2024-05-27 10:15:12
Tableau Learning Series Part-4Complete Tableau Topics for Data Analysis: https://t.me/sqlspecialist/667
Today, let's learn about Building Basic Visualizations
Bar ChartsBar charts are useful for comparing data across categories.
1.
Creating a Simple Bar Chart:
- Drag a dimension (e.g., Category) to the Columns shelf.
- Drag a measure (e.g., Sales) to the Rows shelf.
- Tableau automatically creates a bar chart.
2.
Customizing the Bar Chart:
- Use the
Color shelf to color bars by another dimension (e.g., Sub-Category).
- Adjust the
Size shelf to change bar thickness.
- Add labels by dragging a measure to the
Label shelf.
Line ChartsLine charts are ideal for showing trends over time.
1.
Creating a Simple Line Chart:
- Drag a date field (e.g., Order Date) to the Columns shelf.
- Drag a measure (e.g., Sales) to the Rows shelf.
- Tableau creates a line chart automatically if the date field is continuous.
2.
Customizing the Line Chart:
- Use the
Color shelf to distinguish lines by category (e.g., Region).
- Add markers by checking the "Show Markers" option in the Marks card.
- Adjust the date granularity (e.g., year, quarter, month) by clicking on the date field in the Columns shelf and selecting the desired granularity.
Pie ChartsPie charts show proportions and percentages of a whole.
1.
Creating a Simple Pie Chart:
- Drag a dimension (e.g., Category) to the Columns shelf.
- Drag a measure (e.g., Sales) to the Rows shelf.
- Click on the Show Me panel and select the pie chart icon.
- Move Category to the
Color shelf and Sales to the
Angle shelf.
2.
Customizing the Pie Chart:
- Add labels by dragging the dimension or measure to the
Label shelf.
- Adjust the
Size shelf to change the size of the pie chart.
- Use the
Color shelf to adjust colors for better distinction.
Scatter PlotsScatter plots show relationships between two measures.
1.
Creating a Simple Scatter Plot:
- Drag one measure (e.g., Sales) to the Columns shelf.
- Drag another measure (e.g., Profit) to the Rows shelf.
- Tableau creates a scatter plot automatically.
2.
Customizing the Scatter Plot:
- Add a dimension (e.g., Region) to the
Color shelf to color code the points.
- Add another dimension to the
Detail shelf to distinguish between data points.
- Adjust the
Size shelf to change the size of the points.
HistogramsHistograms display the distribution of a single measure.
1.
Creating a Histogram:
- Drag a measure (e.g., Sales) to the Columns shelf.
- Right-click the measure in the Columns shelf, select "Create Bins," and set the bin size.
- Drag the newly created bin field to the Columns shelf.
- Drag another measure (e.g., Number of Records) to the Rows shelf.
- Tableau creates a histogram.
2.
Customizing the Histogram:
- Adjust bin size by editing the bin field.
- Use the
Color shelf to color bins by another dimension.
- Add labels by dragging a measure to the
Label shelf.
Geographic MapsGeographic maps are used to visualize data geographically.
1.
Creating a Simple Map:
- Drag a geographic dimension (e.g., State) to the Columns shelf.
- Drag a measure (e.g., Sales) to the Rows shelf.
- Tableau creates a map with filled areas.
2.
Customizing the Map:
- Use the
Color shelf to color the regions by the measure.
- Add labels by dragging the dimension or measure to the
Label shelf.
- Adjust the map style and layers through the
Map menu.
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Building DashboardsOnce you have individual visualizations, you can combine them into a dashboard.
1. Creating a Dashboard:
- Click the New Dashboard icon at the bottom of the Tableau workspace.
- Drag sheets from the Sheets pane to the dashboard workspace.
- Arrange and resize the visualizations as needed.
2. Adding Interactivity:
- Use filters, actions, and parameters to make your dashboard interactive.
- Add text boxes, images, and web content for additional context.
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