Book Image

Tableau 10 Complete Reference

By : Joshua N. Milligan, Tristan Guillevin
Book Image

Tableau 10 Complete Reference

By: Joshua N. Milligan, Tristan Guillevin

Overview of this book

Graphical presentation of data enables us to easily understand complex data sets. Tableau 10 Complete Reference provides easy-to-follow recipes with several use cases and real-world business scenarios to get you up and running with Tableau 10. This Learning Path begins with the history of data visualization and its importance in today's businesses. You'll also be introduced to Tableau - how to connect, clean, and analyze data in this visual analytics software. Then, you'll learn how to apply what you've learned by creating some simple calculations in Tableau and using Table Calculations to help drive greater analysis from your data. Next, you'll explore different advanced chart types in Tableau. These chart types require you to have some understanding of the Tableau interface and understand basic calculations. You’ll study in detail all dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. Last but not least, you'll learn about the power of storytelling through the creation of interactive dashboards in Tableau. Through this Learning Path, you will gain confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau. This Learning Path includes content from the following Packt products: • Learning Tableau 10 - Second Edition by Joshua N. Milligan • Getting Started with Tableau 2018.x by Tristan Guillevin
Table of Contents (20 chapters)
Title Page
About Packt
Contributors
Preface
8
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting
Index

Example - is least profitable always unprofitable?


Let's say you've been tasked with helping Management for the superstore chain find which items are the least profitable. Management feels that the least profitable items should be eliminated from the inventory. However, as you've done your analysis, you've discovered that certain items, while not profitable overall, have made profit at times in various locations. Your primary objective is to give management the ability to quickly see an analysis of the least profitable items to identify whether an item has always been unprofitable. This example will combine aspects of a guided analytics dashboard and an exploratory tool.

Building the views

Let's start by creating the individual views that will comprise your dashboard:

  1. Create a bar chart showing profit by category. Sort the categories in descending order by the sum of profit.
  2. Add the Department field to Filters and show a filter. To accomplish this, use the drop-down menu of the Department field...