Tableau data sources present data in the order it was received, which might not be the best order for your analysis. In this video, learn how to sort based on a field’s values.
- [Instructor] Anyone who has ever analyzed business data knows that order matters. If you have time data such as that which is divided by month, then it makes sense to put the months in chronological order. January, February, March and so on, instead of alphabetical order where April becomes August with nothing in between. In this movie I will show you how to sort your data so you can emphasize the aspects that you find most important. My sample file is 06_01_Sort, and you can find it in the Chapter Six folder of the exercise files collection. This visualization contains sales data organized by state. And it is currently sorted into source order based on state. So you have Alabama, Alaska and so on going down. Let's say that you want to sort so that you see the highest values in terms of order total on the top. To do that you can go to the toolbar and click the Sort Descending Order. And what this button shows as a tool tip when you have your mouse pointer over it depends on the field, the data and the current sort order. In this case, all you need to know is that if you click the button, then you see the states sorted by sales in decreasing order of sales. If you want to sort in ascending order, with the smallest values on top, you click the button next to it. Ascending order by sum of total. And you get the state with the smallest order total going up all the way to the ones we saw at the top before. You can also see on the state pill that a sort has been applied. The icon that indicates that a sort has been applied also tells you the type of sort. The smallest line is on the top, and the largest line is on the bottom that indicates a sort in ascending order. If we change to descending, you see that we have the longest line on top and the smallest line on the bottom. You can also sort by going to the top of the column in the visualization. In this case by state. And you'll see a sort button and also a down arrow. If you click the sort button, then it sorts by state from A to Z, that is, ascending order. If you click it again, it goes Z to A. Click it again, and it goes back to A to Z, or ascending order. You can also change which field you're affecting. If you want to change the field you're affecting you can click the down arrow next to the alphabetic sort button. And then click sum of order total in this case. When you do, in this case we got descending order. If you click it again you'll get ascending order. Click it yet again, you go back to your original or source order. You also have the option of going to the state pill, in this case the field by which you would sort. Clicking the down arrow, and clicking sort. And here you can specify all the elements that I mentioned before. So you can sort by data source order, which is what we had originally. You can go by alphabetic, field, manual, or nested. If you do manual, you can drag elements into specific places. And nested, we will cover elsewhere. And then of course you can decide ascending or descending order. If you want to apply the change, then you click Close. Otherwise, click Clear and the sort will be taken away. I'll go ahead and close the dialogue box, and leave the data in the original source order.
- 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
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