Tableau puts several of the most common summary operations on a single card. In this video, learn how to display the Summary Card.
- [Man] You can summarize your Tableau data in many different ways. But formulas only provide one value at a time. If you want to display several summaries of your data such as minimums, maximums, standard deviation and so on, you can display the summary card. In this movie I will show you how to display, configure, and hide the summary card. My sample file's 0503 summary and you can find it in the chapter 5 folder of your exercise files collection. This workbook contains a single worksheet and on it I have a text table breaking down sales totals by employee job title. Let's say that I want to find a summary of the data that is displayed in this visualization. To do that I will go to the worksheet menu and then click show summary. And over on the right side of the screen you can see that the summary card appears. We have the account which is the number of distinct items within my data set, the number of different job titles in other words. Then we have the sum of all category sales, the average across categories, also the minimum and the maximum, and the median. The median value is the value that appears in the middle of a list when you sort the list in either ascending or descending order. So let me go over to the visualization and do that very quickly. To do that I will go up to the toolbar and I will sort and let's say ascending order. So you see at the top we have sales associate, a hundred seventy seven thousand is the lowest value, and then we go to the highest value with senior sales representative as the highest. There are nine values in the list so if we count to item 5, we should see the median value of 743,607. So 1, 2, 3, 4, and 5 and the fact that value is 743,607. The median calculation is useful because it tells you how accurately the average of a data set describes that data. In this case we only have nine items and the average of 774,526 is very close to the median of 743,607. So what that tells us is that the average provides a useful description of the data. If there was one category that has say five million dollars in sales, then that would change the average, but it wouldn't change the median. The median in this case would stay at 743,607. If you want to change the items that appear on the summary card, you can go over to the card, hover the mouse pointer over its title bar, click the down arrow, and any item that is selected has a check mark next to it will be displayed and if it doesn't will be hidden. In this case I won't make any changes I'll leave everything displayed because we're not doing any sophisticated statistical analysis, so standard deviation, quartile skewness, and kurtosis aren't really relevant here. If I want to copy the values displayed in the summary card, I can click copy, to copy them to the clipboard and when I'm done with the summary I can click high card and it goes away.
- 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
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.