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Sorting & Analytics Pane in Tableau: A Road to Tableau Desktop Specialist Certification

Last Updated on May 9, 2022 by Editorial Team

Author(s): Daksh Trehan

Originally published on Towards AI the World’s Leading AI and Technology News and Media Company. If you are building an AI-related product or service, we invite you to consider becoming an AI sponsor. At Towards AI, we help scale AI and technology startups. Let us help you unleash your technology to the masses.

Tableau, Data Science, BI, Data Analytics

Chapter 10: A comprehensive guide on Sorting & Analytics Pane in Tableau with Sample Certification questions and free Udemyย dumps.

Welcome to the tenth chapter, In this piece, we are going to learn about Sorting and Analytics Pane inย Tableau.

If you want to navigate through other chapters, visit: Tableau: What it is? Why it is the best?; A road to Tableau Desktop Specialist Certification.

If you want to directly go on Tableau Desktop Specialist notes, access them here โ†’ https://dakshtrehan.notion.site/Tableau-Notes-c13fceda97b94bda940edbf6751cf30

Use the link to get access to free Tableau certification dumps (Valid till 20 Mayย 2022):

https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=1FA58837A74561DC1EFB

Table ofย Content

  • Sorting
    โ€“ Quick Sort(From Axis, Header, or Field Label)
    โ€“ Authoring Sort(From Toolbar, Drag & Drop)
    โ€“ Clearingย Sort
  • Analytics Pane
    โ€“ Constant Line
    โ€“ Average Line
    โ€“ Median with Quartiles
    โ€“ Box Plots
    โ€“ Totals
    โ€“ Average with 95% CL
    โ€“ Median with 95% CL
    โ€“ Trend Line
    โ€“ Forecast
    โ€“ Reference Line
    โ€“ Reference Band
    โ€“ Distribution Band
  • Sample Certification Questions from thisย Topic

Sorting

Sorting is done on dimensions only.

Nested Sorting โ†’ A nested sort will assume each pane acts independently and sorts the row per pane. It is useful when we want to sort within a category of items. They donโ€™t convey the aggregated information about how the values compareย overall.

Quick Sort

  • From anย Axis

To sort the data from an axis, simply hover over the axis and choose the sortย option.

Sorting from an axis gives a nested sort byย default.

Observe the sort option near axis Earnings($ Million) and click on that to sort theย view.

Single-click to sort in ascending order, double-click to sort in descending order and triple-click to get the defaultย order.

  • From Header

To sort the data by header, simply hover on the header and choose the sortย option.

Source: Tableau Documentation
  • From Fieldย Label

To sort from the field label, simply hover on the field label and choose the field on which you want to sort theย view.

Sorting from Field Label gives us non-nested sorting byย default.

Authoring Sort

  • From theย toolbar

We can either sort in ascending or descending order from theย toolbar.

Sorting from a Toolbar gives a nested sort byย default

  • By Dragging &ย Dropping

To manually sort, we can drag the field and drop it anywhere weย want.

The heavy black line will indicate where the dragged field wouldย be.

Once we manually sort the data, the order wonโ€™t change even if we refresh ourย data.

Enabling any other type of sort (Field, alphabetic, or Nested) clears the manual sort weย create.

  • Specified Fieldย Sort

To sort the field by specified field, simply right-click on the fieldย label.

We can choose to sort in the following ways.

  1. Data Source Orderโ€Šโ€”โ€ŠIt will sort the data in the way, the data is originally sorted in ourย dataset.
  2. Alphabeticโ€Šโ€”โ€ŠIt will alphabetically sort the fields, either A-Z orย Z-A.
  3. Fieldโ€Šโ€”โ€ŠIt will let you sort the data on basis of a particular field. The field doesnโ€™t need to be present in the view/viz.
  4. Manualโ€Šโ€”โ€ŠIt will let you create a custom sortingย order.

Clearing Sorts

To clear the sorts, we have twoย options:

  1. Worksheet > Clearย >Sorts

2. To clear specified sorts on the field, right-click on the field and choose โ€œClearย Sortโ€.

We can also disable all the sorts, Worksheet>Show Sort Controls.

Analytics Pane

We can add Analytics objects from Analytics Pane that could be availed from theย view.

Analytics Pane offers drag-and-drop functionality to add analytics objects such as box plots, constant lines, and average lines in theย view.

The scope of Analytics objects could be defined for either Table, pane, or aย cell.

Source: Tableau Documentation

Tableau offers the following Analytics objects:

We can edit any Analytics object by right-clicking and choosing โ€œFormatโ€.

Constant Line

It lets you add a constant line to the viz. A constant line can be added for some specific measures, all measures, or only date dimensions. When we try to add a constant line, Tableau lets you enter a constantย value.

Average Line

Tableau lets you create an Average line either for the entire table, pane or cell. The average line could only be created for some specific measure or all measures.

Median with Quartiles

A quartile segregates data into: Upper Quartile, Median, Lower Quartile. In Tableau, Median with Quartiles can be either added to Entire Table, Pane, or Cell. We can add Median with Quartiles either for some specific measures or all measures.

The lower quartile is the region that contains 25% of total data points. The upper quartile contains 75% of the total data points. Median depicts the middle value of data points when sorted in ascending/descending order.

The dark black line depicts the median and two shaded blocks representing Upper Quartile and Lower Quartile respectively.

Box Plot

Box Plots are also known as Box-and-Whisker Plots.

The scope of the box plot is alwaysย cell.

Box plots are required to check if data have any outliers.

The Box plot can be created for some specific measures or all measures.

Box Plots can either be made through Analytics Pane or Show Meย Pane.

A box plot requires a Dimension on the Column shelf and a Measure on the Rowย shelf.

Upper Whisker and Lower Whisker denote Maximum and Minimum Value respectively.

Upper Hinge and Lower Hinge denote Upper Quartile(75% of data points lie here) and Lower Quartile(25% of data points lie here) respectively.

Median denotes the middle value of data when sorted in ascending/descending order.

Totals

This option allows us to add totals to the view, depending on the data points we can choose from Subtotals, Column Grand Totals, and Row Grandย Totals.

After choosing the required view, we get results likeย this.

Average with 95%ย CLI

This adds an average line with a distribution band in the view. The distribution bands are configured to show a 95% confidence interval i.e. the average population will lie in this band 95% of theย time.

This could be either added for a specific measure or all the measures.

The scope could be defined either for the table, pane, or aย cell.

Median with 95%ย CLI

This adds a median line with a distribution band in the view. The distribution bands are configured to show a 95% confidence interval i.e. the median population will lie in this band 95% of theย time.

This could be either added for a specific measure or all the measures.

The scope could be defined either for the table, pane, or aย cell.

Trend Lines

To add a trend line, both row and column shelves must contain continuous data.

A trend line requires 2 measures on opposing axes, or a date and a measure on opposingย axes.

We can add a trend line to the scatterย plot.

There are 5 types of trend lines inย Tableau:

Linear Trendย Line

Y = b0 +ย b1*x

where b0 is slope, b1 is intercept.

Logarithmic Trendย Line

Y = b0 +ย b1*ln(x)

Exponential Trendย Line

Y = exp(b0) * exp(b1*x)

Power Trendย Line

Y = b0 *ย (x^b1)

Polynomial Trendย Line

Y = b0 + b1*x +ย b2*xยฒ

Right-click on the trend line to either edit or describeย it.

Forecast

Forecasting can be done for at least one date dimension and one measure in theย view.

Forecasting is only supported on Tableau Desktop and is not valid on multidimensional data.

We canโ€™t use Forecasting in the view if it contains any ofย them:

  • Table calculations
  • Disaggregated measures
  • Percent calculations
  • Grand Totals or Subtotals
  • Date values with aggregation set to Exactย Date

We can edit the forecast or ask for its description, by right-clicking on the forecasted line.

When we increase our precision in forecasting, the range is increased.

Reference Line, Reference Band, Distribution Band, Boxย Plot

We can create custom Reference Line, Reference bands, Distribution bands, and Boxย Plots.

We can add a reference line to the scatterย plot.

A Reference Band can be based on two fixedย points.

A Reference Distribution plot can be along a continuous axis.

The scope for Reference Line, Reference Band, Distribution Plot is either the Table, Pane, or aย cell.

The Box plot can only be defined on aย cell.

Sample Certification Questions from thisย Topic

Sorting from field label gives ______ sort by default.
a. Nested
b. Non-Nested
c. Manual
d. Data Sourceย order

Solution: Non-nested

Percentile is available both in aggregation and calculation?
a. True
b.ย False

Solution: True

Totals can be done either through? [Choose 2]
a. Analytics Pane
b. Worksheet Menu
c. Analysis Menu
d. Right-clicking in theย view.

Solution: Analytics Pane, Analysisย Menu

Which is not a valid Table Calculation?
a. Difference From
b. Rank
c. Percentile
d. Difference ofย Total

Solution: Difference inย Total

Sorting can only be done on dimensions?
a. True
b.ย False

Solution: True

Use the link to get access to free Tableau certification dumps (Valid till 20 Mayย 2022):

https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=1FA58837A74561DC1EFB

References:

[1] Tableau Help | Tableauย Software

[2] Personalย Notes

[3]Tableau Desktop Specialist Exam (New Patternโ€Šโ€”โ€Š2021)โ€Šโ€”โ€ŠApisero

Thanks forย Reading!

Feel free to give claps so I know how helpful this post was for you, and share it on your social networks, this would be very helpful forย me.

If you like this article and want to learn more about Machine Learning, Data Science, Python, BI. Please consider subscribing to my newsletter:

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Find me on Web: www.dakshtrehan.com

Connect with me at LinkedIn: www.linkedin.com/in/dakshtrehan

Read my Tech blogs: www.dakshtrehan.medium.com

Connect with me at Instagram: www.instagram.com/_daksh_trehan_

Want to learnย more?

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Cheers


Sorting & Analytics Pane in Tableau: A Road to Tableau Desktop Specialist Certification was originally published in Towards AI on Medium, where people are continuing the conversation by highlighting and responding to this story.

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