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For more information, see Format Titles, Captions, Tooltips, and Legends. Then connect to your Excel data from Desktop and add a report title using the title option.
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Then, connect to you Excel data from Desktop and calculate subtotals and totals using the totals option. To use subtotals and grand totals in your analysis, manually remove this type of information from your table. In this case, pre-aggregated data needs to be removed. Subtotals and grand totals data are computed from the raw data, but is not part of raw data itself.įor example, suppose you have a table that contains a row of subtotals information. A common of example of pre-aggregated data comes in the form of subtotals and grand totals. That is, data can contain sums, averages, medians, etc. For more information about the pivot option, see Pivot Data from Columns to Rows.ĭata can often come pre-aggregated. Alternatively, connect to your Excel data from Desktop and then use the pivot option. Tableau Desktop is optimized to connect to row-oriented tables, where math, science, and history values are organized under a column called "Subject" and the scores for each student are organized under a column called "Score." You can pivot the columns in the rows, by manually editing your Excel data. In a row-oriented table, the variables are stored in the row values.įor example, suppose you have column-oriented table, which shows math, science, and history scores for grade school students. However, Tableau Desktop is optimized for row oriented data. In a column oriented table, the variables are stored as column headers.
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When data is formatted as in crosstab format, the table is column oriented. The following Tableau Desktop-specific sections highlight and provide suggestions for resolving some common formatting or issues that can make analyzing your data difficult. Tableau Prep may be necessary for more complex formatting issues. Tableau Desktop has basic cleaning options and the Data Interpreter. Groups and hierarchies can be created as needed, and calculations can be performed in the flow of analysis. Tableau can aggregate raw data to the desired level, rather than being restricted by the aggregations already present in the data. When data is structured for analysis, it's much easier to ask and answer questions. Stripped of extraneous information (anything that's not the data and its headers) Organized like a database table (rather than a column-oriented table such as a crosstab) Specifically, data that is:Īs granular as possible rather than aggregated (such as daily weather data rather than monthly averages) To take advantage of Tableau Desktop, Tableau recommends that you connect to data that is formatted for analysis.