Building the Simple Reports

We can build different kind of List, Cross tab (Matrix) , Graphs and Maps Reports using Tableau Software. Our data visualization tool of choice is Tableau, because it connects to pretty much any type of data, offers a very wide range of visualization types and can handle huge volumes of data remarkably quickly when used well. But up until now we have always treated Tableau as a standalone tool sitting alongside whichever performance testing or metrics collections tools we are using on a performance assignment. That works fine – but it does mean that the analysis and visualization doesn’t form an integral part of our workflow in these other tools. There are lots of opportunities to streamline the workflow, allowing interactive exploration of test results data – drilling down from high-level summaries showing the impact to low-level detail giving strong clues about the cause of issues. If only we could carry context from the performance testing tool to the visualization tool. In the next few minutes , you are going to build simple Reports using Tableau S/W.

1) Simple List Report – Single Field

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example)

2) Select Product field from Dimension shelf & hold Control & Select Sales from Measures shelf.

3) Click on Show Me, select “Text Tables”

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2) Simple List Report – Multiple Fields

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example)

2) Select Product, State fields from Dimension shelf & hold Control & Select Sales, Profit fields from Measures shelf.

3) Click on Show Me, select “Text Tables”

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3) Simple List Report – Combination of Rows & Columns

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example)

2) Drag Market Field from Dimension shelf to Column shelf Drag Date Field from Dimension shelf to Row shelf.  And drag Sales field from Measures shelf to intersection of rows & columns in work area.

3) Click on “+” symbol of Date field on Row shelf then we get the Quarters, & click on Quarters “+” symbol then we get the Months data.

4) Apply the Formatting

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4) Simple List Report – Combination of Rows & Columns

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example)

2) Drag Market Field from Dimension shelf to Column shelf Drag Date Field from Dimension shelf to Row shelf.  And drag Sales field from Measures shelf to intersection of rows & columns in work area.

3) Click on “+” symbol of Date field on Row shelf then we get the Quarters, & click on Quarters “+” symbol then we get the Months data.

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Apply the Formatting

5) Applying filter – Measures

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example)

2) Drag Market Field from Dimension shelf to Column shelf Drag Date Field from Dimension shelf to Row shelf.  And drag Sales field from Measures shelf to intersection of rows & columns in work area.

3) Click on “+” symbol of Date field on Row shelf then we get the Quarters, & click on Quarters “+” symbol then we get the Months data.

4) Drag Sales field from Measures shelf to Filters shelf and select “Sum”, define the range which you want to show on the report. In this example we are defining ranges Above 5000.

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6) Applying colour formatting

1) Open Tableau Software & connect to the required Database. ( Coffee Chain (MS Access) has been taken as data source in this Example).

2) Drag Market Field from Dimension shelf to Column shelf Drag Date Field from Dimension shelf to Row shelf.  And drag Sales field from Measures shelf to intersection of rows & columns in work area.

3) Click on “+” symbol of Date field on Row shelf then we get the Quarters, & click on Quarters “+” symbol then we get the Months data.

4) Drag Market Field from Dimension shelf to Colour Marks shelf, it assign the colours automatically.

5) If we want to change the colours, double click on “South” on colours mark then assign the required colours.

6) The following example is illustrating colour formatting is applied based on Quarters.