Tableau allows the creation of dashboards using data from multiple data sources. Multiple sheets can share a single data source, or can each have their own separate source. In Tableau 10 it is now possible to filter across all the sheets regardless of the data source. Tableau Zen Master Matt Francis demonstrates how the new cross data filter allows filtering across disparate data sources
- [Instructor] A new feature in Tableau 10 is the ability to filer across two sheets that are using data from two different data sources but that data hasn't been connected in any way. In this example, we have a dashboard with two sheets, one showing the population of each state and another showing the sales split down by region and subcategory. These sheets are using two different data sources for their data. The Sales sheet is using the Sample Superstore data, whereas the population is using the Population US Census file.
If we wanted to filter this dashboard and only show one single state at a time, previously we'd have to produce a parameter then a calculated field in order for this to happen. In Tableau 10, the cross databases filtering allows us to do this quickly and easily. We have one filter on this dashboard. This filter is currently linked to the Population sheet. It's currently set to showing all. If we change this, it only affects the map. It doesn't affect the right-hand side.
The two databases are not linked, remember, so there's no common link between the two. If we go back, and from the drop-down we can tell Tableau to apply this filter to different worksheets. Currently, it's only selected to use this worksheet. The new feature is all using related data sources. What Tableau now does is relate the two data sources together on a common field. In this case, State exists in both the Population data and the Sales data, so now if we change our filter, it filters both the left and the right-hand side.
Even though there's no physical link between the two data sources, we haven't got to join. We've just got a common field between the two that Tableau knows how to join together for the purposes of filtering.
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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