If we wanted to, we could also spread this visualization out a bit, so it is not squished up at the top. You can now easily see the top and bottom sub-categories in terms of sales.ġ5. Let’s have it sort descending with the sub-category with the largest sales at the top. Click on it to sort your bars by sales instead.Įvery time you click the icon, it cycles through different sort orders. Right now the bars are sorted in alphabetical order by Sub-Category, but if you hover over the x-axis label, Sales in US Dollars, a small sort icon appears. The change will be applied automatically.ġ4. Here you can make changes to your axis, such as the range of values or tick marks.Ĭhange the title (under Axis Titles in the General tab) to say “ Sales in US Dollars”. For example, right click on your x-axis title, select edit axis. Switch the order, making Category come before Sub-Category and click on OK.ġ3. However, if you want to change the order, perhaps to have the broader category go first, you can click on tooltip and edit the box. In the edit box, you will see “Category:” has been added underneath Sub-Category to the tooltip. To do this, drag the Category variable ( Dimensions, under Product) to the tooltip box. Let’s add the broader category that the product falls under in the tool tip. We can click on show mark labels to see the values for each bar (under options, make sure to allow overlap as well), but you can see this makes our bar graph look cluttered, so let’s keep the show mark labels unchecked.ġ2. The Label section allows you to create and customize labels. Click on Size, and use the slider to make the bars wider or narrower.ġ1. Click on colour, and change the colour of the bars to a different shade of blue.ġ0. You can use these to customize your visualization.ĩ. You should see 5 boxes labelled Colour, Size, Label, Detail, and Tooltip. Now we have a bar graph showing the Sales by Sub-Category for California.Ĩ. We can filter by state by dragging the State variable ( Dimensions, under Location) over to the filters shelf and selecting one state from the list – let’s pick California and click OK.ħ. Right now it is showing data combined for all of our states, but let’s say we just want it to show one of them. You can see that when we dragged Sales, it automatically summarized it by adding up all the sales values for each sub-category. So drag the Sales variable (in the Measures section) next to columns and the Sub-category variable (in the Dimensions section, under Product) next to rows.Ħ. Bar graphs are great for comparing categories. We are going to create a horizontal bar graph to compare the amount of sales for different sub-categories of products, with sub-categories along the y-axis and sales along the x-axis. Give it the name “Sales Bar” and press Enter.ĥ. Right-click on Sheet 1 at the bottom, select rename. To keep track of all the visualizations we are going to create, let’s rename our sheets as we go. Let’s start by making a simple bar graph. Okay, we have loaded in some data about a fictional superstore, so let’s start by creating some visualizations that are used to make comparisons. In terms of Tableau terminology, those areas that say filters or pages are called shelves, the marks area is called a card and when the variables are showing up in those areas, they are called pills, as they are shaped like a pill.Ĥ. The centre area is where you’ll be dragging and dropping your variables on to different sections, such as rows and columns, or to vary mark characteristics such as colour or size by your variable, or filtering by a variable. Dimensions are roughly qualitative data and measures are roughly quantitative data. On the left you can see our variables listed, categorized by Dimensions and Measures. Under Saved Data Sources, select Sample - Superstore.ģ. We are going to start with a built-in dataset. Now you should have a folder within the Workshop folder, TableauDatasetFiles, containing the data files required for this tutorial. Then you should be able to right click on the zip file and select 7-Zip, then Extract Here to extract it.Ĥ. On a PC, you might first want to install a program called 7-Zip. On a Mac, just double-click on the file to extract it. Different computers have different setups. Go to the Workshop folder and extract the files. Download the dataset files and save them to your Workshop folder.ģ. Right click on the desktop and select New and then Folder. In order to download and unzip the data required for this tutorial, please follow these instructions:ġ. You will need a few Excel files and a CSV file to follow along with this tutorial. There are some graphs in the introductory tutorial that are not covered in this tutorial, so feel free to consult both. Note: this guide builds on, and goes further than, the existing Introductory Tableau Desktop demo.
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