Tableau 10 introduced the concept of creating data joins across different data sources and presents them as a single unified source. Tableau Zen Master Matt Francis explains the new ability to create a join using calculated fields, enabling you to create even more joins and open up a wide range of possibilities.
- [Narrator] Tableau 10 introduced the idea…of making joins across two different data sources,…and then viewing them as a single data source.…In 10.2 they've introduced joins across calculations.…To understand what that means, let's look at an example.…I have two data sources, one called customer orders,…one called customer segments.…Customer orders has the forename and the surname,…an order ID, and some measure of sales.…This is what the data looks like…when we try to visualize it.…
Now our second source, customer segment,…has all the customer names…and the customer segment that each customer is part of.…Now something I might want to know is,…what's the total amount of sales…for each of the customer segments?…To do this, I want to join these two data sources together.…However, there is no common field between the two.…One has customer name, whereas customer orders…has got the forename and the surname.…Now in order to join those two together,…I need to do a calculation to merge the forename…and surname together to form the new customer name,…
The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.
- Green vs. blue pills
- Using filters, colors, and dates
- Connecting to data
- Extracting data
- Cleaning and prepping data
- Pivoting data
- Merging and joining data
- Highlighting data
- Using the Analytics pane
- Creating new maps
- Creating calculations based on parameters
- Designing dashboards
Skill Level Intermediate
Q. Thise course was updated 04/21/2017. What changed?
A. Videos were added to cover features in Tableau 10.2.
1. Green and Blue Pills
2. Connect and Extract Data
3. Transform Data
5. Map Your Data
7. Dashboard Design
8. Useful Calculations
9. Tableau 10.2 Updates
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