hands-on-tableau-fundamental

🤟 Cevi Herdian -> itsmecevi.github.io

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1-Connecting to data

Live connection :
- When you have a fast database
- When you need up-to-the minute data (real-time)
Extract connection (in memory) :
- When your database is too slow for interactive analytics
- When you need to take load off a transactional database (size of the data)
- When you need to be offline (without internet connections)

2-Data Preparation

Data connections :
- Union (vertical connection) : amazn_stock.pdf
- Joins / Blend / Inner Join (horizontal connection) : Global-Superstore
- Left Join, Right Join, Full Outer Join: Global-Superstore
Data Interpreter & Data Pivoting (Unpivoting) : CO2 API
Splitting : CO2 API Version-Indicator Name: CO2 API
Manage data properties :
- Rename a data field:
- Assign an alias to a data value
- Assign a geographic role to a data field
- Change data type for a data field (number, date, string, boolean, etc.)

3-Understanding Tableau Concepts

Data: Global-Superstore

Simple Tableau Workflow
- Workflow type 1 (we don’t have data): outcome->design->data searching->Tableau
- Workflow type 2 (we have data): data connection->data preparation->sheet->[dashboard]->story
Show Me Tool Bar
Dimensions and measures
Column & Rows Shelf
Marks Cards
Discrete and Continuous Fields :
- Blue color: discret, qualitative data (string, geographics, date, date & time, boolean). If added qualitative data, then they are separate the graphs.
- Green color: continuous, quantitative data, number, aggregation (sum, avg, etc).-> If added quantitative data, then they aren’t separate the graphs.
Hands-on chart: Tableau Visual-> hands-on chart.twb + Data-> Global-Superstore
- 1-Word maps: country, profit
- 2-Line chart: profit by category, profit by market, profit trendline, profit forecasting
- 3-Bar chart: profit, profit by ship mode
- 4-Bubble chart: profit by city
- 5-Tree maps: profit by region and subcategory, profit clustering, profit by product
- 6-Funnel chart: profit by segment
- 7-Waterfall chart: profit by sub-category
- 8-Pie chart: shipping cost by region
- 9-Maps: profit by state
Aggregation / Calculation: When to use calculations,
- To segment data
- To convert the data type of a field, such as converting a string to a date.
- To aggregate data
- To filter results
- To calculate ratios
- Hands-on calculation: Calculation
```
1. totals
2. percentages
3. profit ratio
4. diskon ratio
5. cost
6. aov (average order value)
7. profit status-if
8. profit level-elseif
```
Machine Learning: Quick Clusterisation & Forecasting
Sheet
Dashboard (Filter, Actions Highlight, & Formatting)
Story

4-Executive Summary:

Tableau from A-Z with data journalism