Sets of related values can be identified in Tableau visualizations. In this video, learn how to create summaries using sets.
- [Narrator] After you define a set, which is a collection of values taken from a dimension in your visualization, you can summarize your data based on that set. In this movie, I will show you how to add subtotals to your visualization to take advantage of the sets that you've defined within your data. My sample file is 0706 Set Summary and you can find it in the chapter seven folder of your exercise files collection. My workbook contains a single sheet, and on that worksheet, I have sales broken down by sales region. Also, if you look at the bottom left corner of the screen in the sets section of the navigation pane, you see that I have two sets defined, northern east and southern west. In the previous movie, I showed you how to use sets as filters. In this movie, I will show you how to use sets to create segments in your data set. Right now, all of our regions are broken down in a single list. However, we can use sets to change that organization. To demonstrate, I will drag the northern east pill to the rows shelf and place it to the left of sales region. And I can see an orange indicator pointing down, it's like a downward pointing triangle to the left of the pill. So I'll drop there, and I see that I have in and out of northern east. And I will drag the edges of this column so that we can see the full header. So note that I have items that are either in or out of northern east, and I have different panes within the table indicating which is which. If I want to see subtotals for each of those sections, then I can go to the analysis menu, point to totals and click add all subtotals. So there I see my two sections, I have north central east and north east with 2,290,000 and all of the other items, the other seven regions, with 4,760,000. I can do the same thing for southern west by adding it to this text table as another level of organization. So I'll drag southern west to the left of the in, out for northern east, and there we see our subtotals. And I'll once again drag the order of the left most column header so we can see it all. So we have in or out of southern west at the top and we have south central west and south west. Below that, we have north central east and north east, and then below that, we have everything else. And, of course, if you want to remove one level of organization, you can always do that. So I'll drag in, out, northern east away. And Now I am left with in and out of southern west and every other region. Note that the subtotals went away, so if you want to bring them back, you'll have to go to the analysis menu and reapply 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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