Business problem
The business department provided the following requirements for the report:
I want to know that the sales in those areas are better, and the sales in those areas are worse, so I hope to see the distribution of sales indicators across the country.
Want to know whether the sales volume of this year has increased compared with the previous years, so you need to see the sales volume trend over time
Do you want high-quality customers with a small number of units but high consumption? Therefore, it is necessary to understand the distribution of the number of transactions and the amount of transactions and whether there is a certain correlation between the two
Need sales report, product information and membership information
step:
1. Open tableau and import the required data into tableau
2. Data source connection Here you can see that tableau can connect to multiple file formats and databases
3. The two processing methods of data files in tableau are real-time live and extract
The advantage of real-time connection is that the data source is directly connected. If the data source (excel or SQL database) changes, the data in tableau will be automatically adjusted accordingly. The
disadvantage is that the real-time speed will change as the amount of data increases The slow
extraction connection is to extract the data from the data source and directly encapsulate it in tableau. The
advantage is that the data has been optimized by tableau, and the reaction speed of the dashboard will be faster. The
disadvantage is that if the data source changes, we need to refresh the extraction manually. data
4. How to send the created tableau file to others
Save the file in twbx format, and then connect to the data source by extract
5. Product table and sales table are connected
6. Dimension type and measure type
When ableau reads the data, it will first determine whether the field is a dimension type or a measurement type
to initially set the field.
Dimension: sub-type data, marked in blue.
Dimension type is text, such as city name, user name
measurement: quantitative data , Marked as green. The
measurement type is a number, such as age, amount
The dimension is abc in the upper left corner. Metric is #
7.tableau will also automatically identify geographic role data and time type data
If the error is automatically identified, it can also be modified manually
8. After checking all the data formats, click on worksheet 1 and you will enter the work interface for creating data visualization
Drag the rows and columns you want to visualize
Switch between different charts
9. Mark
