Tableau Worksheet

Tableau Worksheet Exercise

Please use the screenshots ONLY as a reference. The written instructions have to be
followed AS written.

PLEASE MAKE SURE YOU SUBMIT ALL THE SCREENSHOTS WITH TIMESTAMPS
AT THE BOTTOM RIGHT (WINDOWS USERS) OR ELSE YOU WILL
AUTOMATICALLY QUALIFY FOR A DISCOUNT.

Objective:
To understand how to make charts in Tableau by implementing join, aggregation, sort
and filter techniques in a worksheet.

Step 1: Prerequisite
Before you can begin, your computer needs the Tableau Desktop installed and working.
 Tableau is a business intelligence tool used for data visualization. It turns
data into meaningful insights.

Step 2: Installation of Tableau Desktop

1. Click on the link below and select “Get Tableau for free”
https://www.tableau.com/academic/students
2. On the form, enter your school email address for Business E-mail and enter the
name of your school for Organization.
3. Once Tableau is installed, activate it with the product key listed in the associated
document.

Step 3: Connecting to a Data Source

1. Launch Tableau from your desktop.

Judd Bradbury
Page 1
 Tableau Worksheet

2. Click on “Sample – Superstore” as shown in the screenshot below.

3. Select the Sample – Superstore data set. This is a sample dataset

provided by Tableau. The data set includes sales data for a big box
Superstore (Walmart, Target, Home Depot).

Step 4: Exploring the Dataset

The resulting screen is called a worksheet. It provides shelves to drag and drop
dimensions and measures to construct a visualization.
Dimensions contain qualitative values (such as names, dates, or geographical data). It
is used to categorize, segment, and reveal the details in the data.
Measures contain numeric, quantitative values that can be measured. It can be
aggregated.
Click on the “Data Source” button at the bottom left part of your screen.

Judd Bradbury
Page 2
 Tableau Worksheet

Question 1: Paste the screenshot of the resulting screen.

Question 2: Review the metrics provided in the data source tab. Total how many tables
are there in the loaded dataset? What is the total number of rows in the orders table?
What is the total number of columns in the Orders table?

Step 5: Relationships

Judd Bradbury
Page 3
 Tableau Worksheet

Relationships are an easy, flexible way to combine data from multiple tables for
analysis. You define relationships based on matching fields, so that during analysis,
Tableau brings in the right data from the right tables at the right aggregation—handling
level of detail for you. A data source with relationships acts like a custom data source
for every viz, but you only build it once.

Here, the Orders table is our fact table because it describes our business process. We
want people to order items from our Superstore, and when they do, they are recorded in
the Orders table.
The default which the updated version of Tableau implements is a Relationship. Now
drag the People table next to the Orders table to create a relationship between the two.
This is where we will define the characteristics of our relationship. Make the following
changes by clicking on the line between the two tables and enlarging the Performance
Options.

Judd Bradbury
Page 4
 Tableau Worksheet

Tableau recognized that there was probably a relationship between the Region field
from the Orders table and the Region field in the People table. If this had not been the
case, then you would have needed to select the fields from the drop-down that you want
to relate.
Next you will need to select the cardinality for this relationship. Here, there are many
rows with each region in the Orders table but there is only one row per region in the
Region table. This means the cardinality is many-to-one. Choose those options from
the drop-down accordingly.

Similarly, create a relationship between Orders and Returns table by dragging the
Returns table on canvas and making the following changes:

Judd Bradbury
Page 5
 Tableau Worksheet

Question 3: Paste two screenshots of both of the relationships 1) between the Orders
and the People and 2) the Orders and Returns.

Step 6: Rename Worksheet

Click on the “Sheet 1” icon on the bottom to go back to the worksheet.
Double click or right click on “Sheet 1” and rename it to your “Firstname_Lastname”.

Judd Bradbury
Page 6
 Tableau Worksheet

Question 4: Paste a screenshot of the renamed worksheet.

Step 7: Aggregation

Drag the Category variable from Dimensions to the Columns shelf.

Judd Bradbury
Page 7
 Tableau Worksheet

Now drag Profit from Measures to the Rows shelf.

Question 5: What is the default aggregation in Tableau?

a) Mean
b) Sum
c) Median
d) Count

Hover the mouse over the green pill, click on the small white triangle and select
“Average” from the Profit Measure.

Judd Bradbury
Page 8
 Tableau Worksheet

Select “Entire View” as shown in the below screenshot.

5. Rename the current worksheet to “FirstName - Bar Chart”

Question 6: Paste the screenshot of your screen showing the entire view.

Question 7: What changes were observed in the bar graph when aggregation was
changed from sum to average?

Step 8: Filters

1. Create a new worksheet by clicking at the bottom worksheet icon. Also,

rename the new worksheet as “FirstName – Scatter Plot”

2. Drag the “Profit” measure to the Columns shelf. Drag “Sales” from
Measures to the Rows shelf.

Judd Bradbury
Page 9
 Tableau Worksheet

3. Drag “Sub-Category” from Dimensions to color on the marks shelf.

4. Drag “Order Date” from Dimensions to the Filters shelf.

Judd Bradbury
Page 10
 Tableau Worksheet

5. Click on “Years”. In the next pop-menu select the oldest year through the
current year. Finally, click on the apply button then hit Ok.

6. Hover the mouse on the newly created filter, click on the white triangle and
select “Show Filter”.

7. Hover mouse over the engaged filter on the right side. Click on small white
triangle and de-select “Show All Value” from Customize.

Judd Bradbury
Page 11
 Tableau Worksheet

Question 8: Paste the screenshot of your screen showing the “Entire View”

Question 9: Which sub-category has sales greater than $140,000? Which sub-category
has Profit greater than $10,000?

Step 9: Histogram
1. Create a new worksheet and rename it to “FirstName – Histogram”.
2. Drag “Quantity” from Measures to the Rows shelf.
3. Click on the “Show Me” tab on top right and select “Histogram”. Notice
what happens to the visualization.

Judd Bradbury
Page 12
 Tableau Worksheet

4. Right click on the bottom axis then click on “Edit Axis”.

5. In the pop-menu click on the Tick Marks tab and select Fixed and change
the major tick interval to the setting “0 to 3”.

Judd Bradbury
Page 13
 Tableau Worksheet

6. Right click on Quantity(bin) in Dimensions, then click on Edit.

7. In the pop-up menu, set the size of bins to 3, then click on OK.

Judd Bradbury
Page 14
 Tableau Worksheet

Question 10: Paste the screenshot of your current screen showing the “Entire View”.

Step 10: Highlight Tables

1. Create a new worksheet and rename it to “FirstName – Highlight Tables”.

2. Drag “Category” and “Sub-Category” from Dimensions to the Rows shelf
in that order.

3. Drag “Profit” from Measures to the color mark.

Judd Bradbury
Page 15
 Tableau Worksheet

4. Drag “Profit” from Measures to the Label on the Marks shelf.

Formating: The format of your table cells and labels may not be what you expected.
When you drag SUM(Profit) to the color encoding it changes the cells to the correct
color of profit for that cell. Then when we drag the same SUM(Profit) measure to the
Text encoding, Tableau says ok you want the text in the cells(and colored). Change the
“Marks” card from “Automatic” to “Square”. This means I wantr color squares with text
values in them.

Judd Bradbury
Page 16
 Tableau Worksheet

Question 11: Paste the screenshot of your screen.

Question 12: Which sub-categories are making the most profit? Which sub-categories
are making the least profit? List 3 sub-categories with their corresponding values for
each with your answers.

Step 11: Sorting

1. Create a new worksheet and rename it to “FirstName - Sales and Profit”.
2. Drag “Sub-Category” to the columns shelf. Drag “Sales” to the rows shelf.

3. Hover your mouse over “Sub-Category” then click on the small white
triangle and select Sort.

Judd Bradbury
Page 17
 Tableau Worksheet

4. Within Sort, select “Field” as the data source order.

5. Change the sort order to Descending and select Profit for the field name.

Judd Bradbury
Page 18
 Tableau Worksheet

6. Drag “Profit” from Measures to Tooltip in the Marks shelf .

Judd Bradbury
Page 19
 Tableau Worksheet

Question 13: Paste the screenshot of your screen showing the “Entire View”.

Question 14: Which sub-categories have the highest sales? Which sub-categories have
the highest profits? List 3 sub-categories for each with their respective values.
Hint: Hover mouse over individual bars for profit and sales values.

From the File menu at the top left, save your file as “Firstname_Lastname”. Make sure
to save the file as .TWBX. Submissions using any other extension will receive heavy
discounting.
Instructions:

1. Submit the assignment document in Microsoft Word to eLearning.

2. Submit your TWBX file on eLearning .
3. Include only screenshots and answers with proper question numbers. For any
additional step/instruction or improper question numbering your assignment will
be discounted.

Judd Bradbury
Page 20