Tableau Tutorial BI- Data Aggregation- Local And Global Aggregation

Key Takeaways

hey guys welcome back to my discussion on visual analytics using tableau in my last section I was talking about how we can connect the data set and convert those data set into a meaningful visualization for my example I took a Cell store data where I converted the dimension with product subcategory and measures with sales and we can see how you can easily find the insights in terms of sales of the product subcategory today I going to talk about how we can work around with particular visuals apart from that I will also or teach you what are reg relations and what our local aggregation and global aggregations apart from that I will also teach you how we can do basic formatting on our with our visuals so guys let's start with our discussion in my last discussion I explained you how this visualization is helpful for us to credit or to see what are the sales value for each product subcategory now let's see what kind of basic formatting we can do over this particular visualization suppose we want different colors for different product subcategory because different colors will help you to understand what kind of product category was sold under that cells value in order to change the color for each product category we can simply drag the product subcategory over the color mark and you can see how the bar color has been changed for each of the product category so this gives you a distinct knowledge about each product subcategory and the sales made for that product subcategory we can also bring the sales value over the color mark and see how the visual is changing so we can see the more the product sale is the darker the color of the bar in that particular visual is there to say as that the sales of each part kinda correct category is changing with the sales value so these are the certain kind of formatting that we can do over the visuals we can also increase the size of each by selecting the size mark in the marks section we can see as we dragging this particular progress bars the size of the bar is changing we can also play around with a view that we want for a particular bar graph we can see you can select the view from this particular section and see how the bar size changes we can also select fit width and see what kind of bar size we are getting so these are the some of the options that we can play around after we create our visuals and make the visuals more and more interactive and easy to understand okay so now let's talk about aggregations water aggregations aggregation is a collection of things in a cluster in simple language a collection of numbers into single values aggregations the best example that I can give out aggregation is some mean Max and average now let's take a small example in order to understand the concept of aggregation and how we can apply the different types of aggregations interview for this example I will take one more new workbook sheet and will explain you how we can implement aggregation in tableau in order to select a new workbook or worksheet click on this particular icon in the left hand side below and your new workbook is ready to use this is the second new workbook that I'm going to use in order to explain your aggregations for aggregation let's take the same example of product subcategory and sales so let's select this product subcategory place the ctrl key and select cells go to the Show Me section and let's select a different visual this time for this example let me select a text table so this is a type of text table or text table contains row and columns and is used for quantitative analysis so let's click on this table and see your product subcategory has been converted into a text table in terms of cells now we can see the product subcategory dimension has been placed in the row and the sum has been placed in the marks column suppose there is a scenario where you have been asked to find out the average sales for each product subcategory so how we can find the average sales for each product subcategory in order to do perform these operations you have to select this some pills and you can see there is a downward arrow button click on this arrow button and go to the major options once you get into these options you can see there are certain aggregation value that has been populated like some average count kind of things now as per our scenario we need to calculate the average value or average sales value for each product subcategory so in order to find the average click on this average value and your sales value has been converted into average sales value this is a typical example of aggregation and we can say this is the example of where we can implement local aggregation to our visuals so what our local aggregations local aggregations are those type of aggregations that are directly implemented at the visual label once I explain you the global aggregations then it will be easy for you to understand the difference between a local aggregations and a global aggregation let's take a new sheet in order to implement global aggregation on your visuals so like before I'll again select a new sheet and for in this sheet I will again use the product subcategory and sales we'll display it in terms of Tech's table now we can see the moment we select the text table the same table that we used in a previous example has been populated now in order to implement global aggregation we have to perform the global aggregation before we start doing the visualization so in this case let's clear the screen in tableau we can clear the screen with the help of these options we can see a small square with a cross button click on this option and your screen has been cleared so in order to perform global aggregations our requirement was to see the average sales value for each product subcategory so we can see the sales fill is under major so for global aggregation instead of doing the aggregation in the visual level we'll perform it under the major section so we'll perform the same thing we'll go to this arrow button click on this arrow button and go to default properties and over there we can see an option called aggregation now like the other example we can again select the average value from here and the format or the form of the sales pill has been converted to an average cells in order to see this change we can again select the product subcategory and sales go to show me section and click on text and we can see the by default the average sales value has been populated which we actually perform in our last example in the visual level so local aggregation is always done in the visual level and global aggregation is always performed at the major label now we can see without even changing the value from here we can change the value from sum to average in the major level so this was a typical example of a local and global aggregation my next discussion I will talk about some basic formatting and how we can save our tableau workbook in our local system thank you for watching this video