Tableau visualizations calculate the sum of values in a data field. In this video, learn how to change the summary operation.
- [Instructor] When you visualize data in Tableau, most of the time you'll want to find the sum of whatever data you have collected. For example, that could be the sum of sales. There might be times though when you want to perform a different kind of analysis such as finding an average. In this movie, I will show you how to change a visualization's summary operation. My sample file is 02_06 Summary and you can find it in the chapter two folder of your exercise files collection. I have created a visualization that has a single row in the rows area or on the rows shelf. You can see that's product category and then I'm summarizing the data by finding the sum of sales and that's here in the data area. I know that I'm finding the sum because if I go to the marks card, I see that the order total bill, which is basically sum of sales, has the sum operator. If I want to change the summary operation, I can go to the pill on the marks card for order total, click the down arrow, and then you'll see here that about halfway down, there is a menu item called measure and then in parenthesis is sum. When I point to that item, I get a list of the different summary operations that I can choose from. At the top is sum, which finds the arithmetic sum of all the orders and that's what's used most of the time. Below that we have average, median, and so on. So let's say that we switch to average. So we can find the average order within each product category. So I'll click average, and you can see the average blueprint order. There's 99 and the other values, I'm just looking for the largest. I guess that would be robots with an average order value of 7,436 values. So there's quite a bit of range. However, we know that on average at least, a robot order is going to be worth significantly more than blueprints and in fact any other category within this data set.
- 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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