You can select one or more fields in the Data pane and then choose a chart type from Show Me, which identifies the chart types that are appropriate for the fields you selected. For details, see Use Show Me to Start a View .
When you place a dimension on the Rows or Columns shelves,headers for the members of that dimension are created. When youplace a measure on the Rows or Columns shelf, quantitativeaxes for that measure are created. As you add more fields to the view, additional headers and axes are included in thetable and you get an increasingly detailed picture of your data.
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Tableau displays data using marks, where every mark correspondsto a row (or a group of rows) in your data source. The inner fields on the Rows and Columns shelvesdetermine the default mark type. For example, if the inner fieldsare a measure and a dimension, the default mark type is a bar. Youcan manually select a different mark type using the Marks card drop-down menu.For more information, see Change the Type of Mark in the View.
For example, when calculating year-over-year growth, the first year wouldn't have a previous year to compare to, so the column is left blank. Filtering the first year would remove it from the view but it would also remove it from the calculation (the second year then doesn't have a previous year to compare to and is left blank). Instead of filtering, hiding the blank column keeps the calculation intact.
You use the Marks card to set the mark type (see Change the Type of Mark in the View), and to encode your data with color, size, shape, text, and detail. To change the mark settings, see Control the Appearance of Marks in the View.
After you add a field to the Marks card, you can click the icon next to the field to change the property it is using. You can also click the property buttons in the Marks card to change those settings.
Many properties can have multiple fields. For example, you can add multiple fields to Label, Detail, Tooltip, and Color. Size and Shape can only have one field at a time. For more details, see Control the Appearance of Marks in the View.
The Filters shelf allows you tospecify which data to include and exclude. For example, you mightwant to analyze the profit for each customer segment, but only forcertain shipping containers and delivery times. By placing fieldson the Filters shelf, you can create sucha view.
Suppose you are not interested in the Home Office data. Youcan remove this column from the view by filtering the Segment dimension. To do so, select Filter on the field menu or drag the Segment dimension to the Filters shelf. The Filter dialog boxopens. By default all members are selected. Clear the check box for Home Officeto exclude it from the view. All selected members will be included.
Suppose you want to only view profit for a category of the products. Even though the Category field is not used on the Rows and Columns shelves or on the Marks card, you can still add a filter. Drag the Category dimensionto the Filters shelf. This is anexample of an external filter because Category isnot part of the view.
The Filter dialog box automaticallyopens. By default, none of the members are selected. Select themembers you want to keep as part of the view. All cleared membersare excluded. In this example, Office Supplies is selected.
The modified data view is shown below. The mark label shows thatthe sum of the profit for the Consumer segment has decreased to $56,330.This number is derived by summing all the rows in the data sourcethat are associated with the Corporate market and are part of the Office Supplies category.
The order of fields placed on the Filters shelfdoes not affect the data view because the filters are independent.In other words, the result of filtering by customer segment, and then by container isthe same as filtering by container and then by customer segment. For more information about the filtering order of operations, see Filter Data from Your Views(Link opens in a new window).
The Pages shelf lets you break a view into a series ofpages so you can better analyze how a specific field affects therest of the data in a view. When you place a dimension on the Pagesshelf you are adding a new row for each member in thedimension. When you place a measure on the Pages shelf, Tableau automatically converts the measureinto a discrete measure.
The Pages shelf creates a set of pages, with a different view on each page. Each view is based on a member of the field you placed on the Pages shelf. You can easily flip through the views and compare them ona common axis, using the controls that get added to the view when you move a field to the Pages shelf. For example, the view below shows the Profit vs.Sales by Region for each day throughout the month. The image below shows days 1, 2, 3, and 4. You would have to scroll down to see other days in the month.
To make this view more user-friendly, move DAY(Order Date)to the Pages shelf and use the associated control to flip through the pages (one for eachday). You can quickly discover hidden insights. In this example,it is interesting that the 19th is an especially big day in termsof sales and profit in the Western region.
Usethe playback controls to watch a slide show of the pages in theview. You can play forward or backward, and stop the playback at any time. You can controlthe speed of playback with the speed controls in the bottom rightcorner of the control. The smallest bar indicates the slowest playbackspeed.
Page trails may not displayif there are multiple marks per color on a page. Make sure thatthe level of detail for the view is less than or equal to the levelof detail on the Pages shelf and on the Color target. Also, trails are only supported for discrete mark types such as squares, circles, or shapes. They are not supported when the mark type is Automatic.
When a dashboard contains multiple views that use the same field on the Pages shelf, you can control all of the views with a single page control by selecting the Synchronized option. This option is only available on the page control shown on a dashboard.
In the Fundamentals post, Getting a Lay of the Land, you saw that the default location of the Marks Shelf (or Shelves), which contain the Marks Cards, are located on the left side of the view to the right of the Dimensions Shelf and under the Filters Shelf.
For example, if we wanted to do this Profit Ratio versus Sales comparison at the customer level, we can drag and drop the Customer Name dimension from the Dimensions Shelf to the Detail Marks Card, which results in the following:
Another handy feature of Tableau is you can look in the bottom left-corner of the worksheet for a summary of the view. When we changed the level of detail for this scatter plot, the mark count changed from 1 (the entire file) to 793 (the number of customers).
For consistency, this encoding will conveniently carry through on other views as they are created. For example, if we color a new view by the Segment dimension, Consumer will still be identified as blue, Corporate will still be identified as orange, and Home Office will still be identified as green.
The Label and Tooltip Marks Cards can both be used to add written information to a view. The difference is that whatever information is added as a Label will show up on the view itself, while any information added to the tooltips will only show up when an end user hovers over marks on the view.
For example, if your visualization will be printed or copied and pasted as a screenshot, you would want to add the information to Label to ensure the information is shown on the view. On the other hand, if you know your end users will be interacting with Tableau, you may opt to save some on-screen real estate by providing the information through tooltips.
As with the other Marks Cards, labels and tooltips can be customized with specific information by dragging and dropping fields onto the Label and Tooltip Marks Cards, respectively. You can click into each of these two Marks Cards to toggle them on and off, change the formatting, and even type in additional information.
This post is curated content from the Evolytics staff, bringing you the most interesting news in data and analysis from around the web. The Evolytics staff has proven experience and expertise in analytics strategy, tagging implementation, data engineering, and data visualization.
Tags are usually used to categorise learning content (which is stored in notes). Since cards are only combinations of notes and templates, there should be less need for intricate categorisation.
In practice, if you could tag a card, the tags could quickly become outdated because the card can change completely if you modify its template or note.
I use flags mostly for when I encounter a mistake or missing information (like a tag). In both cases I revise the template or note later and remove the flag, so I never use it to permanently associate information with the card.
Could you share what your use case is? Maybe expanding the flag system would be an option.
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As we can see in the following screenshot both percentage contribution and value for the city. Here, Sales measure over angle gives values, while, Sales measure over Size gives percentage contribution.
In order to overcome the problem described above, just remove the Sales measure that had been applied over Size in marks card. This gave us pie charts of equal size. This clarifies the scenario where the Size and the Angle marks card have differentiation in use.
The logic behind the latter method is as follows: With the rows and columns shelves, you determine the vertical and horizontal alignment of marks. The Marks card determines the nature of the marks in the view (How do you want to break up the data? Should the size, color, and shape of the marks be controlled by a variable in your data?) 152ee80cbc
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