When you visualize data in Tableau, most of the time you'll want to find the sum of whatever data you have collected. For example, the sum of commissions due to sales people, or the sum of all the sales. There might be times however, when you want to do a different kind of analysis. For example, finding the average value of sales, for a given department within a given month.
- [Instructor] When you visualize data in Tableau,…most of the time you'll want to find the sum…of whatever data it is that you have collected.…For example, the total number of items ordered,…or the price of all those orders taken together.…There might be times, however, when you want to…perform a different kind of analysis.…For example, finding the average cost of orders,…or the average number of items ordered.…In this movie, I will show you how to change…the summary operation for a visualization.…My sample file is the summary workbook,…and you can find it in the chapter two folder…of the exercise files collection.…
This is a pretty simple visualization.…I just have a text table,…with my Product Category along the…columns area here, along top,…and Property City in the rows to the left.…And if I go over the marks card,…I can see that I'm finding the sum…of the quantity of items ordered…for each of those categories.…If I want to change the summary operation,…then I hover my mouse pointer…over the sum quantity pill,…
Author
Curt Frye
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboard and actions
Skill Level Intermediate
Duration
Views
Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Changing the summary operation