Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                

DV Lab Manual

Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 38

MALLA REDDY ENGINEERING COLLEGE (Autonomous)

Maisammaguda, Dhulapally (post & via Kompally), Secunderabad-500 100.

Department of Computer Science and Engineering


(DATA SCIENCE)

DATA VISUALIZATION- R PROGRAMMING/ POWER BI


SUBJECT CODE: C0514
B .Tech –II year I Semester

ACADEMIC YEAR: 2023-24


2023-24
MALLA REDDY ENGINEERING B.Tech
Onwards
COLLEGE
(MR-22) II YEAR
(Autonomous)
I Sem
Code: C0514 L T P
Credits: 2 DATA VISUALIZATION- R PROGRAMMING/ - 1 2
POWER BI LAB

Prerequisites: -Nil-

Software Requirement: Microsoft Power BI, Google data studio, Data wrapper
and Tableau Public

Course Objectives:

● Effective use of Business Intelligence (BI) technology (Tableau) to apply data


visualization
● To discern patterns and relationships in the data.
● To build Dashboard applications.
● To communicate the results clearly and concisely.
● To be able to work with different formats of data sets.

List of experiments:

1. Understanding Data, What is data, where to find data, Foundations for


building Data Visualizations,Creating Your First visualization?
2. Getting started with Tableau Software using Data file formats, connecting
your Data to Tableau,creating basic charts(line, bar charts, Tree maps),Using
the Show me panel.
3. Tableau Calculations, Overview of SUM, AVR, and Aggregate features,
Creating custom calculations and fields.
4. Applying new data calculations to your visualizations, Formatting
Visualizations, Formatting Tools and Menus, Formatting specific parts of the
view.
5. Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting Tableau
data.
6. Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.
7. Advanced Visualization Tools: Using Filters, Using the Detail panel, using
the Size panels, customizing filters, Using and Customizing tooltips,
Formatting your data with colors.
8. Creating Dashboards & Storytelling, creating your first dashboard and
Story, Design for different displays, adding interactivity to your Dashboard,
Distributing & Publishing your Visualization.
9. Tableau file types, publishing to Tableau Online, Sharing your visualizations, printing,
and Exporting.
10. Creating custom charts, cyclical data and circular area charts, Dual Axis charts.

REFERENCE BOOKS

1. Microsoft Power BI cookbook, Brett Powell, 2nd edition.


2. R Programming for Data Science by Roger D. Peng (References)
3. The Art of R Programming by Norman Matloff Cengage Learning India.

Course Outcomes:

At the end of the course, students will be able to:

● Understand How to import data into Tableau.


● Understand Tableau concepts of Dimensions and Measures.
● Develop Programs and understand how to map Visual Layouts and Graphical
Properties.
● Create a Dashboard that links multiple visualizations.
● Use graphical user interfaces to create Frames for providing solutions to real world
● problems.
CO- PO Mapping
(3/2/1 indicates strength of correlation) 3-Strong, 2-Medium, 1-Weak
Program Outcomes (POs)
Cos PO1 PO2 PO3 PO4 PO5 PO6
CO1 2 2
CO2 2 3 2
CO3 2 2 3
CO4 2 3
CO5 2 3 1
1. Understanding Data, What is data, where to find data, Foundations
for building Data Visualizations, Creating Your First visualization?

 Data understanding is the knowledge that you have about the data, the needs that
the data will satisfy, its content and location. To be clear, it is much more than
current location and a definition of what a data element means in situ within an
application or data base.
 Good data allows organizations to establish baselines, benchmarks, and goals to
keep moving forward. Because data allows you to measure, you will be able to
establish baselines, find benchmarks and set performance goals. A baseline is what
a certain area looks like before a particular solution is implemented.
 In computing, data is information that has been translated into a form that is
efficient for movement or processing. Relative to today's computers and
transmission media, data is information converted into binary digital form. It is
acceptable for data to be used as a singular subject or a plural subject.
 Data that is collected by organizations and agencies that report will often be found
in compendia or directly through that organization's website. Data that is collected
by individuals and researchers is sometimes available in data repositories.
 Data visualization is a coherent way to visually communicate quantitative content.
Depending on its attributes, data may be represented in different ways, such as line
graphs and scatter plots.
 Purpose (the why) Content (the what) Structure (the how) Formatting (everything
else)

 The Building Blocks for Successful Data Visualization Tools


a) Selecting Indicators.
b) Selecting Visualizations.
c) Technical Specifications.
d) Increasing Usability.
e) Sustainability.
 Some of the best data visualization tools include Google Charts, Tableau, Grafana,
Chartist, FusionCharts, Datawrapper, Infogram, and ChartBlocks etc. These tools
support a variety of visual styles, be simple and easy to use, and be capable of
handling a large volume of data.

 Create your first visualization edit


• Open the Visualization type dropdown, then select Metric.
• From the Available fields list, drag clientip to the workspace or layer pane. ...
• In the layer pane, click Unique count of clientip. ...
• Click Save and return.
2. Getting started with Tableau Software using Data file formats,
connecting your Data to Tableau, creating basic charts(line, bar
charts, Tree maps),Using the Show me panel.

Steps
Step 1: Connect to your data. ...
Step 2: Drag and drop to take a first look. ...
Step 3: Focus your results. ...
Step 4: Explore your data geographically. ...
Step 5: Drill down into the details. ...
Step 6: Build a dashboard to show your insights. ...
Step 7: Build a story to present. ...
Step 8: Share your findings.

Connect from Tableau Desktop


1. Start Tableau Desktop and on the Connect pane, under Search for Data, select Tableau Server.
2. To connect to Tableau Server, enter the name of the server and then select Connect. ...
3. To sign in
4. Select data to connect to. ...
5. After you select the data you want to connect to, click Connect.

Build a Combination Chart


1. Open Tableau Desktop and connect to the Sample - Superstore data source.
2. Navigate to a new worksheet.
3. From the Data pane, drag Order Date to the Columns shelf.
4. On the Columns shelf, right-click YEAR (Order Date) and select Month.
5. From the Data pane, drag Sales to the Rows shelf.
3. Tableau Calculations, Overview of SUM, AVR, and Aggregate
features, Creating custom calculations and fields.

 There are three main types of calculations you can use to create calculated fields in
Tableau:

1. Tableau Calculations Tableau Calculations allow you to perform mathematical


operations on your data, create new fields, and perform more complex analyses. They
are based on the data in your worksheet, and can be created using basic arithmetic
operators, functions, and fields.
2. Overview of SUM, AVG, and Aggregate Features SUM, AVG, and Aggregate features
are commonly used in Tableau Calculations to perform mathematical operations on
your data.
 SUM: This function calculates the total sum of a field for each data point in your
worksheet.
 AVG: This function calculates the average value of a field for each data point in your
worksheet.
 Aggregate: This feature allows you to aggregate data across multiple dimensions or
fields, and calculate summary statistics such as totals, averages, and percentages.
3. Creating Custom Calculations and Fields To create a custom calculation or field in
Tableau, follow these steps:
 Select the field you want to use as the basis for your calculation or field.
 Right-click on the field and select "Create Calculated Field".
 In the Calculated Field dialog box, enter a name for your calculation or field.
 Enter the formula for your calculation or field using basic arithmetic operators,
functions, and fields.
 Click "OK" to save your calculation or field.
For example, if you wanted to create a custom calculation that shows the percentage of total
sales for each region, you could follow these steps:
 Select the "Sales" field in your worksheet.
 Right-click on the field and select "Create Calculated Field".
 Enter a name for your calculation, such as "Percent of Total Sales".
 Enter the following formula: SUM([Sales]) / TOTAL(SUM([Sales]))
 Click "OK" to save your calculation.
This will create a new field that shows the percentage of total sales for each region, based
on the data in your worksheet. You can use this new field to create visualizations and
perform more complex analyses

Another approach

Create an aggregate calculation

Follow along with the steps below to learn how to create an aggregate calculation.

1. In Tableau Desktop, connect to the Sample - Superstore saved data source,


which comes with Tableau.

2. Navigate to a worksheet and select Analysis > Create Calculated Field.

3. In the calculation editor that opens, do the following:

o Name the calculated field Margin.


4. Enter the following formula:
5. IIF(SUM([Sales]) !=0, SUM([Profit])/SUM([Sales]), 0)

6. When finished, click OK.

The new aggregate calculation appears under Measures in the Data pane. Just like
your other fields, you can use it in one or more visualizations.
4. Applying new data calculations to your visualizations, Formatting Visualizations,
Formatting Tools and Menus, Formatting specific parts of the view.

Tableau has a very wide variety of formatting options to change the appearance of the
visualizations created. You can modify nearly every aspect such as font, color, size,
layout, etc. You can format both the content and containers like tables, labels of axes,
and workbook theme, etc.

The following diagram shows the Format Menu which lists the options. In this chapter,
you will touch upon some of the frequently used formatting options.
Formatting the Axes:
You can create a simple bar chart by dragging and dropping the dimension Sub-Category
into the Columns Shelf and the measure Profit into the Rows shelf. Click the vertical
axis and highlight it. Then right-click and choose format.

Change the Font:


Click the font drop-down in the Format bar, which appears on the left. Choose the font type as
Arial and size as 8pt. as shown in the following screenshot.
Change the Shade and Alignment
You can also change the orientation of the values in the axes as well as the shading color as
shown in the following screenshot.
Format Borders
Consider a crosstab chart with Sub-Category in the Columns shelf and State in the Rows shelf.
Now, you can change the borders of the crosstab table created by using the formatting options.
Right-click on crosstab chart and choose Format.
The Format Borders appear in the left pane. Choose the options as shown in the following
screenshot.
This section describes the basic elements of views that you can create in Tableau. You
can show or hide parts of the view as needed (described below). Every view has a table
in some form, which may include rows, columns, headers, axes, panes, cells, and
marks. Views can optionally include tooltips, titles, captions, field labels, and legends.

Data views are displayed in a table on every worksheet. A table is a collection of rows and
columns, and consists of the following components: Headers, Axes, Panes, Cells, and Marks. In
addition to these, you can choose to show or hide Titles, Captions, Field Labels, and Legends.
Headers
Headers are created when you place a dimension or discrete field on the Rows shelf or
the Columns shelves. The headers show the member names of each field on the shelves. For
example, in the view below the column headers show the members of the Order Date field and
the row headers show the members of the Sub-Category field.
You can show and hide row and column headers at anytime.

To hide headers:

 Right-click (control-click on Mac) the headers in the view and select Show
Header.

Select the field in the view whose headers you want to show and select Show Header on the
field menu.
5. Editing and Formatting Axes, Manipulating Data in Tableau data, Pivoting
Tableau data.

 To edit an axis range, double-click the axis that you want to edit.

 Note: In Tableau Desktop, you can right-click (control-click on Mac) the axis, and then
select Edit Axis. In web authoring, you can click the arrow button on an axis, and then
select Edit Axis.
 In Tableau, this can process can be done by changing data types, connecting different
data sources, creating tables, sorting the rows and columns by a given criteria,
extracting variables, and visualizing them in charts, maps, etc.

 Pivoting data is the technique of data shaping that rotates data from a state of rows to a
state of columns. Simply put as the process of converting data from crosstab format
(which can be difficulty to work with) to columnar format.

After you have set up the data source, in the grid, select two or more columns. Click the
drop-down arrow next to the column name, and then select Pivot. New columns called
"Pivot field names" and "Pivot field values" are created and added to the data source. The
new columns replace the original columns that you selected to create the pivot.

Add to the pivot


To add more data to the pivot, select another column, click the drop-down arrow next to the
column name, and then select Add Data to Pivot. Make sure that the pivot columns and
values look as expected before you begin your analysis.
6. Structuring your data, Sorting and filtering Tableau data, Pivoting Tableau data.

 Data Structure. Tableau Desktop works best with data that is in tables formatted
like a spreadsheet. That is, data stored in rows and columns, with column
headers in the first row.

 To sort items in a table:

a) In the Legend, right-click anywhere in the white space and select Sort from the context
menu.
b) In the Sort dialog, in the Manual section, select items that you want to reorder and then
use the Up and Down buttons to move items in the list.

 Tableau supports 7 types of data types String values, Date values, Date & Time
values, Numeric values, Boolean values, Geographical values, Cluster or mixed
values.

 Sorting gives you control over the order that dimension members are listed in a
table and can often reveal relationships between fields.

 Data source filters can be useful for restricting the data users can see when you
publish a workbook or data source. When you publish a data source to Tableau
Server, the data source and any associated files or extracts are transported in
entirety to the Server.

 You can create filters on a data source, thereby reducing the amount of data in
the data source. This feature is available to Creators when authoring in Tableau
Cloud and Tableau Server.

 If you create an extract from a data source that already has data source filters in
place, those filters are automatically recommended as extract filters, and will
appear in the Extract dialog. Those recommended filters are not required to be
part of the Extract filter list, and can safely be removed without affecting the
existing set of data source filters.

 Data source filters can be useful for restricting the data users can see when you
publish a workbook or data source. When you publish a data source to Tableau
Server, the data source and any associated files or extracts are transported in
entirety to the Server. As you publish a data source you can define access
permissions for downloading or modifying the data source, and you can also
choose the users and groups who can remotely issue queries through Tableau
Server against that data source. When users have query permission and no
download permission, you can share a rich data model having calculated fields,
aliases, groups, sets and more—but only for querying.

The primary way to create a data source filter is from the data source page.
To create a data source filter

1. On the data source page, click Add in the Filters section in the upper-right
corner of the page.

To create a data source filter on a worksheet, right-click (control-click on a Mac) the data
source and choose Edit Data Source Filters.
Whether you start from the Data Source page or from a worksheet, you see an Edit Data Source
Filter dialog box, listing any existing data source filters.
2. Click Add to open an Add Filter dialog box listing all fields in the data source.
3. Click to select a field to filter; then specify how the field should be filtered, just as you
would for a field on the Filters shelf.

Global filters and data source filters

When you create a data source filter, any global filters that use that data source are
displayed automatically in the Edit Data Source Filters dialog box.

In Tableau Desktop, you can promote a global filter to be a data source filter. To
promote the global filter to be a data source filter, click OK.

If you promote a global filter to be a data source filter in Tableau Desktop, that global filter will
no longer be visible in worksheets of the workbook (because it becomes a data source filter).
Be aware that you do not need to select a global filter in the Edit Data Source Filters dialog box to
promote it. When you click OK, all global filters in the list will be promoted.

To prevent a global filter from being promoted to a data source filter, select the global filter in the Edit
Data Source Filters dialog box, and then click Remove.
7. Advanced Visualization Tools: Using Filters, Using the Detail panel,
using the Size panels, customizing filters, Using and Customizing
tooltips, Formatting your data with colors.

 In a dashboard, click the drop-down menu on a filter card and


select Apply to Worksheets > Selected worksheets. In the Apply
Filter to Worksheets dialog box, click All on dashboard, and then
click OK.
 Every worksheet in Tableau contains shelves and cards, such as
Columns, Rows, Marks, Filters, Pages, Legends, and more. By
placing fields on shelves or cards, you: Build the structure of your
visualization. Increase the level of detail and control the number of
marks in the view by including or excluding data.

 SIZE() Returns the number of rows in the partition.

 In Tableau Desktop, open the workbook and connect to the data you want to
filter. Navigate to the worksheet that you want to apply a filter to. Select Server
> Create User Filter. Then select the field you want to use for filtering the view,
such as Region.
Tooltips are details that appear when you rest the pointer over one or more marks in the view.
Tooltips also offer convenient tools to quickly filter or remove a selection, select marks that
have the same value or view underlying data.
You can edit the tooltip to include both static and dynamic text. You can also modify which
fields are included in the automatic tooltip.
1. On the Marks card select Tooltip. Tooltips are specified for each sheet and can be
formatted using the formatting tools along the top of the Edit Tooltip dialog box.
2. Use the Insert menu at the top of the dialog box to add dynamic text such as field
values, sheet properties, and more.
3. Use the formatting tools along the top of the Edit Tooltip dialog box.
Dynamic text values
Use the Insert drop-down list at the top of the dialog box to add dynamic text such as field
values, sheet properties, and more.

The All Fields option on the Insert menu adds all field names and values that are used in the
view. Inserting the All Fields parameter updates the tooltip as you change the view. You can
also use the All Fields option to exclude fields.

Command buttons
Select the Include command buttons option to show filtering and view data options in the
tooltip.

For example, including command buttons will add Keep Only, Exclude, and View Data buttons
to the tooltip. These command buttons are available both in Tableau Desktop and when the
view is published to the web or viewed on a mobile device. Unchecking Include command
buttons will also hide the aggregation summary if multiple marks are selected.

To change colors for values of a field, click in the upper-right corner of the color legend. In
Tableau Desktop, select Edit Colors from the context menu. In Tableau Server or Tableau
Cloud, the Edit Colors dialog opens automatically.
Change the color for a value

1. Click on an item on the left, under Select Data Item.

2. Click a new color in the palette on the right. In Tableau Desktop you can hover
over a swatch to identify the color.

3. Repeat for as many values that you want to change.

4. In Tableau Desktop, click OK to exit the Edit Colors dialog box. In Tableau
Server or Tableau Cloud, simply close the dialog box

Select a different palette


The Select Color Palette drop-down list in the Edit Colors dialog box provides color palettes
that you can use for discrete fields. The list contains both categorical and ordinal palettes.

At the top of the list are categorical palettes, such as Tableau 10. As noted above, categorical
palettes are appropriate for discrete fields with no inherent order.

At the bottom of the list are ordinal palettes such as Orange. Ordinal palettes contain a range of
related colors and are appropriate for fields that have an associated order, such as dates or
numbers.

After you select a palette, click Assign Palette to automatically assign the new palette colors to
the members in the field
Stepped Color
Select Stepped Color to group values into uniform bins, where each bin is associated with a
color. Use the spin control to specify how many steps (bins) to create. For example, for a range
of values from 0 to 100 you could specify five steps to sort values into five bins (0-20, 20-40,
etc.).
Tableau Desktop version Web version
Configure Color Effects
Click the Color drop down on the Marks card to configure additional Color settings not
related to the actual colors shown.

Mark borders
By default, Tableau displays all marks without a border. You can turn on mark borders for all
mark types except text, line, and shape. On the Color drop-down control, select a mark border
color.
Tableau Desktop version Web version
8. Creating Dashboards & Storytelling, creating your first dashboard and
Story, Design for different displays, adding interactivity to your Dashboard,
Distributing & Publishing your Visualization.

After you've created one or more sheets, you can combine them in a dashboard, add
interactivity, and much more

 Create a Dashboard
1. At the bottom of the workbook, click the New Dashboard icon:
2. From the Sheets list at left, drag views to your dashboard at right.
3. To replace a sheet, select it in the dashboard at right. In the Sheets list at left, hover over the
replacement sheet, and click the Swap Sheets button.

Create a dashboard, and add or replace sheets

You create a dashboard in much the same way you create a new worksheet.

1. At the bottom of the workbook, click the New Dashboard icon:

From the Sheets list at left, drag views to your dashboard at right.

To replace a sheet, select it in the dashboard at right. In the Sheets list at left, hover
over the replacement sheet, and click the Swap Sheets button
Add interactivity

You can add interactivity to dashboards to enhance users' data insights. Try these
techniques:

 In the upper corner of sheet, enable the Use as Filter option to use selected marks in
the sheet as filters for other sheets in the dashboard.

Add dashboard objects and set their options


In addition to sheets, you can add dashboard objects that add visual appeal and interactivity.
Here's guidance about each type:
 Horizontal and Vertical objects provide layout containers that let you group related
objects together and fine-tune how your dashboard resizes when users interact with
them.
 Text objects can provide headers, explanations, and other information.
 Image objects add to the visual flavor of a dashboard, and you can link them to specific
target URLs. (While Web Page objects can also be used for images, they are better for
complete web pages. The Image object provides image-specific fitting, linking, and alt-
text options.)
 Web Page objects display target pages in the context of your dashboard. Be sure to
review these web security options, and be aware that some web pages don't allow
themselves to be embedded—Google is one example.
Note: For security reasons, your Tableau administrator may prevent Web Page and Image
objects from displaying target URLs.
 Blank objects help you adjust spacing between dashboard items.
 Navigation objects let your audience navigate from one dashboard to another, or to
other sheets or stories. You can display text or an image to indicate the button's
destination to your users, specify custom border and background colors, and provide
informational tooltips.
 Download objects let your audience quickly create a PDF file, PowerPoint slide, or
PNG image of an entire dashboard, or a crosstab of selected sheets. Formatting options
are similar to Navigation objects.
Note: Crosstab download is possible only after publishing to Tableau Cloud or Tableau Server.
 Extension objects let you add unique features to dashboards or integrate them with
applications outside Tableau.
 Ask Data objects let users enter conversational queries for specific data source fields,
which authors optimize for specific audiences such as sales, marketing, and support
staff.

 Create a Story

1. Click the New Story tab.


2. In the lower-left corner of the screen, choose a size for your story.
3. By default, your story gets its title from the sheet name.
4. To start building your story, double-click a sheet on the left to add it to a story point.
5. Click Add a caption to summarize the story point.

 Building Your First Tableau Story

 To add worksheets or a dashboard to your first story point, navigate to the left pane and
drag the sheet onto the blank canvas. Once you've done that, you'll have the option to
add a new story point, either duplicated from the story point you just created or a blank
new story point.

 Dashboards can include layouts for different types of devices that span a wide range
of screen sizes. When you publish these layouts to Tableau Server or Tableau Cloud,
people viewing your dashboard experience a design optimized for their phone, tablet, or
desktop.
 Add interactivity
1. Select Profit Map in the dashboard, and click the Use as filter icon. ...
2. Select a state within the Southern region of the map. ...
3. Click an area of the map other than the colored Southern states to clear your selection.

 Publish your workbook


1. With the workbook open in Tableau Desktop, click the Share button in the toolbar. ...
2. In the Publish Workbook dialog box, select the project to publish to.
3. Name the workbook according to whether you're creating a new one or publishing over an
existing one.
4. Under Data Sources, select Edit.
9. Tableau file types, publishing to Tableau Online, Sharing your visualizations,
printing, and Exporting.

 Workbooks (.twb) – Tableau workbook files have the .twb file extension. Workbooks
hold one or more worksheets, plus zero or more dashboards and stories.
 Bookmarks (.tbm) – Tableau bookmark files have the .tbm file extension. Bookmarks
contain a single worksheet and are an easy way to quickly share your work.
 Packaged Workbooks (.twbx) – Tableau packaged workbooks have the .twbx file
extension. A packaged workbook is a single zip file that contains a workbook along
with any supporting local file data and background images. This format is the best way
to package your work for sharing with others who don’t have access to the original data.

 Extract (.hyper) – Tableau extract files have the .hyper extension. Extract files are a
local copy of a subset or entire data set that you can use to share data with others, when
you need to work offline, and improve performance.
 Data Source (.tds) – Tableau data source files have the .tds file extension. Data source
files are shortcuts for quickly connecting to the original data that you use often. Data
source files do not contain the actual data but rather the information necessary to
connect to the actual data as well as any modifications you've made on top of the actual
data such as changing default properties, creating calculated fields, adding groups, and
so on.
 Packaged Data Source (.tdsx) – Tableau packaged data source files have the .tdsx file
extension. A packaged data source is a zip file that contains the data source file (.tds)
described above as well as any local file data such as extract files (.hyper), text files,
Excel files, Access files, and local cube files. Use this format to create a single file that
you can then share with others who may not have access to the original data stored
locally on your computer.

If you want to share your data discoveries with the world outside of your organization, you can
save your workbook to Tableau Public, a free cloud service. On Tableau Public, anyone can
interact with your views, or download your workbooks or data sources.

9. Tableau file types, publishing to Tableau Online, Sharing your


visualizations, printing, and Exporting.
 Visualization is the practice of imagining what you want to achieve in the
future. As if it was true today. It involves using all five senses of sight, smell,
touch, taste, and hearing. The process of visualizing directs your subconscious to
be aware of the end goal you have in mind.

 If you want to share your data discoveries with the world outside of your
organization, you can save your workbook to Tableau Public, a free cloud
service. On Tableau Public, anyone can interact with your views, or download
your workbooks or data sources.
 With the workbook open in Tableau Desktop, click the Share button in the
toolbar. If you aren't already signed in to Tableau Server or Tableau Cloud, do
so now. If you don't have a site yet, you can create one on Tableau Cloud. In the
Publish Workbook dialog box, select the project to publish to.

 In the Visualize or Present canvas, click the visualization that you want to export
data for to select it. Go to the workbook toolbar, and then click Export. In
the File dialog, go to the Format field and select Data (csv). Click Save.
10. Creating custom charts, cyclical data and circular area charts, Dual Axis
charts.

Custom shapes in Tableau are fast and easy to use and provide the user unlimited control
over mark shapes. Tableau shapes and controls can be found in the marks card to the right of
the visualization window.

The steps below will help to create a Line Graph.


1. Create a worksheet.
2. Rename the worksheet if necessary.
3. Hover over the Show-me tab for understanding the prerequisites.
4. Drag Order Date to columns.
5. Sort Date based on Months.
6. Drag Sales to Rows.
7. Tableau will automatically create a Line Chart.

 Tableau Cycle Fields will cycle/rotate dimensions on the current worksheet. For
example, the field in the row shelf will move to the color shelf and vice-versa.

 Use Two Pie Charts


1. Step 1: Create a pie chart. In Tableau Desktop, connect to Superstore sample data. ...
2. Step 2: Switch to the dual-axis chart. Select Analysis > Create Calculated Field. ...
3. Step 3: Change the second pie chart to a circle. At the bottom of the Marks card, click
AGG(Dummy Axis)
 A dual axis chart is used to present the relationship between two variables. More
specifically, these charts are useful for demonstrating the relationship between two or
more measures with different amplitude and scale.0

There are several different ways to compare multiple measures in a single view. You can:
 Create individual axes for each measure.
 Blend two measures to share an axis.
 Add dual axes where there are two independent axes layered in the same pane.
Add individual axes for measures
To add individual axes for each measure, drag measures to the Rows and Columns shelves.
 Adding a continuous field on the Rows shelf adds an additional axis to the rows of the table.
 Adding a continuous field on the Columns shelf adds an additional axis to the columns of the
table.
The example below shows quarterly sales and profit. The Sales and Profit axes are individual rows in
the table and have independent scales.
The Order Date field on the Columns shelf is a discrete date dimension. Because it is discrete, it creates
headers rather than an axis.

To blend multiple measures, drag one measure or axis and drop it onto an existing
axis.

Instead of adding rows and columns to the view, when you blend measures there is a
single row or column and all of the values for each measure is shown along one
continuous axis. For example, the view below shows quarterly sales and profit on a
shared axis.
******

You might also like