Tableau comes with many useful built-in calculation functions. In this video, learn how to calculate averages, medians, minimums, and maximums.
- [Instructor] When you analyze business data, you will often want to discover what represents a typical value, and what represents the maximum and minimum of the value range. There are a number of ways to calculate what are referred to as measures of central tendency, but I'll focus on the Average and the Median. I will also show you how to find the maximum and minimum values in the data set. As my sample file I will use 05 01 Average. And that is a Tableau Workbook you can find in the chapter five folder, the exercise files collection. I have set up a visualization with a text table, breaking down sales by region, and you can see from the Marks Card that I have Sum of Order Total. So this is the total of all sales by region. If I want to change from sum to average, which would give me the arithmetic average of sales for each region, then I can go to the Pane on the Marks Card, point to it, click at the star arrow. And then about halfway down, there is a Measure Item. And as you can see, there are a number of measures available. Sum is at the top because it's most commonly used. The next one is Average, which I will click now. And you'll see we get the average of each individual sale within the regions. If I want to add a second copy of order total to the table, I can do that by going over to the Measures section of the Data pane and dragging it to the Data area. And you can see that I now have Average of Order Total and Order Total, which is the sum. I also have a new Measure Values Card that shows Average of Order Total and Sum of Orders Total. Let's say that instead of the sum, I want to show the median The Median of a data set is the middle value that you would find if you sorted all of the sales in this case, from highest to lowest or lowest to highest, it works out the same way. it would be the middle value in that list. One of the reasons to use Medium instead of Average, is because extremely large values such as extremely large orders, can change the calculation quite a bit, especially for smaller datasets. So I'll go down to the Measure Values card, click the Sum of Order Total panes Down Arrow, point to Measure and click Median. And we can see that the median order for each region is very different from the average order. And what that tells us is that we likely have some very expensive items and some relatively inexpensive items. If we were to filter this by product category, for example, just looking at robot sales, then we would likely see a different result. So those are Average and Median. If I wanted to find the maximum and minimum, I could use built in functions that I can display using my Measure Values panes. So I will click the Average Order Total panes Down Arrow, point to measure and click Minimum. So there I see the minimum order total is five for each of them, and then I'll go to the maximum. So I will hover over the Median pane, click the Down Arrow, point to Measure, click Maximum And we see that yes, there is an extremely large range from as low as $5, all the way up to 83,885. So while the Average and Median give us interesting information about the data set, Minimum and Maximum tell us that we really do need to filter our data to make meaningful comparisons.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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