There are times where data may be scattered over a number of files or tabs within Excel, which makes it hard to analyse. Rather than manually editing the files or merging them together, Tableau Zen Master Matt Francis demonstrates the Union function which combines files to create a single source of data that can then be visualised, removing the need to manually alter the original files.
- [Narrator] So if you're looking at the Weather file…in your Exercise folder,…we can see that we have four sheets…showing the amount of rainfall for several cities in the US.…Now often, what'll happen is that you'll have…some kind of master document…and people will fill in this information in this sheet…and then they'll start a new sheet…and fill in more information.…In the example here, we have the January rainfall…and then one for April, July and October.…Now, what we could do is we could create a fifth sheet…and we could copy the information together,…merge it all together,…add a second column for the month.…
But that's really messy.…It'd be much nicer to be able to do that…straight in Tableau.…We'll get into Tableau,…and we'll connect to the same sheet.…So Tableau has found all four sheets…and then we can pull one of them into the view.…So let's put January into here.…Now what we'd really like to do is be able…to merge the additional sheets into Tableau.…To do that, we're just going to drag one…and move it till the Drag Table To Union pops up.…
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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