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Tableau Tutorial for US and Yelp Datasets

This document provides instructions for creating visualizations in Tableau using two different datasets: the US health dataset and the Yelp dataset. For the US health dataset, it describes how to make maps of obesity rates by county and state, scatter plots of obesity rates versus health behaviors, maps of 2008 voting results by state, and bar charts of county-level race ratios. For the Yelp dataset, it lists questions to analyze such as category ratings, a heat map of open/closed businesses, review counts by neighborhood, and the relationship between reviews and star ratings. The final section describes creating a dashboard with these worksheets and applying filters across them.
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0% found this document useful (0 votes)
34 views3 pages

Tableau Tutorial for US and Yelp Datasets

This document provides instructions for creating visualizations in Tableau using two different datasets: the US health dataset and the Yelp dataset. For the US health dataset, it describes how to make maps of obesity rates by county and state, scatter plots of obesity rates versus health behaviors, maps of 2008 voting results by state, and bar charts of county-level race ratios. For the Yelp dataset, it lists questions to analyze such as category ratings, a heat map of open/closed businesses, review counts by neighborhood, and the relationship between reviews and star ratings. The final section describes creating a dashboard with these worksheets and applying filters across them.
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

Tableau Tutorial

US Dataset:
The US Dataset given contains important household and health details for each county in the United
States. In addition the data details the race distribution of people living, details of their physical
activity, smoking habits, store details along with their voting status for the year 2008.

Connect to the data:

• Click on connect to data

• Click on Microsoft Excel and choose the file that you want to work with.

Create a map for each state showing obesity rates at the county level:

• Double click on “State”. Tableau Public recognises they are geographical fields and geocodes
them accordingly.

• Click on “Show me” button and choose Fill maps.

• Drag “Adult obesity rate” from the Measures panel into Color, and copy it into Size shelf to
encode counties by those values.

• Change the Color to Red–White-Green Diverging, and reverse it.

• Now add a filter to enable the selection of individual states. Click and drag “State” into the
Filters shelf, click OK at the dialog box.

• Right click on “State” in the Filters shelf and select Show Quick Filter. Deselect All and then
select Alabama

• Rename the worksheet “Map View” by right clicking on the tab at the bottom

Scatter plots showing the relationship between obesity and health-related behaviours at the
county level:

• Drag “Adult obesity rate” onto Rows and “% eating few fruits and vegetables” and “% who
do not exercise” into Columns.

• Drag “County” and “State” into Level of Detail. Without this step, Tableau’s default
behaviour is to sum the values across all the counties and states, which will give you a single
data point for each graph, and not the desired scatter plots.

• Select Analysis in the top menu and check Trend Lines.

• Rename the worksheet “Scatterplot View” by right clicking on the tab at the bottom.

Create a map for each state showing results of Voting :

• Double click on “State”.

• Under “Marks” dropdown select “Pie” option

• Drag “Voting in 2008” from the Dimensions panel into Color.

• Click Size in “Marks” and increase the size


• Drag “State” from Dimension panel into Label

• Rename the worksheet “Statewise Voting Result”

County wise Race Ratio in Bar Chart:

• Drag “county” to columns field

• Drag “% Asian”, “% Black” and “% White” to rows

• Click on “Show Me” and choose “Side-by-side” chart

• Drag “State” from Dimensions to filter

• Rename the worksheet “County wise Race ratio”

Working with Global Filters:

• Go to “County wise Race ratio” sheet

• From Filters Panel, right click on state filter

• Select “Apply to Worksheet” -> “All using this datasource”

• This filter will now be applied to all the sheets using this datasource

Steps To Create Dashboard:

• Click on “New Dashboard”

• You will be able to see all the sheets on the “Sheets” panel

• Drag each sheet and arrange it in Dashboard

• Drag “Title” from Objects and place it at the top of the Dashboard

Difference Between Twb and Twbx file:

• Saving the file as twb does not save the data with the file. Therefore, in order to work with
the tableau file on another machine, you need to have the data file separately and link it
with it

• Saving the file as twbx will package the data along with tableau file
Dataset: Yelp dataset
Yelp Dataset:
Yelp is an online website containing details of different kinds of businesses in the United States. These
businesses range from all sorts of hospitality services to restaurants and even salons. In addition to
containing this information, Yelp also keeps an account of the ratings and reviews given by customers
to each business. The data is made available to the research community periodically through Yelp
Dataset Challenge rounds.

Analyse the data and create visualizations for the following set of questions using Tableau.

Questions:

1. Create a bar chart showing category wise average ratings.


2. Plot all the business in heat map and color code it according to is_open status (Red :closed,
Green: Open).
In the map, show only the restaurants. Apply this as a global filter.
3. Create a bubble chart showing neighbourhood wise review count.
4. Analyze the relationship between review count and stars using scatter plot (Hint: Drag Id
column to Detail in mark shelf). Try excluding the business with high review count to remove
the outlier.
5. Create a dashboard with all the worksheets and apply filter on any category on the bar chart
and visualize the results.

Common questions

Powered by AI

Excluding businesses with high review counts helps prevent skewing of the scatter plot data distribution, allowing for a clearer identification of trends between review count and star ratings among typical data points. By focusing on a more homogeneous data set, it becomes easier to discern whether higher or lower reviews correlate consistently with better ratings, which could be masked by outliers .

A well-thought-out dashboard layout enhances data storytelling by ensuring logical flow and accessibility. Components must be arranged to guide the user's attention naturally, with key insights prominently displayed. Effective use of space can aid comprehension and highlight relations between different datasets. The inclusion of interactive elements (e.g., filters) allows users to delve deeper into data aspects that interest them, which enhances engagement and insight discovery .

Effectiveness in a bubble chart can be influenced by several design choices: 1. Accurately sizing bubbles to reflect review counts to maintain data proportionality, 2. Choosing distinct colors or shades to represent different neighborhoods, ensuring visual clarity, 3. Selecting a suitable layout to prevent overlaps and enhance readability, 4. Providing interactive labels or tooltips for users to access detailed information upon hovering, and 5. Integrating filters to help focus on specific neighborhoods or review count ranges .

Integrating filters across various views in Tableau aids users by offering cohesive, dynamic interaction capabilities, allowing them to simultaneously adjust and view datasets from different perspectives. This functionality enables a seamless analysis of interconnected data, facilitates comparisons, and refines user focus on specific data points or trends, thereby enhancing overall comprehension and insight extraction .

Trend lines in scatter plots provide a statistical measure of the correlation strength between variables, in this context, between health behaviors (e.g., fruit/vegetable intake, exercise frequency) and obesity rates. They offer visual guidance on potential predictive characteristics, indicating relationships' strength and direction (positive or negative correlation). This aids in identifying patterns or anomalies, enhancing data-driven decision-making and hypothesis generation .

A heat map that categorizes businesses by open or closed status using color codes (e.g., Red for closed, Green for open) can provide insights into geographic patterns of business longevity or operational status. It can indicate regions where businesses tend to thrive or struggle and may highlight external factors like economic conditions or local policies affecting business operations. The visual distinction allows quick assessment of operational density and potential market opportunities .

The "Fill maps" feature in Tableau aids in visualizing data geographically by applying color gradients to different regions based on data metrics like the obesity rate. To create this map: 1. Double-click on the “State” field for geographical recognition, 2. Use the "Show Me" button to choose Fill maps, 3. Drag “Adult obesity rate” into the Color and Size shelves to code counties by these values. 4. Change the color scale to Red–White–Green Diverging, and reverse it to highlight variations effectively. These steps facilitate a visual comparison of obesity rates across counties .

Color choice significantly impacts data interpretation by affecting clarity and focus. Red-White-Green schemes help differentiate data points based on their magnitude, being intuitively associated with good (green) and bad (red) values, while the reverse emphasizes different aspects of the data. Such diverging color schemes, especially when reversed, can shift user focus, change the perceived importance of data points, and influence decision-making by redefining which data regions stand out in a visualization .

To apply a global filter in Tableau, you first proceed to a worksheet with an existing filter (e.g., "County wise Race ratio" sheet), right-click on the filter in the Filters Panel, and select "Apply to Worksheets" followed by choosing "All using this datasource." This makes the filter apply to all sheets connected to that data source, ensuring consistency and enabling cross-sheet comparisons without reapplying filters individually .

The Twb format saves only the workbook layout and does not include the dataset, necessitating linking to the original data source on another device. In contrast, the Twbx format packages both the workbook and data, allowing for seamless file sharing and portability without requiring a separate data link .

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