Tableau Classroom Training Desktop | and II: Accelerated ap: e caxfwe-oemem@ eo 6 een|@oen) o qne0n oe epexee © pe © qm eee emcee 8=— ao eee i eo . + ie tableau De not duplicate or distributeDo not duplicate or distributeey Copyright © 2021 Tableau Software Inc. All Rights Reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any l means, including but not limited to, photocopying, recording, or other electronic or mechanical methods, without the prior written permission of Tableau Software. The scanning, uploading, and/or I distribution of this document via the internet or via any other means without the permission of Tableau Software s illegal and is punishable by law. Version 2021.3 i For permission requests, contact globalservices@tableau.com. Do not duplicate or distributeDo nol duplicate or uistributeContents How to Use These Materials - . - iit For Mac Users 1. Introduction to Desktop The Tableau Platform ..... - Application Terminology Visual Cues for Fields .. Getting Started in Tableau Desktop . 2, Setting Up Connections and Data Sources Practice: Creating a Local Data Connection 3. Simplifying and Sorting Your Data ....... Practice: Filtering Practice: Sorting, 4, Organizing Your Data Practice: Creating Groups and Hierarchies 5. Viewing Specific Values ...... Practice: Totals and Aggregation Practice: Highlight Table ..... - 6. Slicing Your Data by Date ........ - Practice: Date Parts and Date Values, . 7. Using Multiple Measures in a View . Practice: Combined Axis Chart ............. o Practice: Dual Axis Chart ........+. : z 8. Showing the Relationship Between Numerical Values Practice: Marketing Expenses Scatter Plot 9. Data Connection Options . cosceeceeeeens Practice: Joining Tables . 38 Practice: Unions ..... 2 39 Practice: Exploring Joins vs. Relationships ere 40 Practice: Creating Relationships Across Different Databases 10, Data Extracts . Practice: Creating a Data Extract . 11, Customizing Your Data Practice: Calculation and Aggregation in Overall Profitability covsenennnnnnnnnnee 6 Practice: Using Date Caleulations 48 Practice: Using Join Calculations wan A® Practice: Using LOD Expressions feo - 50 12, Analyzing Data with Quick Table Calculations 2 5 53 Practice: Running Total of Sales ... 5A Copyright © 2021 Tableau Software Inc. All rights reserved. i Do not duplicate or distribute13, Advanced Table Calculations coos Practice: Nested Sorting for Top N with Rank Practice: Profitability as a Percent of Total Practice: Moving Average ..... x 14, Highlighting Data with Reference Lines Practice: Reference Lines 15. Creating and Using Parameters Practice: Using Parameters - 16. Mapping Data Geographically ............-- Practice: Airport Geographic Mapping ..... 17. Showing Breakdowns of the Whole Practice: Tree Map a 18. Comparing Measures ..... . Practice: Bar in Bar Chart cee Practice: Bullet Graph ......--secce 19. Defining Subsets of Your Data Practice: Creating and Using Sets Practice: Context Filters for Nested Top N .. 20. Viewing Distributions . Practice: Histogram with Binned Measures ...... Practice: Box and Whisker Plot ...... 21, Dashboards and Stories ........ Practice: Creating a Dashboard . Practice: Navigating Between Dashboards Practice: Creating a Story . 22. Appendix A: Practice Solutions ........ . 23. Appendix B: Bonus Practices (with Solutions) 24. Appendix C: Reference Accessibility Compliance ...... : Further Assistance : . Ready to test your skills? cece eects 166 ‘Training Feedback Survey Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distributeHow to Use These Materials Each practice in this book supports and reinforces the skills presented in class. You won't be assigned to do a practice until the instructor has gone over the skills you need to complete it. ‘The practices include specifications on what you are to create or do in Tableau, often with a graphic of the finished view. (For a challenge, ry to complete the practice using just the specification and the graphic as a guide.) This course also includes starter Tableau wbx files to use with the practices as well as completed solution files. Practice Directions Follow the general Directions included in each practice. These appear immediately after the graphic of the finished view. The steps might not include every menu item or mouse click, but they describe what ‘you need to do to create the specified result Step-by-step Solutions If you need additional help, refer to the detailed Solution steps at the back of this book. The solutions include every menu item and mouse click you need to complete the practices exactly as specified. ‘Student Files in the Practices Folder “The student Practices folder is either located on the desktop of your training computer, or will be provided to you as a download link. The Practices folder contains the following: Data folder, containing the data sources used in the practices for this course. For some practices, you ‘may need to connect to data sources in this folder. # Workbooks folder, containing starter files for the practices in each module and completed solution files. = Workbooks_menu webpage, with links to the starter and solution files in the course, arranged by module. TIP This webpage is an easy way to open the practice and solution files for each module. A brief feedback survey form, which we encourage you fo complete at the end of training. Datemodfed | Type. Data 1/5/2016 10:13 AM Fle folder “ik Workbooks 15/2016 10:13 AM Fle folder Trang Feedback Survey 46/2015 6:22AM Internet Shortcut ©) Workbooks_menuhtm 41/5/2016 10:00 AM HTML Document You can also browse to the starter and solution files manually: open the Workbooks folder, open either the Starters or Solutions subfolder, and then browse to the module subfolder and the specific starter or solution file you want to view. Copyright © 2021 Tableau Software Inc. Allrights reserved. Do nat dupticate or distributeFor Mac Users ‘The instructions and images in this book were created using the Windows operating system, so people ‘running Tableau Desktop using Mac OS may experience a few differences when doing the activities in the book. Keyboard and Mouse Differences Difference CTRL + click Press and hold the Command # key while you click, ising a mouse with no right! , snd hold th Right-click When using a ith no right- Sources This module contains the following: Practice: Creating a Local Data Connection [ n rn cn { I co i [ { ; | I U uu u u Lu ss 80808 SSS | ‘Copyright © 2021 Tableau Software inc. All rights reserved. 7 Y Do not duplicate or distributeDesktop | and II Practice Guide it Practice: Creating a Local Data Connection Connect to a data source and edit some data attributes. Save those changes locally so you won't need to . Finally, create a visualization. Siscount Create the Connection 1. Open Tableau Desktop. 2. In the Connect pane, under To a File, click Microsoft Excel. 3. In the dialog box that opens, browse to the Data Connection Practice.xlsx data source, located in the Data folder within the Practices folder and click Open. 4. Double-click the Orders table, and then select the orange Sheet 1 tab to go to the "Sheet 1” worksheet New Union Ale Goto Worksheet * a bataseae =m) ‘Change Date Attributes 1. In the Data pane, rename the Row field to Row ID. 2. Change Row ID from a Measure to a Dimension. a || | 8 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute2, Setting Up Connections and Data Sources se NOTE Tableau normally displays fields containing numbers as measures, however, Tableau recognized that the Customer ID field from the original Excel file should be a dimension because of the " ID" at the end. 3, Reneme the Global Area field to Country, and assign this field a geographic role of Country/Region. 4. Change the Default Properties of both Profit and Sales fields to Currency with 0 decimal places 5. Change the Default Properties of the Discount field to use the Average aggregation, and use Percentage with 1 decimal place. 6. Add a comment for the Discount field to read “Average Discount Percentage.” NOTE Changes to the data attributes do not modify the actual data in the underlying data source. Save the Data Source and Test the Connection, 1. Add Orders (Data Connection Practice) to Saved Data Sources as “My Superstore” and ensure it is saved in the Data Sources subfolder of the My Tableau Repository folder, which is located in the Documents folder on your computer. 2. Close the current work2ook without saving changes, and then open a new workbook. On the Connect pane, under Saved Data Sources select the new “My Superstore” data source. and observe the data attribute changes that were saved. NOTE A saved data source does not contain the actual data, but rather the information necessary to connect to the data as well as any data attribute modifications you've made, such as different default properties. Create a Visualization 1, Build a bar chart showing the average Discount by Category and Sub-Category. 2. From the Data pane, drag Profit to Color on the Marks card. 3. Observe that Discount and Profit are displayed with the saved attribute changes, Solution For the solution to this practice, see "Solution: Creating a Local Data Connection" on page 101. Copyright © 2021 Tableau Software Inc. All rights reserved. 9 Do not duplicate or distributeDesktop | and I! Practice Guide a —_————_ pS 10 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distributeri - 3. Simplifying and Sorting Your Data - 3. Simplifying and Sorting Your Data ‘This module contains the following: 1 Practice: Filtering — Practice: Sorting a l - Copyright © 2021 Tableau Software Inc. All rights reserved. V1 —_ Do not duplicate or distributeDesktop | and I! Practice Guide SS toh. “ ae Practice: Filtering ‘You have a view that shows sales data for all of your inventory. Add filters to the view in order to only show information for the selected market and within a range of the sum of sales. Fitors setae Directions 1. Open Filtering Starter.wbx (found in the Practices\Workbooks\Starters folder). 2. Create a filter for Market, displayed as a single value list, removing the All option, and titled "Select a Market." 3. Create a filter for Sum of Sales, displayed as a slider. and titled "Adjust view by Sales.” 4, Experiment with the sliders and notice the "AND" logic being used. The results shown are those that match the criteria of both filters. ‘SELF CHECK Which Segment / Category had the greatest sales for the EMEA Market when the sum of sales was between $300K and $800K? ‘Solution For the solution to this practice, see "Solution: Filtering” on page 102. —— 12 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute707 1 CCC. c Simplifying and Sorting Your Data HH. ah Practice: Sorting You currently have a view that shows sales broken down by product category and sub-category. View One Sort the data in order to make it easier to compare your sales within sub-categories. Manually change the ‘order ofthe categories so you can keep an eye on Technology sales. 5 Directions 1, Open Sorting Starter.twbx (found in the Practices\Workbooks\Starters folder). 2. On the View One worksheet, on the Format menu, click Animations. Geos) ve Von Hep Dasher Sey Moet. a Borer. a Reeencetine. 3. In the Animations pane, under Workbook Default, do the following: # Click ON. ® Under Duration, select 1.00 seconds (Slow). = Under Style, keep the selection set to Simultaneous. Copyright © 2021 Tableau Software Inc. All rights reserved. 13 Do not duplicate or distributeDesktop | and Il Practice Guide 1 Close the Animations pane. Animations = Workbook Default 4, On the View One worksheet: = Sort Sub-Category by SUM(Sales) in descending order. ‘= Create a manual sort for Category, with values ordered by Technology, Fumiture, and then Office Supplies. SELF CHECK 1 In Office Supplies, which Sub-Category lias slightly higher sales than Supplies? How do you know? View Two Starting with a duplicate of the first worksheet, use color and a computed sort to compare the sum of profit for the sub-categories Directions 1. Duplicate the View One worksheet to create a View Two worksheet. 2, On the View Two worksheet: ‘= Color encode the bars by Profit, and edit the color palette to Orange-Blue Diverging. ‘= Edit the sort applied to Sub-Category so the field selected is Profit aggregated by sum. SELF CHECK 2 Which Sub-Category isthe lenst profitable? Does it have higher or lower sales than the Fumishings Sub-Categary? How do you know? 14 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute3. Simplifying and Sorting Your Data Solution For the solution to this practice, see "Solution: Sorting” on page 103. Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute 15Desktop | and II Practice Guide es 16 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute4, Organizing Your Data 4. Organizing Your Data ‘This module contains the following: Practice: Creating Groups and Hierarchies ‘Copyright © 2021 Tableau Software Inc. All rights reserved. 17 Do not duplicate or distributeDesktop I and Il Practice Guide ———— —— o 5 i ; pea Practice: Creating Groups and Hierarchies You currently have a view that displays sales broken down by product sub-category. Create a group to compare the sales of desk supplies with other products in the same category. Then, create a product hierarchy to drill up and down so you can quickly compare sales by category, sub-category (group), or sub-category. Catagory Sub-Category (group) Sub-Category Formire Ones eee] Boneases | Tales I Funstings —- ‘fen —_Stxope a Serpe pppiances ——_ Binders Binders =a at a = Desk Supries ——Emclpos I Favenes Il Labels = Paper Paper Supplies ‘Supplies = Tachaology Phones —— =e Copies OE Machines — ~&S econ = 9 Ssop00 —sion00r0 $1500.00 Saee Directions 1. Open Creating Groups_and_Hierarchies_ Starter.twhx (found in the Practices\Workbooks\Starters folder). 2. On the worksheet, create a new group from the following items in Sub-Category: Envelopes, Fasteners, and Labels. (HINT: Group the sub-category labels, not the bars.) 3. In the Data pane, right-click Sub-Category (group), and then click Edit Group. 4, In the Edit Group dialog box, rename the new Envelopes, Fasteners, Labels group to "Desk Supplic 5. In the Data pane, create a hierarchy called "Products", organized as follows: Category Sub-Category (group) Sub-Category Product Name ee 18 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distributeCoe EC iG 4, Organizing Your Data 6. Drag the new Products hierarchy on top of Sub-Category to overwri-e it. 7. In the view, drill down to Sub-Category (group) and then Sub-Category. SELF CHECK Use the hicrarchy in the view to answer the following questions: Which Category has the greatest sales? What are the total sales for the Desk Supplies group? ‘Solution For the solution to this practice, see "Soluti : Creating Groups and Hierarchies" on page 105. Copyright © 2021 Tableau Software Inc. All rights reserved, Do not duplicate or distribute 19Desktop | and II Practice Guide — 20 Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distributeCCcec 5. Viewing Specific Values 5. Viewing Specific Values This module contains the following: Practice: Totals and Aggregation Practice: Highlight Table Copyright © 2021 Tableau Software Inc. All rights reserved. 21 Do not duplicate or distributeDesktop | and Il Practice Guide oo Bo Practice: Totals and Aggregation View One: Total Sales Create a crosstab that shows total product sales broken down by category, sub-category, and market. Use your crosstab to compare totals across different dimensions. Market Category _ Sub-categ. a EMEA LATAN Age ni 502, 582.720 202.41 120.614. 1,466,572 si2q74 384896 302.219 © 331,652 1,503,682 roishings| 102.038 128, 62,456 92S 305,578 Tables 2escee 179,248 © a4e.ea0 207,815 757,082 4,343,954 1,202,374 811,971 _752,595 4,120,874 Appliances 307,621 405,896 182075 115,473 1,011,068 art 63008 236,661 ass 31.238 372,092. 63527 148,743 43,40 208,502, 462,912) | $2212 60,302 41,357 «17.088 170,908, stoners | 28.087 32497 «9.245 3508 83,282 22.223 24.618 «13.555 12808 73,404 59901 66,202 38,100 79,999 244,292 216,06 524,542 142,036 234,431 1,427,086 7iess 0.207 3,230 47,903 203,074 Total 84,320 1,589,789 $63,921 749,081 3,787,070 cha series) 186,235 249,410 -«1A2739=—«171.854 749,237, copiers 49404 541,527 316.522 156,998 1,509,436 Machines | 190,307 354,299 40,943 779,060 Phones 496.354 S90668 289.712 1,706,824 i 1,357,490 1,735,001 788,714 4744557 wands 3,505,748 4,520,024 2,184,605 2,364,129 12,642,502 Directions for View One 1, Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). Use the Orders sheet for your analysis. Rename Sheet 1 to Total Sales. 4. On the Total Sales worksheet, create a crosstab that shows the total Sales of each Category and Sub- Category of product broken down by Market. Show all subtotals. ‘6. Show all row and column grand totals. pe o SELF CHECK 1 Which Market had a higher Grand Total for Sales than the entire Furniture Category? 22 ‘Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distribute5. Viewing Specific Values View Two: Maximum Sales Create a new crosstab that shows maximum product sales, broken down by category, sub-category, and market, Category Sub-Category Grand Total Grand Total 22,638 Furniture Total 5,760 Bookcases 5,668 Chairs 5,760 Furnishings 1.519 Tables ast O'fice Total 993 Supplies Appliances 7,959 bet 4413 Binders 9,93 Envelopes 60s. Fasteners an. Labels 786 Paper 734 Storage 2,963 Supplies e188 Technology Intl 22,638 Accessories, 3,450 Copiers 17,500 Machines 22,638 Phones 6.999 Directions for View Two 1. Create a duplicate crosstab named Maximum Sales, PAC 6,999 5,760 9,668 5,760 880 5451 4.964 4,964 513 609 486, 226 160 498 1,981 540 6,999 3,979 4408, 2,95 6,999 2. Change Sales to be aggregated using Maximum. 3. Show the row totals on the left and the column totals on the top in the crosstab. market EMEA, 7,559 5,729 3,409 5729 4519 545%. 7,959 7,959 768 720 570 zm 158 on 2,963 667 5,785, 3,450 5,301 210 518 uraM 3474 3a78 2751 3473 785 3,17 3,203 3,283 479 434 435 ug 104 315. 1,455 431 3474 2,298 2,266 1,601 3474 sca, 22,638 4 as 4,408, 4,16. 1,336 4,298, 9,893 2,625, 4113 9,893 605 116 786 734 2,934) 8,188 22.638 3,447 17,500 22,638 4,509) SELF CHECK 2 Which Market had the Maximum Sales for any product? Which Category and Sub- Category product was responsible for that maximum? Solution For the sulution to this practice, see “Solution: Totals and Aggregation” on page 106. ‘Copyright © 2021 Tableau Software inc. All rights reserved, Do not duplicate or distribute 23Desktop | and Il Practice Guide — i} Practice: Highlight Table Create a highlight table that shows profit for category and sub-category broken down by market and region. Include grand totals for the rows in the color encoding to see which sub-categories were the most and least profitable. Hii s SE Sw ee SS ee el «| Eel ae See 2 Sate SS a ace wee Sie Sei asi esis e s ’ tim in SS PRR ke Rie ie Si cae pence eee Teen ea ek oe ec BeSSazIeeeees esses SfSceiggtbbescees SS Set cae te ket Soc Mes cast ates eae am ates ea Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder) 2. Use the Orders sheet for your analysis. 3. Create a view that shows Profit as colored text. (HINT: Use the Marks card.) Continue making the view by showing profit for Category and Sub-Category. 4. Refine the view by adding in Market and Region, 5. Change the Mark type to Square. 6. Use Show Row Grand Totals. 7. Edit Color on the Marks card to include totals. SELF CHECK Which product Sub-Category was the most profitable? Which was the least profitable? Solutic For the solution to this pra , see "Solution: Highlight Table" on page 107. 24 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute6. Slicing Your Data by Date ~ 6. Slicing Your Data by Date ‘This module contains the following: ' Practice: Date Parts and Date Values lo ‘Copyright © 2021 Tableau Software Inc. All rights reserved. 25 = Do not duplicate or distributeDesktop | and Il Practice Guide Practice: Date Parts and Date Values Create a Bar Chart to Show Seasonal Trends ‘Create a bar chart to show seasonal trends in sales by discrete month of order date. Use your visualization to determine which months of the year see highest and lowest sales. SELF CHECK Which format, date part or date value, would better shew seasonal trends? -asonal Trends Directions for Seasonal Trends View 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). Use the Orders sheet for your analysis. Name Sheet 1 "Seasonal Trends.” Create a view that shows Sales by Order Date Change the chart type to Bar. (HINT: Use the Marks card.) Right-click the Order Date and select the Month date part (May) format. aaa 26 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute2707007007 ] 6. Slicing Your Data by Date 7. On the date on columns, use the plus and minus sign icons to drill down and up to different levels, of detail. il Columes Wi Cotemns 8. Create a filter for years. Show the filter and observe the results. SELF CHECK When the most recent year is included, what was the eales total forall years in the highest selling month? The lowest? Are these results different when the most recent year is excluded? Create a Timeline to Show Sales Over Time On Sheet 2, create a line chart to show sales for each month of the order date in a continuous timeline. Use your visualization to see highs and lows for sales over time and to determine sales for a particular ‘month and year. SELF CHECK Which format, date part or date value, would better show sales on a chronological timeline? Soles Timeline Directions for Sales Timeline View 1, Name Sheet 2 "Sales Timeline.” 2. Create a view that shows Sales by Order Date. 3. Rightelick the Order Date and select the Month date value (May 2015) format. Copyright © 2021 Tableau Software Inc. All rights reserved. 27 Do not duplicate or distributeDesktop | and II Practice Guide NOTE The field for Order Date is now green, indicating it Is continuous. 4, On the Order Date axis, use the plus and minus sign icons to drill down and up to different levels of detail ok Apr 10, 16 et 9, 26 Aor9, 17 Weck of Order Date 5, Create a filter for years. Show the filter and observe the results. SELF CHECK When the most recent year is included, which month has had the highest sales so far? Does ‘his change when the most recent year is excluded? How do these results compare with data shown on the "Seasonal Trends" visualization? Solution For the solution to this practice, see "Solution: Date Parts and Date Values" on page 108 28 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute7. Using Multiple Measures ina View 7. Using Multiple Measures in a View ‘This module contains the following: Practice: Combined Axis Chart Practice: Dual Axis Chart Copyright © 2021 Tableau Software Inc. Alllrights reserved. 29 Do not duplicate or distributeDesktop | and II Practice Guide 44 Practice: Combined Axis Chart ; Create a bar chart broken down by Segment and Category that shows Profit and Sales on the same axis. Use your chart to compare measures within dimensions. Category oneumer Corponte Home Oe —_— — am a Sepsis aM Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). Use the Orders sheet for your analysis Create an initial view showing Sales broken down by Category and Segment. 4. Show Profit on the same vertical axis as Sales. (HINT: Drop Profit when the mouse icon changes to a double ruler) 5. Show Sales anid Profit in diferent colors. (HINT: Use Measure Names.) 6, Rename the "Value" axis "Dollars ey ‘SELF CHECK Which Category looks like it made less Profit for the amount of Sales compared to other categories? Solution For the solution to this practice, see “Solution: Combined Axis Chart" on page 110. 30 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute7. Using Multiple Measures in a View PEP Practice: Dual Axis Chart Create a dual axis chart with synchronized axes in order to compare sales and profit using different ‘mark types. Use your chart to analyze the measures over time. Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). Use the Orders sheet for your analysis. Create an initial view showing Sales by Order Date. Right-click Order Date on Columns and select the Month date value (May 2015) format. ‘Change the mark type to Bar. Create a dual axis chart using Profit. (HINT: Use the opposite axis.) ‘Change the mark type to Line for the newly-created Profit axis. Synchronize the Profit axis to the Sales axis. Edit the colors so Sales is shown as light gray bars instead of orange. (HINT: use the Tableau Classic 20 color palette.) veep SELF CHECK Which month had the greatest sales? Is this the same month that had the greatest profit? Solution For the solution to this practice, see “Solution: Dual Axis Chart’ on page 111. Copyright © 2021 Tableau Software Inc. All rights reserved. 31 Do not duplicate or distributeDesktop | and Il Practice Guide eS 32 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute8. Showing the Relationship Between Numerical Values. 8. Showing the Relationship Between Numerical Values - This module contains the following: Practice: Marketing Expenses Scatter Plot 7 7 I I 7 u | u Copyright © 2021 Tableau Software Inc. Al rights reserved. 33 = Do not duplicate or distributeDesktop | and II Practice Guide eT ih Practice: Marketing Expenses Scatter Plot Create a scatter plot to compare average sales with average marketing expenses, broken down by area code and product type. Use a highlighter and Explain Data to examine outliers and to compare specific ‘marks with others in the data set. Directions 1. Open Tableau Desktop and connect to the Excel data source CoffeeChain_Query:xIsx (in the Practices\Data folder). Create a scatter plot that compares average Marketing expenses with average Sales values. ‘Add Area Code and State to the worksheet’ level of detail. Use color to show the Product Type. Add a highlighter for Area Code. Add a linear trend line, ae SELF CHECK 1 Which product type has 10 area codes with over $100 in average marketing expenses while yielding below $500 in average sales? SELE CHECK 2 Which product type's trend line has the fattest slope? Which has the steepest? 34 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute8. Showing the Relationship Between Numerical Values Analyze with the Highlighter and with Explain Data 1. Use the highlighter to select the 530 area code. Note that the espresso Product Type seems to be an outlier for this area code. 2, Click the mark and select the Explain Data icon in its tooltip. © v keeponly x Excude + o> | AreaCode 530 om Product Type Expresso eaten on] State California Avg Marketing 156 ‘Avg Sales 397.0 | 3. At the top of the Explain Data window, confirm that 530, Espresso, California is the selected mark, and that AVGGales) is the selected measure. 4. Below the AVG(Sales) tab, read the expected value summary, and then mouse over it to read about the expected value range. Below the summary is a clickable list of possible explanations on the left, and a description of the selected explanation on the right. Notice that Explain Data surfaced a single explanation for this data set. Examine the information shown. 6. If desired, click the AVG(Marketing) tab to see its summary information. SELF CHECK 3 What is the possible explanation given for the higher than expected average sales value {or espresso in area code 530? Solution For the solution to this practice, see “Solution: Marketing Expenses Scatter Plot" on page 112. Copyright © 2021 Tableau Software Inc. All rights reserved. 35 Do not duplicate or distributeDesktop | and Il Practice Guide 36 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute91 Data Connection Options 9. Data Connection Options This module contains the following: Practice: Joining Tables Practice: Unions Practice: Exploring Joins vs. Relationships Practice: Creating Relationships Across Different Databases ‘Copyright © 2021 Tableau Software Inc. All rights reserved. 37 Do not duplicate or distributeDesktop | and Il Practice Guide i Practice: Joining Tables ‘You would like to analyze returns for each product category. Use a join to see information from both the Orders and the Retums data tables. Then create a bar chart to view the count o: the highest number of returned products for each category. Countof Returns, Directions (Open a new workbook and connect to Sales Training,xlsx (found in the Practices\Data folder). Double-click the Orders table to use it as the first table in the join On the canvas, double-lick the Orders logical table to open up the physical layer. ‘Then, double-click the Retums table to use it as the second table in the join. In the join dialog box, define an inner join between the Orders and Returns tables, using the Order and Order ID fields. Make sure the connection is Live. 6. Create a bar chart with Count (Distinct) for Order ID broken down by Category. (HINT: First create the view with Order ID, then change the field to use Count Distinct) aggregation.) 7. Sort Category by Order ID in descending order. Label the bars with a copy of CNTD(Order ID). 9, Name the worksheet Count of Returns, show the title, and save the workbook as a .twbx packaged ‘workbook. SELF CHECK Which Category had the highest number of retumed products? Solution For the solution to this practice, see "Solution: Joining Tables" on page 113. 38 Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distribute9. Data Connection Options Boe Practice: Unions You have a data source that contains regional sales for each business unit. You would like to see sales, ‘or the entire year at the same time, but the information for each quarter is in a separate table. Union the ‘ables to combine the data so you can compare sales for the whole year. glen uae cll. WLM adall NOTE Some of the image is blurred so most of the region names don't show. Directions 1. Open a new workbook and create @ live connection to Transactions.xlsx (found in the Practices\Data folder). 2. Create a union between the four sheets in the data source, and notice the nulls in the results: Category was changed to Business Unit starting with the Q2 sheet. ® Sales was mistyped as Saales in the Q3 sheet. Merge the mismatched fields, and edit the merged field names to read Business Unit and Sales. Create a bar chart showing Sales for each Business Unit, broken down by Region and Table Name. In the Data pane, rename Table Names to Quarter. Save the workbook as a .twbx packaged workbook. ‘SELF CHECK Which two regions had the lowest quarterly sales in the Enterprise Business Unit? Copyright © 2021 Tableau Software Inc. All rights reserved. 39 Do not duplicate or distributeDesktop | and Il Practice Guide ss —— Solution For the solution to this practice, see "Solution: Unions" on page 113. i Practice: Exploring Joins vs. Relationships ‘You are reviewing a visvalization of book sales and notice unusually high sales figures for the two best- selling books. For example, the book "Mallemaroking” appears to have sold 2,362,943 copies. The analyst who built the visualization used joins. To further investigate, you decide to replicate the analyst's work ‘using relationships instead of joins. i “i Directions 11. Open Multi-table-JoinsRelationchips Starter:twbx (found in the Practices\Workbooks\Starters folder 2. On the Book Checkouts and Ratings tab, observe the checkout numbers for the best-selling books. "The Mallemaroking" had 2,362,943 checkouts, and "Rystwyth" had 2,354,976, These numbers are quite high. 3. On the Data Source page, double-click Book in the logical layer to view the underlying tables and joins in the physical layer. Close the physical layer. (On the Data Source page, remove Book from the canvas. In the Warning dialog box click OK. ‘Making Book your primary logical table, relate Checkouts and Ratings to Book. ‘On the Book Checkouts and Ratings tab, observe the checkout numbers for the same two books: "The ‘Mallemaroking" (1,243) and "Rystwyth’ (1,332). Naor oy 40 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute9 Data Connection Options SELF CHECK 1 Using joins, could ithe that checkauts af a book are added for each rating of the book causing data duplication? Solution For the solution to this practice, see "Solution: Exploring Joins vs Relationships" on page 114. ig Practice: Creating Relationships Across Different Databases You currently have two separate data connections for sales and sales targets. You would like to create relationships between tables from these two data connections and then create a visualization analyzing the results of sales to sales target. Create Relationships between Data Sources Connect to SalesTargets.xlsx as the primary data connection and with Global Superstore.xIsx (in the Practices\Workbooks\Starters folder) as the secondary data connection. Then create a dual axis bar chart. Directions. 1. Open a new workbook, and connect to SalesTargets.xlsx (in the Practices\Data folder). 2, In the left pane, click Add to connect to Global Superstore.xIsx (in the Practices\Data folder). 3. On the Data Source canvas, relate the Orders table (in the Global Superstore connection) to SalesTargets (in the SalesTargets connection) based on the Category Name and Sub-Category fields. 4. Create a new worksheet and name it "Sales to Targets.” 5. Build a bar chart showing Sales broken down by Category Name. 6. Drag Sales Target to the Sales axis to create a combined axis view. ‘Copyright © 2021 Tableau Software Inc. All rights reserved. 41 Do not duplicate or distributeDesktop | and II Practice Guide ————— 7. Draga copy of Measure Names to color. 8. Change the bar colors to blue for Sales and gray for Sales Target. SELF CHECK For the Tables category, were the sales larger or smaller than the sales targets? By how much? Solution For the solution to this practice, see "Solution: Creating Relationships Across Different Databases" on page 115. 42 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distributeJ 3uaaa 4 10. Data Extracts 10. Data Extracts This module contains the following: Practice: Creating a Data Extract Copyright © 2021 Tableau Software Inc. All rights reserved. 43 Do not duplicate or distributeDesktop | and Il Practice Guide ——_— it Practice: Creating a Data Extract Your regional managers are only interested in seeing geographic sales data rolled up by year for the United States. Create a filtered and aggregated extract so that the managers only see the data that they need. Directions, 1. Open Creating a Data Extract Starter.twbx (found in the Practices\Workbooks\Starters folder) 2. Click the Count of Records worksheet tab, and notice how many records are listed in the grand total. SELF CHECK 1 How many records are in the grand total before the extract? 3. In the Data Source pane under Connection, click Extract, then Edit 4. Select the following options: = Extract as a Logicel table (default and only selection for a single table) = Add a filter, select Country / Region, and filter for United States of America data only. = Choose to Aggregate data for visible dimensions. = Hide All Unused Fields. 5. Notice the Count of Records grand total after extracting, SELF CHECK 2 How many records are in the extract? 6, Assume there is a need to revise the Geographic Sales worksheet to include State in the Detail. Notice that State is no longer available because it was hidden as part of the extract Use the steps below to include it: = On the Geographic Sales worksheet, right-lick on the extract and click Use Extract to deselect it, Note how this changes the views as they were before the extract. Right-click in a blank space in the Data pane, and choose Show Hidden Fields. Right-click on State and select Unhide. In the Geographic Sales worksheet, add State to Detail. Right-click on the connection, choose Extract Data, and then choose Extract, which will save over the existing extract file. 7. Save the workbook. Solution For the solution to this practice, see "Solution: Creating a Data Extract” on page 116. 44 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute11. Customizing Your Data 11. Customizing Your Data ‘This module contains the following: Practice: Calculation and Aggregation in Overall Profitability Practice: Using Date Calculations Practice: Using Join Calculations Practice: Using LOD Expressions Copyright © 2021 Tableau Software Inc. All rights reserved. 45 Do not duplicate or distributeDesktop | and Il Practice Guide et Practice: Calculation and Aggregation in Overall Profitability ‘You are interested in analyzing the profitability of products sold in different markets. Create two views so you can see the overall product profitability as well as the profitability by transaction. View One: Overall Profitability You would like to analyze the overall profitability of products sold for each market, category, and sub- category. Create a calculated field using aggregated profit, then use color so you can easily visualize which products are unprofitable in certain markets. ‘Categery Sub-Category Pac ‘Forriture ‘orice Apllaness Stopes rage suppies Binders sper Envelopes Fastenes ‘Technology copiers Machines Accessories K 200K 90K GODK OK 200K 40K DDK OK 200K 400K 620K OK 200K 400K 600K Sale F ‘Sues ‘sues sue NOTE Some af the image is blurred so some of the sub-category names dem't show. Directions for View One 1. Open Tableau Desktop and connect to the Excel data source Global Superstore xlsx (in the Practices\Data folder). 2. Use the Orders sheet for your analysis. 3. Rename the tab Sheet 1 to Overall Profitability 4. In the worksheet named Overall Profitability, build a har chart showing Sales for each Market broken down by Category and Sub-Category. 5. Create a calculated field named "Profitable Overall?” with the following ‘ormul suu([Profit]) > 0 From the Data pane, drag Profitable Overall? to Color on the Marks card. In the color legend, define False as red, True as gray. Sort by the APAC Sales a Save the workbook. in descending order. 46 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute11. Customizing Your Data SELF CHECK 1 Which product Sub-Category is unprofitable overall in the APA Market? View Two: Profitability by Transaction Now you would like to see the proitability by transaction for products sold in different markets. Create a calculated field using the row level (non-aggregated) profit, then use color so you can easily get a sense of transaction profitability for products by market. Morte! Category SubCategory spac EMEA Lata sca Fumie Chairs _ «8 = =e ec a = Tables = a = Furnishings ll a Otice —Acpiances NEL _—-_ = a Sepplies Storage = ast =a Supplies a a Binders = ca a a == 1 1 Paper a . 1 a Envelopes 1 Fasteners | i Labels 1 1 1 Technology a 7 = == = | “a = = = K 200K 400K OK 200K 400K OK 200K 400K OK 200K 400K Sales F Sales Sales Sales NOTE Some of the image Is blurred so some of the subcategory names don't show. Directions for View Two 1, Duplicate the sheet Overall Profitability and name it Profitability by Transaction. 2. Create a calculated field: = Name: Profitable Transaction? * Define the Formula: [Profit] > 0 From the Data pane, drag Profitable Transaction? to Color on the Marks card. In the color legend, define False as red, True as gray. Save changes to the workbook. SELF CHECK 2 Which Technology product(s) sold in the USCA Market have no unprofitable transactions? Solution For the solution to this practice, see "Solution: Calculation and Aggregation in Overall Profitability” on page 117. Copyright © 2021 Tableau Software Inc. Allrights reserved 47 Do not duplicate or distributeDesktop | and il Practice Guide a ——_— ———————————. ie Practice: Using Date Calculations Create a calculated field to determine the average number of days it takes for an order to ship. Then, create a crosstab so you can compare the average days to ship to the average shipping costs by customer segment and order priority, Order Briority Segment Aug DaystoShip Avg. Shipping Cost Critical Consumer 18 $58.25 porate as $62.07 Home Office 16 $60.10 High Consumer 30 $33.34 31 $2252 31 $32.05 Medium 4s $18.02 Corporate as $1902 Home Offic 4s 18.67 low Consumer 6s $26.26 Corporate 6s $27.41 Hore Office 6s $28.47 Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). 2. On the Data Source tab, in the left pane under Sheets, double-click Orders (or drag and drop it onto the Drag tables here area), 3. Create a calculated field named "Days to Ship” that calculates the number of days between the date an order was placed and the date the order was shipped. Use the DATEDIFF function to create this calculation. Create a crosstab showing Days to Ship broken down by Order Priority and Segment. 5, Change SUM(Days to Ship) to use the Average (AVG) aggregation. 6. Change the number format of Days to Ship to show only one decimal place. 7. Add Shipping Cost to your crosstab. 8. Change SUM(Shipping Cost) to also use the Average (AVG) aggregation. BONUS Sort the Order Priority panes so that they are ordered: Critical, High, Medium, Low. SELF CHECK What is the approximate difference between the average Days to Ship for Critical priority’ orders compared to Law priority orders? For that same comparison, what is the approximate difference in average shipping cosis? Solution For the solution to ‘his practice see "Solution: Using Date Calculations" on page 119. ee SSSSSSSSSSSSSSSSss 48 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute77000897 5 11. Customizing Your Data it Practice: Using Join Calculations You have a workbook that is connected to a data source with information about when members have joined a club. Set up a ctoss database join, using a join calculation, to a second data source that has sales information on each of the club members. Then, create a bar chart so you can analyze how long the member with the greatest sales has been with the club. Mentwsipcads Montero 10235: Jom Ashbrook 2001 Sa ns at es aaa f Tan ox? =) 1048 Chet a ————— 1084 Milo Ee] 1/53 Bet Wat _————— aT Sr 10745 Jane Waco: aor ——— SOUT Herter per 018 SEs 10204: Sanjit Enge cous ———s 10653, Ferelope | 2017 =a 0 00. Directions 1, Open Tableau Desktop and connect to the Excel data source Membership.xlsx (in the Practices\Data folder), 2. Use the Club Membership sheet for your anal} 3. Rename the tab Sheet 1 to Membership Analysis. 4. On the Data Source page, explore the fields in the first data source: Note the format of the Membership Code is a 5-digit identifier followed by a colon @) and the first and last name of the club member. 5. Navigate to the Practices folder and then to the Data folder. Add a connection to the Sales by Member.xlsx data source. 6. Explore the fields in the second data source: = In the Sheets section, click the View Data icon to look at the fields in the Sales data source. Note that the ID field is a 5-digit number. ". Create an inner join between the Club Membership and Sales sheets. ‘Create a join calculation in the Club Membership data source defined as: INT (LEFT ([Membership Code], 5)) Copyright © 2021 Tableau Software Inc. All rights reserved. 49 Do not duplicate or distributeDesktop | and Il Practice Guide _—— NOTES The LEFT (string, number) function returns the leftmost number of characters in a string, ‘The INT (expression) function retums an integer (@ whole number; not a fraction cr decimal number) given an expression, which is a string in this case. ‘The type conversion function is needed because the SalesID has a data type of a whole number, but the LEFT function retumns a string. 9. Complete the inner join with the Sales ID field. 10. On the Membership Analysis worksheet, create a bar chart that shows Total Sales by Membership Code and Member Since. Covert Member Since to dimension and string data type. Sort by descending Total Sales. SELF CHECK Which clut member has the greatest sales? How long have they been with the club? Solution For the solution to this practice, see "Solution: Using Join Calculations" on page 120. i Practice: Using LOD Expressions You know that sales have been improving every year, but you would like to know how well you are retaining customers. Create a FIXED LOD expression to calculate a customer's first order date, so you can see how much each cohort purchases every year in each market. Coven Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). 2. Use the Orders sheet for your analysis. 3. Rename Sheet 1 to “Cohoxt Analysis". 50 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute‘ 11. Customizing Your Data: = . 4, On the Cohort Analysis tab, create a bar chart showing Sales by Market and Order Date, (HINT: = Change the mark type.) ( 5. Create a FIXED LOD expression to calculate a customer's first order date. {FIXED [Customer 1D] :WrN([Order Date])} 7 6, Use color to encode the LOD expression, to easily see each cohort in the stacked bar chart. " SELF CHECK For the 2017 cohort, in which market did total sales go down by less than $1,000 from C 2017 to 2018? (HINT: Hover over the 2017 bars to see the sales numbers for the 2017 cohort.) rt Solution For the solution to this practice, see "Solution: Using LOD Expressions” on page 122. Copyright © 2021 Tableau Software Inc, All rights reserved. oil hn Do not duplicate or distributeDesktop | and Il Practice Guide ————. qc 52 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distributeCOCCEEL a oe 12. Analyzing Data with Quick Table Calculations 12. Analyzing Data with Quick Table Calculations ‘This module contains the following: Practice: Running Total of Sales ‘Copyright © 2021 Tableau Software inc. All rights reserved, 53 Do not duplicate or distributeDesktop | and Il Practice Guide ss ite Practice: Running Total of Sales You have a crosstab that shows yearly sales broken down by category and quarter. Add a running total bby quarter, and restart the total foreach category. Then use your crosstab to look up specific running totals, Quarterly Sales by Category a oa0 —asania)—aazaon—semaoe aang Tonaye Ham) 08 oo pesia_ she Aaa assaae aaaTTet anus Lsrmos oes a 1 M01 saan azo) amas Deana Sites a as7ac—zaose 180773 s0g0s8, atteas DLA Sono oe zresso esto SE GON AHOSS ogra, ae ss 2 feasts zoey) 2a50r8 | uae, unsrn Sraaso, aus SINT a agony Saves agp erram ane arya 5200 one oe Soar saree eee amaaaee—aouent arias S99 LGN) Directions 1. Open Running_Total_of_Sales_Starter.twbx. 2. Edit Sales to use a Quick Table Calculation so that it shows the Kunning otal of Sales. NOTE The Running Total table calculation defaults to run across the rows instead of down the columns. If the calculation can’t run across the rows, then it will default to run down the columns. 3. Edit the table calculation so the Running Total is computed with the total calculated down each column, restarting for each new Category. 4, Add Sales to the view so that it io before Running Sum of Sales. ‘SELF CHECK What were the running totals for Fumiture in Q3 and Q4 of 2018? Solution For the solution to this practice, see "Solution: Running Total of Sales" on page 123. 54 Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distribute13, Advanced Table Calculations, 13. Advanced Table Calculations This module contains the following: Practice: Nested Sorting for Top N with Rank Practice: Profitability as a Percent of Total Practice: Moving Average Copyright © 2021 Tableau Software Inc. All rights reserved. 55 Do not duplicate or distributeDesktop | and Il Practice Guide —_——_— i} Practice: Nested Sorting for Top N with Rank Create a bar chart showing the top 10 best-selling products for each market in the data source, NOTE Some of the image is blurred so some of the product names don’t show. Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). 2. Use the Orders sheet for your analysis. 3. Rename the tab Sheet 1 to Top N with Rank - Complex. 4. Create a bar chart showing Sales broken clown by Market and Product Name 5. Click the Sort Descending icon on the Sales axis to sort in descending, order. NOTE The nested sort feature on the Sales axis will sort products within ench Market. 6. Drag a new instance of Sales to Label on the Marks card, and then right-click to add the Rank Quick Table Calculation, using Pane (Down). 7. CIRL#click-drag a copy of SUM(ales) with the Rank calculation from the Marks card to Filters. 8. In the Filter dialog box, choose a Range of Values from 1 through 10 to view only the top 10, and click OK. 9. Save the workbook. SELF CHECK Which products ranked as the 3rd best-selling in the APAC Market? Solution or the solution to this practice, see "Solution: Nested Sorting for Top N with Rank" on page 123. 56 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distributefi { 13. Advanced Table Calculations Abt . att Practice: Profitability as a Percent of Total You would like to see what percent of product sales, by sub-category and by year, are profitable. Use a percent of total table calculation so you can see the profitability for each sub-category of product by year. Profitability as % of Total Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder) 2. Use the Orders sheet for your analysis. Rename Sheet 1 to "Profitability as % of Total” In the Profitability as % of Total worksheet, create the initial bar chart showing Sales by Order Date, broken down by Category and Sub-Category. 5. Create a calculated field named "Profit or Loss": IF [Profit] > 0 THEN "Profit" ELSE "Loss" END 6. Right-click on the Sales field and select Add Table Calculation, = Calculation Type: Percent of Total = Compute Using: Cell 7. Encode the "Profit or Loss” calculation by color. Edit the colors to show Profit in gray and Loss in orange. 9. Label the bars using a copy of SUM(Sales) 4 from Columns. 10. Save the changes to the workbook. Copyright © 2021 Tableau Software nc. Alights reserved 57 Do not duplicate or distributeDesktop | and II Practice Guide ooo, SELF CHECK Which Technology product has increased its profitability (or decreased its losses) the -most over time? BONUS: Use a Rank Table Calculation in an Animated Visualization Now you would like to display sales for each sub-category by year, ranked by profitability, in an animated bar chatt 1. Create a new worksheet and name it "Sub-category Ranked by Profit’. 2. Drag Sales to Columns. 3. Drag Sub-category to Label on the Marks card. 4. Drag Profit to Rows, right-lick and select Add Table Calculation. This calculation will rank sub- categories from highest profits to lowest. = Calculation Type: Rank, Descending, Unique = Compute Using: Specific Dimensions, Sub-category TobleCatutton x et exo 5. On Rows, right-click the Profit field with the table calculation and select Discrete. 6. Brom the Data pane: Drag another instance of Profit to Color on the Marks card and, if needed, edit the colors palette to use Orange-Blue Diverging = Drag another instance of Profit to Label on the Marks card. 7. Format both Sales and Profit to show as a currency in thousands with no decimals. 8. Set the view to Fit Height, 9, From the Data pane, drag Order Date to the Pages shelf. [ie Bi Wott Sentond ‘ter dott tap Fart e eee g BR cst Soeste 58 ‘Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute13. Advanced Table Calculations 10. Use the Format menu to open the Animations pane. Sere Window Help 11, In the Animations pane, under Selected Sheet, select On, 1.00 seconds (Slow), and Simultaneous (Default), and then close the Animations pane ‘Anierations x Workbook Default :. 7 [Selected Shoat [sub-category Sales Ranked by Profit Anination on Duration 00 seconds (Sm) Simuaneous (Detaut, 12, At the bottom of the Pages card, click the Play button to activate the animation. YEAR(Order Date) 2016 +) g | me) -= 13. Save the changes to the workbook. ‘SELF CHECK 2 Which product has seen its profitability ranking change from 4 to 5 to 3 over time? Copyright © 2021 Tableau Software Inc. All rights reserved. 59 Do not duplicate or distributeDesktop | and Il Practice Guide Solution For the solution to this practice, see "Solution: Profitability as a Percent of Total” on page 124, et Practice: Moving Average ‘You would like to see the long-term trends for sales data. Use a moving average table calculation to smooth out the monthly fluctuations so you can see the bigger picture, Then show both lines charts at the same time in order to compare your calculation with the actual sales. Moving Average evra berets Directions 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xlsx (in the Practices\Data folder). Use the Orders sheet for your analysis Name Sheet 1 "Moving Average” Create the initial view, a line chart of Sales by Order Date. Right-click the Order Date on the Columns and select the Month date value (May 2015) format. Right-click on the Sales field and select Add Table Calculation to show Sales as @ Moving Average, using the following options: = Calculation Type: Moving Calculation = Summarize values using: Average ® Previous values: 4 ——— 60 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute18. Advanced Table Calculations = Next values: 0 = Current value: checked on = Null if there are not enough valu: * Compute Using: Table (across) 7. Drag another copy of Sales to Rows after the Moving Average. This will create two separate panes for the view. 8. Right-click on the second Sales field and choose Dual Axis to combine to the lines to a single view, colored by Measure Names. 9. Right-click on the Sales axis, and then click Synchronize Axis. 10, Right-click the null indicator (lower-right comer of the viz) and choose Hide Indicator. 11. Save the workbook. yecked on SELF CHECK Fait the table calculation to calculate the moving average using only 2 months for the previous values. Which input into the calculation represents the data more accurately, previous values. for4 months or 2 months? Explain. Solution For the solution lo this practice, see “Solution: Moving Average” on page 127, Copyright © 2021 Tableau Software Inc. All rights reserved. 61 Do not duplicate or distribute[Desktop | and 1! Practice Guide 62 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute14, Highlighting Data with Reference Lines 14. Highlighting Data with Reference Lines ‘This module contains the following: Practice: Reference Lines Copyright © 2021 Tableau Software Inc. All rights reserved. 63 Do not duplicate or distributeDesktop | and It Practice Guide ight Practice: Reference Lines w One ‘You have a bar chart that shows sales by region. Add a constant reference line that shows the sales quota, so you can easily see where sales have been slow. cuota is: Sales Centrai East South West Directions 1. Open Reference_Line_Starter.twbx (found in the Practices\Workbooks\Starters folder). 2. Add a dark red and bold reference line for the entire table, with a constant value type of $600,000 and ‘a. custom label that reads "Quota is $600,000", View Two Starting with a duplicate of the first worksheet, delete the quota reference line. Change the view to show sales for each region broken down by segment. Then, add a new reference line so you can compare the average sales. Segment corporate Home office —— a =. 413 so $200 000 5200,000 sales sales sales 64 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute114. Highlighting Data with Reference Lines Directions |, Duplicate the View One worksheet and name the new worksheet View Two. 2. Remove the Quota reference line. 5. Change the bar chart to show SUM (Sales) by Region, broken down by Segment. 4. Use the Analytics pane to add an Average Reference Line by Pane to the view. §. Edit the Reference Line to be black and display the value of the Average as a label. 6, Select a custom tooltip and type "Average sales value is " in the text box and then insert Value from the menu, Eaeetrsce ine Bod oon 7. Click OK. 8 Observe how the reference line recaculates when a region in the view is selected. Hover over a reference line to see its tooltip. ‘SELF CHECK Which Region consistently has the highest above average sales in every Segment? Solution For the solution to this practice, see "Solution: Reference Lines" on page 128. Copyright © 2021 Tableau Software Inc, All rights reserved. 65 Do not duplicate or distributeDesktop | and Il Practice Guide ——— 66 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute15. Creating and Using Parameters 15. Creating and Using Parameters ‘This module contains the following: Practice: Using Parameters Copyright © 2021 Tableau Software Inc. All rights reserved. 67 Do not duplicate or distributeDesktop | and Il Practice Guide _———_— ———— SS ety Practice: Using Parameters ‘View 1: Use a Parameter in a Filter ‘You would like to create a visualization that shows the top N customers by sales. Create a parameter in a filter so your coworkers can adjust the value of N. ——_ —_ = Parameter ina iter sa eo Directions: View 1 1. Open Tableau Desktop and connect to the Excel data source Global Superstore.xisx (in the Practices\Data folder). Use the Orders sheet for your analysis. Rename the tab Sheet 1 to Parameter in a Filter. Build a bar chart showing Sales broken down by Customer Name. Sort by SUMGales) in descending order. Drag a second instance of Customer Name to Filters and click the Top tab. In the Top dialog box, click "By field." Make sure "Top," "Sales," and SUM" are selected. Then, on the 10 drop-down menu, point to “Create a New Parameter.” = In the Create Parameter dialog box, name your parameter "Set the Top N Filter.” Make sure your ‘current value is set to 10, and your display format is set to "Automatic." = Keep 1 as the minimum range of values. Set the maximum range of values to 50 and the Step Size tol. = Click OK. 8. Click OK on the Filter [Customer Name] dialog box. 9. Right-click Set the Top N Filter and select Show Parameter, = In the parameter control, use the drop-down menu to select Type in, 10. Test the parameter control. 11. Leave the workbook open for View 2 in this practice Nageey SELF CHECK 1 Use the parameter control to set the filter to the top 25. Which customer is ranked 25th by Sum of Sales? eee 68 Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distribute15. Creating and Using Parameters View 2: Use a Parameter to Create @ Dynamic Measure You would like to create a visualization that shows data in a line chart by category. Your coworkers are interested in looking at different measures in this data. Use a parameter to create a dynamic measure so your coworkers can choose to view either sales or profit. Directions: View 2 1. Create a new worksheet and name it "Dynamic Measure’ 2. Create a parameter to drive the measure selection: » Name = "Select Measure’ Data Type = Integer Current Value = 1 Allowable values = List List of values: Noreen 1 Sum of Profit 2 Sum of Sales Create a new calculated field: = Name = "Measure" = Formula: case [Select Measure) WHEN 1 THEN SUM([Profit]) WHEN 2 THEN SUM([Sales]) = END 4, Build a line chart to show the selected Measure (calculated field) on Rows and Order Date by month (May 2015 format) on Columns. 5. Show Category by Color. Copyright © 2021 Tableau Software Inc. Alll rights reserved. 69 Do not duplicate or distributeDesktop | and Il Practice Guide 6. Show the Select Measure parameter as a single value list, 7. Use a second calculated field to dynamically update the measure axis label: 1 Duplicate the Measure calculated field. 1 Fait the copy you just made: = Edit the name to "Measure Label.” Edit the aggregated values to strings: = CASE [Select Measure] = WHEN 1 THEN “Profit” = WHEN 2 THEN "Sales" END = Drag Measure Label from dimensions to rows. 1» Test the parameter control. Note that the axis label in the view changes to show the selected 8. Format the view: = Right-click the label and select Rotate Label. = Right-click the y-axis (for Measure) and choose Edit Axis. Clear the ttl. = Right-click the y-axis again, choose Format and display the scale as custom currency with decimal places set to zero; then, close the Format pane. 9. Format the worksheet title: = Double-click the worksheet title. '= Clear the title and select from the Insert menu. 10. ‘Test the parameter control again. Now both the worksheet title and the measure axis label in the view update dynamically. ‘SELF CHECK 2 What was the Sum of Sales for Office Supplies in December 2019? 70 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute15, Creating and Using Parameters Solution For the solution to this practice, see "Solution: Using Parameters" on page 130. Copyright © 2021 Tableau Software inc. All rights reserved. 71 Do not duplicate or distributeDesktop | and I Practice Guide _——— — a SSsSSSSSSSSSSSSSSSSSSSSSSSSs 72 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute16. Mapping Data Geographically 16. Mapping Data Geographically This module contains the following: Practice: Airport Geographic Mapping Copyright © 2021 Tableau Software Inc. All rights reserved. 73 Do not duplicate or distributeDesktop | and Il Practice Guide ee ee Practice: Airport Geographic Mapping Create a map of European airports using the three-character (IATA) airport industry codes. Use size and color to compare the number of passengers for each airport in 2019. Add a filter to the view so you can easily determine which airports were the busiest. SuN2019Paseraes) European Airports VO“ SUM2039 Passengers) oe > 20000000 ‘eoteen "000,000 d > 62000000 be unio Farge) o 7” none __ = SUM([Budget Sales]) 10. Drag Sales Exceeds Quota? to Color on the Marks card, and adjust the color so False is orange and ‘True is dark blue. 21, Format the axis for currency in thousands with no decimals 12. Save the workbook. SELF CHECK Are all the Coffee products within 75% of making their goal? Feplain. In terms of dollar amount, which Coffee product is closest to making the budgeted quota goal? Solution For the solution to this practice, see "Solution: Bullet Graph on page 133. 82 Copyright © 2021 Tatleau Software Inc. All rights reserved. Do not duplicate or distributer 19. Defining Subsets of Your Data ‘19. Defining Subsets of Your Data ‘This module contains the following: t Practice: Creating and Using Sets Practice: Context Filters for Nested Top N ‘Copyright © 2021 Tableau Software inc. All rights reserved. 83 Do not duplicate or distributeDesktop | and Il Practice Guide on +h ‘ , , att Practice: Creating and Using Sets You would like to analyze which products have high sales, but low profitability. Create sets for the highest selling and least profitable items. Then use color so you can easily visualize which items are in the combined set. \ IN/OUT(High Sales.ow Profit) | 6° Ee | ao 200.000 i 100.000 ? 0 Qevnvenl <0 400.000 Directions 1. Open Tableau Desktop and connect to the Excel data source Sales Trainingxlsx (in the Practices\Data folder). Use the Orders sheet for your analysis. Rename the tab Sheet 1 to High Sales and Low Profit. ‘On the High Sales and Low Profit sheet, create a scatter plot with SUMGales) on the X (horizontal) axis and SUM(Profit) on the Y (vertical) axis. Drag Item to the view. In the Data pane, right-click Item to create a set for Top 100 selling products by Sales. In the Data pane, right-click Item to create a set for Bottom 100 products by Profit Create a combined set that shows the intersection of the sets created in steps 6 and 7, Use color to show the items that are in the combined set. ‘SELF CHECK 1 Which item in the combined set has the greatest sales? 10. Click the mark for the highest selling item in the combined set and select the Explain Data icon in its tooltip. ¥ KeepOnly x Exciude In! Out of High Sales/Low Prof In 84 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute19. Defining Subsets of Your Data 11, In the Explain Data window, click the SUM(Sales) tab to select that measure. 12. Click each item in the Explanations List to see visualizations and text in the Explanation Description. pane. SELF CHECK 2 What are the possible explanations given for the higher than expected sales value for this item? Solution For the solution to this practico, see "Solution: Creating and Using Sets" on page 139. ih Practice: Context Filters for Nested Top N ‘You would like to see which 10 products in each category have the greatest sales. Use a context filter so ‘you can see the top 10 products for each category, instead of seeing the top 10 best-selling products overall. sock Rogen Lockers Blve Directions, 1, Open Tableau Desktop and connect to the Excel data source Global Superstore.xisx (in the Practices\Data folder) 2. Use the Orders sheet for your analysis. 3. Rename the tab Sheet 1 to Top N with Context, 4. Build a bar chart showing Sales broken down by Category and Product Name. (If a warning dialog box appears, choose Add All Members) 5. Sort by Sales in descending order 6. Drag another instance of Product Name to Filters and choose to show the Top 10 by Sum of Sales. 7. Right-click on Category, click Show Filter, and then make the filter in the view use a Single Value List 8, On the filter in the view, click through each Category and observe the results. SELF CHECK 1 How many of the 10 bests Category? ing products overall are in the Office Supplies Copyright © 2021 Tableau Software Inc. All rights reserved 85 Do not duplicate or distributeDesktop | and Il Practice Guide a 9. On Filters, right-click Category and choose Add to Context. 10, On the filter in the view, click through each Category again and novice the difference. SELF CHECK 2 After applying the context filter, how many products are shown for the Office Supplies Category? 11. Save the workbook. Solution For the solution to this practice, see "Solution: Context Filters for Nested Top N" on page 142. 86 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute20. Viewing Distributions > 20. Viewing Distributions ‘This module contains the following: Practice: Histogram with Binned Measures Practice: Box and Whisker Plot ‘Copyright © 2021 Tableau Software Inc. All rights reserved. 87 Do not duplicate or distributeDesktop | and il Practice Guide a ——— ee i Practice: Histogram with ined Measures. ‘You would like to see the frequency distribution of student test scores. Create a histogram so you can visualize how many students scored in each test score range. Change the histogram bin size to experiment with how that affects the visualization. ‘Score Distribution Directions 1. Open Tableau Desktop and connect to the Excel data source Test_Results.xIsx (in the Practices\Data folder). Rename the tab Sheet 1 to Score Distribution. Create bins of Score, keeping the default name of Score(bin), and change the size of bins to 2. Change Score (bin) to a continuous dimension. Create the histogram using Score on Rows and Score(bin) on Columns. Change the Score measure to use a Count aggregation. ‘Change the size of the Score bin to 5. sogeep ‘SELF CHECK 1 How many students scored in the 55.59 range? ‘SELF CHECK 2 Which score range had the greatest frequency of occurrences (number of students who scored in that range)? How many students scored in that range? Solution For the solution to this practice, see "Solution: Histogram with Binned Measures" on page 143. ——— 88 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distributer 20. Viewing Distributions a) ____ tt Practice: Box and Whisker Plot + ‘You would like to analyze the distribution of average SAT (test) scores by state. Use a box and whisker plot so you can visualize the range of average scores by test subject and year. sara tee recat noon wrmeg TE j= od foie} Directions 1, Open Tableau Desktop and connect to the Excel data source Test Scores.xlsx (in the Practices\Data folder). Rename the tab Sheet 1 to Distribution of Test Scores. Use Show Me to create the view: select Score and Subject, and choose box-and-whisker plot. Change Score from SUM to Average. Show the breakdown by Subject and then Year on Columns. Add State to Detail to show distribution by state. Set the Color Opacity to 50%. SELF CHECK Which state had the highest average score for Mathematics in the 2011-2012 school year? Copyright © 2021 Tableau Software Inc. All rights reserved. 89 Do not duplicate or distributeDesktop | and I! Practice Guide _— Solution For the solution to this practice, see "Solution: Box and Whisker Plot" on page 144. ee 90 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute21. Dashboards and Stories 21. Dashboards and Stories ‘This module contains the following: Practice: Creating a Dashboard Practice: Navigating Between Dashboards Practice: Creating a Story Copyright © 2021 Tableau Software Inc. All rights reserved. 91 Do not duplicate or distributeDesktop | and I! Practice Guide — pee Practice; Creating a Dashboard ‘You have been analyzing data from the coffee chain stores and now you would like to let others explore the data. Build a dashboard and add interactivity so others can perform their own analysis. Profitabiity by state sales over Tine Preteen 5 4, ; 6 9 @° e800 o © uager vs Actuat Sum ot Sales NOTE Your dashboard layout may look slightly different depending on your choice of layout options and modifications. Build the Dashboard 1. Open Creating_a_Dashboard_Starter.twbx (found in the Practices\Workbooks\Starters folder). 2, Add a Dashboard ( 7 ) sheot and name it *Cofee Chain Anal 4. Show the dashboard title. 4. Drag the first three worksheets, Profitability by State, Budget vs Actual, Sales Over Time, onto the dashboard as shown or in another way that is visually appealing. is by Region’ OO 92 Copyright © 2021 Tableau Software Inc. All ights reserved. Do not duplicate or distributer = 21. Dashboards and Stories —_—_Ke sx Format Animations (optional) 1. Use the Format menu to open the Animations pare. Senet Wow Map Drone Sos Werte Using the Animations pane, you can enable or disable animations, select simultaneous or sequential animation styles, and select transition duration. Add Filters Make the Market filter global (that is, the filter applies to all worksheets in the view.) Repeat step 1 for the Date filter to use it as a global filter. Rename the Date filter to "Select Date Range" Use the Profitability by State sheet as a filter for the other views. Test all filters. ‘Add a Parameter Action 1. On the Dashboard menu, select Actions. In the Actions dialog box, click Add Action, and then click Change Parameter. In the Add Parameter Action dialog box: = Name: Show Product = Source sheets: Budget vs Actual, Sales Over Time = Run action on: Select = Target Parameter: Select Product = Field: Product Type = Aggregation: None 4. On the dashboard: ™ Click on a product type in the Sales Over Time view to test the parameter action. ™ Click on a product type in the Budget vs Actual view to test the parameter action. NOTE The Select Product parameter and the =Products calculated field it woes have already been sreated for you Format the Dashboard Remove the Profit legend from the dashboard. Remove the Sales size legend from dashboard. I desired, drag the other filters to change their display order or their placement on the dashboard. If desired, apply layout formatting (borders, background color, and padding) to the views, filters and containers, Copyright © 2021 Tableau Software Inc. All ights reserved. 93. Do not duplicate or distributeDesktop | and I Practice Guide ——_ SELF CIIECK 1 Did all preducts meet their budgeted sales quota in the East market? In that same market, did all products meet their budgeted sales quota in Massachusetts? Insert a View in a Tooltip Go to the Frofitability by State sheet, Open the tooltip editor and add the title "Percent of Profit" below the existing text, Insert the Tooltip: Decaf or Regalar sheet. Click Preview and adjust the tooltip as needed, then close the editor. Hide the Tooltip: Decaf or Regular sheet Retum to the Coffee Chain Analysis by Region dashboard and hover over the map to view the tooltip for different states. pee SELF CHECK 2 What is the percentage breakdown of profit for New York between Regular and Decaf? Solution For the sulution t this practice, see "Solution: Creating a Dashboard" on page 145. ——— ae ah Practice: Navigating Between Dashboards Your manager would like to see more detail on states selected from the map on your Coffee Chain dashboard, simplified to remove the view in tooltips. Your coworker has already created a more detailed dashboard that you can use. Enable back-and-forth navigation between the two dashboards so you and others can drill down for deeper analysis. Coffee Chain Anaysisby Reston Coffee Chain Analysis dashboard —_— 94 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute21, Dashboards and Stories Coffee chain Dera Coffee Chain Detail dashboard ‘Add Navigation Using a Dashboard Action 1, Open Navigation Between Dashboards. Starter.twbx (found in the Practices\Workbooks\Siarters folder). 2. On the Coffee Chain Analysis by Region dashboard, add a new dashboard filter action. Nete that you will see dashboard filers which have been automatically added for you based on using the maps as filters and a filter from the scatter plot to the transaction details. Use the following settings to navigate from the map on the Coffee Chain Analysis by Region dashboard to the Coffee Chain Detail dashboard: Settin if ‘Click to view details for " Name Note the use of a field name in the filter title. This contextual text is helpful for dashboard navigation and filtering. Coffee Chain Analysis by Region dashboard Source Sheets Profitability by State view only Run action on. Menu Coffee Chain Detail dashboard Target Sheets Ensure all available sheets are selected leari | Clearing the selection 1 a the filter 3. Test the new dashboard action by clicking on a state mark in the map, and then clicking on the link to the detailed dashbeard. Copyright © 2021 Tableau Software Inc. All rights reserved. 95 Do not duplicate or distributeDesktop | and Il Practice Guide eS SS ‘Add a Dashboard Navigation Button to Return 1. On the Coffee Chain Detail dashboard, add a new dashboard navigation button to navigate from the detailed dashboard ‘0 the Coffee Chain Analysis by Region dashboard. 2. From the Objects menu, select Floating, and then drag Navigation into the view. Optionally, double- click Navigation to add the navigation button to the view. Objects DD Horzonts) CQ) stank. B vera! A Text D ttemin ZB image G export @ wevpaze Wes ‘Show dashboard title 3. Position the button i the top rightmost layout container next to the dashboerd title and resize as needed. 4. Click the arrow at the top right of the button container to open the context menu. Then click Edit Button. Optionally, double-click the button. Navigate (Ate cid 1% eating Floating Order . Deselect Remove from Dashbosed Rename Dashvoard tern. 5, In the Edit Button dialog box, complete the following: Under Navigate fo, use the drop-down menu to select Coffee Chain Analysis by Region. Under Button Style, use the drop-down menu to select Text Button. Under Title, type ‘Retum to Summary Page” Under Format, adi a border and background as desired. ee 96 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute21, Dashboards and Stories —————$—$—— ——————————— Under Tooltip, type "Click to return to the summary page’. Eat Button x vee [hate cesnte he urn ge Te ko ate Baton Sige Recentssunmay Page Tne Bonk . Fam Toot = Press Apply to preview and then press OK to save. 6, Allclick the rew button object to ensure you can retum to the Coffee Chain Analysis by Region dashboard, 7. Use the toolbar to select the Presentation Mode icon. ©. 8. In presentation mode, click the button object. Note that Altéclick is not needed to activate the button, 9, Exit presentation mode. NOTE Altéclick is needed only in the default authoring mode. When the workbook is displayed in presentation mode or is published, users can simply click the button to retum to the summary page. Ifyou plan to share your workbook with others users in authoring mode, consider editing the tooltip text for your audience. 10. Save your workbook. SELF CHECK 1 Which Product Type did not meet its budgeted sales quota in the state of California? SELF CHECK 2 In California, in whit ‘Area Codes was there a negative profit? SELF CHECK 3 For those area codes, which Products were not profitable? Solution For the solution to this practice, see "Solution: Navigating Between Dashboards” on page 149, Copyright © 2021 Tableau Software Inc, All rights reserved. 97 Do not duplicate or distributeDesktop | and Il Practice Guide _ poe Practice: Creating a Story ‘You would like to lead o‘hers, step by step, through some of the analysis you have done on your data. Create a story so you can share your insights with your audience and guide them to your conclusions. For this practice, you can use the provided starter workbook and follow the specific steps below. Altematively, use worksheets and dashboards of your own creation, or others you have built in this class, and create a story of your own, You may also use extemal sources of data. To practice your story-building skills, try to: Use three or more worksheets or dashboards (use those provided or create your own). Introduce a problem and present a potential insight or solution. Create one or more story points saved at a different state than the original visualization. Use at least one descr ption and annotation a Make use of formatting options to change the background color and the appearance of the ttle, navigator, and descriptions. = Include a story navigator that is sized to fit the captions, if captions are used. ‘The following shows the story created from the starter workbook as one example of what you can do. Isthere trouble brewing? ee 98 Copyright © 2021 Tableau Software Inc, All rights reserved. Do not duplicate or distribute717 21. Dashboards and Stories Is there trouble brewing? ‘Seer ea cm cen > fm Is there troublebeeving? he = ‘Create and Size the Story ©, Open Coffee Story_Starter.twbx (found in the Practices\Workbooks\Starters folder) or the workbook ‘you are using, Copyright © 2021 Tableau Software Inc. All rights reserved, 99 Do not duplicate or distributeDesktop | and Il Practice Guide 2. Set the size of the story. 3. Give your story a title, for example, "Is there trouble brewing?” Add Worksheets and Dashboards, and Put the Story in Order 1. Add worksheets and dashboards until you have enough to tell your story. 2. Arrange the order of the story points so that they tell the best story possible. In the example, these sheets are used in the following order with the captons shown above: = Sales by Product Type = Growth Rate 1 Profitability by Product Type Customize Your Story Points 1. Make sure each story point is set to the state that you want by checking the following: = Filter and parameter values Selections = Sorts = Pan and zoom (for meps) In the example, these story points are customized as follows’ = Sales by Product Type - Sales are sorted in descending order. = Growth Rate - the Select Sales, Profit, or Cost of Goods parameter is set to Profit. = Profitability by Product Type - the Product Type of Coffee is highlighted. ‘Add Descriptions and Annotations 1. Add descriptions to help explain your story. In the example, the Sales by Product Type and the Growth Rate story points have added descriptions. 2. Add annotations to point out key data points. In the example, the Profitability by Product Type story point has an annotation for the last Product ‘Type mark for Coffee. Format Your Story 1. Format your story to change the background color and the appearance of the title, navigator, and descriptions. In the example, the story is formatted as shown above. 2. Resize your captions if necessary. Optional: Export to PowerPoint 1, Hide all worksheets except for the story. 2. Highlight the visualizations as desired. 3. On the File menu, select Export As PowerPoint, Solution For the solution to this practice, se "Solution: Creating a Story” on page 152. 100 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute[ 22. Appendix A: Practice Solutions 22. Appendix A: Practice Solutions This section contains the solutions for all practices contained in this training manual. Solution: Creating a Local Data Connection ‘The following Is a solution to "Practice: Creating a Local Data Connection" on page 8. Create the Connection Open Tableau Desktop. 2. In the Connect pane, under To a File, click Microsoft Excel. 3. In the dialog box that opens, browse to the Data Connection Practice.xlsx data source, located in the Data folder within the Practices folder and click Open. 4, Double-click the Orders table, and then select the orange Sheet 1 tab to go to the "Sheet 1" worksheet. Change the Metadata In the Data pane: Click and hold the Row field, and rename the field Row ID. Drag the Row ID field from Measures (below the gray line) to Dimensions (above the gray line). Click and hold the Global Area field, and rename the field Country. ‘To the left of the Country field, click the icon, choose Geographic Role, and then select Country/Region. 5. Right-click the Profit field, select Default Properties, and choose Number Format. * On the Default Number Format screen, select Currency (Custom), set Decimal place to 0 (cero), and click OK. ‘6, Repeat step 5 for the Sales field. 7. On tthe Discount field: = Right-click Discount, select Default Properties, and for Aggregation, choose Average. Right-click Discount again, select Default Properties and choose Number Format. * On the Default Number Format screen, select Percentage, set the Decimal place to 1, and click OK. = Right-click Discount again, select Default Properties, and choose Comment. = In the Edit Comment dialog box, type "Average Discount Percentage" and click OK. ‘Save the Data Source and Test the Connection 1. In the Data pane, right-click Orders (Data Connection Practice), and then click Add to Saved Data Sources. Name the data source "My Superstore” and save it in My Tableau Repository\\Datasources, located in the Documents folder of your computer. On the File menu, click Close, and close the workbook without saving any changes. Copyright © 2021 Tableau Software in. All rights reserved. 401 Do not duplicate or distributeDesktop | and Il Practice Guide __——— 4, On the Start page, under Saved Data Sources, select the new My Superstore data source, and observe the metadata changes for the fields that were saved. Create a Visualization 1. Build the bar chart: To Discount Columns Category Rows ‘Sub-Category Rows (place it to the right of Category) Profit Color on the Marks card NOTE For an example of a complete solution to this practice, see Creating a_Local_Data_Connection_ Sotution.twbx. Solution: Filtering The following is 4 solution ta "Practice: Filtering” on page 12. 1. Open Filtering. Starter.twbx (found in the Practices\Workbooks\Starters folder). 2. On the Data pane, right-click Market, and click Show Filter. 3. On the Market filter in the view, click the drop-down arrow, and choose Single Value (List). 4, Click the drop-down arrow for the Market filter in the view again, select Customize, and clear the check mark next to Show “All” Value, nh ca Q ana row Aen eM , See ht ‘Sperone Seger Ft toa a psn as os ton) mae mat peanniren 1 eos ane 5, Click the drop-down arrow for the Market filter in the view again, and choose Edit Title. 6. Name the filter "Select a Market” and then click OK to close the dialog box. 7. From the Data pane, drag Sales to Filters. ———— SSSSSSSSSSSSSSSSSSSSSSSSSSs 102 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute22. Appendix A: Practice Solutions 8. In the Filter Field dialog box, click Sum, click Next, and then click OK. 9. Right-click the SUM(ales) filter, and choose Show Filter. 10. Click the drop-down arrow for the SUMGales) filter in the view, and choose Edit Title 11. Name the filter "Adjust View by Sales" and click OK. 12. Experiment with the sliders and notice the "AND" logic being used. The results shown are those that match the criteria of both filters. SELF CHECK ANSWER Consumer Furiture had the greatest sales for the EMEA Market when the sum of sales was betwee $300X guid! $800K. NOTE For ait example of a complete solution to this practice, see Filtering Solution.twbx. Solution: Sorting ‘The following is a solution to "Practice: Sorting” on page 13. View One 1. Open Sorting Starter.twbx (found in the Practices\Workbooks\Starters folder). 2. On the View One worksheet, on the Format menu, click Animations. Gee) tow Hint Hp eeence Une 3. In the Animations pane, under Workbook Default, do the following: Click ON. = Under Duration, use the dropdown menu to select 1.00 seconds (Slow). Under Style, keep the selection set to Simultaneous ‘= In the top right comer of the Animations pane, click the X to close it. Asimations a ‘Workbook Default 4, Hover on the Sales axis, and click the Sort icon * to toggle between the default sort (Data source order), and an ascending or descending sort by Sum o° Sales. Leave it as a descending sort, Copyright © 2021 Tableau Software In. llrightsreserved 103 Do not duplicate or distributeDesktop | and Il Practice Guide SS 5. In the view, drag the Technology category header so itis first, before Furniture, SELF CHECK 1 ANSWER In Office Supplies, the Paper Sub-Category has slightly higher sales than ‘Supplies, which can be seen in the view since the data is sorted descending by Sales. View Two 1. Right-click the View One worksheet tab, and then click Duplicate. 2. Right-click the View One (2) worksheet tab, click Rename, type "View Two" and press the ENTER key. 3. From the Data pane, drag Profit to Color on the Marks card, 4. On the SUM@rofit) legend, click the drop-down arrow, click Edit Colors, and, on the Edit Colors dialog box, choose Orange-Blue Diverging from the Palette drop-down. Click OK. 5. In the view, rightclick the Sub-Category label, and click Sort. 6. In the Sort dialog box, under Sort By, select Field, and then choose Profit with an aggregation of Sum. Click the X to close the dialog box. Sort [Sub-Category] x © Ascending @ Descending ————— 104 ‘Copyright © 2021 Tableau Software Inc. Alll rights reserved. Do not duplicate or distributero 22. Appendix A: Practice Solutions SELF CHECK 2 ANSWER The Tables Sub-Category is the least profitable, which you can see using the color of the bars. It has higher sales than the Furnishings Sub-Category, which you can see because the Jength of the bar is longer. NOTE For an example of a complete solution to this practice, see Sorting Solution.twbx. Solution: Creating Groups and Hierarchies The following is a solution to "Practice: Creating Groups and Hierarchies" on page 18. 1. Open Creating Groups_and_Hierarchies_Starter.twbx (found in the Practices\Workbooks\Starters folder), On the worksheet, near the bottom of the vertical axis, CTRL + click to select these items by label: Envelopes, Fasteners, and Labels. (Be sure to select the sub-category labels, not the bars that represent their sales amounts.) Hover over the selected items, and then, in the tooltip menu, click the Group (#) icon. . Inthe Data pane, rightclick Sub-Category (group), and then click Edit Group. 5. Click the new Envelopes, Fasteners, Labels group and then click Rename. “Tl Grup Ebr ae Ggeey x tion: [sdb ier ai) sa: ‘to: pes Fates, abe | }] bee | stersatioaten Pra (Cam |i 6. Type "Desk Supplies" as the name, and then click OK. 7. In the Data pane, select and drag Sub-Category (group) onto Category to create a hierarchy. The Create Hierarchy dialog box appears. In the Create Hierarchy dialog box, type "Products" and click OK. 8. Click and drag Sub-Category into the Products hierarchy, placing it below Sub-Category (group). 9. Click and drag Product Name into the Products hierarchy, placing it below Sub-Category. 10. Drag the Products hierarchy to Rows, placing it on top of Sub-Category. 11. On Rows, click the plus (+) next to Sub Category (group) to expand to Sub-Category. Copyright © 2021 Tableau Software Inc. All rights reserved. 105 Do not duplicate or distributeDesktop | and Il Practice Guide SELF CHECK ANSWER The Technology category has the greatest sales. The total sales for the Desk Supplies group are $327,551. NOTE For an example of a complete solution to this practice, see Creating _Groups_and_Hierarchies_ Solution.twbx. Solution: Totals and Aggregation The following is a solution to "Practice: Totals and Aggregation” on page 22. View One 1. Open Tableau Desktop. 2. In the Connect pane, under To a File, click Microsoft Excel. 3. In the Open dialog box, navigate to the Data folder (in the Practices folder) and open Global Superstore-xlsx. 4. On the Data Source tab, in the left pane under Sheets, double-click Orders (or dag and drop it onto the Drag tables here area). 5. Click Sheet 1 to select it, and then double click it to rename it to Total Sales. Use the worksheet named Total Sales and create the following view: Pee ca Market Columns Category Rows ‘Sub-Category ‘Rows to the right of Category Sales Text on the Marks card 7. On the Analysis menu: Choose Totals, and click Show Row Grand Totals. = Choose Totals again, and click Show Column Grand Totals. = Choose Totals again, and click Add All Subtotals. SELF CHECK ANSWER 1 The EMEA Market had a higher Grand Total for Sales of $4,528,024 than the entire Furniture Category which made $4,110,874. View Two 1. Right-click the Total Sales worksheet tab and choose Duplicate. 2. Double-click the new worksheet tab, and then type "Maximum Sales" to rename it. 3. On the Marks card, click the SUMGales) drop-down arrow, select Measure (Sum), and click Maximum. 4, On the Analysis menu: = Choose Totals, and click Row Totals to Left. ® Choose Totals, and click Column Totals to Top. SELF CHECK ANSWER 2 The USCA Market had the Maximum Sales of $22,638 for the Machines product in the Technology Category. 106 Copyright © 2021 Tableau Software Inc. All rights reserved. Do not duplicate or distribute22. Appendix A: Practice Solutions NOTE For an example of a complete solution to this practice, see Crosstabs_and_Totals_Solution.twbx. Solution: Highlight Table The following is a solution to "Practice: Highlight Table" on page 24. 1. Open Tableau Desktop. In the Connect pane, uncer To a File, click Microsoft Excel 3. In the Open dialog box, navigate to the Data folder (in the Practices folder) and open Global Superstore.xlsx. 4. On the Data Source tab, in the left pane under Sheets, double-click Orders (or drag and drop it onto the Drag tables here area), 5. Create the starting view Drag this field To Profit Text on the Marks card Profit Color on the Marks card Category Rows Sub-Category _ Rows (to right of Category) Market Columns Region Columns (to the right of Market) 6. On the Marks card, change the mark type to Square 7. On the Analysis menu, choose Totals, and click Show Row Grand Totals, 8. On the Marks card, click Color, and then click Edit Colors, 9. In the Edit Colors dialog, select Include Totals, and then click OK. an ols x dete: ee es = a “e400 2608 Csvepescilr St one Dreveses Clue coerrance reset | tad (ype SELF CHECK ANSWER The Copiers product Sub-Category was the most profitable with a total profit of $258,568. Tables was the least profitable product with a total profit of $64,083. NOTE For an example of a complete solution to this practice, see Highlight_‘Table_Solution.twbx. Copyright © 2021 Tableau Software Inc. All rights reserved, 107 Do not d upticate or distribute