TABULAR REPORT IN TABLEAU HOW TO

In the top of the sheet, there’s a Columns shelf and a Rows shelf.The large section, under the Sheet Name (by default, this will be the name of the tab), is where your actual visualization will appear as you create it.Here, George is a dimension and $10 is a measure. Looking at the sentence, “We sold George a couch for $10”.Measures are usually columns with numbers, such as Profit or Discount.Dimensions are categorical columns, such as Customer Name.If it does so incorrectly, you can simply drag the fields to the correct section. Tableau will identify the dimension and measure fields for you. Tableau splits these columns into two sections: Dimensions and Measures.To build your visualization, you’ll drag columns from this left sidebar to either the columns, rows, pages, filters, or marks shelves on the right. In the left sidebar, under Data, Tableau lists all the columns from your spreadsheet – this will mirror the spreadsheet in the Data Source tab.In general, the left side is your data, the right side is building your visualization, and the middle is customizing your visualization.

This is a nice table that shows the breakdown of the company’s total number of sales for each month in 20.Let’s look at the Worksheet UI. Simply insert the auto-generated field “Number of records”, which represents a simple count of the rows in the source data.Īnd Voila - This is How You Create a Table in Tableau So, you’ve managed to create a table in Tableau that groups all twelve months of 2016 and all twelve months of 2017. You can either drag the field into the workspace area and place it right next to the years' information, or, alternatively, drag the “Months” field right next to the “Year” field in the rows part of the screen. Let’s add it right next to 'Year' in the workspace area. Now you have your second field – “Months”. The string you’ll need is the same (“Period”), and the number of required characters is two, given that months are the two rightmost characters within the “Period” field. Тhen type in the RIGHT function, following the exact same procedure as before. Again, you’ll need to go to ‘Analysis’ and create a calculated field. And in order to do that, you should use the RIGHT function.

The other field you need to create is “Months”. Now you can easily drag the year field into the workspace area. Just close the brackets and your new field is ready. The second component of the formula is the number of characters you'd like to extract. As you do that, Tableau will manage to recognize you're referring to the “Period” field and will allow you to select it right away. The first one is a string, which in this case is the “Period” field you have in the source sheet. Tableau recognizes you are writing the LEFT function and it helps us with autocomplete suggestions. In Tableau, it works in the exact same way, as it does in Excel, for example. LEFT is a function most of you are probably familiar with. This is where you have the year when the sale occurred. Then, you should use the LEFT function in order to take the four leftmost symbols of the “Period” field. Once the dialog box opens, type the name of the field you're creating, in this case - “Year”. To do that, go to the ‘Analysis’ tab and create a calculated field. Well, what I‘d encourage you to do is split this information into two separate custom fields – “Year” and “Months”.

TABULAR REPORT IN TABLEAU HOW TO

How to Create Calculated Fields in Tableau? The first four characters designate the year a sale was made, while the last two contain information about the month when the sale occurred. This is where we have both yearly and monthly data. If you are new to Tableau, or you haven’t read our previous tutorials, click here to learn how to load the file.Īs you can see, our original data source contains a column called “Period”. We’ve already connected Tableau with a data source called “Tesla sales data”. So, the table we’ll create is going to be a pretty simple one, providing a monthly and yearly breakdown of a company’s sales. More specifically, we’ll learn how to create a table in Tableau with data and how to add some custom fields. In this tutorial, we’ll continue exploring some of Tableau’s main features. In our previous tutorial, we created a visualization for 2015 and expressed ‘GDP figures’ as a percentage of a total. Viktoria Hristova Published on 5 min read

Tabular report in tableau