- To create any visualization, the developer needs to drop Dimension and/or Measure on the view canvas.
- When you drop a measure in the view canvas, Tableau automatically aggregates the data. Default aggregation is Sum. These aggregations can be changed to other types.
-Show Me feature suggests the best visualization for the number of Dimensions and Measures selected.
- Dimensions or measures can be used to create filters and quick filters. These filters or quick filters help in providing context to the data.
- Visualization can have Color, calculated field, Shape, and Size.
-One or multiple Sheets are combined to create a Dashboard.
-Sheets and Dashboards are used to create a Story.
-Maps are created for the geographical or location fields.
-Tableau automatically identifies geographical fields like County, State, City and zip-codes. It assigns Latitude and Longitude to each value of the field based on the data present in Tableau Map-Server.
-Fields having the geographical role assigned can be identified by a globe symbol next to them.
-Sometimes Tableau cannot recognize a field as a geographical location. For example, sometimes Zip code would be identified as a number. In such instances, you can right-click and assign a geographical role to the field.
-If Tableau does not contain the desired Latitudes and Longitudes, you can define them in a database or a CSV file.
Geographical roles available in Tableau are
-Area code contains USA telephone area codes.
-CBSA/MSA denotes USA metropolitan Statistical Areas.
- City represents worldwide cities with a a population of more than 15,000.
-Congressional District represents U.S. congressional districts.
-County/Region represents worldwide countries.
-County represents counties of few countries such as the USA, France, German, etc.
-State/Province represents worldwide states.
-Zipcode/ Postal code of selected countries are available
Exercise: Use Tableau sample data source Sample- Superstore.xls located under \My Tableau Repository\Data sources.
Use the Orders datasheet. Place State on Rows and Sales on the Column Shelf. This will create a Map that will give Sales for each State.