Date Hierarchies

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En provenance du cours de University of California, Davis

Visual Analytics with Tableau

796 notes

University of California, Davis

Visual Analytics with Tableau

796 notes

Cours 3 sur 5 dans Specialization Data Visualization with Tableau

In this third course of the specialization, we’ll drill deeper into the tools Tableau offers in the areas of charting, dates, table calculations and mapping. We’ll explore the best choices for charts, based on the type of data you are using. We’ll look at specific types of charts including scatter plots, Gantt charts, histograms, bullet charts and several others, and we’ll address charting guidelines. We’ll define discrete and continuous dates, and examine when to use each one to explain your data. You’ll learn how to create custom and quick table calculations and how to create parameters. We’ll also introduce mapping and explore how Tableau can use different types of geographic data, how to connect to multiple data sources and how to create custom maps.

À partir de la leçon

Dates

This module highlights the important topic of dates within Tableau. You will be able to differentiate between discrete and continuous dates and when to use each. You will be able to use date hierarchies and use the date field to better customize your charts. You will be able to convert between discrete and continuous dates and know when and why you want to switch from one to the other. You will create dates using calculated fields.

Introduction to Dates1:03

Discrete vs. Continuous Dates2:36

Date Hierarchies3:33

Converting Discrete and Continuous Dates2:31

Tableau Calculated Fields4:59

Rencontrer les enseignants

Suk S. Brar, M.B.A.
Lead Business Consultant
Blue Shield of California

Hey there. In the last lesson,

we differentiated between discrete and continuous dates,

and how to identify them in Tableau.

For this lesson, we will discuss state hierarchies and how they allow

you to better customize your charts to tell your story. Let's get started.

Using our superstore dataset again,

lets drag our order date field to the column self.

As we can see, the order date field is a blue pill,

which as you remember from the last lesson means this is a discrete date field,

and so Tableau has automatically generated headers for us.

We can drill down further into our data by clicking on

the plus sign on the left hand side of our date field.

As you can see, if we click on the plus sign,

our date field shows both years,

and now also breaks down each year into quarters.

If we click on the plus sign on the quarter field,

we now have a further breakdown showing years,

quarters, and also months in each quarter.

If we click on a plus sign on the months field,

we get a final breakdown showing years,

quarters, months, and finally,

days within each month.

This is extremely helpful when you want to be able to drill down into your data,

put all you have as one level on your date field such as year.

Tableau makes it very easy for you to drill down into your analysis.

Another option to drill down into your date field is to

click on the down arrow from the year date field.

From here, we can now change the year field into quarters, months, or days.

We can also choose the more option,

and change the year date field to week number,

or week day, or a custom date field.

This date hierarchy is available for both discrete and continuous date fields.

If we drag our ship date to the call himself,

and then click on the plus sign,

we see that our access now changes from years to quarters per year on a continuous scale.

Tableau's hierarchy for continuous date fields

is the same as it creates for discrete dates.

Which starts off with a year, then quarter,

then month, then week,

and finally, then day.

However, the behavior is different.

When you drill down on the hierarchy no additional pills are created,

only one pill is maintained in your shelf.

The lower level hierarchy,

for example quarter replaces the higher level hierarchy, for example a year.

However, notice that as you drill down the hierarchy,

your axis expands, and now represents more information.

We can continue to click on the plus sign to keep

drilling down until we have the correct date we would like.

Or once again, we can click on

the drop-down arrow and pick the date format we want to use.

This is extremely helpful when we want to change

the date level that is being shown to our user.

Sometimes you may have only the year available in your data.

But with this data hierarchy,

Tableau allows you to change the date level to better tell your story.

Now that you understand the difference between

discrete and continuous dates and how to use date hierarchies,

the next lesson we will focus on how to convert between discrete and continuous dates,

and why you would want to switch from one date type to the other. Until next time.

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