How do you visualize the data? How do I create a filter? How to draw a map? Visualize page layout and formatting for common charts
Project case
This is the data of a coffee shop. There are two tables in Excel, namely sales data table and product table.
The sales data sheet records coffee orders, including fields: Order number, order date, store, product ID, Customer, quantity.
The type and price of coffee are recorded in the product table, including fields: coffee ID, coffee type, cup size, product name and price.
1. How to visualize data?
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First, import the two tables of the case data into Tableau. See how to import the data.
Now if the leader wants to know how much the order quantity of each kind of coffee accounts for the total quantity, how to use Tableau to achieve it?
In this case, we choose to use ring graph for analysis. The production of ring chart is actually formed on the basis of pie chart, also known as hollow pie chart.
Like pie charts, it is good for showing percentage data such as scale and progress, but ring charts are more intuitive and concise and have more room for adding information that needs to be displayed. Therefore, to make a ring chart, we need to make a pie chart with the same function first.
First, create a new worksheet and name it ring chart, center the title, drag the quantity to the mark, and select pie chart for the graph:
Select the quantity tag as the Angle
Drag the coffee type to the mark and select the color
Add coffee type labels
Add quantity label
Finally, add a quick table calculation to the quantity label – total percentage
After the pie chart is made, we start to make the ring chart. We need to drag the number of records in the measurement into the row
Then, repeat the previous operation and drag the number of records in The measurement into the row again
And set the number of records in both measures to the minimum.
After setting, two identical pie charts will be formed
Because the essence of the circular graph is actually realized by using a pie chart with a solid white background covering the center of the circle, the second pie chart needs to be set as [biaxis] to be merged under one coordinate axis and overlapped with each other
After the biaxial pie chart is formed, the size of the pie chart is adjusted to make the second pie chart slightly smaller than the first pie chart
Remove all the marks on the second pie chart
When removed, you get a solid gray monochrome circle
Finally, change the gray to white
Finally, the ring diagram is presented. You can also follow up and adjust the size of the ring diagram again to beautify it
2. How do I create filters?
The purpose of a filter is to filter, that is, to select only what you currently want to see and hide what you don’t want to see. So again, this is abstract. Let’s go through an example to see how slicer works, so you get the idea.
Case study: What is the sales volume of each type of coffee in each city?
1) No filter effect
Create a new worksheet and name it each coffee quantity, center the title, select the bar chart and drag the quantity and type of coffee into the column
Using the previous step, add the quantity label and select the entire view to get the sales volume of each type of coffee in all cities
Now the leader wants to have a more detailed understanding of the sales volume of each type of coffee in each city [shop]. What should we do?
That’s where filters come in.
2) Add filter effect
After selecting Filter from Visualization, click on the field you want to filter to form an automated dynamic report.
Based on the number of coffee per coffee in the original worksheet, we drag [stores] into the filter and select all – OK
3. If you want to draw a map, what should you do?
If you’ve ever used navigation, you’re probably wondering, “How do you make maps like this?”
In fact, there are two types of maps (bubble maps and colored maps). Let’s use case data to demonstrate how to make a map again.
1) Symbolic map
The bubble chart can intuitively display the data size of different areas. For example, if you want to know how much coffee is sold in different regions, you can set the location role of the store to city, drag the store into the tag, and then drag the dimension and longitude into the row column, and select “Symbol Map” (red box below).
Next, set the store as a label, drag the quantity into the tag, select the size, and the effect of the symbol map will be displayed. The size of the bubble represents the size of the data, and in this case, the larger the bubble, the greater the volume of sales in the region.
Similarly, select the map on the symbol map and set the quantity to color to display the map. Moving the mouse over the location of the map will display the name and coffee sales of the corresponding region. It can be seen from the coloring that the larger the number of a region is, the darker the color of the corresponding region will be.
Table 4. The text
Sometimes we use matrices and tables to summarize certain data. Select “Text Table” in Tableau and add the data you want, which you can use to summarize the data.
For example, to analyze the number of sales for each product, select “Text Table” in Tableau and add the required data as shown below
A table is similar to a matrix. After adding the required data, edit the column names to the desired aliases
Select analysis — total — display column total, text table is complete
5. How to draw scatter plot?
Select “Scatter chart” in Tableau and add the required data as shown below to draw scatter chart
Scatterplot can observe the relationship between various data and is often used in correlation analysis methods.
6. How to set the page layout and format?
In Tableau, you can control the layout and formatting of report pages, such as size and orientation.
Select View in the taskbar to change the report page, with options including standard fit width fit height and entire view
You can also change the page size. By default, the page size of the report is a phone. You can choose Layout to adjust the size as required.
You can also set the worksheet to float in the dashboard, allowing you to resize and sequence layers, and manage how they overlap each other
7. To summarize
Through the case, we learned the following knowledge points of Tableau:
How do you visualize the data? How do I create a filter? How to draw a map? Visualize page layout and formatting for common charts
The above shows the welcome signal from monkey Data Analytics students
zhuanlan.zhihu.com/p/372446649
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