How to Show Pie Chart for Customers as Top 10, Top 11-20 and Others

I want to show pie chart look like below image.



Lets see how to build this chart.

Step 1:

First we need to find out Top 10 Customers by Sales. Right click on Customer Name and create set as “Top 10 Customers”.



Step 2:

Now we need to create one more set for Top 20 Customers. Right click on Customer Name and create set as “Top 20 Customers”.



Step 3:

I want to show Top 11 to 20 Customers. To Archive this we need to create Combined Set based on “Top 10 Customer” and “Top 20 Customers”. Right Click on “Top 10 Customers” Set and create combined set.



Here I am excluding Top 10 Customers from Top 20 Customers. So that I will get Top 11 to 20 Customers.

Step 4:

Now Create a calculation field to divide the Customers into these 3 groups. Name the Calculation field as “Customer Group



Step 5:
Drag “Customer Group” into Rows and Sum(Sales) into Columns.


Step 6: You will See Bar Chart by Default. Now go to Show Me and select Pie Chart. Turn on the Labels by clicking “Abc” icon.

Tableau 9.3 New Features

Union:

Combine data that have been split across multiple files or tables into a single Tableau data source.

Note: This Union Feature available only for Excel and Text based data source.

When to use this Union Feature?



For example see above image. I have city wise bike trips data in files. Each city data stored in single file. But I want to analyze this data for all cities. Then you have to copy this data from each file and prepare new file by combining all this data. Instead of doing this you can directly combined this files using new Union feature in tableau 9.3

Similarly some times we will collect monthly data in separate files. In that scenario also we can use Union feature all combine all months data into single data source without using copy and paste.

Data Grid:

Now you can Sort the data in data preview pane. you can create the calculated fields, Groups and bins also.


Join:


When you pivot data, Tableau creates new columns. Now you can join on those columns and 
use these fields for new data integration and analysis.

Data Connections:

Salesforce.com OAuth Support:

Use the familiar Salesforce.com sign-in experience to sign in to Salesforce.com from Tableau Desktop, Tableau Online and Tableau Server.

Initial SQL Support:

Tableau now passes initial SQL commands when connecting to Oracle, Pivotal Greenplum, and Microsoft SQL Server to set session attributes.

Tableau Parameters in Initial SQL:

You can now include parameters in an initial SQL statement for a data source. This enables new scenarios, like row-level security, where users can only see the data they are authorized to see.

Kerberos for Teradata and PostgreSQL:

Leverage your IT investments in enterprise data security to create a seamless single sign-on flow from Tableau all the way to your database.

Performance:

On-Demand Connections:

See your data faster. When viewing a published workbook, Tableau connects only to the data sources that are required to display your view instead of connecting to all data sources in the workbook.

External Query Cache:

Workbook load times and interactions are faster thanks to caching. When using Tableau Data Server, the external query cache and in-memory query caches are better synchronized.

Maps:

Tableau added postal codes for 39 European countries, districts in India, and US demographic data layers for 2016. We’ve also updated postal codes for UK, France, Germany, and the US.


Forecasting:

Tableau automatically selects the best season length to help you forecast odd seasonal patterns and irregular time-series. You can also forecast values ordered by an integer dimension.


Excluding Totals for Color Encoding:

Separate your totals, subtotals and grand totals by excluding them from color-encoding.



Look at above image. Before 9.3 version Tableau applying color to totals also. So Dark color always for total of that table. All actual values will look lighter.

But in 9.3 Tableau excluding totals from color encoding. So easily we can see the highest and lowest values with color indication.

Sheet Colors:

Make your worksheets easier to identify and group by adding color to the 
sheet tabs in the sheet-sorter and filmstrip views.



Progressive Dashboard Load:
Not having to wait for the entire dashboard to load means you can start analyzing your data sooner.

Publish data source:

It’s easier to publish, keep your data fresh, and stay connected 
with the new Publish Data Source flow.



Mobile Sign In:

Sign into Tableau Online on your mobile device and stay signed in.
Enjoy hassle free access, thanks to Automatic Sign In.



Always Connected:

Publish your Tableau dashboards faster. Tableau Desktop remembers your Tableau Online
or Tableau Server connection and signs you in to the last server you used.



Tableau Online Sync:

Sync as a Service:
The Online Sync Client can be configured to be “always on” and run continuously so that your data stays fresh even when you’re signed out of the sync computer.

Notifications:

Sync with confidence. The Tableau Online Sync Client notifies you if a data source needs additional information such as user credentials or an updated file path.

Easy Setup:

Schedule extract refreshes right from a web browser. You’re guided through the Tableau Online Sync Client setup when you publish a data source to Tableau Online.

Search:

Search now shows you the most popular workbooks and views first.



Content Analytics:

Find popular workbooks and views by seeing how many views they have received.



Versioning:

Changes didn’t work out like you planned? Don’t worry! Just download the 
old version and keep going with Workbook Revision History for Tableau Server.



Content Management:

Project leaders can now change owners, run refresh schedules, and move content.



Tableau Server Management:

Rest API Enhancements:

The REST API is underpinned by a completely new platform with significant performance and usability improvements for admins.

Postgres Connectivity Monitoring:

You can now check the underlying PostgreSQL database for corruption with a new tabadmin command.

Low Disk-Space Monitoring:

Don’t unexpectedly run out of space. Tableau Server now lets you specify disk-space thresholds that alert you when space runs low.

PostgreSQL Improvements:

Fail over from one repository to another much more quickly. No server restart required.

Upgraded My Certification title to Tableau Desktop 9 Qualified Associate From 8

In June 2015 I appeared for Tableau Desktop 8 Qualification Exam. I was Qualified in that Exam and got 88%.

Later Tableau release Certification for 9 version. Tableau certifications are version specific and there is no validity limitation for your certificate. Once you are certified that will have life long validity for that particular version.

Suppose i got title as Tableau Desktop 8 Qualified Associate. That will be forever. But if you want to Upgrade your title to 9 version then you have to write upgrade exam. you need to clear Tableau Desktop 9 Delta Exam to upgrade your title from 8 to 9.

Similar way for Tableau Server also has Delta Exam. For More details visit certification info in my blog. Click here to see details.

This time I cracked Tableau Desktop 9 Delta Exam with 100% Score. Now I have two certifications.

Tableau Desktop 8 Qualified Associate
Tableau Desktop 9 Qualified Associate

You can see my certifications Below:

Tableau Desktop 8 Qualified Associate




Tableau Desktop 9 Qualified Associate



Exam Details:

Exam Duration: 45 mins
Knowledge Based Questions: 7
Hands on Questions: 5
Passing score: 75%

Based on above information I started my analysis. So total 22 marks you have to get 17 to clear this exam.

You have choice of loosing 5 marks. Suppose if you made 2 questions wrong in Hands on session you are gone. You will not qualify.

You have choice of getting wrong 1 hands on Question and 2 knowledge based questions only. This analysis help me to prepare well.