7.3 Making Charts

[00:00] Creating a bar chart using categories and sales data.

[00:29] Explaining worksheets, dashboards, and stories for data presentation.

[01:15] Introducing three types of visualizations: number to number, category to number, and category to category.

[01:52] Demonstrating Tableau's 'Show Me' feature for creating visualizations.

[02:10] Creating a category to number visualization with sales data.

[05:07] Discussing the importance of using average sales for insights.

[06:17] Applying filters to focus on specific data segments.

[08:18] Adding details to visualizations for comprehensive insights.

[09:06] Exploring different chart types like stacked bar and bubble charts.

[09:42] Encouraging exploration of various visualization techniques.

[00:00] The video starts with creating a chart using profit and sales as measures.

[01:15] It explains data aggregation and disaggregation to form a scatter plot for relationship analysis.

[03:45] The scatter plot reveals that increasing discounts lead to decreasing profits.

[05:10] Visualization is enhanced with filters, color coding, and trend lines to identify patterns.

[07:15] Regional analysis shows significant differences in discount rates.

[08:30] Concludes with insights on using scatter plots effectively, emphasizing trend lines and color coding.

[00:00] Start by creating a chart for two dimensions and rename the worksheet to "Discount by Profit".

[00:22] Select product category and region as dimensions, setting up the initial table.

[00:56] Use chi-square analysis for sales occurrences across regions and categories.

[01:29] Handle null values by using order ID as a primary key.

[02:49] Initial bar chart attempt leads to a transition to a heat map.

[03:09] Identify order patterns: office supplies dominate in the west, technology is smallest in the south

[03:46] Prefer heat maps for visualizing categorical relationships

[04:14] Finalize the heat map and consider future enhancements

[00:00] Introduction to Tableau's unique features compared to Excel, focusing on advanced capabilities.

[00:26] Creating calculated fields using Tableau's built-in language for custom formulas.

[01:28] Calculating profit ratio with the SUM function and proper field name input.

[02:38] Emphasizing creativity in data analysis and mastering Tableau's features.

[04:39] Formatting data, adjusting color schemes, and using stepped colors for visualization.

[07:18] Filtering data by region and profit ratio to highlight specific points.

[08:57] Utilizing geographic data and hierarchies for data aggregation.

[00:00] Introduction to switching to the PC version of Tableau and setting up the environment.

[00:07] Creating line and area charts to display sales data over time, including adding sales data and order dates.

[00:32] Aggregating data by year and quarter, analyzing performance variations, and exploring insights from averages.

[01:48] Switching data views, treating dates as numeric values, and conducting detailed monthly analysis.

[03:07] Transitioning to area charts for clarity, adding profit ratios to tooltips, and formatting percentages.

[04:32] Categorizing data with color coding and applying date filters to focus analysis.

[05:23] Summary of displaying data over time using line and area charts.