TYCS Student ID: 21040028

Q.1. Create a story for profit zone with the sectors in United States. (use superstore
dataset)

Step-1: Connect Tableau with Superstore Database by Clicking on Microsoft Excel file Type.

Step-2: After Opening the database, create a story layout by clicking on the Story tab, then New Story
option.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Step-3: Creating Worksheets.

• For the story we have to create multiple work sheets to represent in our story.
• To create a work sheet tap on the insert worksheet icon and create a new worksheet.
• In this example I have created a worksheet with the name “Segment wise Sales”

Step-4:In the Segment wise sales worksheet, Insert the following date:

• Sum of Sales - in the rows tab.

• Customer Segment – in the marks tab with Colors selected.
• Sum(Sales)- in the marks tab with Colors selected.
• Customer Segment – in the marks tab with Label selected.  Sum(Sales)- in the marks
tab with Label selected.
By doing so, Below Bar Chart Diagram will be Shown as a Output.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Step-5: Repeat Step-3 but this time set name as “Category wise Sales.” In the Category wise sales
worksheet, Insert the following date:

• Order Priority in the Filter Tabs.

• Order Priority in the Marks tab with Color selected.
• Category in the Column section.
• SUM(Sales) in the Rows section.
Implementing these steps will result in the Bar Chart Diagram given below as a Output.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Step-6: Insert another Worksheet to implement Bar Chart Diagram for Month Wise Sales.
In the Category wise sales worksheet, Insert the following date:

• The Chart Represents month wise data for this we need to create a parameter named
Parameter.
• And Two Calculated Fields named as Time and Parameter 1
• By doing so, we can customized the data in weeks/Months/Quarter/Year wise data, from
the Left side parameter column.
• Insert Sales in Rows section.
• And both the parameter in the columns section.

Step-7: Create a Dash Board by clicking Dashboard icon in the bottom of the screen.
Insert the created worksheets in the dash board by Drag and Drop method.
In size section select “Automatic”.
Arrange the worksheets according to your need.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Step-8: We have Already created the story layout in Step-2 so now we just need to add the sheets we have
created on the Story.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

We Can add Various captions according to our need. And make our story more creative by adding text
box in various places. This concludes the creation of story in Tableau.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Q.2 - Create a Heat Map with 1 dimension and 3 rows, assignment of tooltip end (use
superstore database).

Step-1:
Connect Tableau with the Superstore Database.

Step-2:

• Rename the worksheet as Heat Map.

• Drag and Drop Customer Segment in Column.
• Drag and Drop Region, Category and Department in Rows.  Drag the Profit in Marks section
with Color Selected.
By Doing So, Tableau creates a Heat map by default.

Step-3:
Insertion of ToolTip in Heat Map:

 Click on the Tool Tip icon in the Marks Section.

 An Window will pop-up which allows us to edit the tool tip.
 I have inserted a text which says: “Created By: Kanishk Jadhav”

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• The Tool Tip will be Shown when a user hovers over a Box.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• To Customize the Heat Map user can click on the Color Section of Marks.

By Default, the color scheme of the Heat would be orange- Blue.

• Here, I have selected purple as a color for Heat Map.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• Here is the Heat Map with Purple Color.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Q.3 - Create a Bar Chart with 1 dimension and 2 rows, assignment of tooltip end with
“Created by: Your Name”.

Step-1:
Connect Tableau with the Superstore Database.
Step-2:

• Rename the worksheet as Bar Chart.

• Drag and Drop Category(Dimension) in Column.
• Drag and Drop SUM(Sales),SUM(Profit)in Rows.
By Doing So, Tableau creates a Bar Chart by default.

Having 2 inputs in the rows sections will give 2 separate bar chart.
We can combine those by chaining the type of Bar.
For that, Click on the “Show Me” section of the windows, in that select “side-byside bars” that will give a
combine bar chart of the 2 entries.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

To Insert a tooltip in bar chart.

Click on the tooltip icon in marks section.
Then insert desired text. In this chart I have insert text as “Created By: Kanishk Jadhav”

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Q.4 Create a scattered plot on the world indicator database.

• To get an World Indicator Database Visit the World Bank Data Website:
data.worldbank.org
• Take any database with preferred data type.
• I have taken World data base for income/ per capita GDP.
• Then import those database in your Tableau.
• For scatter plot it requires minimum 2 measures.
• Thus we have taken CNT and Measure values in the columns and rows.
• Then Tableau will auto-generate the scatter plot.
• User can customize the scatter plot by using Various marks.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Q.5- Find the total sales value from customer who made their first purchase in 2014.Use
Superstore Database.

Step-1: Connect the Superstore Database to the Tableau server.

Step-2: For finding the total sales we need to create a calculated field.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• With a code: {FIXED [Customer Name]: MIN(DATEPART('year', [Order Date]))}

• Then use Filter in First purchase and set the limit to “2014”
• Make an another Filter named as Total Sales ,which we will use to display the total sales in 2014.

With code as: SUM(IF YEAR([Order Date]) = 2014 THEN [Sales] END)

Now for the display part:

• Place Customer segment in Columns Shell
• Drag and drop Total Sales Calculation filed in Rows shell.  And First purchase in Filter.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

The above chart represents the total amount of sales made in 2014.
In which Corporate segment had made most amount of sales, followed by small Business.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

Q.6- How to create a group and sets on the superstore dataset(inbuilt)

Step-1: Connect the Superstore database to Tableau.

Grouping in Tableau.
• For implementing grouping in tableau first we have to create a chart which consist of multiple
categories.
• For Example:

• Here, I have created a bar chart which gives information about sales made in different categories.
• I have to group stationary items, then I have to go-through the following steps.

Select the category in Tables(Right click on it) → Create → Group.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• Then select all the required items and name the group as “Stationary Items.”

After creating the group, Insert that group in Rows shell.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

By Doing so, the items are grouped together in the chart.

Sets in Tableau.:
For implementation of sets first we need to create simple bar chart of Categories and Sales.

• After creating the chart, we need to select the part which we want to include in the set.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• Then hover the mouse on that selected area, after some time a window will appear where we can
select the option of “Create Set”
• After clicking on create set, change the name of set and apply it to the database.

Roll No. :30 Girish Lokhande

TYCS Student ID: 21040028

• When the set is created successfully, it will show in tables section.

Then we need to drag and drop the set in the color section of marks,
Thus creating the below output.

 Where “Blue” indicates the data included in the set.

 And “Grey” indicates the data excluded from the set.

Thus, these were the implementation of groups and sets in Tableau.

Roll No. :30 Girish Lokhande