In Part I, I explained what head-n-tail analysis is. Here I will show how you can make an analysis dashboard of your own data in no time.
To make it simple, I made a dashboard template (on English Premiere League teams TV revenue) for download. All you need to do is to plug in your data and generate a dashboard of your own in 30 seconds.
Assume that you have your data ready in an excel file with one dimension and one measure. Make sure the data is on "Sheet1". Here is a few data sets for you to try: File1 and File2.
Then follow these 3 steps: (based on File1)
1.Edit Data Source (data connection) to load your excel file. The data must be on "Sheet1".
You may see columns with nulls and red ! sign. They are the old dimension and measure along with those associated calculated fields. Just ignore them and click "Go to worksheet".
2.Replace the old dimension "Team" and the old measure "TV Revenue" by those in your data using Replace References. In this case, "Team" is mapped to "Product" and "TV Revenue" is replaced by "Sales".
3.Edit "Number of Rows" to be that of your table (excluding header row). There are 13 rows in this example.
Voila, you have your Head-n-Tail analysis dashboard for coffee sales by product.
You can customize titles, text and colors later at your convenience. Individual charts and worksheets are available for you to add to other dashboards if needed. And your data source can be any database, not limited to excel files.
Give it a try and see if you can beat 30 seconds.
Hi Alexander,
ReplyDeleteIt was kind to provide a template, and the dashboard is quite engaging. Thank you!
For those seeking to learn the reason why it is best to accomplish this with a TOP N set & Calculated Field, I can refer to a recent post titled "Master Tableau Approach".
It describes a decision model for identifying the best of five distinct approaches to answering complex data questions in Tableau. And this "Top N and Others" solution is the answer to question #3.
http://redheadedstepdata.io/master-tableau-approach/
Keep up the great work! I hope there will be more Best of Tableau Web coming in the future :)
Thanks!,
Keith
Thanks Keith for the comment and reference! Those master tableau approaches are quite good. Need to practice them to master them.
ReplyDelete