Formatting Tips

Hello Gurus,
One of the common things in Tableau after building any visualization is performing formatting.
The Structured way of doing is performing formatting at 
different levels in the following order.
1.At Default Properties level
2.At Workbook level
3.At Sheet level
4.Individual  Fields,Axis,Headers,Annotations etc

1.Default Properties level:
If we are formatting any visualization always it is recommended to set the common things at the default properties level like default color,sorting,workbook themes etc.

2.At Workbook Level:-

Second level perform formatting is at the workbook level like setting font sizes,types,alignment,lines etc for entire workbook.

3.At Worksheet level:-

Next Perform formatting at the worksheet level

4.At Individual Fields level:-

Next Perform Formatting at the individual fields,Axis,Header level,by right clicking on any field and select format.

Finally the formatting applied on 1 sheet can be copied to multiple sheets by using copy formatting option,if we use same formatting across multiple sheets and it saves time!!

Thanks Guru's,

Prazval.ks

RStudio Interface

R Studio Interface:-

v  Terms

v  Console

o   Keeps a record of commands issued

o   Error messages appear here

o   Can type code here directly for quick feedback

v  New

o   Create a new R script

v  Editor

o   Where to write code for re-use

o   Best place to write code

v  Run Button

o   Allows you to select and run chunks of code from the Editor 

o   To use: Highlight Code in editor, select "Run" (or Ctrl + Enter)

v  Environment

o   See all variables or data sets you have saved

o   Click on a variable to get more information about it

v  Plots

o   History of any plots created

o   Type plot(1:10) to see a basic plot

v  Help

o   More information about any function you would like to use

v  Packages

o   List of additional sets of functions to bring into work space

o   Where to select, install, or update packages

Top City Per State

For Each state display the city name having  highest sales.

Step 1:

Create 3 calculated fields 

1.City Sales   2.Top City Sales     3.Top City Name   by below formulas.

Step 2:

Double click on state geographic dimension, select filled map in marks card shelf, drag and drop “Sales” measure on color, label of the marks card and drag and drop “Top City Name” calculated field on label of the marks card.

Thanks Guru's,
Prazval.ks

Unique Customer Count

Hello Gurus,
Lets Discuss one common challenge in these days of finding unique Customers purchased in the specific time frame.
Let's do the challenge.
For each month, how many unique customers have purchased in the last six months?

Step 1:

Create  3 calculated fields “6 Months Buffer”, “Index=1”, “Rolling CountD”  by below formulas.

Step 2:

Drag and drop “Order Date” date dimension field into columns shelf and change format as discrete date part “Month/Year”.

Step 3:

Drag and drop “Rolling CountD” calculated field into rows shelf, right click on “Rolling CountD” field, click on edit table calculation and select specific dimension as customer name.

Step 4:

Drag and drop “Index=1” calculated field into filters shelf, select “True” and make sure addressing as customer name.

Step 5:

Drag and drop “Customer Name” field on details of marks card.

Thanks Gurus,
Prazval.ks

Count of A's in Each Customer’s Name

How many A's does each Customer have in their name(On Superstore Data)?

Step 1:

Create  3 calculated fields “Cust Name WithOut A's”, “Name length”, and “Name Length WithOut A's”  by below formulas.

Step 2:

Create “Number of A’s” calculated field to find no of A’s in each and every player.

Step 3:

Drag and drop “Name” dimension field into rows shelf and “Number of A’s” measure field into columns shelf.

Thanks Guru's,

Prazval.ks

Zipping the Tableau Server LogFiles

Tableau Server LogFiles can be backed up by  using TAB ADMIN.
It Creates an archive (.zip) containing Tableau Server log files.
If we have Clustered Environment,then log files from worker servers are included in the archive that's created.

Syntax:-

tabadmin ziplogs  <File-location>

Dynamic Date Axis Display in Tableau

Design a dynamic Date Axis Display(On Superstore Data) if the user selects a date range that is larger than 365 days show a yearly Axis, if they select a date range larger than 30 days show a monthly Axis, otherwise show the view at a daily Axis Level.

Step1:-

Create  3 Calculated Fields “Duration”, “Date Granularity”, and “Date Axis”  by below formulas.

Step 2:

Drag and drop “Date Axis” Cal. field into columns shelf, right click on “Date Axis” field and select Exact Date, Continuos. 

Step 3:

Drag and drop “Date” Cal.field into filter shelf and select “Range of dates “click on next, click on apply, ok .

Step 4:

Right click on "Date" field in filter shelf and select add to context, Select Show filter.

Step 5:

Drag and drop "Sales" measure field into rows shelf and change aggregation as avg.

Step 6:

Perform any selection on Date Filter and check whether the

Date Axis is changing dynamically (or) not.

Thanks Gurus,

Prazval.ks

Finding Student Best Subject

Lets achieve this using LOD's. 

For this, We need to create 3 calculations, to find out the best scoring subject of each student .

Step1:

Create a Calculated Field with the following Formula.

 Step2:

Step3:

Deploying Tableau Server on AWS

Hello Gurus, 

 Today lets see how to deploy the Tableau Server on AWS.

Pre-requisites:-

First we need to Configure AWS with the following steps:

To run Tableau Server on AWS,next we need to install Tableau Server on EC2 instance (or) instances that we just configured in the above Steps.

Its just like the normal installation on our local hardware.

Finally we need to access dashboard on Server,so first we need to publish the required workbook from desktop to Server.

Finally access your dashboard in AWS

Thanks&Regards,
Prazval.ks