Overview:
Open Tableau 10.1.
From the start page, connect to the Sample – Superstore excel file.
Create a Text view with Region, Sub-Category and Sales.
From the Show Me window, select horizontal bars as a chart type.
Rename the sheet as Subcategory-wise Sales.
Save the workbook as Lesson 3.
Close the workbook
The final view:
Connect to Data Source
1. From the Start menu, open Tableau 10.1.
Note: If Tableau icon is not present on the desktop screen, search ‘Tableau’ by entering it in Start menu search bar.
2. On the Start page, under Connect, click Excel.
Now select dataset:
3. On the Data Source page, in the left pane, double-click the Orders table.
All the fields in the Orders table is displayed. The view should resemble the following image:
4. At the bottom, click the Sheet 1 tab.
Create view
5. In the Data pane, under Dimensions, drag and drop the Region dimension to the Rows shelf.
6. Similarly, drag and drop the Sub-Category dimension to the Rows shelf.
The first few rows of the view should resemble the following image:
7. In the Data pane, under Measures, locate and drag Sales to Text, in the Marks card.
This creates the text table.
8. In the right pane, click Show Me, and select Horizontal bars as a chart type
The view should resemble the following image:
Rename sheet
9. At the bottom of the worksheet, right-click Sheet 1, and select Rename Sheet.
10. Rename the sheet as Subcategory-wise Sales
Save workbook
12. From the File menu, select Save.
13. In the Save As window, navigate to Desktop/Tableau Exercises, and save the workbook as Lesson 3. The final view of the visualization should resemble the following image:
14. Close the workbook