05 - Grouping, Sorting, Aggregations & Heat Maps Flashcards
After creating a custom grouping, how can I rename it? By default, Tableau will name it using the values within the group.
Right-click on the groupping on the legend and select Edit Alias
Explain how can I create a grouping for a subset of data by selecting on the view.
Left-click and select all the data that I want to group. Hover the mouse over the selection and click on the paperclip icon to group this data.
Explain how to edit a groupping using the group field on the Data Pane (left-hand side bar)
Right-click on the group field and choose Edit Group. A windows will open where I can edit existing groups and create new ones.
Is it possible to sort by dragging headers on the View?
Yes, this is called manual sorting.
Explain how can I sort data on the view by a field that is not on the Columns/Rows shelves.
Scenario: I want to sort the visualisation below by Profit in a descending order without having to drag it to the shelves. Note the fields on the shelves.
- Left click on the dimension and the choose Sort.
- Select the Field option under Sort By
- Select the Profit field.
- Choose Descending under Sort Order.
Tableau Hack
To be more efficient, explain how can I drag a measure to the shelves and get prompted by Tableau on how it should be aggregated?
Otherwise, I would need to drag it to the shelves, it would be aggregated using SUM and then I need to right-click on the measure, go to Measure (SUM) and change it.
Right-click and hold the desired measure and then drag it to the view. Tableau will ask how the measure should be aggregated before running the calculations.
To be more efficient, explain how can I drag a date field dimension to the shelves and get prompted by Tableau on how it should be interpreted (continous or discrete)?
Otherwise, I would need to drag it to the shelves, it would be interpreted as discrete and using the highest level of the date hierarchy, then I need to right-click on the pill and change it.
Right-click and hold the desired date field dimension and then drag it to the view. Tableau will ask how it should be interpreted. In this prompt window, I can choose between discrete/continuous and also on the level of granularity.
When I right-click and drag a string dimension to the view, Tableau prompts me with two options:
- CNT(dimension_name)
- CNTD(dimension_name)
Explain the difference between these two.
CNT( ) will give me the number of times a given value from this dimension appears on the dataset, including duplicates.
CNTD( ) will give me the unique list of values for this dimension, excluding duplicates.
Explain what are the measures inside the red box, in particular, what Tracking Log (Count) represents. Also, explain what is the meaning of the number 224 beside the Arizona bar.
These are measures generated by Tableau, i.e. they are not from the original data source.
Tracking Log (Count) allows for counting rows on the data source. Imagine adding a “invisible” column with a 1 for each row. If you sum up this column, then you would have the total number of rows on the table.
Arizona has the value of 224 for Tracking Log (Count), this means that it appear 224 times on the dataset under the State column.
Explain how can I create a crosstab with the dimensions showed on the image below, and the Sales measure, i.e. I want each cell on the crosstab to show the sum of Sales for each combination of YEAR and Sub-Grouping.
Drag the Sales measure to Text on the Marks card.
Explain how can I change the color settings to paint the whole cell instead of the label
Go the Marks card and change the option from Automatic to Square.
Explain how to add subtotals or grand totals to a cross tab.
Click on Analytics on left-hand side bar and the drag Totals to the view. Choose which kind of totals is desired.
What does Grouping do in Tableau Desktop?
Grouping allows us to combine multiple entries in a column, and create a brand-new column with a custom name.
See how the result from grouping, which is indicated by the paperclip icon, appears on the Data Source page.
How can I remove subtotals/grand totals from crosstabs.
Click on them and then on Remove
