Tableau data sources present data in the order it was received, which might not be the best order for your analysis. In this video, learn how to sort based on a field’s values.
- [Instructor] Anyone who has ever analyzed business data knows that order matters. In this movie I will show you how to sort your data so you can emphasize the aspects that you find most important. My sample file is 0601 Sort, and you can find it in the Chapter 6 folder of the exercise files collection. In this workbook I have a table, and you see that I have sales broken down by sales region. Currently the list is sorted in alphabetical order by sales region, but let's say that I want to sort instead based on sales, in this case the sum of order total. To do that I can go up to the toolbar, and you see that I have two buttons next to each other. The first one is to sort in ascending order, that is to go from the lowest to the highest, and the other, as you might've guessed, is descending order from the largest to the smallest. So let's say that I click the descending order button, and I'll click that, and you'll see the sales are now used to sort from the highest value to the lowest value based on region. And if I were to click the ascending button, then we would get the reverse, the lowest values at the top and the highest values at the bottom. You can also sort in other ways. So for example, if I go to the sales region pill and click its down arrow I can click sort. Doing so displays the sort by sales region dialogue box, and I have a number of ways that I can choose to sort my data. So if I click the sort by control, see that I can go in data source order, and that's the order that the values occur in the original data source. I can go alphabetic, which is what we had at the start. I can go based on the value of another field. I can go by manual, that is I set the order myself, or nested. Nested is a multilevel sort, and I'll cover that elsewhere in the course. So let's say that instead of sorting based on say sales values I want to create a sort based on the number of records, that is the number of sales for each region. To do that I would go to field and click that. I'll sort in descending order, so I have the largest values on top, and then the field name, instead of order total, will be number of records, so I'll click there, and you probably saw the change in the back, but we can't read the numbers. I don't want to make any other changes. I'll leave the aggregation at sum, although it could be average, median, count, and so on. I'll close the sort dialogue box, and you see that here the values are sorted based on the number of records in descending order, even though that field, the number of records field, is not displayed. If I were to add the number of records field, which I can drag over to the data area, you'll see that in fact it is sorted in reverse order, descending order. Central East has the most sales, and North Central West has the fewest. And if I drag the sum of the number of records off of the visualization we're back to where we were before I added that field. Finally if you want to clear a sort from a visualization, once again go up to the field that is involved in the sort, and you can see that we have an icon indicating it's being sorted in descending order. So click sales region and click clear sort, and we go back to our original configuration.
- 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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