Tableau has many filter options that allow you to include or exclude data from your viz. The type of filter is determined by the pill colour that has been dropped on the filter shelf. Tableau Zen Master Matt Francis demonstrates how blue pills create a distinct filter, eg a checklist, whereas green pills will create a value range filter and how to change the filter types
- [Narrator] One of the ways that Tableau…helps us understand our data…is to be able to filter the data…to look for interesting values.…Now the type of filter that we get,…again, depends on whether it's a discrete…or a continuous value.…Whether it's a green or a blue pill.…So let's look at how that works in practice.…We'll use this scatterplot…off our dashboard as an example.…Now, this is showing the relationship…between sales and profit for all of the states.…The states are color-coded by which region they're in.…The position of the mark depends…on the summer sales and the summer profit.…
Now, there's a lot of information there…and we want to filter some of this out.…So, for example, let's filter on region.…So, we might be interested in,…say, the central and eastern regions.…So, we can take Region and drop that onto the Filter card.…We now get some options.…We can create an ordered list.…Each one of these represents…one of the values in our data set.…So, when we drive our discrete region onto filters…to have it recognize that this is the discrete dimension…
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
1. Green and Blue Pills
2. Connect and Extract Data
3. Transform Data
5. Map Your Data
7. Dashboard Design
8. Useful Calculations
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