Sunday, 16 February 2014

Working with Multiple Measures in Tableau

Using Multiple Measures:-

  • There are lots of different ways to compare multiple measures in a single view. 
  • For example,you can create individual axes for each measure or you can blend the two measures to share an axis and finally, you can add dual axes where there are two independent axes layered in the same pane.
  • In any of these cases you can customize the marks for each axis to use multiple mark types and add different levels of detail. Views that have customized marks are called combination charts.
          We can use Multiple measures in 3 ways.
           1.Individual Axes
           2.Blended Axes
           3.Dual Axes

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Individual Axes in Tableau

Individual Axes:-

In Individual Axes we always  analyze the data by placing 1 measure in each Axes with seperate Marks card and seperate pane.

  • To create individual Axis ,drag all the Measures into same Shelf.
  • For example, the view below shows quarterly sales and profit. The Sales and Profit  are placed on the same rows shelf.

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Blended Axes in Tableau

Blended Axes:-

In Blended Axes all the Measures are combinedly analyzed in Single Axes,Single Pane and with the Single Marks Card.

  • Measures can share a single axis so that all the marks are shown in a single pane. 
  • For example, the view below shows quarterly sales and profit on a shared axis

  • To blend multiple measures, simply drag 2nd measure(Profit) and drop it onto an existing axis(Sales Axis).

  • Blending measures uses the Measure Names and Measure Values fields, which are auto-generated fields that contain all of the measure names in your data source and all of the  measure values
  • The shared axis is created using the Measure Values field. The Measure Names field is added to the Color shelf so that a line is drawn for each measure. 
  • Blending axes is most appropriate when comparing measures that have a similar scale and units.
  •  If the scales of the two measures are drastically different, the trends may be distorted.

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Dual Axes:-

  • Using Dual Axis we can compare 2 Measures with 2 Different Axis and on the Single/Same Pane.
  • Dual axes are useful when you have two measures that have different scales. 
  • To add the measure as dual axis, drag the 2nd Measure to the Other side of the Existing Axis and drop it when you see a black dashed line. 

The result is a dual axis view where the Profit is showing in red line and Sales is showing in Yellow line.

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Tableau Data Extracts

Extracting Data:-

  • Extracts are saved subsets of a data source that you can use to improve performance, upgrade your data to allow for more advanced capabilities, and analyze offline. 
  • You can create an extract by defining filters and limits that include the data you want in the extract.
  • After you create an extract you can refresh it with data from the original data source. You can either fully refresh the data, replacing all of the extract contents; or you can increment the extract; which only adds rows that are new since the last refresh

  • Extracts can:

    •  Improve performance. For file based data sources such as Excel or Access, a full extract      takes advantage of the Tableau data engine. For large data sources, a filtered extract can    limit the load on the server when you only need a subset of data.
    •  Add functionality to file based data sources, such as the ability to compute Count Distinct.
    •  Provide offline access to your data. If you are traveling and need to access your data  offline, you can extract the relevant data to a local data source.
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    Sorting in Tableau


    In Tableau, sorting a data view means arranging dimension members in a specified order. Tableau supports computed sorting and manual sorting.
    • Computed Sorting
    • Manual Sorting

    Computed Sorting:-

    Sorting dimensions in a computed manner follows these rules:
    • You can sort any discrete field after it has been placed on a shelf (except the Filters shelf).
    • Each dimension that appears on a worksheet can be sorted independently of any other dimension.
    • The shelf location of the dimension determines the component of the data view that’s sorted. For example, if the dimension resides on the Columns shelf, the columns of the data view are sorted for that field. If the dimension resides on the Color shelf, the color encodings are sorted.
    • Sorts are computed based on the values of the filters and sets in the view. Refer to Groups for more information.
    • Sorted fields are identified with bold names.

    Continuous fields are automatically sorted from lowest number to highest number (as indicated by the axes) and you cannot manually change the sort. However, you can reverse the order of an axis using field specific formatting.

    Manual Sorting:-

    • Manual sorting allows you to rearrange the order of dimension members in the table by dragging them in an ad-hoc fashion, giving precise control over how items appear next to one another in tables and in legends. It also gives you control over the order in which data is drawn on the screen. This control is useful when comparing specific pieces of data or interpreting overlapping data. Manual sorts can only be applied to discrete fields including a discrete measure.
    • There are two ways to manually sort the data in a view. You can either select items in the view and use the Sort toolbar buttons or you can drag and drop headers in the view.
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    Sets in Tableau


    Sets are custom fields you create that are based on existing dimensions, and that filter data using one or more criteria. You can create a set from any existing dimension. When you create a set for continuous dates associated with a relational data source , the set will be based on discrete values rather than a continuous range of values

    The three main uses of a set are:

      1)Create a subset of the data: –
            Select one or more dimension members that are of interest to you
      2)Create unique encodings: –
            Combine dimension members to create unique encodings
      3)Save filters for later use: – 
            Once you have created a filter, you can save the filter as a set and use it in all of the worksheets in a workbook. This saves you from having to recreate the filter every time you want to use it.

    Tableau displays sets in the Sets area of the Data window and labels them with the 

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    Formatting Tips

    Hello Gurus, One of the common things in Tableau after building any visualization is performing formatting. The Structured way of doing i...