23 Da Exp 5
23 Da Exp 5
Tasks to be done:
1. Analyze and generate the report of parameters: Category, Subcategory and Profit.
2. Analyze the relationship between country, region and sales. Also apply various aggregate
functions on measures.
1. . Analyze and generate the report of parameters: Category, Subcategory and Profit.
• Open Tableau.
• Click on "Connect" and select the appropriate connection to your data (Excel, CSV, etc.).
• Once the data is loaded, go to the "Data Source" tab to check the imported dataset.
• In the bottom-left corner, click on the Sheet 1 tab and rename with our UIDs.
• From the "Data" pane on the left, drag "Category" and "Sub-Category" to the Rows shelf.
• Drag "Profit" to the Columns shelf.
• Tableau will automatically create a bar chart showing profit by category and sub-category.
• We can change the chart type by clicking on the "Show Me" button on the right and selecting
different chart types like a bar chart or a tree map for a different view.
#Different Charts:
2. Analyze the relationship between country, region and sales. Also apply various aggregate
functions on measures.
• To change the aggregate function, click on the SUM(Sales) dropdown, then select "Measure" and
choose from options like SUM, AVG, COUNT, MIN, or MAX.
• Tableau will create a bar chart by default, but you can change it by going to "Show Me" and
choosing other chart types like maps.
Learning Outcomes:
• Learned how to create and interpret visualizations like bar charts, tree maps, and pie charts using Tableau for
data analysis.
• Gained insights into applying aggregate functions (SUM, AVG, MIN, MAX) to summarize data such as sales
by country or region.
• Understood how to use filters and customization options to refine and explore specific data segments, such as
categories or regions.