Analyzing data in Tableau

See Datacamp Analyzing data in Tableau

Data Fixes

Dimensions v. Measures
- Know how to drag a field from the measures list to the dimension list.
Default properties
- Set default color, number format, and aggregation
Date can be either continuous or discrete
- Continuous groups by time period (i.e, all Jan 2020, Feb 2020, March 2020, …, Jan 2021, Feb 2021, etc…)
- Discrete splits into groups (i.e., Jan 2020 & 2021, Feb 2020-2021, March 2020-2021)
- Suggested using lines for continuous and bars for discrete dates
Group data
- Group using Tableau’s features
- Group using SQL / joins and a sub-table
- Select map dots and group them.
  - Add/Remove a point to an existing group
  - Rename groups
  - Edit the group field
- Create a custom group sort

Connect multiple tables with relationship (including a self-join)
Pivot wide to tall data
Set a field to link together two different data sources by clicking on the linking field

Create a new calculated field with math (i.e., hours to minutes)
- Basic ratios (x / y)
- DATEDIFF()
- DATEPART()
- makeDATE()
- IF X = 1 THEN 1 ELSE 2 END
- ZN()
- SUM(), MEDIAN(), AVG()
Bin
- Create a bin size
Create a quick table calculation
- Function (i.e., running total, difference, percent of total)
- Direction (across, down etc..)
- Compare against first, previous, etc…
- Show a field as a percent of the total row or column

Set
- Define a subset and show a division between IN and OUT. You can only use for 2 settings, either TRUE or FALSE. Use a group for more options.
- Use a set to highlight color, rename, etc..
Parameter
- Create a parameter, and a custom range
- Add a filter using the parameter
- Use a parameter in a calculated field

Text
- Change size / font /color for a cell
Axis
- Hide an axis
- Label
  - Font, size, alignment, and rotation
  - Marks style
  - Set interval, min, and max values
  - Format date values
- Data
  - Group dimensions and edit the grouped field
  - Relabel a dimension value using an alias
  - Exclude data (by range, null values)
Fit to entire view
Tooltip
- Add measure / dimension field to a tooltip
- Edit font and layout of a tooltip

Maps rely on long/lat. These can be in a dataset, or calculated by Tableau.

Data
- Understand the difference between long/lat coordinates provided in the dataset, versus those created by Tableau
- Understand why you can’t do fill for long/lat, but you can for generated lat/long geographic data
Create the 4 different types
- Fill
- Point
- Density (includes opacity)
  - Set color / intensity
- Dual axis
Zoom
- Zoom in, out, and pan (shift to pan)
- Search
Layers
- Color scheme
- Set background layers (including Tableau’s built-in data layers)
- Add/remove roads