In this post, we will learn how to create maps in Tableau and display geocoded information. For this tutorial as well, we use the Sales Superstore data that can be downloaded from here.

Geocoding

First, a little primer on geocoded information and how it is used for data visualizations in Tableau. Geocoding simply means using Latitude and Longitude details to map locations. Tableau can use the geographical coordinates to plot locations accurately. It also follows conventional hierarchies such as Country→ State/Province → City. This tool understands postal codes in different formats and also allows adding new geographic roles to existing hierarchy. For further documentation, you can refer to Tableau in-depth documentation. We can even assign custom values atop our data for addresses that Tableau cannot map.

Why would we want to use Geocoded Information?

Whenever we wish to answer questions spatially or an...

In this tutorial, we shall learn about designing Data Dashboards in Tableau. The topics being covered in this lesson are:

• Creating a Scatter Plot
• Creating an Area Chart & Learning About Highlighting
• Contextualizing analysis results by creating Tableau dashboards
• Incorporating charts and conditional formatting into dashboards using supporting information specific to a particular data set
• Adding an Interactive Action Filter and applying Filters to Multiple Worksheets
• Adding Interactive Action Highlighting

So, let’s begin.

Getting Started

In this post, we will learn how to create a data extract in Tableau. For this tutorial, as in previous tutorials, we use the Sales Superstore data that can be downloaded from the link given here.

Overview

First, a little primer on data extracts and their advantages. Data Extracts are simply saved subsets of data. When we create an extract of our data, we reduce the total amount of data by using filters and configuring other limits.

Data extracts are typically used in the following circumstances:

• Live connection is not possible
• Live connection is too slow
• Record volume is too large to handle
• Want to avoid exposing too much data
• Not support certain calculations

In this tutorial, we are going to learn about Tableau, the popular visualization software used in analytics, media and business. It has powerful features and drag and drop functionality making it easier to interpret and present insights from data. You can learn more about the software and its different versions on the parent website here.

To create visualizations in this lesson, we will be using Tableau Public, the free version of Tableau software.

We will learn how to connect to a spreadsheet or file and create an interactive data visualizations for the web. Details on how to download and install Tableau can be found in this link.

In this tutorial, we are going to learn advanced techniques in Dashboards as well as the concept of Storytelling. We will also learn some other types of charts such as Tree Maps.

Let’s begin.

In this entire dashboard and storytelling lesson, we are essentially looking at Ship Mode versus different variables such as Profit, Sales, Discount, etc. What this means from an analysis point of view is that we are trying to see what factors, if any, are showing trends in conjunction with shipping modes.

We start with the Sales dataset.

Add the Orders data into the worksheet.

In this tutorial, we will learn the following advanced topics in Tableau:

• Understanding how LEFT, RIGHT, INNER, and OUTER Joins Work
• Joining Data in Tableau
• Joins With Duplicate Values
• Joining on Multiple Fields
• Joining Data v.s. Blending Data in Tableau
• Data Blending in Tableau
• Creating Calculated Fields in a Blend (Advanced Topic)
• Creating Table Calculations
• Creating Bins and Distributions
• Leveraging the Power of Parameters

Understanding Joins