How to visualize with tableau?

This is a free series of tutorials 《7 Days learn business intelligence (BI)-Tableau》 Of the 5 God , We introduced How to use Tableau Modeling data ？, How to use it today Tableau Visualization data . You will learn to ：

How to visualize data ？
How to create a filter ？
How to draw a map ？
Common chart visualization
Page layout and formatting

Project case

This is the data of a coffee shop ,Excel There are two watches in the , They are the sales data sheet 、 Product list .

The sales data sheet records coffee orders , Including field ： The order no. 、 fix a date 、 store 、 product ID、 customer 、 Number .

The variety and price of coffee are recorded in the product table , Including field ： coffee ID、 Types of coffee 、 Cup type 、 The product name 、 Price .

1. How to visualize data ？

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First , Transfer the case data to 2 Import a table Tableau, You can see the previous content ： How to import data .

Now, if the leader wants to know how much of each kind of coffee's order quantity accounts for the total quantity , How to use Tableau To implement? ？

In this case, we choose to use ring diagram for analysis . The production of ring chart is actually formed on the basis of pie chart , Also known as the hollow pie chart .

It's like a pie chart , Applicable to performance ratio Percentage data such as progress , However, the ring chart is more intuitive and concise, and there is more space for adding information to be displayed . So make a ring diagram , You need to make a pie chart with the same function first .

First , The new worksheet is named ring chart , Center the title , Drag the quantity to the tag , Graph selection pie chart ：

Select the quantity mark as angle

Drag the coffee category to the tag , Choose a color

Select the entire view

Add coffee category label

Add quantity label

Last , Add a quick table calculation to the quantity label --- Total percentage

The pie chart is finished , Then we began to make a ring diagram , Need to put 【 Measure 】 Medium 【 Record number 】 Drag in 【 That's ok 】 in

then , Repeat that , Once again 【 Measure 】 Medium 【 Record number 】 Drag in 【 That's ok 】 in

And put two 【 Measure 】 Medium 【 Record number 】 Set to 【 minimum value 】

After setting up , Will form two identical pie charts

Because the essence of ring graph is actually realized by using a pie chart with a solid white background circle covering the center of the circle , So we need to pass the second 2 A pie chart is set to 【 Double axis 】 To merge into one axis , Overlap with each other

After forming a biaxial pie chart , Adjust the size of the pie chart respectively , Make it 2 The size of the pie chart is slightly smaller than that of the 1 A pie chart

And then 2 Remove all the marks of the pie chart

After removing , You will get a gray solid monochrome circle

Finally, change gray to white

Finally, the ring diagram appears , You can also adjust the size of the ring chart again for beautification

2. How to create a filter ？

The function of filter is to filter , That is, only select the content you want to see at present , Hide what you don't want to see . So it's still abstract and difficult to understand . Let's take an example , Let's see how the slicer works , You'll see .

Case study ： What is the sales volume of each kind of coffee in each city ？

1） No filter effect

Create a new worksheet named number of coffees per type , Center the title , Selected bar chart , Drag the quantity and type of coffee into the ranks

Go through the previous steps , Add the quantity label , Select the entire view , You can get the sales volume of each kind of coffee in all cities

Now leaders want to know more about ： Every city 【 Every shop 】 Sales of each kind of coffee , What do I do ？

At this time, you need to use the filter .

2） Effect of adding filter

from “ visualization ” Choose from “ Filter ” after , Click the field you want to filter , Automatic dynamic reports will be formed .

Based on the amount of each coffee in the original worksheet , We will 【 store 】 Drag into filter , Choose all - determine

Continue to click on the logo on the figure --- Select filter --- store , At this point, the rightmost travel filter in the figure

Finally, demo mode , Click the store you want to filter , You can understand each city in detail 【 Every shop 】 Sales of each kind of coffee

3. Want to draw a map , What do I do ？

If you've used navigation , You will feel “ How is this kind of map made ？”

Actually , There are two types of maps （ Bubble map 、 Colored map ）. Let's use case data to demonstrate how to make a map .

1） Symbol map

Bubble chart can intuitively display the data size of different regions . for example , Want to know how much coffee is sold in different regions , You can set the geographical role of the store to city , Drag the store into the tag , And separate the dimensions 、 Drag longitude to line In the column , choice “ Symbol map ”（ Red box below ）

next , Set the store as a label , Drag the quantity into the tag , Choose the size , This will show the effect of the symbol map . The size of the bubble represents the size of the data , In this case , The bigger the bubble is , Indicates that the greater the sales volume in the region .

2） Map

alike , Select the map on the symbol map , Set the quantity to color , It will show the effect of the map . Move the mouse to the location of the map , The name of the corresponding region and the sales volume of coffee will be displayed , You can see by coloring , The greater the number of a region , The darker the color of the corresponding area .

4. Text table

Sometimes we have to summarize some data , You'll use matrices and tables . stay Tableau Choose from “ Text table ”, Add the required data , Can be used to summarize data .

for example , To analyze the sales volume of each product , stay Tableau Choose from “ Text table ”, Add the required data according to the following figure

Tables are similar to matrices , After adding the required data , Then edit the column name into the desired alias

Choice analysis --- total --- Displays the sum of the columns , The text table is complete

5. How to draw a scatter chart ？

stay Tableau Choose from “ Scatter plot ”, Add the required data according to the figure below , You can draw a scatter chart

Scatter chart can observe the relationship between various data , Commonly used in Correlation analysis method in .

6. How to set page layout and format ？

stay Tableau in , You can control the layout and formatting of the report page , Such as size and direction .

Select... On the taskbar “ View ” The report page can be changed , Options include standard Suitable for width Suitable for height and overall view

You can also change the page size , By default , The page size of the report is phone , You can choose “ Layout ” Resize yourself as needed .

You can also set the worksheet to float in the dashboard , Freely resize and set the layer order , Manage how they overlap

7. summary

Through the case , We learned Tableau The following knowledge points of ：

How to visualize data ？
How to create a filter ？
How to draw a map ？
Common chart visualization
Page layout and formatting

It's from “ Monkey data analysis ” The experience shared by the participants , source ：⠀

zhuanlan.zhihu.com/p/372446649

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