Tableau Quick Warm-Up Exercise

I) Download and install Tableau from the following link http://www.tableausoftware.com/academic

II) Click on Tableau icon to get started and choose Sample Coffee Chain dataset.
III) In this step you will create four simple queries using Tableau

Query1
Notice the three Drop Field Here boxes. Drag measure Sales to the largest Drop Field Here box (bottom right)
Drag dimension Type to the Rows section (white space next to the caption Rows)
Drag dimension Market to the Rows section next to the Type dimension (to the right of the Type dimension)
Drag dimension Date to the Columns section (white space next to the caption Columns)
Click on the + symbol next to the Year(Date) caption in the Columns section to drill-down to Quarters
Click on the - symbol next to the Year(Date) caption in the Columns section to drill-up back to Year
Click on File/Save As and save your work as Query1
Click on File/Print to PDF and print the output in the file as Query1.pdf

Query2
Move dimension Market to the Columns section from the Rows Section
Position dimension Date (i.e. Year(Date)) in the Columns section to the right of the Market dimension
In the Show Me section, move the pointer around and notice the names of various visualization options. Choose
Stacked Bar option
Click on File/Save As and save your work as Query2
Click on File/Print to PDF and print the output in the file as Query2.pdf

Query3
In the Show Me section choose Text Tables option
Drag dimensions Market and Year(Date) out of the Columns section (drag them back to the Dimension area in the left
most portion of the screen)
Drag dimension State to the Columns section
In the Show Me section choose Symbol Maps option
Click on File/Save As and save your work as Query3
Click on File/Print to PDF and print the output in the file as Query3.pdf

Query4
In the Show Me section choose Text Tables option
Drag dimension State out of the Columns section and Type out of the Rows section(drag them back to the Dimension
area in the left most portion of the screen)
Using Shift key, select dimensions Product, Product Line and Product Type and then right-click on the selection and
choose Create Hierarchy option. Click on OK and accept the chosen name for the hierarchy.
Drag dimension Product Line to the Rows section (white space next to the caption Rows)
Click on the + symbol next to the Product Line caption in the Rows section to drill-down to Product Type
Click on the + symbol next to the Product Type caption in the Rows section to drill-down to Product
In the Show Me section choose Highlight Tables option
Click on File/Save As and save your work as Query4
Click on File/Print to PDF and print the output in the file as Query4.pdf

Submit printouts (pdf files or hard-copies) of the four pdf files (Query1, Query2, Query3, and Query4) to your instructor.
Sheet1
Dat
e
Type Mar
ket 2012 2013
Decaf Cent
ral $57,
990 $60,
538
Eas
t $27,
086 $28,
257
Sout
h $25,
767 $26,
887
Wes
t $59,
271 $61,
828
Regul
ar Cent
ral $71,
690 $74,
827
Eas
t $60,
312 $62,
921
Sout
h $25,
079 $26,
193
Wes
t $73,
964 $77,
201

Sum ofSal
esbr
okendownbyDat
eYearvs.Type
andMarket
.
Sheet1
Mar
ket/Dat
e Type
Dec
af
Cent
ral East Sout
h West
Regul
ar

$140,
000

$130,
000

$120,
000

$110,
000

$100,
000

$90,
000

$80,
000
es
Sal

$70,
000

$60,
000

$50,
000

$40,
000

$30,
000

$20,
000

$10,
000

$0
2012 2013 2012 2013 2012 2013 2012 2013

Sum ofSal
esf
oreachDat
eYearbr
okendownbyMar
ket
.Col
orshowsdet
ail
saboutType.
Sheet1
Sal
es
$14,
887
$40,
000
$60,
000
$80,
000
$96,
892

Type
Dec
af
Regul
ar

AboutTabl
eaumaps
:www.
tabl
eaus
oft
war
e.c
om/
mapdat
a

MapbasedonLongi
t
ude(
gener
ated)andLat
i
tude(
gener
ated)
.Col
orshowsdet
ail
saboutType.Si
zeshowssum ofSal
es.Det
ail
sar
eshownf
orSt
ate.
Sheet1
Pr
oductLi
ne Pr
oductType Pr
oduct Sal
es
Beans Cof
fee Amar
ett
o $26,
269
$24,
031 $128,
311
Col
ombi
an $128,
311
Dec
afI
ri
shCr
eam $62,
248
Es
pres
so Caf
feLat
te $35,
899
Caf
feMoc
ha $84,
904
Dec
afEs
pres
so $78,
162
Regul
arEs
pres
so $24,
031
Leaves Her
bal
Tea Chamomi
l
e $75,
578
Lemon $95,
926
Mi
nt $35,
710
Tea Dar
jeel
i
ng $73,
151
Ear
lGr
ey $66,
772
Gr
eenTea $32,
850

Sum ofSalesbr
okendownbyPr oductLi
ne,Pr
oductTy
pe
andProduct.Col
orshowssum ofSales.Themarksar
ela-
bel
edbysum ofSales.