Last week I talked about the importance of learning Tableau, and today I want to share three simple tips on how to get actionable insights using Tableau. Let’s discuss filtering, sorting, and grouping of data; how can this be interpreted and how this can be useful.

Filtering data with Tableau

Filtering allows you to see specific parts of your database. For example, you might only be interested in seeing sales over a specific period, or by region, or product, to name a few.

Filtering in Tableau can also be programmed to allow other viewers to manipulate the filter. Alternatively, you could even exclude or include individual variables that you want to highlight with custom filtering. For more information, visit Tableaus academy.

Sorting your data sets

When you have many data points, having them sort out is a great way to process information more efficiently. Let’s take an example from a practice data set that I have been working on. On the image on the left, we have the data points organized alphabetically and can be very difficult to interpret. On the right side, we sorted the data from highest to lowest, making it better to understand.

Unsorted vs sorted data sets in Tableau

Grouping your data in Tableau

Finally, you might have worked with data that has some issues, for example, having a field of a product sold in Miami, and next to it, another one sold in Mia, FL. You will want to work them both as part of the same analysis since it’s the same.

Grouping allows us to combine two data points into one. This could be interesting to either solve problems like the previously mentioned or to compare groups—for example, your veteran sales team member’s performance vs. the new sales team members.

I hope you enjoyed this week’s post. Next week I will do a wrap up about my marketing analytics series. If you have any questions, do not hesitate to reach out in the comment section below.