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pgm7 and 10

The document outlines a step-by-step process for organizing and analyzing sales data using Tableau and pivot charts. It includes steps for selecting cities, sorting sales data, creating line charts, formatting, and adding data labels. Additionally, it provides instructions for displaying sales in thousands and sorting by sales value in descending order.

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Dhilsanth SL
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20 views29 pages

pgm7 and 10

The document outlines a step-by-step process for organizing and analyzing sales data using Tableau and pivot charts. It includes steps for selecting cities, sorting sales data, creating line charts, formatting, and adding data labels. Additionally, it provides instructions for displaying sales in thousands and sorting by sales value in descending order.

Uploaded by

Dhilsanth SL
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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PGM8

STEP1 : ORGANIZE THE DATA

STEP2 : SELECT THE ONE OF THE CITY


STEP3: SORT IN DESCENDING ORDER OF SALES

STEP 4: SELECT THE ANALYZE MENU->SELECT THE PIVOT CHART ->LINE CHART
STEP 5 FORMATTING THE CHART
STEP 6 In New sheet -> new dashboard
STEP 7: In New sheet -> new dashboard
STEP 7: selecting the another city and repeating the same steps
STEP 8: formatting the chart

STEP 8: adding the data lables to the chart


STEP 8: Select the number option -> change to currency

STEP 8: change the decimal point to zero


STEP 8: change the decimal point to zero
STEP 8: Select Analyze Menu->select insert slicer for each chart

STEP 8: select any region from slicer ,it will change in chart according
STEP 8: Right click on slicer and select-> report connection and select all the pivot table
Pgm10

Sales by Category by Sub-Category (in thousands and sorted by sales value in descending order)by using
tableau

Prepare Your Data:

 Ensure you have a dataset that includes fields like Category, Sub-Category, and Sales.
 Make sure that the sales data is numerical, and the category and sub-category fields are
categorical (dimension).

Open Tableau:

 Launch Tableau and connect to your dataset (Excel, CSV, database, etc.).

Drag Fields to Columns and Rows:

 Drag Category to the Columns shelf.


 Drag Sub-Category to the Rows shelf.
 Drag Sales to the Text shelf under the Marks card.
 By default, Tableau will aggregate the sales data, usually summing the values. If not, click on
the drop-down menu on the Sales field on the Text shelf, and select SUM (Sum of Sales).
onvert Sales to Thousands:

 To display sales in thousands, right-click on the SUM(Sales) pill and select Format.
 In the Format pane, select the Numbers drop-down and choose Custom.
 In the Custom formatting box, use a formula like: #,##0,, which divides the value by
1,000.
 This will show sales in thousands.
ort by Sales Value:

 Click on the Sales field in the Rows shelf.


 Sort the data by descending order of sales by clicking the sort icon (downward arrow)
next to the Sales field.
 This ensures the sub-categories with the highest sales are displayed first.
dd Labels and Tooltips:

 To improve readability, drag the Sales field to the Label shelf within the Marks card to
display sales on each bar (if using a bar chart).
 You can customize tooltips to show more details when hovering over a category.
Save and Publish:

 Once you are satisfied with the visualization, save the workbook, or publish it to Tableau
Server or Tableau Public if required.

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