TABLEAU 5 DAYS WORKSHOP
FREQUENTLY ASKED QUESTIONS FROM PREVIOUS "LIVE Q&A" BY STUDENTS
S.N. Query from Students
 I am facing issue in saving the
file. i tried to create my profile ,
but was not able to create. could
you help
How to publish reports to other & you tableau work there.
also how to create multiple report You can then share / publish the data in the form of Image, PPT, PDF file. Also, the
at one page
GROUP by Folder and
HIERARCHY.. how they are
functionally different? How and
where to use Hierarchy and
group?
How to edit axis lines and internal
grid within a graph ?
Regarding axis, what is the
difference between uniform
range and fixed axis under the
general tab.
How to format the axis title as I
was getting Month year as axis
while practicing granularity chart
While I am trying to create a
folder to move two tables from
dimension, am not able to do so
as folder option is greyed out. Can check if "Group by Folder" option is selected
you tell me where I am going
wrong..
Trainer : Rushabh jain
Response DAY
Try going to the Tableau website (Same link which we used for installation of
tableau). Select the "Sign up" option on the top right (Orange tab- Very visible) .
Day 1
You can sign up there and then try saving the visualization. Also, you can click on
Sign in and select “Create one now for free”
Firstly, You just need to create a profile on the Tableau public website and save
Day 1
interactive file can be shared by sending the link in the "Share" option. Also, you
can share the workbook/dashboards by using the "Download" option in the
tableau website bottom right options.
Trust you are referring to (Day 1) Video 8 where i have explained about the
grouping into folders and hierarchy
Grouping into Folders : When we have huge number of columns we use this
optionality to organise the data into specific folders so that we can navigate
through various columns, also have a clear view on the left hand pane
(Dim./Meas.) while making the Viz eg. if you have 3 column data of 5 years (Total 15
columns), you can group columns into year wise data for selection while making
the Viz. There may or may not be a relation between items within grouped folder.
Day 1
(Note this is not the Day 4 Grouping Functionality)
Hierarchy : Arranging the data which has a logical hierarchical existence eg. You
can create a hierarchy of Country with items like State, City, metro as they form
part of a logical sequence. There has to be a relation of items grouped within a
hierarchy. When you add a field from a hierarchy to the visualization, you can
quickly drill up or down in the hierarchy to add or subtract more levels of detail.
here is an option in Format (2nd ribbon of Tableau screen - After Maps and before
help) >> Select "Lines" >> On left of screen select "Gridlines" or "Axis Rulers" and Day 1
format the colour, border size etc
Fixed Range - This option provides you a MANUAL option to start and/or end the
axis at a specific value which you want. When you fix both ends of the axis, the
axis range is determined by the values you specify. Now you have an option of
Fixing both ends of the axis or only one end, when you fix only one end of the axis,
you must set the other end of the axis as automatic, uniform, or independent.
Day 1
Uniform axis range for all rows or columns : This option AUTOMATICALLY sets the
axis range uniformly to the maximum data range for all panes in the view. Basis
for the same would be source data Hope this brings clarity !! Happy Learning
Edit Axes - Tableau
You can format the Title of the axis by Right Clicking on the Axis >> Select Format
Day 1
>> Format tab will appear on the left of the screen
You need to go the blank space below measures (left side of the screen) and
Day 1
1 Not for further circulation, to be used for workshop only
 S.N. Query from Students
If I have deleted the axis of a
chart, how to add them again
Can we create our own color
palette in Tableau?
How to save Tableau Public
workbooks privately on your
computer
Does Tableau have view and edit
access?
Can the map color be edited ? Or
is that the default color ?
Can we use logical formula like if
in tableau?
Trainer : Rushabh jain
Response DAY
If you have removed the X (Horizontal) or the Y (vertical) axis, go to the Column /
rows section on the top and select the small arrow drop in the dimension or the
Day 1
measure dragged in the same and select "Show Header". You can hide it by
selecting Show header option again
Sharing the steps that will help you create a color palette at your end, it requires
working with XML files and its not difficult !!
Close Tableau >> Search your system for a folder called "My Tableau Repository"
(Generally in "Documents" folder) >> Select “Preferences” & Open in Notepad.
Between the <Workbook> and </Workbook>, mention the below :
<workbook>
<preferences>
<color-palette name="Test" type = "regular">
<color>#CD5C5C</color>
<color>#FFA07A</color>
<color>#17becf</color>
</color-palette> Day 1
</preferences>
</workbook>
Save the notepad & Close
Open Tableau >> Import any file >> Drag a dimension to color >> Select “Edit
Color” and Check the drop down to find the new “Test” palette
I used 3 Color codes (eg#CD5C5C) from the site in above example You can choose
yours from https://htmlcolorcodes.com/
Video Link incase you get stuck
https://www.youtube.com/watch?v=qb2Y51VHYxU&t=0s
How to save Tableau Public workbooks privately on your computer Day 1
The functionality for View, Edit is indeed available using permissions option in
Tableau Licence (Server/online) version.
Just see the below link that will help you understand how its done !!
Creating access rights
https://www.youtube.com/watch?v=C4C_UiIDBHE
Day 1
Creating Usergroups in which projects are saved and access rights are provided
https://www.youtube.com/watch?v=xFATwMWFLVc
Step by Step Detailed process as per Tableau website
https://help.tableau.com/current/server/en-us/permissions.htm
Yes the Map can be coloured. Ideally colours to be used must be indicative of a
measure (eg. Sales for a region from light to dark colours). We have 2 videos, one Day 2
on day 3 (last 2 videos) and one on day 4
Yes, indeed you can. You can type the formula in the calculated field dialog box
for instance IF or IF ELSE and the same will appear in the drop down for selection.
Also, a Quick Tip : To see a list of available functions, click the small triangle icon Day 2
(in the centre of the right-side border) of the Calculation Editor. I am sure this will
help !!
2 Not for further circulation, to be used for workshop only
 S.N. Query from Students
Is blending of the data will be
done automatic? do we have to
make the blend every time
manually?
What data can be converted to
geographical. Like you change
locations in abc to maps. What if
unknowns in geographical data
belongs to 2 or more locations.??
In day 2 session there was a video
regarding the target and the
actual sales , in blend video .But
unable to take target sales as
area chart, if i take the target is
either appearing constant or
larger than the actual sales
In day 2 video of joins and
relationship, how is the file
structuring is done
While creating calculated field for
profit calculation why didn't you
did aggregation as in why didn’t
you take sum of profit divided by
sum of sales
What's the difference between
County and Country/Region sir ?
Could you please again explain
the Logical Layer relationship
without joins? how is it useful?
Trainer : Rushabh jain
Response DAY
If the column names (eg. Order ID in my video) are same in 2 files used for
blending then Tableau will read the same and create a blend. You just need to
activate it by clicking the Pin type button and set it into an Orange colour. If the
Day 2
column names are different, we need to create the blend manually using the
option Data >> Edit blend relationships and activate it by clicking the Pin type
button and set it into an Orange colour.
There are specific data formats which can be identified for creating a geocode
related data (Refer Annexure)
Day 2
1. There will be there sub-segments in the marks tab - you need to select area
chart for the Sum (Target) part and select Area chart
Day 2
2. Target is either appearing constant or larger than the actual sale - You need to
select Synchronize Axis. I guess you have missed that step The data should
correct if you do the above
The file structuring is segregating the data correctly into “Dimensions” and
“Rows”. Suppose you have 20 footwear at your home (Brands – Nile 10 pairs, 5
adidas and 5 Reebok). The Brands column will be a dimension and the count of 20
Day 2
pairs will be in the Count column classified as measures. In file structuring of
tableau incorrectly classifies the 2 interchangeably then you can drag the column
to the Dimension or measure based on the correct logical section.
All fields must be aggregate or constant while using multiple sheets or Table
calculation functionalities
Day 2
County is a territorial division of some countries. Eq. Shires in England, Like
Day 2
Manhatten in New York city,
The default view that you first see in the Data Source page canvas is the logical
layer of the data source. You combine data in the logical layer using relationships
(or noodles).
Think of this layer as the Relationships canvas in the Data Source page. They act
like containers for physical Layer tables. Logical tables remain distinct
(normalized), not merged in the data source (Physical layer joins the data using
Day 2
options like Joins). Best example is Customer Master and Supplier Master, these
are 2 distinct tables for an organisation but there is a relationship developed from
the goods are passed from one to another. We dont need to JOIN / MERGE the
data, but, we can definitely create a RELATIONSHIP between them. In terms of
use you can use these to create a RELATIONSHIP between multiple tables
without merging them.
3 Not for further circulation, to be used for workshop only
 S.N. Query from Students
In terms of dual axis/ merging
charts example can we show a
cumulative TARGET and
Cumulative BUDGET as a single
bar showing EOY details
How to extract pincode from
address (if available)?
When we discussed dimensions
and measures, it is mentioned
that dimensions are where we
can classify the data and
measures are kind of random
data. If we apply that logic, order
date and order id also should be
measures, right? They can't be
classified and are pretty much
unique for each record.
The 'HIDE' option is not working
for me, and can you tell how to
unhide something if we hide
(Video showing how to hide sale
column)
What is the difference in using
bins than a normal bar chart?
What is the role of data
interpreter? What all task it
performs? And when to use it?
Trainer : Rushabh jain
Response DAY
Instead of breaking the year into Quarters and months, you can keep the columns
at "Year" level only. The year will represent the cumulative number for actuals.
Now, since we wanted to do an actuals vs budget at month level we created a
Day 2
blend on the same. If we want to blend at year level then create a blend at year
level using Edit blend relationships >> Custom >> select the last item "Year" on the
left and right screen sections >> Select OK
There is no specific functionality that fetches the pin code from an address in
tableau. As a solution, on day 3 we will be learning a few functionalities on data
interpreter which works like text to column in excel. Check if that helps you to
split data if it is in a constant format (Example the last characters after ":" for
instance)
Day 2
Tableau generally uses the specific format. Tableau tool identifies the geographic
roles based on location names, codes based on the type of geographic data
contained in the base file. For example, you can assign the geographic role to a
field that contains Pin codes.
I would say that if you want to classify sales performance based on date (eg.
higher sales on week ends vs weekdays, wouldnt that be a categorizable aspect
to put the Order Date into Dimensions :).
Order ID - Yes you can take it as measure !!
Day 2
the best practice here is that we can change the Dimension to a measure or vice
versa based on the correct understanding of what that column is representing
The Analyst must take a call based on understanding of the base file 😊
(a) Hide option will not work if you have used the field for making any Viz. Just
check if you have removed the use of the same in any sheet
(b) You can unhide the columns by going to the data source sheets, see the mid Day 2
right side to find an option "Show hidden fields", Tick the same. You would see the
hidden column in greyish shade. Right click and unhide.
Bins group a set of data into groups of equal interval or size making it a
systematic distribution of data. Sometimes it's useful to convert a continuous
measure (or a numeric dimension) into bins. Example, If you are the management
and want to see number of people who have got a 4 to 5 star rating in their
Day 3
appraisal and 0 to 1 star rating low performers. You can create a bin to have a
correct interval setup. When you use a normal bae chart you will get multiple
barcharts for people getting 4.1, 4.5, 3.4, 0.2, etc. Bins helps here to give decisive
insights on performance.
Data Interpreter provides various cleaning operations that you can use out of the
box to clean and shape your data. Cleaning up dirty data makes it easier to
combine and analyze your data or makes it easier for others to understand
your data when sharing your data sets.is used for data cleanup before you make
Day 3
the visualization. Data Interpreter can remove extraneous info to help prepare
your Tableau data source. After you set up the data source, if Tableau detects
unique formatting or extraneous info, the Data Interpreter option becomes
available.
4 Not for further circulation, to be used for workshop only
 S.N. Query from Students
While we have enabled “use a
filter” option why doesn’t the age
worksheet change even if we
have common filter across the
sheets?
What's the difference in
functionality between navigating:
worksheet-->Actions and
Dashboard-->Actions?
In chapter " Creating bins " , after
changing ' Age bin ' from discrete are no customers there the null represents the same. You too can check the same
to a continuous value, A Null
value Occurred. What does it
refers ?
What is a Region?
GROUPING:- .. In method 2,
Category was assigned
GEOGRAPHY ROLE and created
from State ( an existing hierarchy
State + City).. In left panel a
modification in Hierarchy was
observed as( Territory, State,
City).. Please explain why a
change in Hierarchy was
observed...thanks..
In GROUPING.. Method 1-..Is it
possible to go beyond 2 values for method 1 is not a good way to do in our example being solved in the video,
Dimension ( Territory in this case) selecting and grouping is a slow process and good if the manual activity requires
Area A and others ?? Is it inherent us to do a two dimensional grouping. The method 2 is apt and preferable as it is
limitation of the Tableau ?
Trainer : Rushabh jain
Response DAY
As i mentioned in my video, a sheet cannot be filtered by field from a secondary
data source used for making a blend. Eg. Sheet A uses data source 1 as the
primary data source; sheet B uses data source 1 as the secondary data source. If
you create a quick filter on a field from data source 1 (in our example Category of
Furniture, etc.) and apply this quick filter to sheet A and sheet B, sheet B will not
be filtered as sheet B uses a secondary data source.
Now coming to the solution: Day 3
(1) Use Join to join your data rather than blend if aggregation is not an issue OR
(2) Configure all sheets to use the same primary data source
https://kb.tableau.com/articles/issue/filter-not-applied-to-all-sheets-when-using-
multiple-data-sources
Tableau being a user friendly tool provides various ways to do the same thing.
One such item is applying filters. When you select Actions from either Worksheet Day 3
or Dashboard tabs, both take you to the same Tool bar !!
the null value pertains to the age group bin prior to the age bin of 15. Since there
using the following method Day 3
Right Click >> View Data -See the Null value details
A region is can be counties within a state or countries within a continent. Not
only does Tableau allow us to visualize these custom regions, but we Day 4
can also do calculations using these regions as groups.
After doing the step of selecting Territory >> Creating from state option (@5.07 to
5.09 Seconds in Day 4, V02), what we are doing here is that, we are creating a
group to split the locations into territories, using a defined category (Territory)
available in the data source. As soon as we do this, there is an addition in
Day 4
Hierarchy, which is exactly the change you see on the hierarchy list on the left
pane. As per my explanation in 1st Q&A, there is a logical sequence developed
wherein the states and cities are categorized under a bigger category ie. Territory
and can be drilled down that way. Thus there is a change on the screen.
Let me explain it in the Live session. However, for current consumption, the
Day 4
faster and more efficient in the example we are solving.
5 Not for further circulation, to be used for workshop only
 S.N. Query from Students
How to become expert in
understanding the output and
accordingly functioning the same
in tableau.
How can we remove Trend line
from a saved file?
Why did we use highlight feature
in the sheet 2 of day 4 videos?
Where we wanted to analyse only to" in the 3 colors as well as the "New and old Category" indicatively on the same
new locations.
Working with government, will
require to make report in hindi
language or font. Can I be able to
work in hindi lang/font or other
languages.
How to share dashboards and
story with our friends or on any
platform like linkedin?
How can we reduce the use of
the mouse in tableau, are there
any shortcuts like in excel?
How to make a word cloud in
Tableau?
Once our work is saved in the
Tableau Public Domain, I could
not see different sheets I had
worked on. Is there a way to
check these multiple
sheets/dashboards in the public
domain?
Trainer : Rushabh jain
Response DAY
In my view, becoming an expert on any kind of output requires good
understanding of the Biz, developing experience in the granular things of a Biz
and trying to gauge/understand the expectation of the reader (Maybe
management, shareholders, etc).
For instance incase of a coal mining machines evaluation the output will show
how many machines are there, how long they are working and how much
maintenance is required due to utilization / underutilization. Here, the Day 4
management expectation would be to evaluate the times when the machine
gave a low output, where the machine broke down, , cost incurred in previous
times to repair the machine, etc. Once you understand this expectation of the
management, the Tableau Viz can be used to evaluate the facts based on actual
manhours and plotting on the graph the same using a Viz.
Hope this gives you a good idea on where you must focus to be an expert.
To remove a trend line from any visualization, click on any trendline and drag it off
of the visualization canvas area. You can also click a trend line and unselect "Show
Day 4
Trend Line". To remove all trend lines from the view, select Analysis >Trend Lines
>Show Trend Lines.
As indicated in the video itself we can use a filer as well to see only new locations,
but how do we see both new old locations and color differentiation of regions.
If i want to See both the region (Region A,B,C) to which the "new location belongs
Day 4
vizual. This is possible using the highlighter option without changing the region
colors. This adds a bifurcation through Colors as well as a highlight of new colors
when asked to show both by the reader of the report.
Tableau does have language options in terms of Western languages like French,
Spanish, Deutch, etc. the option to check the same is Help >> Choose language.
Hindi is not a part of the same.
Overall
However, for currency related information, you can format the labels see the drop
down on left in Numbers >> Currency (Standard) >> select languages like
marathi, bengali, etc for showing currency (numbers) related info in that
languages number format.
Using google online screen recorder, you can make your dashboards and record
on this application for sharing on linked in (pls tag me as well). For sharing the
files with friends over email i showed the method in yesterday’s QnA yesterday,
Overall
can you see the video that should help you out.
Alternatively, Use the buttons “Windows”+”G” and there is an Xbox functionality.
Here is the link for tableau keyboard shortcuts
Overall
https://help.tableau.com/current/pro/desktop/en-us/shortcut.htm
- Pull the dimension to Text,
- Pull the dimension to Size
- Change the measure of the size of dimension to "Count" Overall
- Make the chart type a text
- Drag dimension to Color
Go to the settings option on your public domain on the page of your dash board,
select show sheets on the settings oprion on the right side!! You should be able to Overall
see the sheet names on the top right, its that simple my friend :)
6 Not for further circulation, to be used for workshop only
 S.N. Query from Students
we have two tables where row
and columns both are same but
numbers are different in both the You can then rename the pivot fields and values as desired and then you can use
tables. we need the difference
between both the sheets. what
will we do?
Can we send dashboards/files in
ready only mode
Can we embed links either in
dashboard/sheets to a diff
source/file/sheet 4
How to connect data from public
domain directly in tableau
Trainer : Rushabh jain
Response DAY
The simplest method is to transpose data (like we do in excel) is using the pivot
data option in Tableau. If you bring your unpivoted data into Tableau, you can
select the columns you wish to pivot >> then right-click >> select “Pivot”.
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the lookup advance function.
https://kb.tableau.com/articles/issue/calculating-difference-between-two-
measure-values-in-a-view (sorry this is an advance functionality, but this link will
help you)
No way to hide anything while share our workbook to the users. if they install
desktop then they can easily see all data and calculations. Better try to use
tableau server (licence version) and restrict user download (This link will help you
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where you can ask reader to download tableau reader :
https://community.tableau.com/s/question/0D54T00000C6UJd/share-readonly-
dashboard-with-tableau-desktop
Use the Navigation option and Web page option in the dash board settings on
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left side (next to image) and Alt + Click
Go to the web data connector to try out the same in your connect data section in
More in Tableau Desktop
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Topic Detail (tableau.com)
7 Not for further circulation, to be used for workshop only