Data tables are linked together by common fields using joins. There are a number of ways that fields can be joined together, and these can have an effect on the final result. Tableau Zen Matt Francis explores the different types of joins that are available, demonstrates examples of inner and left joins and the important difference between the joined tables.
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- Exercise Files
- [Instructor] We're gonna look…at the Superstore sales Excel sheet…which you can find in your Exercise folder.…This visualization here shows the number of orders…for each of our subcategories split across our regions.…We've got subtotals and grand totals on there…to make things a little bit clearer.…As you can see here, we have 5,009 unique orders…within our data set.…We now want to look at orders that have been returned…back to the store.…This information isn't held within this data set.…
Instead, we're gonna have to make a connection…to a secondary data source, join the common fields together…on order ID, and then bring in the returned information.…The type of join that we use to do this…is gonna have an effect on the overall data…that we're gonna get back.…First, let's connect the data.…For that, we edit our data source, and we click on add.…The returned file is in our exercise folder,…and its called Superstore Returns.…
This workbook has a single sheet called Returns.…We drop this into our data window,…and Tableau attempts to make a join.…
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
Creating Interactive Dashboards in Tableauwith Nate Makdad1h 38m Intermediate
Data Visualization for Data Analystswith Bill Shander1h 31m Beginner
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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