Crosstabs are Tableau visualizations that arrange data with headers for both rows and columns. In this video, learn how to create a crosstab.
- [Narrator] Tableau lets you analyze large data collections efficiently. In this movie, I will show you how to create a visualization that Tableau refers to as a crosstab. My sample file is 0801 Create Crosstab, and you can find it in the chapter eight folder of the exercise files collection. In this workbook, I have a single worksheet that's called Category and Region. And what I have currently is just a sum of the number of orders for all of the data in my collection. That doesn't provide a lot of information. I mean, it's interesting but it doesn't give any detail. So what I will do is I will drag product category to the rows shelf so I have sales broken down by category, and then I'm also going to drag over sales region. So I'll drag sales region to the right of product category on the rows shelf, and there you can see I have my values. They're broken down in a table. So I have blueprints, my sales region, drone kits by region and so on. If I want to create a crosstab, which is what might be called a pivot table in Excel or Google Sheets. If I want to create what Tableau calls a crosstab, and you might also know as a pivot table from Excel or Google Sheets, I can display my worksheet, go to the worksheet menu, and then almost all the way at the bottom of the menu that appears, click duplicate as crosstab. The new worksheet appears, and it's category and region two, indicating it's a copy of an existing worksheet. So I'll go ahead and click it, and we see that it looks exactly the same. However, what I can do is pivot to change the order of the fields. So, for example, if I want to take sales region from the rows shelf to the column shelf, I can just drag the pill. And now I have my crosstab, and it's called a crosstab because you find values of interest at the crossing of a row and a column. So if I want to look for drones, I go to this row. And if I want to find them in the north west, then I go along that row until I get to the product category and sales region that I want, and I see that the number of records is 18. Crosstabs are very useful for summarizing collections of data. You can't see all of the detail for large collections, but the summaries that you see are very useful in making decisions.
- 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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