Tableau Desktop (iii)--building a Data View (ii)

Source: Internet
Author: User

Busy work in the previous period of things, long time did not come to record a bit of things, today use the weekend to do some records, and recently because of the cause of the work, there is no use of tableau for two or three weeks. Continue today on a build data attempt (ii).
3.7 Reference lines and reference bands
Guides are typically used to mark a specific value or area on an axis. For example, when you analyze monthly sales for multiple products, you might want to include a guide line at the average sales mark so that you can compare the performance of each product to the average. Or you might want to mark a specific area with a shadow along the axis. Finally, you might want to use a guide to specify a distribution.
Ableau does not limit the number of referenced lines added. Use the Add Guides dialog box to add a reference line.

Types of reference lines and reference bands
There are three reference lines and reference bands:
Line-Adds a line to a constant or calculated value on the axis. Calculated values can be based on the specified field.
Interval-Displays the area between the marks in the view, two constants on the axis, or calculated values as shadows.
Distribution-Indicates the distribution of values along the axis by adding a shadow gradient. Distributions are defined by confidence intervals, percentages, percentiles, percentiles, or standard deviations. In addition to shading, you can add constants or calculated values on a line marker axis. These guides are used to create the target map.

Note: If the view is a map that uses online or offline maps, the guides are not available.
1) Add Reference line
You can add a reference line to any continuous axis.
1. Right-click the sizing axis and select Add Guides.
2. In the Add Reference Line dialog box, select lines.
3. In the Add Guides dialog box, select one of the following scopes:
4. Select the value you want to mark on the axis. Select a measure or parameter from the first drop-down menu, and then select one of the following aggregations:
Average-places a line at the average position along the axis.
Constant-places a line at the specified value position on the axis.
Maximum-a line is placed at the maximum position value.
Median-place a line at the median numeric position.
Minimum-place a line at the minimum value.
Total-places a line in the total position of all values in the cell, extents, or entire view.
Totals-places a line at the aggregated value position of all values in a cell, area, or entire view. This option is particularly useful when calculating the weighted average of the mean rather than the average value. It is also useful when using a custom aggregation for calculations. Totals use the underlying data calculation, and the result is the same as selecting a totals option in the Analyze menu.

5. Select how the lines are marked. The optional options are as follows:
None-if this option is selected, the Guide does not contain a label.
Value-If this option is selected, the label for the corresponding value is included on the axis.
Calculation-If you select this option, an automatic label is displayed. The label is based on the calculation and measurement selected.
Custom-If you select this option, type a custom label in the text box. You can use the menu on the right side of the text box to insert values, such as calculations or values.
6. Specify the formatting options for the line. The style, thickness, and color of the thread can be rerouted.
7. You can choose to add fill color above and below the line.

2) Edit reference lines, reference bands, and reference boxes
After adding a guide or reference band, right-click the continuous axis and select Edit Guides to edit the definition. If you have more than one guide or reference band in your view, use the menu to select the Guide or reference band you want to edit.
If you have multiple guides, you may want to change the order in which they are drawn in the view. You can reorder guides by right-clicking the guides and selecting move to top or bottom.

3) Remove reference lines, reference bands, and reference boxes

You can remove a single reference line or individual reference bands, or remove them all at once.

To remove a single guide, right-click the guide in the view and choose Remove. If the reference band or distribution you want to remove does not contain a line, right-click the start or end position of the shaded area. In the distribution, you can also right-click the position between different gradient shadows.
To remove all guides at the same time, right-click the continuous axis and select Remove all guides.

3.8 Checking data
When you create a view, Tableau provides some dynamic data-checking tools that help you isolate the data you are interested in, and then continue to explore and analyze it. For example, if you have a view that contains a large amount of data, you can focus on a specific area, select a group of outliers, view the underlying data source row for each tag, and then view a summary of the selected tag, including the average, minimum, and maximum values.
Choose
Selecting a tag is useful when you need to visually identify a subset of the data view or need to run an action.
You can select any single tag by clicking it. You can select multiple markers by holding down the CTRL key. You can also drag the cursor to draw a box around the marker you want to select. Finally, you can use these methods together to quickly select all the tags of interest.

Translation
You can use the Pan tool to move the view of a table up and down and left and right. There are two uses of panning. The first use is to move the map around to see other marks of interest after zooming in on the view (especially the map). The second use is to quickly move between regions when the Data view contains many extents.
You can use the Pan tool by holding down the Shift key and then dragging the cursor over the view.

Undo and Redo
You can perform an unlimited undo and redo on an action. You can undo almost any action in Tableau by pressing the Undo button on the toolbar. Again, you can redo almost any action by pressing the Redo button on the toolbar.
In this respect, each workbook behaves like a Web browser. You can quickly return to the previous view. Alternatively, you can browse all views of the data source that you have created. Tableau saves undo/redo history across all worksheets until you exit. The history is not saved between sessions.
Marker Line
Marker lines are useful for distinguishing marks and marking their position in the view. For example, in a view with dense scatter marks, you can open a marker line to display the location of a particular data point. When you add a marker line, a line extends from the marker to an axis. You can choose to always display a marker line or only after you select a marker.

To add a marker line to the view, right-click and select marker line > show marker line.
By default, the marker line is set to be displayed only when the marker is selected. You can change this setting in the Mark Lines dialog box and specify additional options.
Right-click on the area and choose Marker line > Edit marker line to open the Marker Line dialog box.
In the Mark Line dialog box, select the axis to which you want to draw the line, always display the marker line, and whether the label is displayed.

Digest Card
A digest card is a quick way to view information about a selection or an entire data source. You can hide or show the summary card by selecting the summary card in the View Card toolbar menu. You can also choose Sheet > Show summary.
When you select summary data in a view, the summary card is updated to show only information about the selected range of data:
By default, the digest card displays the total, average, minimum, maximum, and median values for the data. (The average is calculated by summing all the relevant values and dividing by the total number of values.) The median value is sorted by the lowest to highest value and then the middle of the selection is worthwhile. )
You can use the drop-down menu of the summary card to display additional statistics.

View data
The View Data command allows you to display the value of each row in the data source that makes up the tag. The command can also display summary data based on aggregations in the view. You may want to view the data to validate the aggregated values associated with a tag, or isolate and export individual rows associated with data of interest, such as outliers.

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Tableau Desktop (iii)--building a Data View (ii)

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