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Visual Analytics with Tableau

You're reading from   Visual Analytics with Tableau A four-color journey through a complete Tableau visualization

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Product type Paperback
Published in May 2017
Publisher Wiley
ISBN-13 9781119560203
Length 288 pages
Edition 1st Edition
Tools
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Author (1):
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Alexander Loth Alexander Loth
Author Profile Icon Alexander Loth
Alexander Loth
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Table of Contents (16) Chapters Close

1. Cover FREE CHAPTER
2. Foreword by Nate Vogel
3. Foreword by Sophie Sparkes
4. Introduction 5. Chapter 1: Introduction and Getting Started with Tableau 6. Chapter 2: Adding Data Sources in Tableau 7. Chapter 3: Creating Data Visualizations 8. Chapter 4: Aggregate Functions, Calculated Fields, and Parameters 9. Chapter 5: Table Calculations and Level of Detail Calculations 10. Chapter 6: Maps 11. Chapter 7: Advanced Analytics: Trends, Forecasts, Clusters, and other Statistical Tools 12. Chapter 8: Interactive Dashboards 13. Chapter 9: Sharing Insights with Colleagues and the World 14. Chapter 10: Data Preparation with Tableau Prep 15. Index
16. End User License Agreement

JOINS

Let's now bring in yet another data table, one that has additional information about transactions that were recorded in your database. To be precise, it contains additional fields providing the reason that orders were returned. To bring this field into the existing table, you can use what in database language is called a join. But, as before, you will have to look at the data first to see if it needs any cleaning.

Start by creating another connection, and look for the Excel file return reasons_new.xlsx. Once you have the new table on the Flow pane, use Add Step to insert a cleaning step, as shown in Figure 10.18.

Screenshot of adding an Excel file and a cleaning step to the flow, with table having headers Row ID, Order Date, Order ID, Product ID, and Sub-category.

Figure 10.18 Adding an Excel file and a cleaning step to the flow.

Splits

The values in the field Notes contain superfluous spaces and also include the name of the staff member who recorded the return reason, separated from the rest of the note by a dash. It makes sense to split this into two fields: one with the reason and one with the approver's name.

First...

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