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Tableau Notes

This document discusses various Tableau concepts and functions including: - Filters can be applied at different levels and the output of two filters will be the intersection of the results. Context filters talk directly to the data source. - Sets are used for comparison and can be combined, while groups are used for analysis and cannot be combined. - Date functions like DATEPART allow extracting parts like year, quarter, month from dates. - Functions like IF, LOOKUP, and LOD expressions allow conditional logic and calculations in Tableau.

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61 views21 pages

Tableau Notes

This document discusses various Tableau concepts and functions including: - Filters can be applied at different levels and the output of two filters will be the intersection of the results. Context filters talk directly to the data source. - Sets are used for comparison and can be combined, while groups are used for analysis and cannot be combined. - Date functions like DATEPART allow extracting parts like year, quarter, month from dates. - Functions like IF, LOOKUP, and LOD expressions allow conditional logic and calculations in Tableau.

Uploaded by

Kevin 12
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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LIVE VS EXTRACT:

Dimensions vs Measure:
Extensions in Tableau:

(i)The twb file can be accessed only when the user is within the network
(ii)The twbx file can be accessed when the user is outside the network

10:Video no:10
FILTERS:

We can apply filter in these levels:


COUNT VS COUNTD:
NOTE:WHEN TWO FILTERS ARE USED,THE OUTPUT WILL BE
INTERSECTION OF THE TWO FILTERS:RESULT SHOWN BELOW

What happens in the backend when filters are applied:


Note:Context filter always talks to the datasource

IN general we can use 2-3 custom filters.If we use more it will effect
the performance.

Difference between context filter and data source filter:


VIDEO-17:
VIDEO-18:

Note: We cannot create set for different dimensions.


VIDEO-19:

IN=INSIDE SET
OUT=OUTSIDE SET

 (i)We use SET for comparison.


(ii)A set is only in\out which means inside set\outside set
 (i)We use GROUP for analysis
(ii)We cannot combine groups,whereas we can combine set
BINS IN TABLEAU:

Bins: Tableau bins are containers of equal size that store data values like or
fitting in bin size. Also, we’ll say that bins a group of data into groups of equal
intervals or size making it a scientific distribution of data. In Tableau, data
from any discrete field are often taken to form bins. Although, Tableau users
mostly use measure fields to form numeric bins.

Note: If the data type is numeric we can create a bin in Dimensions

VIDEO-20:
NOTE: (i) If the output of the calculated fields are numbers it is placed
under measures
(ii)if the output of calculated fields are other than numbers,it is placed
under Dimensions

VIDEO-21:
Note: Any function in tableau which starts with IS will return a Boolean value(ie
T/F)

VIDEO-22:

NOTE: Always inner functions execute first followed by outer functions


Valid Words which we can use in Date Parts:

DATE FUNCTIONS; (eXAMPLE)


VIDEO-24
IF FUNCTION SYNTAX:
VIDEO-25:

VIDEO-26:
VIDEO-28:
VIDEO-29:
Note: Secondary calculation can only be applied on running total and moving calculations.

LOOKUP()
VIDEO-30:

Note: When we use first and Last functions we can see that we get the same value.
NOTE: Default value of a set is always TRUE

NOTE: In Table Calculation:

VIDEO-34:
YTD CALCULATIONS:

(EXAMPLE)

PYTD Calculations:
(Example)

HYTD Calculation:

Note: To get Second Half of year 1st day Logic is below:

NOTE: LOGIC FOR ‘HTD’ CALCULATIONS:


VIDEO-35:
For QTD LOGIC:
[Starting day of the quarter-Ending Date]

- Today

LOD EXPRESSIONS:

VIDEO-36:
NOTE:

Imp: PART1 is optional for fixed LOD ie., we can either mention the function FIXED or leave it
blank

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