Creating tables
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
Sometimes the best way to present the data is using a table. Tables use very little space and pack a lot of information in a very small area without losing any detail. Please note that, in Tableau, we refer to tables as cross tabs as well.
For this recipe, let's use the sample file Sample – Superstore Sales (Excel). Open a new worksheet and select Sample – Superstore Sales (Excel) as the data source.
Although we can create complicated tables, in this recipe let's create a simple table with two dimensions and one measure.
- Drag-and-drop Region into the Rows shelf (you can also right-click and select Add to Sheet).
- Drag-and-drop Customer Segment into the Rows shelf.
- Drag-and-drop Profit into the Text marks box. Now, you should see the total of profits as per Region and Customer Segment.
- To add totals, click on Analysis from the toolbar and select Totals and click on Add All Subtotals, as shown in the following screenshot:
To a graph designer, using tables instead of charts is a strong alternative as tables can provide very minute details of the data to the reader. Tables used with other graphs can create a compelling narrative for the reader, and Tableau makes it easy to create and combine tables and graphs by creating dashboards, which are covered later in the book.
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