1.

Be consistent with colors

2. Be mindful of the colors
3. Be mindful of the tone of the colors
4. Follow Z movement.
5. Abc- text
6. #- number:
blue-dimension: values that determine/define the level of analysis on what measures are
aggregated.
Green- measure: values that can be aggregated. Mathematical functions can be applied on
them.
7. Canvas/view:

8.
9. Heat map of data: drag whatever coloumn, drag it to colour.
Removing: tap on the “sum” and choose the “remove” option.
10. Different colours for different bars: Drag the “row” into colour and it will assign different
color for each value.
11. Label/ exact value of bars: drag the “measure” on ‘Label’.
12. Meta data
13. Preview Data
14. Logical Space
15. Dimension
16. Measure

26-07-2023 (pivot, data preprocessing)

17. Clean with data interpreter: it will remove the empty rows/columns
18. Three variables: Job titles, year, expenditure
19. Convert 18 variables into 3
20. Select second column till last
21. Select any year, select dropdown, select pivot,
22. You will have 3 different coloumns.
23. Any combination e.g. number and special character- string
24. Split the value if it has any separator
 25. Split: tableau will split on its own
26. Custom Split: where you can define the split values, a dialogue box will emerge. Choose the
split you want.
27. Rename the fields
28. =Abc: column has been created and not a part of the original data.
29. Filter out Grand total variable:
30. Filter option Add: add the filter- Go to the field where you have the value to be removed-
find the field- “Exclude”- Click okay.
31. Groups & Sets: Ctrl+select the fields and then a a dialogue box will appear on its own. Click
on the group icon. Edit Alias for editing the name of the group.
32. Edit the group: Right click and select the “Edit Group”. To add or remove any field just drag it
in or out of the group.
33. Set: To highlight some values, select some field which you want to highlight, the same
dialogue box will appear and then select Set, On the left pane you will find “group set” and
then drag it to colour to color code it.
34. To edit the color, select the color option and edit colour for “in” and “out” option.
35. Percent conversion: Quick table calculation: percent of total
36.

27.07.2023 (Advanced Chart)

1. Bullet: A chart which compares/depicts your benchmark with your actual goal.
2. Steps to make: Set an objective: Which dept has achieved its revenue goal.
3. Select the goal, go to show me, select the bullet chart.
4. Swap the columns by right click on the “Revenue” option and choose swap reference line
fields.
5. The darker grey shade represents 60%, lighter 80% and the black line as Goal.
6. To create a new logical test, you need to create a new field
7. On the data tab on the left side, click on the drop down button, select create calculated field,
8. Define the field. “Goal met”
9. Sum(revenue)>=sum(revenue(goal))
10. =T|F: “=” means

1. Bar in Bar: two specific categories in a single chart

2. Compare revenue of 2018 vs 2019 department type wise.

3. Select the “Date of Admit” and then drag it to colour.

4. Now you have a stacked bar.
5. Now go to analysis and then go to Stack Marks, select “off”
6. Now you can see an overlapping chart.
7. Go to colours and then choose grey for the previous year and darker colour for thecurrent year.
 8. Then choose the date variable and put it in “Size”. Then change the value of quarter to year.

3. 1. Hierarchy

Year,

Quarter,

Month

Day

Hour

Minutes

Seconds

2. “+”: it means that there is hierarchy in that variable.

3. Date part: Discrete- all the values are different from each other. It will aggregate the same values like
January comes two times in our data so in discrete part it will aggregate at January (2018+2019)

4. Date value: Continuous: used to compare

2/8/23
1. Create hierarchy: Drag the lower item of hierarchy and put it on the higher level of hierarchy. A
dialogue box will open up, rename it as per preference.
2. Objectives: Customer data: obj1- Expansion, geographic, segment
Obj2- Retention: customer profitability analysis
3. Select the area and drag it onto the canvas you’ll get a map with selected areas.
4. If you’re getting the world map: right bottom corner some message will appear- click on it- Edit
location- it will give you which country you’re searching for these values- select India.
5. Drag customer detail count on “Label”. You will get the no. of customers on the selected area
6. From “Marks” choose “map”.
7. Drag “profit” on color, you will get a heat map of the profits.
8. Objective 2: What is the pattern of profit in each segment over the year
9. To make month wise line chart: Put order date on coloumn, segment before sum on rows. Put
segment on colour and you’ll get colour wise profit line.
10. Bin: Helps in converting any measure/ continuous variable into categorical variable.
11. Right click on any measure, Create Bin
12. Edit bin dialogue box: Name, Size of bin- e.g. 10
13. Now put whatever variable (bin) on coloumn then count on row. You will
14. Parameter: Right click on the Data field: create parameter,
15. How to remove the legend component: select the container, choose Floating.
16. Then on Layout, select a dark colour with lower opacity

9/8/23
Data model, joints, blends
1. Joints-a lot of disadvantages. Merge them and create a meta/clubbed file. Data will vary based on
type.
2. Data model: “Data schema” : here we establish a relationship. It tells how they’re connected to
each other. Treat them in different files.
3. Blends: if data file format is different, we use blends.
4.

5. Canvas
6.

7. Worksheet- view
8. Root table: the first table on canvas
 9.

10. Logical Area

11. Primary key: all the values should be unique.
12. Foreign Key: the same variable will not be unique.
13. Data model: created only in logical area
14. Objective: Create a chart to understand the about who stayed the longest in the hospital.
15. Select a table and choose swap with root
16. Dual Axis chart: add two measures. You will see two different graphs. You will see äll”,
“CNT(ORDER)””CNT(RETURNS)”. You can select any of the three to make changes in the different
charts accordingly.
17. Double click on the variable in the logical layer- Physical layer.

10/8/23
1. Objective: To find the pattern of the difference between the total inventory and
total sales across cities.
2. First we need to have uniformity in the duration of the inventory. 720 data point=
24x30
3. Dummy sheet: Add a new sheet, copy the header (Date and time) from the given
data and then paste it in dummy sheet.
4. How to import the date and time data:
5. Put the dummy data on the canvas and then add two/three sheets on the same
canvas.
6. Then use left joints. We use left joints because we need all the 720 rows for the data
7. Time (dummy) is the “root sheet”.
8. Logical- data model
9. Physical- joint
 10. Check the variables you’re dealing with: Date, city, the value of inventory/sales
11. Pivot: to define the no. of variables we’re dealing with.
12. Select from the inventory of 1st city till the 3rd city and select pivot option.
13. Right click on the label and the format section will appear.
14. Change display unit to decimal.
15. Right click on the sum(values)-quick table calc- running total- cumulative total- sum
of all the previous values.
16. To get the cumulative value- press ctrl and then drag the sum(values) to label.
17. To remove the quick table cal- clear quick table calculation
18. Difference: difference from left to right value. (by default)
19. Difference- compute using- direction of difference down- table down
20. Hide the inventory since we only need to see the difference within “Actual Sales”
21. Ctrl + the inventory values= right click=hide.
22.

16/08/2023

1. Go to data source and then change the time to date.

2. Decision: most suitable city to open your bank branch based on your dataset.
3. Box-plot:
1. Outlier: anything going beyond min or max value of box plot.
2. Put city on column, growth rate on row.
3. Put bank on detail to differentiate different banks
4. Select the circle graph and colour it.
5. Go to analytics- Drag box plot to the chart.
6. Reading the graph: highest range- chances of high risk; lower the gap- better the
objective. Higher the median, better the objective.
4. Forecasting: Future values based on historical values on a time series.
5. Time series: interval of data points is equal across the data.
6. Go to analytics- drag forecast on the chart.
7. Right click on the chart- choose- forecast- forecast option
8. Trend line: shows where the chart is headed
9. Clustering: Defining a parameter, creating a label and dividing the groups.
10. K-means: most popular algorithm for clustering
11. How to create cluster: go to analytics- put forecast on the chart.
17/08/2023

1. Go to customer file- put it on size- you will het a small dot.

2. Go to profit margin and growth rate and then enable the links.
3. Put growth rate on column and profit margin on row.
4. Put region on colour
5. Exclude null: right click on null and exclude.
6. Put country on detail
7. From drop down – edit sizes-

8. From “Marks” choose shape- circle.

9. Put year from customer to “pages”. You will get the year control to change the years.

10. Right click on the chart- annotate- area- insert- page name-
11. Select the formula “page name” and then format it accordingly.
12. Drag it wherever you want to put it.
Doubt:
1. How to create an effective story
2. How to set an objective
3. When do we know when to use pivot
4. When do we use data processor
5. When do we need to use bins
6. When do we need to use groups/sets
7.