When starting to work with a new data set, it seems that we all have our own methods of how we like to dive in. I have seen – and used – almost every method in the book, but the goal is always the same: how do we find out what questions we should ask of this data?
Tableau is designed as a data discovery tool, but where do we get started?
Step-By-Step Tutorial: Building a Data Discovey Dashboard
Building the Data Discovey dashboard can be broken down into two major steps: performing a Measure Discovery and a Dimension Discovery. Here are the main steps used to accomplish these:
MEASURE DISCOVERY
1. Double Click on Measure Names
This will pull in all of your measures into a crosstab at the default aggregation. Keep in mind that if you have not altered the default aggregation of a measure, the numbers might not make sense. (For Example – Discount % only makes sense if the default aggregation is set to AVG.)
2. Double Click on Measure Values
This will do the same as the above, but it will put the data into a visual graph automatically.
DIMENSION DISCOVERY
1. Duplicate and Rename your Data Source
This is so you don’t mess up the data source you will ultimately be working with.
2. Highlight and Hide all Measures (EXCEPT for Number of Records)
This is just a step to eliminate confusion. You already did the Measure Discovery in the previous section, so no need to duplicate that work.
3. Highlight and Drag ALL of your Dimensions to the Measures section of the Data Pane
From this point forward I am going to refer to these as ‘Dimensions as Measures’.
4. Highlight ALL ‘Dimensions as Measures’ again and right click and choose: Default Properties > Aggregation > Count Distinct
5. Double Click Measure Values This is going to automatically pull in any of your ‘Dimensions as Measures’ that have a data type of Number to show up in your Measure Values Shelf.
6. Highlight ALL of your ‘Dimensions as Measures’ again, and drag them to the Measure Values Shelf. Don’t worry about pulling over duplicate ‘Dimensions as Measures’ as Tableau will de-dupe for you.
7. Pivot and Sort Ascending Optional step, but it puts things in a nice readable order.
Enjoy!
We hope this brief tutorial has been helpful for you! As always, please feel free to leave comments and feedback.