Note: This is just basic viewing for now, and viewing same data as in Excel (Viewing data in Excel).
Focusing on these variables for now:
Month
(ADP Totals) Jurisdiction
Mental Health Cases opened last day of the month
New Mental Health Cases opened during this month
Sum of Physician/Practitioner occurrences during this month
In Tableau, when opening the MS-Excel Workbook, I have to specify which worksheet, because I have two (the data I originally exported and the pivot worksheet I was working with). I chose the one with the full data export.
At bottom of screen either select Data Source or Sheet1
-Data Source looks like a spreadsheet, and is good for a basic verification
-Sheet1 is the classic Tableau presentation of the data. Note: Tableau is very busy and comprehensive, so will be taking this step-by-step. On the left side, are fields grouped by Dimensions or Measures – I’ll learn more on that later. On the right side are the various graphs you can work with. Conceptually, it’s the same idea as within MS-Excel – drag and drop fields into specific parts of the working screen in the middle. Here goes…
Month – Because the variable is a number, Tableau thinks it’s a calculable field.