EXPERIMENT-07

AIM: Advanced visualization tools: using filters, using the detail panel, using the size
panels, customizing filters, using and customizing tooltips, formatting data with colors.

PROCEDURE:

Step1: To assign a color to marks in the view, do one of the following:

a. On the Marks card, click Color, and then select a color from the menu.
b. From the Data pane, drag a field to Color on the Marks card.

Step2: To change the color palette or customize how color is applied to your marks:

a. On the Marks card, click Color > Edit Colors.

Step3: To change the size of marks in the view, do one of the following:

a. On the Marks card, click Size, and then move the slider to the left or right.
b. From the Data pane, drag a field to Size on the Marks card.

Step4: To edit the size of marks, or change how size is being applied to marks in the
view:

a. On the Size legend card (which appears when you add a field to Size on
the
Marks card), click the drop-down arrow in the right-hand corner and
select Edit Sizes.
b. In the Edit Sizes dialog box that appears, make your changes and then
click OK.

Step5: To add a tooltip

a. Drag a field to Tooltip on the Marks card.

b. Click Tooltip on the Marks card to open the Edit Tooltip dialog box, where
you can
add text, rearrange the tooltip contents, and insert more fields.

SOURCE CODE:

Tableau applies different colors to marks based on the field’s values and members.
For example, if you drop a discrete field (a blue field), such as Category, on Color, the marks
in the view are broken out by category, and each category is assigned a color.
 If you drop a continuous field, such as SUM(sales), on Color, each mark in the view is
colored based on its sales value.

To change the size of marks in the view, do one of the following:

 On the Marks card, click Size, and then move the slider to the left or right.
 From the Data pane, drag a field to Size on the Marks card.

When you place a discrete field on Size on the Marks card, Tableau separates the marks
according to the members in the dimension, and assigns a unique size to each member.

To separate marks in the view (or add more granularity):

 From the Data pane, drag a dimension to Detail on the Marks card.
When you drop a dimension on Detail on the Marks card, the marks in a data view are separated
according to the members of that dimension. Unlike dropping a dimension on
the Rows or Columns shelf, dropping it on Detail on the Marks card is a way to show more data
without changing the table structure.

Tooltips are details that appear when you hover over one or more marks in the view.
Tooltips are also convenient for quickly filtering or removing a selection, or viewing
underlying data

1. Drag a field to Tooltip on the Marks card.

2. Click Tooltip on the Marks card to open the Edit Tooltip dialog box, where you can
add text, rearrange the tooltip contents, and insert more fields.

3. Tooltip options

After you open the Edit Tooltip dialog box, there are several options that you can
choose from to format the tooltips in your view and configure their behavior.

Before you begin filtering data in Tableau, it's important to understand the order in which
Tableau executes filters in your workbook.
 Tableau performs actions on your view in a very specific order; this is called the Order of
Operations.
Filters are executed in the following order:
1. Extract filters
2. Data source filters
3. Context filters
4. Filters on dimensions (whether on the Filters shelf or in filter cards in the view)
5. Filters on measures (whether on the Filters shelf or in filter cards in the view)

To filter marks from the view, select a single mark (data point) or click and drag in the
view to select several marks. On the tooltip that appears, you can:
Select one of the option among either keep it or exclude:

Another way to create a filter is to drag a field directly from the Data pane to the Filters shelf.

To create a table calculation filter, create a calculated field, and then place that field
on the Filters shelf.
When you show totals in a view and you want a table calculation filter to apply to the totals,
you can select Apply to totals in the drop-down menu for that filter (on the Filters shelf). This option
lets you decide when a table calculation filter should be applied to totals.
 To show a filter in the view:

1. In the view, click the field drop-down menu and select Show Filter.

The field is automatically added to the Filters shelf (if it is not already being filtered),
and a filter card appears in the view. Interact with the card to filter your data.
 In addition to the general filter options and the filter modes, you control how your
filter appears in the worksheet, on dashboards, or when published to the web even further in
Tableau Desktop

To customize filters, click the filter card drop-down menu and select Customize

You can select from the following options:

 Show “All” Value - toggles whether to show the “All” option that displays by default
in multiple values and single value lists.
 Show Search Button - toggles whether to show the search button at the top of the
filter.
 Show Include/Exclude - toggles whether to show the Include Values and Exclude
Values commands on the filter card menu. When shown, users can switch the filter
between include and exclude modes.
 Show Control Types - toggles whether to let users change the type of quick filter
shown. For example, when shown, a user can change a multiple values list to a
compact list.
 Show More/Fewer button - toggles whether to show the More/Fewer button at
the top of the filter.
 Show All Values button - toggles whether to display the Show All Values button
on the filter card.

Whenever data is excluded in the filter, the small red "x" appears on the Show All
Values button. When all values are showing, the red "x" disappears.
 Show Apply Button - toggles whether to show the Apply button at the bottom of the
filter. When shown, changes to the filter are only applied after you click the button.
Pending changes are indicated with a green color. This option is only available in
multiple values lists and dropdowns. This options is available in web authoring.
 Show Readouts - controls whether the minimum and maximum values are displayed
as text above a range of values. The readouts can be used to manually type a new
value instead of using the sliders.
 Show Slider - controls whether the slider displays. When this option is cleared, the
filter only displays the readouts.
 Show Null Controls - shows a drop-down list that lets you control how the filter
handles null values. You can select from values in a range; values in a range and null
values; null values only, non-null values, or all values

VIVA QUESTIONS:

1. What Are the Filters? Name the Different Filters in Tableau.

Tableau filters are a way of restricting the content of the data that may enter a
Tableau workbook, dashboard, or view Different types of filters are context filters,
extract filters, data source filters

2. What does "page shelf" mean in Tableau?

Page shelf in Tableau makes it easier to understand and use multiple charts. If
there is more than one plot on a single sheet and you want to see them one at a
time, drag and drop the dimension that makes more than one chart onto the page
shelf. Then, a button on the right side lets us look at the data one chart at a time.
3. What does "view in tableau" mean?
The term "view" refers to how data from a source is shown in a worksheet. A
view can be anything. It could be a plot, a chart, a graph, or even a table.

4. In Tableau, what are marks?

A Marks card helps add details to the chart because it can give different colours
based on a category and change the size of a line, circle, or bar in the chart based
on any measured value. Marks card is also used to put labels on the chart and add
details to the view. It is also used to control the tooltip and how it looks, which
should improve the visualisations.

5. How to display color legends if they do not automatically appear.

On a Worksheet

 Select Analysis > Legends > Color Legend.

 Select Worksheet > Show Cards > Reset Cards.
 Right-click in the space below the Marks card and select Legends > Color Legend.