Analyzing data_3

YJ·2024년 6월 12일

📖 Order of Operations

  • LOD expressions are used to bypass the normal aggragation level
  • LOD expressions can aggregate data beyond the visualization level
  • LOD expressions are used to run complex queries involving many dimensions.
    • syntax of Fixed LOD
      {FIXED [Region]: SUM([Sales])}

Context Filters

  • Add to Context
  • ONLY using the data that passes through the context filter
  • Context Filter will only allow data from the segment you select to pass through.
  • Appear at the top of the Filters shelf
  • Cannot be rearranged on the shelf
  • Are identified by a gray color on the Filters shelf

1) Improve performance
2) Create a dependent numerical or top N filter
3) To include only the data of interest

📖 Sorting and Adding a Manual Sort

  • Manual Sort: You can define the order in which you want to present your data.
  • If you use some other sort such as ascending order, tableau will override the manual sort that you created.
  • you can sort a visualization → An axis, A header, and a field label
  • Sort By
    • Data source order
    • Alphabetic
    • Field
    • Manual
    • Nested
  • how to clear all sort at a time
    • Right click on field - Clear Sort
    • Click on Worksheet menu - Clear - Sorts
    • Clearsheet toolbar - dropdown menu - Clear Sorts

📖 Histograms

  • It displays the shape of a distribution.
  • 1개의 측정값 필요
  • make use of 'binned' data
    • groups values for a continuous measure into ranges, or bins.

Using Parameters with Histograms

📖 Creating Calculated Fields

  • Number / String / Date / Type conversion / Logical / Aggregate / User / Table Calculation / Spatial

    Measures → orange color
    Functions → blue color
    Parameter → violet color
    conditional statements → black color
    '=' 표시로 계산된 필드 구별 가능

  • Parameters, Filters, Calculated fields, Actions and Highlight actions allow the dynamic control of multiple visualization elements simultaneously in Tableau

1) Numbers

  • Profit Ratio
  • For creating variable sized bins

2) Dates

  • DATEDIFF(date_part, start_date, end_date)
  • DATEADD → to increment the specified date
  • TODAY() → current Date
  • MAKEDATE(2023,01,01): 01/01/2023

3) Strings

  • CONTAINS(string, substring): if the string contains the substring
  • LEFT(string, num_chars)
  • LOWER(string)
  • FIND('TABLEAU', 'TU'): 0
  • MIN, COUNTD can be applied to string fields
  • ZN function is used to replace Null value with Zero
  • COUNTD → NULL values are not counted

Split a Field into Multiple Fields

  • Only String Fields
    1) Split fields automatically (calculated fields)
    2) Custom split

📖 Trend Lines

  • 2 measures on opposing axes, or a date and a measure on opposing axes

  • Analytics

    • Linear
    • Logarithmic
    • Exponential
    • Polynomial
    • Power
  • To add trend lines to a view, both axes must contain a field that can be interpreted as a number.

  • Dates and Time can be read as Numeric by Tableau.

  • Forecasting is designed for in-depth temporal data analysis.

  • Forecasting uses a technique known as exponential smoothing.

📖 Reference Lines and Bands

  • add to continuous axis in the view
  • Table / Pane / Cell
  • Reference bands shade an area behind the marks in the view(starting point, ending point)

Data management features that Tableau offer to enhance analysis

  • Data blending, Data pivoting, Data clustering and Data joining

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