Parameters – Parameters are dynamic variables that
can be used as placeholders in formulas. Replacing the Static values by Dynamic Values.
EX: Dynamically selecting Columns (Fields), Dynamically
selecting Top 10, Bottom 10 Customers, Selecting dynamically region……
EX: Dynamically Select Measure Field.
1) Right click in the dimension window, click on Create Parameter.
2) Define the Type: String
3) Select List option since we are defining manually.
Sales
Profit
Discount
4) Create a calculated field as below
sum(IF
([Select - Mesures]) = 'Sales' then ([Sales])
elseif ([Select - Mesures]) = 'Profit' then ([Profit])
elseif ([Select - Mesures]) = 'Discount' then ([Discount])
end)
5) Drag the Region onto the Row shelf, drag the above calculation into the Columns shelf.
6) Right click on Parameter, click on "Show Parameter Control".
7) Now we can Select Either [Sales] or [Profit].
Note: As of now in Tableau we can select 1 Value max at a time.
1) Dynamically select the Colour.
Sol:
Create a Parameter “Select - Colors - Dynamically” with the Following values like the below screenshots. Green, Blue, Red, Orange
Drag Region onto Row Shelf, Sales onto Column Shelves.
Create a Calculated field like the below
Name: Dynamic Colour
Syntax:
case [Color]
when "Green" then "Green"
when "Blue" then "Blue"
when "Red" then "Red"
when "Orange" then "Orange"
end
Here [Color] is the Parameter which was created in the 1st step.
4) Drag “Dynamic Colour” onto Colors mark.
5) Right click on “Color” parameter, click on “Show Parameter Control”.
6) Now select colors 1 by 1 from “Parameter” then assign the right colors.
Parameter - Options:
1) If you to show parameter values from any specific column, Select List Radio Button
from Allowable Options then select Add from Field, then select the Field.
2) If you want to create a Parameter on specific column, right click on that,
click on "Create Parameter".
Updating Values in Quick Filters, Parameters:
If you are creating Quick Filter on any specific field, it will show all possible values as per current data availability. (Distinct Values).
Once you update the database, the Quick filter won't update directly, we have to use one option on the Menu Bar, select "Auto updates Quick filters".
Updating Parameter Values:
Values of Parameter will not be changed once Database has been updated, So manually we have to open the Parameter, then Reload the values from that Specific field.
Group -
A group is a combination of dimension members that make higher level categories.
EX:
We are having data in columns Country, State, City, we want to create
Region it is in between State & Country.
We create Regions by using group mechanisms on States.
Create a group of Customer Name Field,
All customers whose names are starts with "A", Define name "A"
Similarly All customers whose names are starting with "B", Define name "B" ........
New Column will be added in the Dimensions pane.
We can edit the group and add members manually.
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Sets -
Ses are custom fields that define a subset of data based on some conditions. Computed sets update as data is being changed.
-> Alternatively, a set can be based on a specific data point in your view.
Sets are subset of data, which are derived from either only Dimension or combination
of Dimension & Measures.
We use sets to apply set functions on the Data, like Union, Minus, Intersection
Union: Combine data from both sets.
Minus: Data which present in one set but not present in another set.
Intersection: Common data between two data sets.
EX:
1) Right click on Region, click on "set".
2) Click on the condition "By Field", Select the measure, define the condition.(Sales>=5,00,000).
3) Click on "OK".
4) Set has been created, it shows the list of customers whose sales are more than 5L.
EX: Combine sets
We can use the sets for set analysis.
Set 1 = Top 5 Customers
Set 2 = Bottom 5 Customers
Use Case:
Combination of Top 5, Bottom 5
Set 1 Union Set2
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Bins:
Measures are columns that typically contain numeric data,
such are used to evaluate the BUS or to Analyze the BUZZ.
For Histograms we use Bins. We use it to know the distribution of numerical data.
EX: Gaussian Distribution, Left Skew Distribution, Right Skew Distribution.
EX: Sales , Profit.
We use the bins to categorize the measures into different groups by
using measure figures.
Axes: Axes are created when you place a measure on the Rows or Columns shelf.
By default, the values of the measure field are displayed along
a continuous axis.
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Hierarchies:
We use Hierarchies to organize the data
from Top Level information to Bottom level Information.
Top Level Information holds the Summary data, Bottom Level holds detail level data.
Sum Up the bottom level data to get next level data.
Creating Hierarchies:Geographical
Before start creating Hierarchies, define no. of level &
Which level data holds in which column.
The following are sequence of levels
Region -> State -> City
Right click on Region, click on "Create Hierarchy".
Define the Name of the Hierarchy as "Location", then Add the Region to this Hierarchy.
Then right click on "State" then click on "add to Hierarchy" then click on "Location".
Add the rest of the levels to the hierarchy.
Create a Product Hierarchy like below
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Changing Default Properties:
-> We can change the Default properties like Color, Shape, Aggregations,
Comments, Aliases,Sort, Number Format.
EX:
1) Drag the [Region], [Sales] onto the Work Area.
2) [Sales] takes the Sum as default aggregate function.
3) Right click on [Sales] in measures window, click on Default Properties,
click on "Aggregation", select "AVG"
4) Again drag the [Sales], it takes "AVG" as default aggregate.
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Defining Starting Month of Year(Defining Fiscal Year)
Generally Calendar Years starts with Jan Month,
Indian Fiscal year starts with Mar Month.
-> Right click on "database", click on Date Properties, click on "Fiscal Year Start"
then define the starting month of the year.
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Adding external Images to the Report
1) Basically Images are stored at Documents\My Tableau Repository\Shapes
2) We can add external images in this area.
3) Create a folder, add images into this folder.
4) Come to the report, Drag any Dimension into the Work Area, Then select "Shapes" as the mark.
5) Then edit the Shapes , then Reload the Shapes in the view.
6) Then Select the New folder which was created in previous steps.
7) Then you can assign the Shapes accordingly.
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