Data source fields can come in an order that makes it hard to gain insights from tables. In this video, learn how to change the order of the fields in a visualization.
- [Instructor] After you create a visualization in Tableau, you can change the organization of your data by manipulating the position of fields. In this movie, I will show you how to reorder and reorganize the fields within your visualization. My sample file is the 02_05_Reorder workbook, and that's a Tableau file you can find in the chapter two folder of the exercise files collection. I've already connected to a data source. So let's say that I want to view product sales for Two Trees Olive Oil, by state and then by product category.
So I'll drag State to the Rows shelf so I get my state names. And then I will drag Product Category to the Columns shelf. So I have bottles and cases, and now I can identify the measure that I want to use. In this case, I will do Order Total. And that will be the total value of the orders. So I will drag that field, that pill to the data area.
And you can see, in Connecticut, in fact, there were no case sales; the same thing for Montana and Nevada. I could change the order of this information, going by state and then by product category, both in the Rows area. So if I drag Product Category from the Column shelf down to the Rows shelf, then I get Alabama, bottle and case, Alaska, bottle and case, and so on. I could add a third level of detail, such as by putting Product Name underneath Product Category.
So if I were to drag Product Name to the right of Rows, then I would have all the different bottle and case sales broken down by individual variety. And, of course, if I want to remove a field, all I need to do is drag its pill from a shelf back to the data panel, and it's removed. Identifying the best arrangement of fields within a Tableau visualization is as much an art as it is a science. It's all about the story you want to tell.
- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Displaying source metadata
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboards
- Methods for defining an URL-based action
Skill Level Beginner
1. Introduction to Tableau
2. Manage Data Sources and Visualizations
3. Manage Tableau Worksheets and Workbooks
4. Create Custom Calculations and Fields
5. Analyze Data
6. Sort and Filter Tableau Data
7. Define Groups and Sets
8. Develop and Pivot Crosstabs
9. Create Basic Visualizations
10. Format Tableau Visualizations
11. Annotate and Format Visualizations
12. Map Geographic Data
13. Build Dashboards and Actions
14. Tableau 2019.2 Updates
Define parameter actions4m 43s
Next steps1m 6s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.