Tableau – Displaying data in Worksheet

After creating the visualisations or while creating the visualisations if you want to look at the data in a worksheet, then, in that case, you need to follow some steps that we will see in this article.

Steps to perform:

• In the Tableau, connect to the databases.
• The data source has three data files – Product, OrderDetails, PropertyInfo. These are three different excel sheet present in one data file.
  
• Open Product data file.
  
• Add OrderDetails data file, it contains the information about each order.
  
• Now you can see there is a join in the two data files.
  
• If you’ll hover on the join then you can see that there is a inner join using the common key i.e. Product ID. Inner join simply means that there are two files have a field in common and it can be combined easily.
• Next, add the PropertyInfo file and it can be see that it is also joined.
  
• If you’ll hover the mouse pointer then it can be clearly seen that OrderDetails and PropertyInfo are inner joined using the key – PropertyID.
  
• Now, that data is completely ready for data visualisation.
  
• Click Quantity and then at the top right corner of the screen, at the right edge of the toolbar, there is the Show Me button. Visualisation can be obtained using the Show Me option.
  
• Now, go to the Data menu. Go down to the bottom of the menu and click the last item. And the specific item that appears here will depend on the name of the data source.
  
• Then from the submenu that appears, click view data. Doing so displays the data. You can see up to 5000 rows or if you want to see more you can edit the value in the box. And also because there are more columns you can either expand this window by dragging it to the side or drag the horizontal slider.
  
• This data source combines data from several different tables. So you have my order date and order ID here and then if I go over I’ll see property ID, property state and so on. Even though you have those data points, or those values, in different tables within the source excel file.
• To copy any data, drag across the data and once it’s selected you can click copy and select those values. When you’re done you can click the close box to close that window. Looking at the data behind the visualization can be very helpful.