Are you ready to unlock the power of Tableau and create visually stunning tables? In this article, we will delve into the process of building a simple table in Tableau, allowing you to organize your data effectively and gain valuable insights.
Contents
Getting Started: Understanding the Data
Before we dive into creating the table, it’s important to understand the data we will be working with. Our dataset includes a column called “Period,” which contains both yearly and monthly data. The first four characters represent the year of the sale, while the last two indicate the month.
Splitting the Data: Creating Custom Fields
To make the data more digestible, we will split the “Period” information into two separate custom fields: “Year” and “Month.” This will allow us to analyze and visualize the data more efficiently.
To begin, navigate to the ‘Analysis’ tab in Tableau and create a calculated field. Give the field a name, such as “Year,” and use the LEFT function to extract the four leftmost characters from the “Period” field, representing the year of the sale.
Next, we’ll create the “Month” field using the RIGHT function. Similar to the previous step, create a calculated field in the ‘Analysis’ tab, assign it a name (e.g., “Month”), and utilize the RIGHT function to extract the two rightmost characters from the “Period” field, representing the month of the sale.
Building the Table: Visualizing the Data
Now that we have our custom fields, it’s time to build the table. Tableau makes this process intuitive and user-friendly.
Drag and drop the “Year” field into the workspace area, followed by the “Month” field. You can either place the fields side by side or stack them within the rows section of the screen. This will create a table that displays all twelve months of 2016 and 2017, providing a breakdown of the company’s total sales for each month.
To add a count of the rows in our data, insert the auto-generated field “Number of records” into the table. This will provide a simple count of the rows, giving us a comprehensive overview of the company’s sales performance.
Analyzing the Results: Gaining Valuable Insights
Once our table is complete, we can gain valuable insights by visualizing and analyzing the data. Tableau offers a wide range of features and functionalities to help us explore the information in depth. Whether you want to create charts, graphs, or apply filters, Tableau provides the tools to make data analysis a breeze.
By utilizing Tableau’s intuitive interface and powerful capabilities, you can effectively organize and visualize your data, enabling you to make informed decisions and drive business success.
Ready to dive deeper into the world of Tableau? Check out Techal.org for more informative articles, tips, and tricks on information technology and data visualization.
So, what are you waiting for? Unlock the potential of your data with Tableau and unleash your analytical prowess!
