameRe-create the view below from Sample – Superstore Sales (Excel)

& a duplicate connection to Sample – Superstore Sales (Excel)

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8.0 Preview…

• Top N and All Other• Compare two sets – customers with repeat purchases and

those without• Compute Profit when sales in one table and product cost in

another

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Resources

• Documentation• Knowledge Base• Forums• Training