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Tableau Online Training
WWW.ERAEDGE.COM
Presented by
Call : 201-255-0273
The Recipes covered in this PPT
• Creating tables
• Creating bar graphs
• Creating pie charts
• Sorting the graphs
• Creating histograms
WWW.ERAEDGE.COM
Creating Tables
Tables: Sample – Superstore Sales (Excel)
1. Drag-and-drop Region into the Rows shelf (you can also right-click and select
Add to Sheet).
2. Drag-and-drop Customer Segment into the Rows shelf.
3. Drag-and-drop Profit into the Text marks box. Now, you should see the total
of profits
as per Region and Customer Segment.
4. To add totals, click on Analysis from the toolbar and select Totals and click on
Add
All Subtotals, as shown in the following screenshot:
WWW.ERAEDGE.COM
Example of creating a table
WWW.ERAEDGE.COM
Creating Bar graphs
1. Drag-and-drop State into the Rows shelf.
2. Drag-and-drop Profit into the Columns shelf.
3. You should see the Profit totals by State in the Columns area in plain
numbers.
4. To change the text representation to a bar graph, click on the Show Me
button on the
toolbar (shown in the following screenshot).
5. From the Show Me toolbar, select horizontal bars as shown in the following
screenshot:
WWW.ERAEDGE.COM
Example Bar graphs
WWW.ERAEDGE.COM
Creating Pie Charts
Sample – Coffee Chain (Access)
1. Drag-and-drop Profit into the Size box in the Marks pane.
2. Drag-and-drop Market into the Rows shelf.
3. Click on the Show Me button to make the toolbar visible.
4. Click on the pie chart icon to create the pie chart.
WWW.ERAEDGE.COM
Creating Pie Charts
5. Right-click on SUM(Profit) in the Angle box in the Marks pane and hit
Remove.
6. To make the chart bigger, click on the zoom slider that can be seen
after clicking the
Size mark box.
WWW.ERAEDGE.COM
Example Pie Chart
.
WWW.ERAEDGE.COM
Sorting The Graphs
Sample – Superstore Sales (Excel)
1. Drag-and-drop State into the Rows shelf.
2. Drag-and-drop Profit into the Columns shelf.
3. You should see the Profit totals by State in the Columns area in plain
numbers.
4. To change the text representation to a bar graph, click on the Show
Me button on the
toolbar (shown in the following screenshot).
WWW.ERAEDGE.COM
Sorting The Graphs
5. From the Show Me toolbar, select horizontal bars (also shown in the following
screenshot).
6. Once the bar chart is created, click on the Sort button, which has the shortest bar
on
the top, on the toolbar (again, shown in the following screenshot) to show the least
profitableState value up at the top.
7. You'll see that Montana is the least profitable state with $9,127 in profit. To see
the
most profitable State value, click on the Sort button (this button has the longest bar
at the top) to the right.
8. You'll see that Illinois is the most profitable state with $108,532 in Profit.
WWW.ERAEDGE.COM
Example image of Sorting The Graphs
WWW.ERAEDGE.COM
Creating Histograms
Sample – Superstore Sales (Excel)
1. Drag-and-drop Profit (bin) from the Dimensions pane into the Columns shelf.
2. Drag-and-drop Number of Records from the Measures pane into the Rows
shelf.
3. You should see SUM(Number of Records) in the Rows shelf now and also a
histogram with a very narrow distribution, as shown in the following
screenshot:
WWW.ERAEDGE.COM
Example of Creating Histograms
WWW.ERAEDGE.COM
Attend Free Demo on Tableau
• Register : www.eraedge.com
• Like : www.facebook.com/eraedge
• Tweet : www.twitter.com/eraedge
• Follow : google.com/+EraedgeElearn
WWW.ERAEDGE.COM
Attend Free Demo on Tableau
• Register : www.eraedge.com
• Like : www.facebook.com/eraedge
• Tweet : www.twitter.com/eraedge
• Follow : google.com/+EraedgeElearn
WWW.ERAEDGE.COM
WWW.ERAEDGE.COM

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Tableau online training with real time scenario - EraEdge

  • 2. The Recipes covered in this PPT • Creating tables • Creating bar graphs • Creating pie charts • Sorting the graphs • Creating histograms WWW.ERAEDGE.COM
  • 3. Creating Tables Tables: Sample – Superstore Sales (Excel) 1. Drag-and-drop Region into the Rows shelf (you can also right-click and select Add to Sheet). 2. Drag-and-drop Customer Segment into the Rows shelf. 3. Drag-and-drop Profit into the Text marks box. Now, you should see the total of profits as per Region and Customer Segment. 4. To add totals, click on Analysis from the toolbar and select Totals and click on Add All Subtotals, as shown in the following screenshot: WWW.ERAEDGE.COM
  • 4. Example of creating a table WWW.ERAEDGE.COM
  • 5. Creating Bar graphs 1. Drag-and-drop State into the Rows shelf. 2. Drag-and-drop Profit into the Columns shelf. 3. You should see the Profit totals by State in the Columns area in plain numbers. 4. To change the text representation to a bar graph, click on the Show Me button on the toolbar (shown in the following screenshot). 5. From the Show Me toolbar, select horizontal bars as shown in the following screenshot: WWW.ERAEDGE.COM
  • 7. Creating Pie Charts Sample – Coffee Chain (Access) 1. Drag-and-drop Profit into the Size box in the Marks pane. 2. Drag-and-drop Market into the Rows shelf. 3. Click on the Show Me button to make the toolbar visible. 4. Click on the pie chart icon to create the pie chart. WWW.ERAEDGE.COM
  • 8. Creating Pie Charts 5. Right-click on SUM(Profit) in the Angle box in the Marks pane and hit Remove. 6. To make the chart bigger, click on the zoom slider that can be seen after clicking the Size mark box. WWW.ERAEDGE.COM
  • 10. Sorting The Graphs Sample – Superstore Sales (Excel) 1. Drag-and-drop State into the Rows shelf. 2. Drag-and-drop Profit into the Columns shelf. 3. You should see the Profit totals by State in the Columns area in plain numbers. 4. To change the text representation to a bar graph, click on the Show Me button on the toolbar (shown in the following screenshot). WWW.ERAEDGE.COM
  • 11. Sorting The Graphs 5. From the Show Me toolbar, select horizontal bars (also shown in the following screenshot). 6. Once the bar chart is created, click on the Sort button, which has the shortest bar on the top, on the toolbar (again, shown in the following screenshot) to show the least profitableState value up at the top. 7. You'll see that Montana is the least profitable state with $9,127 in profit. To see the most profitable State value, click on the Sort button (this button has the longest bar at the top) to the right. 8. You'll see that Illinois is the most profitable state with $108,532 in Profit. WWW.ERAEDGE.COM
  • 12. Example image of Sorting The Graphs WWW.ERAEDGE.COM
  • 13. Creating Histograms Sample – Superstore Sales (Excel) 1. Drag-and-drop Profit (bin) from the Dimensions pane into the Columns shelf. 2. Drag-and-drop Number of Records from the Measures pane into the Rows shelf. 3. You should see SUM(Number of Records) in the Rows shelf now and also a histogram with a very narrow distribution, as shown in the following screenshot: WWW.ERAEDGE.COM
  • 14. Example of Creating Histograms WWW.ERAEDGE.COM
  • 15. Attend Free Demo on Tableau • Register : www.eraedge.com • Like : www.facebook.com/eraedge • Tweet : www.twitter.com/eraedge • Follow : google.com/+EraedgeElearn WWW.ERAEDGE.COM
  • 16. Attend Free Demo on Tableau • Register : www.eraedge.com • Like : www.facebook.com/eraedge • Tweet : www.twitter.com/eraedge • Follow : google.com/+EraedgeElearn WWW.ERAEDGE.COM