A single column in a Tableau data source might not provide the information you need to get the sort you want. In this video, learn how to create a multilevel sort.
- Sorting data using the value from a single field such as the order total is appropriate for most cases. However, you might also need to sort data using values in more than one field. In this movie, I will show you how to create a nested sort that does just that. My sample file is 06_02 Nested, and you can find it in the chapter six folder of the exercise files collection. I have created a text table and it has two levels of organization which you can see on the rows shelf. I have sales region which is in the left most column of the table followed by product category and you can see blueprints, drone kits and so on. To the right of that, we have the data area which is the sum of the order totals for each of those product categories within each of the sales regions. So what I have is a nested table where the top level of organization is region, next is product category and it is summarized by sales. Currently, both of the sales region and product category are sorted in alphabetical order. But let's say that I want to leave the sales regions in the current order but I want to sort each of the product categories by total sales. And I'll do it in descending order so the largest values are on top. To do that, I need to create what is called a nested sort, that is a sort within another level for product category. So, I will go up to the rows shelf and click the product category pills down arrow and I'll go ahead and click sort. In the sort dialog box, I can select my sort method So I click the sort by control and I will click nested, the sort order will be descending and I will sort by order total although I could click this down arrow and select another field if I wanted to and I will leave the aggregation as sum but again other measures are available. So, everything is good, we are doing a nested sort in descending order based on order total. So I'll click the close button from the sort box and you see that within each of these categories, we have our sales sorted in descending order also note that each region is independent. So we have drones on top for Central East but if we go down North Central West, we'll see that robot kits and robots, in fact, are at the top of the list. So the sales regions stay the same, product categories changed based on order total for each one of them.
- 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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