Data source fields can come in an order that makes it hard to gain insights from tables. In this video, learn how to change the order of the fields in a visualization.
- [Instructor] After you create a visualization in Tableau, you can change the organization of your data by manipulating fields. In this movie, I will show you how to reorder and reorganize the fields within one of your visios. My sample file is 0205 reorder and that is a Tableau workbook that you can find in the chapter two folder of the exercise files collection. I'm starting with a blank visualization, so I need to add some fields so that I have my data laid out. I'll start by adding product category to the rows shelf. And then so that I have some data to work with. To summarize, I will drag order total which is basically sum of sales to the data area. Let's say that I want to add a second level of detail, that I want to see sales for individual products by name within each category. To do that, I can drag the product name field to the right of product category. And you can see at the top, I have blueprints as the product category, and then it's broken down by product name below that, drone kits, drones, and so on. But now let's say that I want to create a visualization that breaks down sales by product category, and also by state. So I want to create essentially a cross tab where I have states in the rows area, and I have product category in the columns area. Well I can start by dragging product category up to columns. And you can see that changes the visualization. I'm not really getting any more information from product name at this point so I will drag product name off of the vis. Now I'm just broken down by category and the columns area. However, if I want to break the values down by state, then I can drag customer state from dimensions to the rows shelf. And there I see the values. I have the customer state and then I have the product categories. Now, note that not every state has sales in every category. You can see that there were no sales of robots in Alaska. And if you look down at Maine, you can see that there was probably exactly one order, and that was for a training video. So this is very useful information about the data that we have. Changing the order fields in your visualization, including changing between columns and rows, and order on both of those shelves can provide great insight into the operations of your business.
- 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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