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Cheat Sheet

This document provides an overview of key concepts for data visualization using Tableau, including different types of plots for univariate and bivariate data, connecting and combining different data sources, data types, filters, groups and sets, calculated fields, and additional references. It describes plots like histograms, bar charts, box plots, and scatter plots for visualizing one or two variables. It also outlines how to connect data, perform joins to combine datasets, create filters, groups, and dynamic sets to select and organize data. Data types of continuous, discrete, ordinal, and nominal variables are defined as well.

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tewodros mihret
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79 views2 pages

Cheat Sheet

This document provides an overview of key concepts for data visualization using Tableau, including different types of plots for univariate and bivariate data, connecting and combining different data sources, data types, filters, groups and sets, calculated fields, and additional references. It describes plots like histograms, bar charts, box plots, and scatter plots for visualizing one or two variables. It also outlines how to connect data, perform joins to combine datasets, create filters, groups, and dynamic sets to select and organize data. Data types of continuous, discrete, ordinal, and nominal variables are defined as well.

Uploaded by

tewodros mihret
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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DATA VISUALIZATION:  
PLOTS 
Build Data Dashboards ● Univariate - ​One Variable plot (Eg: 
  Histogram, Bar, Box plots) 
    ● Bivariate -​ Two variable plots (Eg: Scatter 
VISUALIZATION  Plot) 
● Any information displayed through charts,  ● Here is a ​link​ to help you understand which 
graphs, and more interactive visualizations  plot to use.  
helps the Human brain process the complex   
data in a quick and easy manner. Here is an  AGGREGATIONS 
example​.  
 
 
CONNECTING DATA 
● Open Tableau > Connect Pane (Left-hand 
side) > Choose the file type 
● You can change table names, variables 
names, variable type by clicking on the 
dropdown on the variables on the data 
source page 
 
 
COMBINING DATA 
● You can perform joins on the data source 
page by a simple drag and drop to get a   
master data set using small datasets.  HIERARCHIES 
● Hierarchies in Tableau gives you the ability to 
drill down into your data  
● You can make manual Hierarchies by selecting 
the values > opening the menu and selecting 
Hierarchy > Create Hierarchy 
 
 
 
DATA TYPES 
Qualitative 
● Continuous - Data can be split into smaller 
and smaller units, and still a smaller unit 
exists. 
● Discrete - data that has countable values 
only. 
Categorical 
● Ordinal - Data is in Ranked Order 
● Nominal - Data is not Ranked   
 

 
 

  Sets​ - Sets are similar to groups in that you can 


FILTERS  select data points and create a set from them. 
Filters are used to view only the data you're  However, sets can be dynamic where the members 
interested in and allow your users to do the same.  of the set will change as the underlying data 
● You can simply drag a variable to filter pane  changes. Groups, on the other hand, are static, the 
to create a filter and right-click on it to show  members will always be the members. 
or edit the filter.   
 

   
  CALCULATED FIELDS 
GROUPS AND SETS  Calculated fields let you use custom formulas to 
Groups​ - Helps you group data points together  create new fields with to use in your visualizations 
which can help illuminate your message.   
● To create a group select the data points 
with low average quantity, hold down the 
mouse and drag a box around the data you 
want. Then you can either hover over a 
point and a small menu will pop up, or 
right-click on a data point and a large menu 
will pop up where you can select ​Group​. 

 
 
REFERENCES 
● Tableau Tutorial ​Videos  

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