Tableau Practical File - O

Data Visualization Using
Tableau
INDEX
Sr Page
Practical Name Date Sign
No. No.
Installation of Tableau and working with Tableau
1 20/07/23 4-6
Desktop Workspace.
2 Data Connection with various File. 21/07/23 7-9
Import and manage data (join)

02/08/23
3 a) Global Supermarket Dataset. 10-33
b) Own Dataset(Fake & True Dataset). 07/08/23
Perform various Tableau Calculation.
a) Number Calculation. 09/08/23
b) String Calculation. 11/08/23
4 34-61
c) Date Calculation. 23/08/23
d) Grand Total.
25/08/23
e) Table Calculation.
Adding filters and quick filters to dashboards.
a) Dimension Filter.
b) Date Filter.
c) Measure Filter.
5 06/09/23 62-87
d) Quick Filter.
e) Condition Filter.
f) Format Filter.
g) Interactive Filter.
Implement Bar charts, Pie chart, Line chart,
6 08/09/23 89-93
Multiple chart (Stacked Bar Chart).
Implement Highlight tables, Scatter plot, Trend
7 27/09/23 94-96
line.
Implement Heat map, Geographic mapping,
8 06/10/23 97-103
impressive bar chart, bullet graph.
9 Implement Gantt chart, data calendar, circle view. 07/10/23 104-110
10 Building Interactive Dashboards. 13/10/23 111-121

Date :- Data Visualization Using Tableau Roll No.:- PG-230568
Practical No. 1
Aim :- Installation of Tableau and working with Tableau Desktop Workspace.
Step 1 :- Open Google Chrome → Search for “Tableau Public” as shown in Figure 1.1 & Click on
“Sign-up for Tableau public” as shown in Figure 1.2.
Figure 1.1 Figure 1.2
Step 2 :- Create your Tableau Account as shown in Figure 1.3 you will get Thank You Message as
shown in Figure 1.4.
Figure 1.3
Karmaveer Bhaurao Patil College, Vashi Page 4 of 121

Step 5 :- After successfully creation of your account Click on “Download Tableau Public” as shown
in Figure 1.5.
Step 6 :- Double Click on the downloaded Tableau.exe file and Click on "Install" as shown in Figure
1.6. You will get installation processing window as shown in Figure 1.7.
Figure 1.6

Figure 1.7
Step 7 :- Open Tableau as shown in Figure 1.8.
Figure 1.8.

Practical No. 2
Aim :- Data Connection with various File.
Step 1 :- Download Superstore.xlsx Dataset from Following website as shown in Figure 2.1.
https://www.kaggle.com/datasets/vivek468/superstore-dataset-final
Figure 2.1
Step 2 :- Open Tableau Public and Click on Microsoft Excel as shown in Figure 2.2.
Figure 2.2

Step 3 :- Select Superstore.xlsx and Click Open as shown in Figure 2.3. You will get following
window as shown in Figure 2.4.
Figure 2.3
Figure 2.4

Step 4 :- Now go to Data → New Data Source as shown in Figure 2.5. You will get following
window as shown in Figure 2.6 Click on Text File and select Superstore.csv File then Click
Open as shown in Figure 2.7.
Figure 2.5 Figure 2.6
Figure 2.7
Figure 2.8

Practical No. 3
Aim:- Import and manage data (Join, Relationship, Replace).
a) Global Supermarket Dataset.

Note : Create Sales.xlsx file and Products.csv file from SuperStore.xlsx.
1. JOIN
1) FOR INNER JOIN
Step 1.1 :- Open Tableau Application → Click on Microsoft Excel as shown in Figure 3.1.1 →
select Sales.xlsx File as shown in Figure 3.1.2. You will get window as shown in
Figure 3.1.3.
Figure 3.1.1 Figure 3.1.2
Figure 3.1.3

Step 1.2 :- For connecting two dataset Click on Add → Text File as shown in Figure 3.1.4 →
select Product.csv File → Click Open as shown in Figure 3.1.5. In result you will get
Inner join of two dataset as shown in Figure 3.1.6.
Figure 3.1.4
Figure 3.1.5
Figure 3.1.6

2) FOR LEFT-OUTER JOIN
Figure 3.2.3.
Figure 3.2.3

Left-Outer join of two dataset as shown in Figure 3.2.6.
Figure 3.2.4
Figure 3.2.5
Figure 3.2.6

3) FOR RIGHT-OUTER JOIN
Figure 3.3.3.
Figure 3.3.3

Right-Outer join of two dataset as shown in Figure 3.3.6.
Figure 3.3.4
Figure 3.3.5
Figure 3.3.6

4) FULL-OUTER JOIN
Figure 3.4.3.
Figure 3.4.3

Full-Outer join of two dataset as shown in Figure 3.4.6.
Figure 3.4.4
Figure 3.4.5
Figure 3.4.6

5) CROSS JOIN
Figure 3.5.3.
Figure 3.5.3

select Product.csv File and Click Open as shown in Figure 3.5.5. In result you will get
Figure 3.5.4
Figure 3.5.5
Figure 3.5.6

Step 5.3 :- Now Click on sheet1 which is at left corner of your screen you will get screen as shown
in Figure 3.5.7.
Figure 3.5.7
Step 5.4 :- For group by Folder Click on Dropdown arrow → select Group by Folder as shown in
Figure 3.5.8. You will get Dimensions as shown in Figure 3.5.9.

Step 5.5 :- Drag & Drop Category and Sub-Category Dimensions in Rows Field. Drag & Drop
Sales in Column Field as shown in Figure 3.5.10.
Figure 3.5.10.
Step 5.6 :- If you want to show Sales by Year then Drag & Drop Order Date in Column Fieldas
shown in Figure 3.5.11.
Figure 3.5.11

b) Download Fake.xlsx & True.csv Dataset.
1) FOR INNER JOIN
select Fake.xlsx File as shown in Figure 3.1.2. You will get window as shown in
Figure 3.1.3.
Figure 3.1.3

select True.csv File and Click Open as shown in Figure 3.1.5. In result you will get
Figure 3.1.4
Figure 3.1.5
.
Figure 3.1.6

2) FOR LEFT-OUTER JOIN
Step 2.1 :- Open Tableau Application and Click on Microsoft Excel as shown in Figure 3.2.1 →
Figure 3.2.3.
Figure 3.2.3

Left-Outer join of two dataset as shown in Figure 3.2.6.
Figure 3.2.4
Figure 3.2.5
Figure 3.2.6

3) FOR RIGHT-OUTER JOIN
Figure 3.3.3.
Figure 3.3.2

Right-Outer join of two dataset as shown in Figure 3.3.6.
Figure 3.3.4
Figure 3.3.5
Figure 3.3.6

4) FULL-OUTER JOIN
Figure 3.4.3.
Figure 3.4.3

select Product.csv File and Click Open as shown in Figure 3.4.5. In result you will get
Full-Outer join of two dataset as shown in Figure 3.4.6.
Figure 3.4.4
Figure 3.4.5
Figure 3.4.6

5) CROSS JOIN
Figure 3.1.3.
Figure 3.5.3

Figure 3.5.4
Figure 3.5.5
.
Figure 3.5.6

Step 5.3 :- Now Click on sheet1 which is at left corner of your screen you will get screen as shown
in Figure 3.5.7.
Figure 3.5.7
Step 5.4 :- For group by Folder Click on downward arrow → select Group by Folder as shown in
Figure 3.5.8. You will get Dimensions as shown in Figure 3.5.9.

Step 5.5 :- Drag & Drop Subject and Title Dimensions in Rows Field→ Drag & Drop Measure
Values in Column Fieldas shown in Figure 3.5.10.
Figure 3.5.10
Step 5.6 :- If you want to show Sales by Year then Drag & Drop Order Date in Column Fieldas
Figure 3.5.11

Practical No. 4
Aim:- Perform various Tableau Calculation.

a) Number Calculation.
b) String Calculation.
c) Date Calculation.
a) Number Calculation.
1. COST
Step (a).1.1 :- Open Tableau Public → go to Microsoft Excel → select Sample-Superstore.xlsx

dataset → Drag & Drop Orders Sheet on blank screen.
Step (a).1.2 :- Drag & Drop Sub-Category in Rows Field→ Drag & Drop SUM(Profit) &
SUM(Sales) on Sub-Category table as shown in Figure 4.1.1.
Figure 4.1.1.

Step (a).1.3 :- Now go to Analysis tab → select Create Calculated Field.

Then type SUM([Sales]) – SUM([Profit]) Click Apply & OK as shown in
Figure 4.1.2. Drag & Drop calculated table COST on Sub-Category you will get
calculation of Cost as shown in Figure 4.1.3.
Figure 4.1.2.
Figure 4.1.3.

2. MAX

dataset → Drag & Drop Orders Sheet on blank screen as shown in Figure 4.2.1.
Figure 4.2.1
Step (a).2.2 :- Drag & Drop Sub-Category in Rows Field→ Drag & Drop SUM(Profit) and
SUM(Sales) on Sub-Category table as shown in Figure 4.2.2.
Figure 4.2.2.

Step (a).2.3 :- Now go to Analysis tab and select Create Calculated Field→ type MAX([Sales])
→ Click Apply & OK as shown in Figure 4.2.3. Drag & Drop calculated table
MAX on Sub-Category you will get calculation of MAX as shown in Figure 4.2.4.
Figure 4.2.3.
Figure 4.2.4.

3. MIN

Figure 4.3.1
Step (a).3.2 :- Drag & Drop Sub-Category in Rows Field→ Drag & Drop SUM(Profit) on Sub-
Category table as shown in Figure 4.3.2.
Figure 4.3.2.

Step (a).3.3 :- Now go to Analysis tab and select Create Calculated Field→ type MIN([Profit])
→ Click Apply & OK as shown in Figure 4.3.3. Drag & Drop calculated table MIN
on Sub-Category you will get calculation of MIN as shown in Figure 4.3.4.
Figure 4.3.3.
Figure 4.3.4

4. SUM

Figure 4.4.1
Step (a).4.2 :- Drag & Drop Sub-Category in Rows Field→ Drag & Drop SUM(Profit) on Sub-
Category table as shown in Figure 4.4.2.
Figure 4.4.2.

Step (a).4.3 :- Now go to Analysis tab and select Create Calculated Field→ type SUM([Sales]-
[Profit]) → Click Apply & OK as shown in Figure 4.4.3. Drag & Drop calculated
table SUM on Sub-Category you will get calculation of SUM as shown in Figure
4.4.4.
Figure 4.4.3.
Figure 4.4.4

5. CEILING

Figure 4.5.1
Step (a).5.2 :- Drag & Drop Sub-Category in Rows Field → Drag & Drop SUM(Sales) on Sub-
Category table as shown in Figure 4.5.2. Right Click SUM(Sales) and Click on
Format as shown in Figure 4.5.3.

Step (a).5.3 :- Now go to Default → Numbers → select Number (Custom) as shown in Figure
4.5.4
Figure 4.5.4
Step (a).4.3 :- Now go to Analysis tab and select Create Calculated Field → type
CEILING(SUM([Sales])) Click Apply & OK as shown in Figure 4.5.5. Drag &
Drop calculated table CEILING on Sub-Category you will get calculation of
CEILING as shown in Figure 4.5.6.
Figure 4.5.5. Figure 4.5.6.

6. FLOOR

Figure 4.6.1
Step (a).6.2 :- Drag & Drop Sub-Category in Rows Field → Drag & Drop SUM(Sales) on Sub-
Category table as shown in Figure 4.6.2 → Right Click SUM(Sales) → Click on
Format as shown in Figure 4.6.3.

Step (a).6.3 :- Now go to Default → Numbers → select Number (Custom) as shown in Figure
4.6.4.
Figure 4.6.4
Step (a).6.4 :- Now go to Analysis tab → select Create Calculated Field → type
FLOOR(SUM([Sales])) Click Apply & OK as shown in Figure 4.6.5. Drag & Drop
calculated table CEILING on Sub-Category you will get calculation of CEILING
as shown in Figure 4.6.6.

7. POWER
Step (a).7.1 :- Open Tableau Public → go to Microsoft Excel and select Sample-Superstore.xlsx
dataset then Drag & Drop Orders Sheet on blank screen as shown in Figure 4.7.1.
Figure 4.7.1
Step (a).7.2 :- Drag & Drop Sub-Category in Rows Field → Drag & Drop SUM(Discount) on
Sub-Category table as shown in Figure 4.7.2.
Figure 4.7.2.
Step (a).7.3 :- Now go to Analysis tab → select Create Calculated Field → type
POWER([Discount],2) → Click Apply & OK as shown in Figure 4.7.3.
Figure 4.7.3.

Step(a).7.4 :- Drag & Drop calculated table POWER on Sub-Category you will get calculation of
Power as shown in Figure 4.7.4. Now go to SUM(Discount) & SUM(POWER) and
select measures as Maximum you will get power of maximum value in table as
Figure 4.7.4
Figure 4.7.5

b) String Calculation.
1. CONTAINS
Step (b).1.1 :- Open Tableau Public → go to Microsoft Excel → select Sample-Superstore.xlsx
dataset → Drag & Drop Orders Sheet on blank screen as shown in Figure 4(b).1.1
→ Go to sheet1 → Drag & Drop Sub-Category in Rows Field as shown in Figure
4(b).1.2.
Figure 4(b).1.1 Figure 4(b).1.2.
Step (b).1.2 :- Now go to Analysis tab → select Create Calculated Field → type
CONTAIN([Sub-Category], “o”) → Click Apply & OK as shown in Figure
4(b).1.3. You will get output as shown in Figure 4(b)1.4.
Figure 4(b).1.3. Figure 4(b).1.4.
ewsdgf
2. LEN
Step (b).2.1 :- Open Tableau Public → go to Microsoft Excel → select Sample-Superstore.xlsx

dataset → Drag & Drop Orders Sheet on blank screen as shown in Figure 4(b).2.1
→ Go to sheet1 → Drag & Drop Sub-Category in Rows Field as shown in Figure
4(b).2.2.
Figure 4(b).2.1 Figure4(b).2.2
Step (b).2.2 :- Now go to Analysis tab → select Create Calculated Field → type LEN([Sub-
Category]) → Click Apply & OK as shown in Figure 4(b).2.3. You will get output
as shown in Figure 4(b).2.4.
Figure 4(b).2.3 Figure 4(b).2.4.

Step (b).2.3. :- For actual count of word go to SUM(LEN) → right Click and select Attribute.
Figure 4(b).2.5 Figure 4(b).2.6
3. Left
Step (b).3.1 :- Follow step (b).2.1 & step (b).2.2 to get table of Sub-Category → go to Analysis
tab → select Create Calculated Field → Type LEFT([Sub-Category],4) → Click
Apply & OK as shown in Figure 4(b).3.1. You will get first 4 letter of word from
left side as shown in Figure 4(b)3.2.
Figure 4(b).3.1. Figure 4(b).3.2

4. Right
tab → select Create Calculated Field → Type RIGHT([Sub-Category],5) → Click
Apply & OK as shown in Figure 4(b).4.1. You will get last 4 letter of word from
right side as shown in Figure 4(b)4.2.
5. Ltrim
tab → select Create Calculated Field → Type LTRIM([Region]) → Click Apply
& OK as shown in Figure 4(b).5.1. You will get word after removing blank space
from left side as shown in Figure 4(b).5.2.

c) Date Functions
1. Dateadd
Step (c).1.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
→ Drag & Drop Orders Sheet as Data source → go to Sheet1 → Drag & Drop Ship
Date in Rows Field as shown in Figure 4(c).1.1.
Step (c).1.2 :- In this step convert YEAR(Ship Date) to particular Day by Right Clicking on
YEAR(Ship Date) → Exact Date format & data type as discrete. You will get
particular date as shown in Figure 4(c).2.2.
Figure 4(c).1.1 Figure 4(c).1.2
Step (c).1.3 :- Then go to Analysis tab and select Create Calculated Field → Type
DATEADD(‘month,3,#2016#) → Click apply & OK as shown in Figure 4(c).1.3
You will get updated date as shown in Figure 4(c).1.4.

2. Now
YEAR(Ship Date) → Exact Date format & data type as discrete. You will get
particular date as shown in Figure 4(c).2.2.
Step (c).2.2 :- Then go to Analysis tab → select Create Calculated Field → Type
DATEADD(‘hour’,-6,NOW( )) → Click apply & OK as shown in Figure 4(c).2.3
You will get Current Date as shown in Figure 4(c).2.4.
Figure 4(c).2.3 Figure 4(c).2.4.

3. Day
YEAR(Ship Date) → Day (Month Date , Year) format & data type as discrete.
You will get particular date as shown in Figure 4(c).3.2.
DATEPART(‘day’,[Ship Date]) → Click apply & OK as shown in Figure
4(c).3.2. Drag & Drop calculated Field → Right Click → select data type as
Dimension & Discrete you will get Current Day as shown in Figure 4(c).3.3.

4. Month
Step (c).4.2 :- In this step convert YEAR(Ship Date) to particular Day by Right Click ing on
YEAR(Ship Date) → Day (Month Date , Year) format & data type as discrete. You
will get particular date as shown in Figure 4(c).4.2.
DATEPART(‘day’,[Ship Date]) → Click apply & OK as shown in Figure 4(c).3.2
→ Drag & Drop calculated Field → Right Click → select data type as Dimension &
Discrete you will get Current Day as shown in Figure 4(c).3.3.

d) Calculation
1. Grand Total
Step (d).1.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
→ Drag & Drop Orders Sheet as Data source → go to Sheet1 → Drag & Drop
Category in Rows Field → Drag & Drop SUM(Sales) on Category Table as shown
in Figure 4(d).1.1.
Figure 4(d).1.1
Step (d).1.2 :- Then go to Analysis tab → select Totals → Show Row Grand Totals as shown in
Figure 4(d).1.2 You will get Grand Total as shown in Figure 4(d).1.3.
Figure 4(d).1.2 Figure 4(d).1.3.

Step (d).1.3 :- Now Right Click on SUM(Sales) → Quick Table Calculation → Percent of Total as
shown in Figure 4(d).1.4 You will get percentage of Grand Total as shown in
Figure 4(d).1.5.
Figure 4(d).1.4 Figure 4(d).1.5.
2. Percent
Step 4(d).2.1 : Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
SUM(Sales) in Rows Field → YEAR(Order Date) in Columns Field as shown in
Figure 4(d).2.1 → go to Marks → select Bar as shown in Figure 4(d).2.2.
Figure 4(d).2.1. Figure 4(d).2.2.

Step (d).2.2 :- Again Drag & Drop SUM(Sales) → Click on Show/Hide Mark Labels You will
get exact Numeric value of each bar as shown in Figure 4(d).2.5.
Figure 4(d).2.3 Figure 4(d).2.4
Step (d).2.3 :- Right Click on second SUM(Sales) → Quick Table Calculation → Click on Percent
of Total You will get percentage of each bar as shown in Figure 4(d).2.5.
Figure 4(d).2.5

3. Cross Table Calculation
Step(d).3.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Category & Sub-Category in Rows Field as shown in Figure 4(d).3.1.
Figure 4(d).3.1
Step(d).3.2 :- Then go to Analysis tab → Totals → Add All Subtotals. You will get all subtotals of
Sub-Category as shown in Figure 4(d).3.2.
Figure 4(d).3.2.

Step(d).3.3 : go to Analysis tab → Totals → Show Column Grand Totals. You will get Grand
Total of Sub-Category as shown in Figure 4(d).3.3.
Figure 4(d).3.3.
Step(d).3.4 : Then right Click on Sub-Category → Quick Table Calculation → Percent of Total
you will get percentage of total as shown in Figure 4(d).3.4.
Figure 4(d).3.4.

Step(d).3.5 :- Then right Click on Sheet Name→ Duplicate as Crosstab. You will get duplicate of
CrossTab as shown in Figure 4(d).3.6.
Figure 4(d).3.5.
Figure 4(d).3.6.

Practical No. 5
Aim :- Adding filters and quick filters to dashboards.
a) Dimension Filter.
1. General
Step(a)1.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
→ Drag & Drop Orders sheet as Data source → go to Sheet1.
Step(a)1.2 :- Now in Sheet1 Drag & Drop Ship Mode , Sub-Category in Rows Field &
SUM(Profit) in Column Field. You will get window as shown in Figure 5(a).1.1.
Figure 5(a).1.1.

Step(a)1.3 :- Right Click on Sub-Category you will get window as shown in Figure 5(a).1.2.
Click on None → select values that you want to show → Click Apply & OK as
shown in Figure 5(a).1.3. You will get output as shown in Figure 5(a).1.4.
Figure 5(a).1.2. Figure 5(a).1.3.
Figure 5(a).1.4.

2. Wildcard
Step(a)2.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
→ Drag & Drop Orders sheet as Data source then go to Sheet1.
Step(a)2.2 :- Now in Sheet1 Drag & Drop Ship Mode , Sub-Category in Rows Field &
SUM(Profit) in Column Field. You will get window as shown in Figure 5(a).2.1.
Figure 5(a).2.1.

❖ Contains
Step(a)2.3 :- Right Click on Sub-Category → select Filter… → Click on Wildcard → select

Contains → in Match Value Field type any letter which you to search in Sub-
Category For Example ‘o’ → Apply & OK as shown in Figure 5(a).2.2. You will
get all Field contained match value as shown in Figure 5(a).2.3.
Figure 5(a).2.2.
Figure 5(a).2.3.

❖ Start with
Step(a).2.4 :- Right Click on Sub-Category → select Filter… → Click on Wildcard → select Start
with → in Match Value Field type any letter which you to search in Sub-Category
For Example ‘A’ → Apply & OK as shown in Figure 5(a).2.4. You will get all
Field contained match value as shown in Figure 5(a).2.5.
Figure 5(a).2.4.
Figure 5(a).2.5.

❖ Ends with
Step(a).2.5 :- Right Click on Sub-Category → select Filter… → Click on Wildcard → select Ends
with → in Match Value Field type any letter which you to search in Sub-Category
For Example ‘s’ → Apply & OK as shown in Figure 5(a).2.6. You will get all Field
contained match value as shown in Figure 5(a).2.7.
Figure 5(a).2.6.
Figure 5(a).2.7.

❖ Exactly matches
Step(a).2.6 :- Right Click on Sub-Category → select Filter… → Click on Wildcard → select

Exactly matches → in Match Value Field type any letter which you to search in
Sub-Category For Example ‘Labels’ → Apply & OK as shown in Figure 5(a).2.8.
You will get all Field contained match value as shown in Figure 5(a).2.9.
Figure 5(a).2.8.
Figure 5(a).2.9.

b) Date Filter.
Step(b).1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Step(b).2 :- Now in Sheet1 Drag & Drop Order Date in Rows Field & SUM(Profit) in Column
Field. You will get window as shown in Figure 5(b).1.
Figure 5(b).1
Step(b).3 :- For Date filter by Month , Right Click on YEAR(Order Date) → select
Month(Month Year) for example Month(May 2015) You will get SUM(Profit) by
MONTH(Order Date) as shown in Figure 5(a).1.2.
Figure 5(b).2

Step(a).4 :- For Date filter by Day , Follow step(b).1 & step(b).2 → Right Click on YEAR(Order
Date) → select Day(Month Day, Year) for example Month(May 8, 2015) You will
get SUM(Profit) by DAY(Order Date) as shown in Figure 5(a).2.1.
Figure 5(b).3

c) Measure Filter.
Step(c) 1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Step(c) 2 :- Now in Sheet1 Drag & Drop Sub-Category in Rows Field & SUM(Profit) in Column
Field. You will get window as shown in Figure 5(c).1.
Figure 5(c).1.
❖ Count Distinct
Step(c) 3.1 :- For measure Filter as Count Distinct Right Click on SUM(Profit) → measure(Sum)
→ Count(Distinct) You will get measure by Distinct count of Profit as shown in
Figure 5(c).2.
Figure 5(c).2.

❖ Standard Deviation
Step(c) 3.2 :- For measure Filter as Standard Deviation Right Click on SUM(Profit) →
measure(Sum) → Std. Dev You will get measure by Standard Deviation of Profit as
shown in Figure 5(c).3.
Figure 5(c).3.
❖ Range of Values
Step(c) 3.3 :- For measure Filter as Range of Values Right Click on SUM(Profit) → Filters →
Range of Values → Maximum value as 10000 → Apply & OK as shown in Figure
5(c).4.You will get SUM(Profit) in given range as shown in Figure 5(c).5.
Figure 5(c).4.

Figure 5(c).5.
❖ At least
Step(c) 3.4 :- For measure Filter as At least Right Click on SUM(Profit) → Filters →
At least → Minimum value as 100 → Apply & OK as shown in Figure 5(c).6. You
will get SUM(Profit) in given range as shown in Figure 5(c).7.
Figure 5(c).6.
Figure 5(c).7.

❖ At most
Step(c) 3.5 :- For measure Filter as At most Right Click on SUM(Profit) → Filters →
At least → Minimum value as 54,515 → Apply & OK as shown in Figure 5(c).8.
You will get SUM(Profit) in given range as shown in Figure 5(c).9.
Figure 5(c).8.
Figure 5(c).9.

❖ Special
Step(c) 3.6 :- For measure Filter as At most Right Click on SUM(Profit) → Filters →
Special → Non-null values → Apply & OK as shown in Figure 5(c).10. You will get
SUM(Profit) in given range as shown in Figure 5(c).11.
Figure 5(c).10.
Figure 5(c).11.

d) Quick Filter.
Step(d) 1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Step(d) 2 :- Now in Sheet1 Drag & Drop Region , Sub-Category in Rows Field & SUM(Sales) in
Column Field. Go to Toolbar tab → Click on following icon (Show Mark
Labels).
Step(d) 3 :- Right Click on Region & Sub-Category simultaneously → Show Filters You will get
window as shown in Figure 5(c).1.
Figure 5(d).1

1. Single Value (List)
Step(d).1.1 :- At Right side of window near Sub-Category & Region → Click on Drop-down
button simultaneously → Single Value (list). You will get window as shown in
Figure 5(d).1.1
Figure 5(d).1.1
2. Single Value (Dropdown)
Step(d)2.1 :- At Right side of window near Sub-Category & Region → Click on Drop-down
button simultaneously → Single Value (dropdown) as shown in Figure 5(d).2.1.
Select Sub-Category as (All) & Region as Central as shown in Figure 5(d).2.2.
Figure 5(d).2.1 Figure 5(d).2.2

Step(d)2.2 :- Click on Show Mark Labels and Sort Ascending icon in Toolbar tab. You will get
output as shown in Figure 5(d).2.3.
Figure 5(d).2.3

3. Multiple Value (Dropdown)
Step(d).3.1 :- At Right side of window near Sub-Category & Region → Click on Drop-down
button simultaneously → as shown in Figure 5(d).3.1. Select Sub-Category &
Region as shown in Figure 5(d).3.2 & Figure 5(d).3.3.
Figure 5(d).3.1 Figure 5(d).3.2 Figure 5(d).3.3
Step(d).3.2 :- Click on Show Mark Labels and Sort Ascending icon in toolbar tab. You will get
output as shown in Figure 5(d).3.4.
Figure 5(d).3.4

e) Condition Filter.
Step(e) 1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls” →
Drag & Drop Orders sheet as Data source then go to Sheet1.
Step(e) 2 :- Now in Sheet1 Drag & Drop Ship Mode , Sub-Category in Rows Field& SUM(Profit)
in Column Field. You will get window as shown in Figure 5(e).1.
Figure 5(e).1.

Step(a) 3 :- Right Click on Sub-Category → select Filter… → Click on Condition → select By

Field→ select any condition and enter any range of value which you want to show in
Sub-Category → Apply & OK as shown in Figure 5(e).2. You will get all Field
contained given range as shown in Figure 5(e).3.
Figure 5(e).2.
Figure 5(e).3.

f) Format Filter
Step(f) 1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Step(f) 2 :- Now in Sheet1 Drag & Drop Sub-Category in Rows Field & SUM(Sales) in Column
Field. You will get window as shown in Figure 5(f).1.
Figure 5(f).1.
Step(f) 3 :- Right Click on Sub-Category → Show Filters → At Right side of window near Sub-
Category Click on Drop-down button → Format Filter…→ For Title & Body select
any Font and Font color as shown in Figure 5(f).2.
Figure 5(f).2.

1. For Dashboard
Step(f).1.1 :- After step 1, 2 & 3 Click on Dashboard icon which is at bottom-left corner → Drag
& Drop Format Filters sheet as shown in Figure 5(f).3 → Double Click on Sub-
Category to edit Title as shown in Figure 5(f).4. You will get output as shown in
Figure 5(f).5.
Figure 5(f).3.
Figure 5(f).4.

Figure 5(f).5.
Step 5(f).1.2 :- For clearing filters again go to Format Filter sheet on top-right corner Right Click
on Title → Format Filter and Set Controls → Click on clear.
Figure 5(f).5.
2. Customize
Step 5(f).2.1 :- For Customize filter at top-right corner Right Click on Title → Customize → Click
on Show Apply Button. Now you can select any value and Click on apply button.
Figure 5(f).5.

g) Interactive Filters
Step(g) 1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls”
Step(g) 2 :- Now in Sheet1 Drag & Drop Category, Sub-Category in Rows Field & SUM(Sales)
in Column Field. You will get window as shown in Figure 5(g).1.
Figure 5(g).1.
Step(g) 3 :- Right Click on Category → Show Filters. Category will be added to Filters container
as shown in Figure 5(a).2.
Figure 5(g).2.

1. Single Value (List)
Step(g).1.1 :- After following Step (g) 1, Step (g) 2, Step (g) 3 go to Right side of window near
Category → Click on Drop-down button → Single Value (list) → Select any one
category you will get single value as shown in Figure 5(g).1.1
Figure 5(g).1.1
2. Single Value (Dropdown)
Category → Click on Drop-down button → Single Value (dropdown) → Select any
one category you will get single value as shown in Figure 5(g).2.1
Figure 5(g).2.1

3. Single Value (Slider)
Step(g)3.1 :- After following Step (g) 1, Step (g) 2, Step (g) 3 go to Right side of window near
Category → Click on Drop-down button → Single Value (Slider) → Select any one
category by moving point you will get single value as shown in Figure 5(g).3.1
Figure 5(g).3.1
4. Multiple Value (list)
Category → Click on Drop-down button → Multiple Value (list) → you can check
one or more values as shown in Figure 5(g).4.1
Figure 5(g).4.1

5. Multiple Value (dropdown)
Category → Click on Drop-down button → Multiple Value (dropdown) → you can
check one or more values as shown in Figure 5(g).5.1
Figure 5(g).5.1
6. Multiple Value (custom list)
Category → Click on Drop-down button → Multiple Value (custom list) → you can
search and add one or more values as shown in Figure 5(g).6.1
Figure 5(g).6.1
7. Wildcard match
Category → Click on Drop-down button → Multiple Value (custom list) → you can
search any letter as shown in Figure 5(g).7.1
Figure 5(g).7.1

Practical No. 6
Aim :- Implement Bar charts, Pie chart, Line chart, Multiple chart and distribution.
1. Bar Chart
Step 1.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls” →
Drag & Drop Orders sheet as Data source → go to Sheet1.
Step 1.2 :- Now in Sheet1 Drag & Drop Sub-Category in Rows Field & SUM(Profit) in Column
Field. You will get bar chart by default as shown in Figure 6.1.1.
Figure 6.1.1.
2. Pie Chart
Drag & Drop Orders sheet as Data source → go to Sheet1.
Step 2.2 :- Now in Sheet1 Drag & Drop Sub-Category, SUM(Profit) in Detail Card & Segment in
Color Card → select Pie from Marks drop-down You will get pie chart as shown in
Figure 6.2.1.
Figure 6.2.1.

Step 2.3 :- For labels Click on any segment → Right Click → Mark label →Always Show as shown in
Figure 6.2.2 → Click on Label present in Marks tab → Click on Show mark labels check
box → select Marks to label as Min/Max → Scope as Cell → Field as Segment → Options
as Allow labels to overlap other marks as shown in Figure 6.2.3.
Step 2.4 :- For labels of remaining segment → Right Click → Mark label →Always Show. You will
get label for each segment of pie chart as shown in Figure 6.2.4.
Figure 6.2.4.

3. Line Chart
Step 3.2 :- Now in Sheet1 Drag & Drop SUM(Sales), SUM(Profit) in Rows Field & YEAR(Order
Date) in Column Field→ as shown in Figure 6.3.1.
Figure 6.3.1.
Step 3.3 :- Now go to Show me card which is in right side of the tableau window → select lines as
Figure 6.3.2.

4. Stacked Bar Chart
Step 4.2 :- Now in Sheet1 Drag & Drop SUM(Sales) in Rows Field & YEAR(Order Date) in Column
Field as shown in Figure 6.4.1.
Figure 6.4.1.
Step 4.3 :- Click on Stacked bar you will get year wise SUM(Sales) as shown in Figure 6.4.2. →
again Drag & Drop YEAR(Order Date) in Columns Field as shown in Figure 6.4.3.

Step 4.4 :- Now Right Click on YEAR(Order Date) → select Day(Only Date Format) you will get
stacked bar chart by day of each year as shown in Figure 6.4.4.
Figure 6.4.4.

Practical No. 7
Aim:- Implement Highlight tables, Scatter plot, Trend line.
1. Highlight tables
Step 7.1.1 :- Open tableau public → Click on Microsoft Excel → add “Sample - Superstore.xls” →
Step 7.1.2 :- Now in Sheet1 Drag & Drop Sub-Category , YEAR(Order Date) in Rows Field &
SUM(Sales) in Color card as well as in text/Label Card as shown in Figure 7.1.1.
Figure 7.1.1.
Step 7.1.3 :- Click on Highlight tables → again Drag & Drop YEAR(Order Date) in rows Field as
Figure 7.1.2.

2. Scatter plot
Step 7.2.2 :- Now in Sheet1 Drag & Drop SUM(Profit) in Rows Field & SUM(Sales) in Column
Field & Sub-Category in Color Card as shown in Figure 7.2.1.
Figure 7.2.1
Step 7.2.2 :- Click on Show Marks Labels as shown in Figure 7.2.2.

Figure 7.2.2

3. Trend line
Step 7.3.2 :- Now in Sheet1 Drag & Drop SUM(Profit) in Rows Field & SUM(Sales) in Column
Field→ Right Click on both simultaneously → measures → average.
Step 7.3.3 :- Drag & Drop SUM(Sales) & SUM(Profit) in Detail Card → Follow step 7.3.2 again &
State in Color Card as shown in Figure 7.3.1.
Figure 7.3.1
Step 7.3.3 :- Right Click on graph → Trend Lines → Show Trend Lines as shown in Figure 7.3.1.
Figure 7.3.1

Practical No. 8
Aim:- Implement Heat map, Geographic mapping, impressive bar chart, bullet graph.
1. Heat map
Step 8.1.2 :- Now in Sheet1 Drag & Drop Sub-Category, Region in Rows Field & Segment in Column
Field→ Drag & Drop SUM(Profit) Color Card → go to Label Card → Click on Show
Mark Labels. You will get information as shown in Figure 8.1.1.
Figure 8.1.1
Step 8.1.3 :- Now go to Right Side of window → Click on show me → Click on Heat Maps. You will
get heat map of Category & Sub-Category by Region as shown in Figure 8.1.2.
Figure 8.1.2

2. Geographic mapping
Step 8.2.2 :- Now in Sheet1 → go to Country which is in Dimensions → Right Click on Country →
Hierarchy → Create Hierarchy → Give Hierarchy Name as Mapping Item → Click on OK
as shown in Figure 8.2.1.
Figure 8.2.1
Step 8.2.2 :- Drag & Drop Country & State in Detail Card → SUM(Sales) in Color Card → in Label
Card Click on Show Mark Labels. You will country & State wise Sum of Sales as shown
in Figure 8.2.2.
Figure 8.2.2

Step 8.2.3 :- Right Click on SUM(Sales) → Format → Pane → Default → Numbers →

Number(Custom) → Decimal places as (0) → Display Units as Thousand (K) as shown in
Figure 8.2.3. You will get sum of sales in Thousand (K) format as shown in Figure 8.2.4.
Figure 8.2.3.
Figure 8.2.3.

3. Impressive bar chart
Step 8.3.2 :- Now in Sheet1 Drag & Drop SUM(Sales), SUM(Profit) in Rows Field and Sub-Category
in Column Field as shown in Figure 8.3.1.
Figure 8.3.1
Step 8.3.3 :- Right Click on SUM(Profit) → Click on Dual Axis → in Chart Right Click on SUM(Sales)
→ Click on Synchronize Axis. You will get following Chart as shown in Figure 8.3.2.
Figure 8.3.2

Step 8.3.4 :- Go to Marks Card you will see SUM(Sales) & SUM(Profit) are added there. Click on
SUM(Sales) & SUM(Profit) simultaneously → select Bar Chart → Click on Show Mark
Label. You will get bar chart wise Profit and Sales by Sub-category as shown in Figure
8.3.3.
Figure 8.3.3

4. Bullet graph
Step 8.4.2 :- Now in Sheet1 Drag & Drop City in Rows Field and SUM(Sales), SUM(Profit) in Column
Field as shown in Figure 8.4.1.
Figure 8.4.1

Step 8.4.3 :- Now go to Show me tab which is in upper-right corner select Bullet Graph → Left Click
on Profit → select descending Icon which will Sort in descending by sum of profit within
City → Click on Show Mark Labels which in in Mark Card.
You will get bullet Graph of sum of Sales & Profit within each City also percentage of
Average Sales as shown in Figure 8.4.2 & Figure 8.4.3 respectively.
Figure 8.4.3
Figure 8.4.3

Practical No. 9
Aim : Implement Gantt chart, data calendar, circle view.
1. Gantt chart
Step 9.1.2 :- Now in Sheet1 Drag & Drop Sub-Category, Ship Mode in Rows Field and YEAR(Order
Date) in Column Field→ Right Click → Select Week Number as shown in Figure 9.1.1.
Figure 9.1.1

Step 9.1.3 :- Now Right Click on YEAR(Order Date) → Select Filters → Range Of Dates as shown in
Figure 9.1.2.
Figure 9.1.2
Step 9.1.4 :- Go to Analysis Tab → Create Calculated Field→ Type DATEDIFF('day',[Order

Date],[Ship Date]) → Apply & OK as shown in Figure 9.1.3
Figure 9.1.3

Step 9.1.5 :- Drag & Drop Ship Mode in Color Card → SUM(OrderUnitShip) in Size Card. You will
get Gnatt chart of week wise Ship Mode by Sub-Category as shown in Figure 9.1.4.
Figure 9.1.4

2. Data Calendar
Step 9.2.2 :- Now in Sheet1 Drag & Drop YEAR(Order Date) in Rows Field and YEAR(Order Date)
in Column Field→ Right Click on YEAR(Order Date) in Row Field→ Select Week
Number → Right Click on YEAR(Order Date) in Column Field→ select Weekday as
shown in Figure 9.2.1. You will get window as shown in Figure 9.2.2.
Figure 9.2.1
Figure 9.2.2

Step 9.2.3 :- Drag & Drop Order Date in Filters → Weekday → select all Values → Apply & OK →
Drag & Drop SUM(Profit) in Color Card and YEAR(Order Date) in Label Card → Right
Click on YEAR(Order Date) → Select Day(For e.g. ‘8’). You will get as shown in Figure
9.2.3.
Figure 9.2.3

3. Circle View
Step 9.3.2 :- Now in Sheet1 Drag & Drop SUM(Sales) in Row Field→ Sub-Category in Column
Field→ Segment in Color Card as shown in Figure 9.3.1.
Figure 9.3.1

Step 9.3.2 :- Now Select Circle Views From Show Me Tab → Drag & Drop SUM(Profit) in Size Card
→ From Dropdown Button in Mark Card Select Circle as shown in Figure 9.3.1.
Figure 9.3.1

Practical No. 10
Aim : Building Interactive Dashboards.
Note :- For creating Dashboard we required one or more dataset.

In this Dashboard we used Six CSV Files and 1 Shapefile For Downloading them links are given
Below :
1. COVID-19 in India Dataset (Download all three CSV Files) :

https://www.kaggle.com/datasets/sudalairajkumar/covid19-in-india?datasetId=557629&sortBy=voteCount
2. Other Three CSV Files (AgeGroupDetails.csv, ICMRTestingLabs.csv, individualDetails.csv) :

https://www.kaggle.com/code/anshuls235/covid19-explained-through-visualizations/data
3. India State Shapefile :

https://geographicalanalysis.com/download-free-india-shapefile-including-kashmir-and-ladakh/
1. Create map using shape file and data blending
Step 10.1.1 :- Open tableau public → Click on Microsoft Excel → add “covid_19_india.csv” → Drag
& Drop covid_19_india.csv file as Data source then go to Sheet1.
Figure 10.1.1

Step 10.1.2 :- Now in Sheet1(Map : Total Death By State) here we connect India’s Geometrical map to
visualize each state by Clicking on Data → New Data Source → Spatial File → select
shapefile → open → Data → Edit Blend Relationships.. → Custom → Add →
State/Union Territory → Name → OK.
Step 10.1.3 :- Click on India_State_Boundary → Drag & Drop Geometry in Detail Card → State/Union
Territory (from covid_19_india) in Label Card → SUM(Deaths) in Color Card after
formatting with colors our map will look like as shown in Figure 10.1.2.
Figure 10.1.2

2. Create Multiple Line Chart
Step 10.2.1 :- Click on new Sheet (Covid Cases By State) → Drag & Drop Date in Column Field→
Right Click → Select Exact Date → Drag & Drop Measure Names in Filters → select
(Confirmed & Cured) values → Apply & OK.
Step 10.2.2 :- Drag & Drop Measure Values and SUM(Deaths) in Rows Field→ Right Click on
SUM(Deaths) → Filters → Range of Values → maximum value (10,000) after formatting
with colors our map will look like as shown in Figure 10.2.1.
Figure 10.2.1

3. Create horizontal bar chart 1
Step 10.3.1 :- Create new sheet (First vs Second Dose Administrated) Drag & Drop Measure Names →
Select First Dose Administered & Second Dose Administered → Apply & OK.
Step 10.3.2 :- Drag & Drop Measure Names in Rows Field& Measure Values in Column Field→ Swap
Rows and Columns → select Fit Screen as Entire View → Again Drag & Drop Measure
Values in Label Card after formatting with colors, our Bar Chart will look like as shown
in Figure 10.2.1.
Figure 10.3.1

Step 10.4.1 :- Create new sheet (Doses Administrated By Vaccine) Drag & Drop Measure Names →
Select CoviShield (Doses Administered), Covaxin (Doses Administered) & Sputnik V
(Doses Administered) → Apply & OK.
Step 10.4.2 :- Drag & Drop Measure Names in Rows Field& Measure Values in Column Field→ Swap
Rows and Columns → select Fit Screen as Entire View → select Sort Measure Names
Descending By Measure Values → Again Drag & Drop Measure Values in Label Card
after formatting with colors, our Bar Chart will look like as shown in Figure 10.2.1.
Figure 10.4.1

5. Create donut chart 1
Step 10.5.1 :- Add Data Source as AgeGroupDetail.csv → Drag & Drop AgeGroup in Color Card and
SUM(Total Cases) in Size Card → Double Click on Rows → add two SUM(0) by
manually typing it.
Step 10.5.2 :- in second SUM(0) at Mark Card → Decrease size and remove AgeGroup , SUM(Total
Cases) → in First SUM(0) increase Size → Again go to second SUM(0) in Rows Field→
Right Click → Dual Axis → add AgeGroup & SUM(Total Cases) to Label Card → Fit
Screen as Entire View. after formatting with colors, our Donut Chart will look like as
Figure 10.5.1

6. Create donut chart 2
Step 10.6.1 :- Add Data Source as IndividualDetails.csv → Drag & Drop Gender in Color Card and
CNT(Gender) in Size Card → Double Click on Rows → add two SUM(0) by manually
typing it.
Step 10.6.2 :- in second SUM(0) at Mark Card → Decrease size and remove Gender , CNT(Gender) →
in First SUM(0) increase Size → Again go to second SUM(0) in Rows Field→ Right
Click → Dual Axis → add Gender & CNT(Gender) to Label Card → Fit Screen as Entire
View. after formatting with colors, our Donut Chart will look like as shown in Figure
10.6.1.
Figure 10.6.1

Step 10.7.1 :- Add Data Source as ICMRTestingLabs.csv → Drag & Drop State in Rows Field and
CNT(Lab) in Column Field→ Click on Sorted Descending by Count of Lab within State
→ Add CNT(Lab) in Label Card after formatting with colors, our Donut Chart will look
like as shown in Figure 10.7.1.
Figure 10.7.1

Step 10.8.1 :- Create new sheet (Statewise Test Details) Drag & Drop Measure Names → Select
Negative, Positive & Total Samples→ Apply & OK.
Step 10.8.2 :- Drag & Drop State in Rows Field& Measure Values in Column Field→ Swap Rows and
Columns → Format Tab → Cell Size → Taller → Measure Names in Color Card → select
Sort State Descending By Measure Values → after formatting with colors, our Bar Chart
will look like as shown in Figure 10.8.1.
Figure 10.8.1

9. Create the dashboard title
Step 10.9.1 :- Create New Sheet → Analysis Tab → Create Calculated Field→ Type Covid-19 in India
Dashboard Analysis → Apply & OK after formatting with colors, our Bar Chart will look
like as shown in Figure 10.9.1.
Figure 10.9.1
10. Create the dashboard
Step 10.10.1 :- Create New Dashboard → After aligning all Sheet our Dashboard will look like as shown
in Figure 10.10.1.
Figure 10.10.1


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Data Visualization Using

2 Data Connection with various File. 21/07/23 7-9

Import and manage data (join)

9 Implement Gantt chart, data calendar, circle view. 07/10/23 104-110

10 Building Interactive Dashboards. 13/10/23 111-121

Aim :- Installation of Tableau and working with Tableau Desktop Workspace.

Figure 1.1 Figure 1.2

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Step 7 :- Open Tableau as shown in Figure 1.8.

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Aim :- Data Connection with various File.

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Figure 2.5 Figure 2.6

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Aim:- Import and manage data (Join, Relationship, Replace).

a) Global Supermarket Dataset.

Figure 3.1.1 Figure 3.1.2

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2) FOR LEFT-OUTER JOIN

Figure 3.2.1 Figure 3.2.2

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3) FOR RIGHT-OUTER JOIN

Figure 3.3.1 Figure 3.3.2

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Figure 3.4.1 Figure 3.4.2

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Figure 3.5.1 Figure 3.5.2

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Figure 3.5.8 Figure 3.5.9

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b) Download Fake.xlsx & True.csv Dataset.

1) FOR INNER JOIN

Figure 3.1.1 Figure 3.1.2

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2) FOR LEFT-OUTER JOIN

Figure 3.2.1 Figure 3.2.2

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3) FOR RIGHT-OUTER JOIN

Figure 3.3.1 Figure 3.3.2

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Figure 3.4.1 Figure 3.4.2

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Figure 3.5.1 Figure 3.5.2

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Figure 3.5.8 Figure 3.5.9

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Aim:- Perform various Tableau Calculation.

Step (a).1.1 :- Open Tableau Public → go to Microsoft Excel → select Sample-Superstore.xlsx

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