From the course: Tableau Supply Chain Dashboarding

Create a visualization - Tableau Tutorial

From the course: Tableau Supply Chain Dashboarding

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Create a visualization

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One very useful technique you can use to create very usable Tableau workbooks is to add a new data source for each worksheet. In this movie, I will show you how to do that. My sample file is 01_02_NewDataSource, and you can find it in the Chapter 1 folder of the Exercise Files collection. In this workbook, I have an existing worksheet and I have it linked to the sales table from an Excel workbook named KinetEcoSales. Let's say that I want to create a second worksheet, this part of the same workbook, but I don't want it to be linked to that same data source. To make that happen, I can create a new worksheet. So I'll click the new worksheet button. And then I'll go up to the data menu and point to new data source. I'm using Excel for my data sources here. So I'll click Microsoft Excel. And then in Chapter 1, I will double-click CustomerResponse, which is the second file that I want to use. So I double-click there, and I can look at the preview for my data at the bottom right. Everything looks fine. And I will go back to Sheet 2. Once there, I see that CustomerResponse is highlighted as the data source, and I also see the fields that were included in that data. We have customer service response data, and it's broken down into three platforms. So I will drag the CS platform field to the rows shelf, and then a customer service response delay to the data area. This currently displays the sum of all the time, but what I'm really interested in, at least here, is the average. So I'll go to the marks card and hover the mouse pointer over the CS response delay pill. Click this down arrow, point to measure, and change from sum to average. So now I know, in hours, how long it took to respond to customers based on their input from each of these platforms. And just a quick look at the data makes me very happy that our priority email customers are being served much more quickly than the others. One last thing I'll do is to rename the sheet so the header or title is different. So I will double-click the Sheet 2 tab and I will call it CS Response. Then hours in parentheses. And enter. And there we go.

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