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Simplify Data

The document outlines a Tableau assignment involving the application of filters to worksheets, specifically creating a global filter and applying it to selected worksheets. It also includes tasks such as removing unwanted data from a column, creating a hierarchy for incident information, and analyzing capital loss by auto model. Additionally, it describes grouping policy numbers and using this group to calculate the average age of customers for specific policy bind years.

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ashemle508
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8 views6 pages

Simplify Data

The document outlines a Tableau assignment involving the application of filters to worksheets, specifically creating a global filter and applying it to selected worksheets. It also includes tasks such as removing unwanted data from a column, creating a hierarchy for incident information, and analyzing capital loss by auto model. Additionally, it describes grouping policy numbers and using this group to calculate the average age of customers for specific policy bind years.

Uploaded by

ashemle508
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Tableu Assignmnet

Right-click on the filter you've created in the "Filters" shelf.

Select "Apply to Worksheets" and choose one of the following options:

All Using This Data Source: This will apply the filter to all worksheets in the workbook that
use the same data source, effectively making it a global filter.

Selected Worksheets: You can choose specific worksheets to apply the filter to. This is useful
when you want the filter to affect only certain sheets and not others.
Tableu Assignmnet

So this is my second sheet whenever I filter in sheet 1 it will automatically change according to
filter which I applied in sheet one

[Link] the ? from property damage column using Dimension filter.


Tableu Assignmnet

Now we have only two option which is ‘yes’ or ‘No’

[Link] hierarchy with Incident type , Auto Make and Auto model .Rename it as Incident
Info.
Tableu Assignmnet

• Right-click on the Incident Type field (or whichever field you want to be at the top level of
the hierarchy).
• Select Hierarchy > Create Hierarchy.
• In the dialog box that appears, name the hierarchy as Incident Info.
• Click OK.

[Link] Incident Info hierarchy show how much capital loss occurred for each auto model.
Tableu Assignmnet

[Link] a group of Policy number : P-10, P-11,P-12,P-13,P-14,P-15,P-16 and P17-P99 for


Policy number start with 10,11 so on upto 99.

5. Use this created policy group to check average age of customer for Policy bind date
2013, 2014 and 2015 year.
Tableu Assignmnet

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