Tableau workbooks use data sources to create visualizations. In this video, learn how to display the data underlying a workbook.
- [Instructor] You can use Tableau to create effective creative visualizations. But what if you wanted to look at the data that underlies a Viz that you've created? You can do that inside the program through a process that I will demonstrate here. My sample file is the zero three zero one data workbook. And you can find that the Chapter three folder of the exercise files collection. I've created a visualization, a tree map based on product category but what I'd really like to do is get out the data. To do that, I will go to the Data menu, then point to my data source, in this case, U.S. sales by region from Red 30 Tech data, and then the third item in the menu that flies out is View Data. So I'll click that. The data viewer appears and you can see that there are 4,976 rows, so just under 5000 and also the data is broken down into a number of columns and those columns are listed alphabetically. We're currently showing the aliases of the columns for any that we've created. If I clear that checkbox, then nothing happens but if I had created any, then those would have disappeared with these show aliases checkbox cleared. And now I can scroll through the data. As you can see, we have horizontal and vertical scrollbars. So if I use the mouse wheel, I can scroll downward and I'll scroll back up. And if I go to the scrollbar at the bottom, the horizontal scrollbar, then I can drag to the right or to the left. If I want to select certain bits of data, then I can. If I click and drag to select, then I can select individual cells. If I hold down the control key, then I can select non-contiguous groups. And if I click any cell, then that cell is selected and the overall selection is released. If I click on a column header, and that would be customer ID, customer name and so on, then Tableau will sort the values within the table based on the contents of that column. So if I click customer ID, then I can see the customer ID is being sorted in ascending order and you can see that from the upward pointing caret here. If I click it again, it's sorted in reverse order, so largest to smallest. Click it again and the original state of the list is restored. If you want to copy data that you select. So, for example, I will select this range here, then you can select it and go up to copy, and that will copy the data to the clipboard and you can paste it into any other program, it can be a word processor, it can be a spreadsheet. On the other hand, and I'll just click away to undo the larger selection, is to export all. So if you want to export the entire data collection, just click export all. I can then export the data from this view to a comma-separated value file or .csv file, which you can see here. In this case, I won't go through with it. So I'll just click Cancel. And when you are done viewing your data, you can click the close button and go back to working in your workbook.
- 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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