Top 20 Tableau Tips and Tricks in 20 Minutes | Tableau Tutorial | Tableau Training | Edureka Rewind

Key Takeaways

hello everyone this is nitesh Gupta from edureka and today's video is on top 20 taboo tips and tricks in 20 minutes no matter how long you've been working with Tableau you can always find some quicker and better ways to do some of the most common tasks there are numerous tricks out there but today I'll be focusing on the most handy tips to make your visualizations awesome and life easier so this is our agenda for today we'll look at each trick one by one and then I'll show you the end result after that I'll show you the steps to recreate them from scratch now before diving into the session make sure to subscribe our YouTube channel and hit the Bell icon for more stackable content on Tableau so let's dive straight into it so our first trick is a profit calendar did you know that we can represent our data in the form of a calendar using Tableau let us see how so to create the calendar drag order date to the column Shelf make sure to right click and drag the pill and then select weekday from it Now by pressing the Ctrl key copy the audited bill in the row shelf and from the drop down select the week number now let's say I want to depict profit in my calendar so let's track profit to the colors card you can see that we have got a nice layout of our calendar now let's add dates into it so to add dates let's drag order date to the labels card and from the drop down select day Tableau automatically switches over to a text type chart so make sure to make it a square type chart so here we are with the profit calendar this calendar shows us the device profit for a single month now moving on to our next trick buy it inside bar charts so these types of charts come in handy when comparing data for consecutive years or months so let us now see how to create them so I have plotted my measure values in the column shelf and region in the row shelf now let's copy measure name spell to the colors card because we want sales and profit depicted in different colors now we'll copy the same pill to the size card so that we can control the size of our bars now go to the analysis tab stack marks and make sure that it is turned to off because we want both our sales and profit from the 0k value so this is how you create bar inside bar charts moving on to our next trick our next trick is a donut chart so donut charts are very useful as you provide us with empty space in between for quick high level view of percentages or shares of total in this chart we can see the sales across different segments as well as the total sales at the center so let's see how to create a donor chart in Tableau with few simple steps so I uploaded region in the colors card and my chart type is selected to Pi now let's check number of record spell to the row cells and change its measure to minimum now copy the pill and make it a dual access graph we can remove the headers so now we have got two pie charts over here so the next thing that we are going to do is to remove the region belt from one of the pie chart and make it white in color so that when we increase the size of the other pie chart it gives us a shape of a donut let me show you how so let's remove region and make it white in color now for the other pie chart when we increase the size we'll get a nice shape of a donut now let's add some labels into it let's say I want my donut chart to depict sales so let's track sales to the labels card at the center we want the total sales so let's rename the label to Total change now for the outside region we want the regional sales so let's drag sales to the labels card of the other pie chart and let's rename the label to Regional sales so this is how we create a donor chart in Tableau let's see what's next access formatting so did you guys notice that my Axis is appearing on top of my chart also I've used the abbreviated form for each of the months so that my chart looks clean and less cluttered let's see how to do this in tableau so one way to move your access on top of your chart is go to the analysis tab select table layout and then go to Advanced uncheck this checkbox of show innermost level and you'll see that Tableau automatically moves your access on top of your chart I'm sure that this looks very tricky to you all so now I'll show you the easy way to do this so let's undo this and duplicate the order date fill now let's check the duplicated pill to the column shelf and from the drop down select month you will now see that my header is appearing on top of my chart as well as on the bottom of my chart this is because both the headers are represented by two different builds so what we can do is simply turn off the header for one of the pill so this makes us move our access on top of a chart but the things look a bit cluttered over here so let's see what we can do about it so we can simply right click on the access and go to format and under the header pane go to dates and select abbreviation you will see that W change is the name of the months to their abbreviated form we can even select the first letter to represent each of my month only by the first letter so this helps make my chart clean and look more attractive moving on to our next trick nested sword this is a tricky one but let's see how to implement sorting in Tableau with few easy steps so I uploaded my sales in the column shelf and Market product type and state in the row shelf now we'll duplicate the sales bill in the column Shelf and add a negative sign to it so now you will notice that we have got a mirrored image of sales in a chart now let's make this spell discrete now when we select discrete the pill will turn blue in color so now let's drag this blue pill between market and product type and see what happens so when we do so you'll see that your results gets sorted on the basis of market and when we drag the same bill between product type and state you will notice that the results get sorted on the basis of the product type now what if I don't want to keep tracking the pill every time I wish to sort so to make it more interactive we'll now make use of a parameter to give Dynamic controls to the user so let's remove the spell from here and create a new parameter let's name the parameter sort by make it a string type parameter and go to the list option under the value tab type all the values on which you want to perform the sort for example in this case I want it on the basis of market and product type so once you create the parameter go to the drop down menu and select show parameter control so right now our parameter doesn't do anything so we'll create some calculated Fields so that we can make use of a parameter in this case we'll create two calculated field we'll name the first one as sort by market and type if sort by which is a parameter equals Market then negative sum of sales the negative sign in front of sum of sales depicts that the results will get sorted in descending order if I only write the positive sum of sales then they will get sorted in the ascending order so in this scenario we'll go with the negative sign now let's copy the code and make another calculated field let's rename this to sort by product type just paste the code here and instead of Market type product type now let's check both the calculated fields to the row Shelf and make them blue in color by selecting discrete now drag sort by product type pill between the product type and state and sort by market build between the market and product type and now when you select product type in the parameter you'll see that your results get sorted on the basis of the product type so now with the help of a parameter we can sort by any means we wish without dragging the pills every time moving on to our next trick two bills on the color card so usually the color Mark card can hold only one attribute but today I'll show you how you can put two pills on the color card and your data model which still make sense let's see how so I uploaded my quantity in the column shelf and chipmode and category in the row cells Now by pressing and holding the Ctrl key select category and ship mode from dimensions and just drag them to the colors card you will notice that both the pills get added onto your color card but right now our data doesn't make any sense because the random colors are assigned to the random values so now let's drag this category pill below the shift mode once you do this you will notice that each of my ship mode is depicted by a different color whereas different shades of a color represent a different category so this is how you can add two Builds on the color card now I'll show you how you can quick Color Your Chart let's say you want to color your chart on the basis of category so you can simply drag the category axis onto the chart it's that simple so with this trick you can apply quick color to your visualizations moving on to our next track a word cloud so word clouds are an eye-catching element on an infographic or a PowerPoint presentation and may attract more attention than The Usual Suspects like a bar chart they provide a kind of first insight as the most popular product pops out and can be seen at a single glance now let's see how to create word clouds and Tableau so to create a word cloud I'll drag variety to the text Shelf and again copy the same pill to the size Shelf and from the drop down menu change its measure to count so by doing this the words that have the highest count will appear bigger in size now Tableau automatically makes it a tree map chart let's switch back to text chart so now we've got a nice layout of a word cloud now let's say I want to apply color in it on the basis of country so let's track the country Bill to the colors card so here we are with the word cloud which analyzes that which wine variety is most popular across the countries and in this case you can clearly see that the winner is Pinot Noir moving on to our next trip diverging bar charts so these types of charts are useful when you want to compare survey results across two measures in this example we look at the trend of mail versus female population of Bermuda across different years so to create the diverging bar chart I have plotted my male and female population in the column shelf and here in the Rose shelf now we'll double click on the mail Bill and add a negative sign to it so adding a negative sign to the mail pill reverses the direction of the mail chart but now we have got some negative values on our access so to make this right simply right click on the access and go to format under the access pane go to numbers and select number custom reducer decimal places to zero and the display units two thousands similar to the female axis now go to custom and remove the negative signs just after the semicolon now when you do this you will see that your access is similar to the female access now we can simply edit the access and remove this negative sum of mail and replace it by mail so now we have got a nice layout for our diverging bar charts so now let's add some colors into it to make it more attractive let's add the female pill to the colors card of the female chart and mailpil to the colors card of the mail chart let's say I want to represent females in red color so simply edit the legend and select a red color from it so this is the fastest way to create a diverging bar chart so these charts have declutter a growth bar chart making the data more engaging and easier to understand moving on to our next trick replace references let's see what are replace references so in this chart you can see that I've plotted my month alongside my earnings now let's say that your Enterprise in which you are working chooses some other measure for depicting earnings let's say that it's renamed earnings to profit so we'll quickly go to the data source and rename the earnings column by profit now we'll save the data source the next step is go to w right click on the data source and hit refresh so as soon as you hit refresh you will see that the earnings spell turned red in color which means that Tableau is unable to locate the spell in your actual data source now let's say that you have used the same bill in many sheets and now you have a humongous task of making the change in each one of them so this is where replays references come into play so you can just go to the red pill which in this case is earnings and from the drop down menu select replace references so over here you will find the new field which was profit so simply select profit and click on OK so Tableau will automatically replace all the instances of earning by profit making your life easier and saving you a lot of time now moving on to our next track our next check is assign palette so did you guys notice that the month of Jan is appearing red in color in my chart whereas all the other ones are appearing in a different shade of blue now instead of assigning colors one by one you can directly assign the whole palette instantly let us see how so I uploaded my order date in the column shelf and sales in the row shelf so to apply Color I'll first drag ordered it to the colors card so right now each of my month is depicted with a different color let's say I want them in a shade of blue so go to the color Legend and select edit colors select the blue palette Now by pressing and holding the shift key select January and then December you'll see that all the months get selected and now click on assign palette so when you apply this you will notice that W automatically assigns each of the shade to your months so you don't have to do it manually one by one now let's say I wanted Jan in red color so simply select John and select red color from The Legend and click on OK so this is how you can make use of the assign palette function in Tableau now let's say you want to plot profit also alongside sales and there are many measures and you are unable to find profit in it so the conventional way to do that is go to the search bar and search for profit you'll see that the profit pops out as a search result now another easy way to do this is simply double click on the row Shelf and type sum of profit so you will see that W automatically finds profit for you and plots it on the chart now moving on to our next trick our next check is a multi-colored area chart so area charts usually appear only in a single color format but suppose you want different colors for your negative and positive data so let's see how to implement that so I have my order date in the column shelf and sum of profit in the row shelf now I'll copy The Profit pill into the row Shelf now you'll see that we have got two rows of profit in the first row we'll right click on the access and go to edit access and make the fixed art equals 0. which means that it will only show us the positive values of the chart similarly in the second row right click on the access and go to edit access and make the fixed end equals 0. which means that it will only show us the negative values so right now my positive and my negative values are depicted by two different profit pills so we can color them separately let's say I want green color for my profits and red color for my losses so this is how you can apply multi-color in your area charts now let's see how to customize your area charts more to make them stand out and make them more attractive so we already know that the color gradient does not apply to the area charts so in this case what I have done is applied the color gradient on the line chart and I have enclosed my area chart within it so let's see how to implement this feature in tableau so I uploaded my order date in the column self and a running total of profit in the row shelf now we'll again duplicate The Profit pill and this time we'll make it a line chart so you can see that we have one area chart and one line chart over here so now we can add profit to the colors card of the line chart to apply the color gradient now let's make these charts a dual access chart so as soon as you click on Dual access you'll see that your line chart automatically encloses the aerial chart now we can remove the extra headers to make it more attractive and to highlight your line chart more we can reduce the opacity of the area chart or even change the color so this is how we can play with area charts in Tableau moving on to our next trick so in this trick we'll look at how we can play around with labels in Tableau so you can see that I have right aligned my labels inside the bar chart so let's see how to do that so I've plotted messages in the column shelf and region and segment in the row shelf now if I simply drag the sales Bill to the labels card and go to the alignment options you see that I have three options over here left align Center align and when I click on right align the labels go right outside the bar chart so now we'll see that how to make them write a line inside the bar chart let's remove this well from here and duplicate the sales bill in the column Shelf and now we'll make it a dual access graph always make sure to synchronize your access now we'll make one of the chart as a bar chart and the other one as a Gant bar now we'll add sales to the labels card of the grand bar chart and in the alignment option align it to left hand side now you'll see that my labels are right aligned inside my bar chart but my access now shows us the negative values so to get rid of the negative values simply right click on the axis and go to edit access and under the fixed range select fix start to zero so now we have got rid of the negative values now to make a chart more attractive let's remove the headers and edit the labels let's make them white in color so that they are more visible so this is how you write align your labels inside the bar chart moving on to our next trick with labels labeling only the top end builds let's sort this result first now when I make use of my parameter and let's say I'll type 5 in it you'll see that W automatically returns five pills in colored format along with labels and rest all the pills are grayed out so now let's see how to implement this trick in tableau so I plotted sales in my column shelf and subcategory in the row Shelf now first let's make a parameter and let's rename it to top end select the data type as integer and click on OK now go to the drop down menu of parameter and click on show parameter control so let's type 3 in my parameter as we can see that our parameter doesn't do anything so we'll create one calculated field for it we'll rename the field as top end to color and type rank sum of sales less than equal to top n which is a parameter we just created now when I drag this top end to color fill to the colors card you will see that Tableau automatically returns three fields in the colored format let me first edit the colors to make it more attractive let's say I want a grayed out results so let's select gray for false and red for true so now the next step is to apply labels to the colored Fields so to apply labels we'll create another calculated field and we rename this one to top N2 label and type if top end to color which is the calculated field we just created then sum of sales because we want to debate sum of sales as labels now when you drag the stop into label pill to the labels card you will see that Tableau applies labels to the top three fields so with this trick we have reached the end of a video make sure to keep implementing tips and tricks on Tableau for better Clarity and fast learning in case you are facing any difficulties or get stuck somewhere please post your query in the comment section below any new ideas or queries related to Tableau or welcome in the comment section thank you all for watching the video