DATA VISUALIZATION:
INTRODUCTION TO TABLEAU
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What will we cover today?
Motivation
What is Tableau?
Tableau Workflow
Important Components
Learn by Doing
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Visualization Objectives
Record information
Analyze data to support reasoning
Confirm hypotheses
Communicate ideas to others
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Why Visualize
To record information
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Why Visualize
To communicate information
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Why Visualize
To analyze data
2020 US Elections (NYTimes)
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Why Visualize
To analyze data
2020 US Elections (NYTimes)
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Tableau Workflow
Connect Analyze Share
• Data • Visualize • Dashboard
source data in or Story
Workspac
e
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Connect
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Connect
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Data Sources Types
Relational Other
Spreadsheets Cloud Data
Sources
Databases
• Excel or csv • MySQL or • AWS or • Spatial Files
file Oracle Microsoft or R
Azure
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Data Field
A field, also known as a column, is a single piece
of information from a record in a data set.
• Qualitative Field (Dimensions)
• Describes or Categorizes Data
• What, when or who
• Slices the quantitative data
• Quantitative Field (Measures)
• Numerical Data
• Provides measurement for qualitative
category
• Can be used in calculations
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Data Field
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Data Field
Dimensions
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Data Field
Dimensions
Measures
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Data Field
Dimensions
Measures
• By default, aggregated by SUM
• Can be aggregated as average,
median, count, or count distinct.
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Data Field
Dimensions
• Break down the aggregated total into
smaller totals by category.
Measures
• By default, aggregated by SUM
• Can be aggregated as average,
median, count, or count distinct.
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Data Types
Text or String Values
Discrete Date/Time
Continuous
Numeric Value
Discrete Date
Calculated
Field
Geographic field -
State or Zip Code
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Chart Types
Line — View trends Bar — Compare data Heat Map — Show
in data over time. across categories. the relationship
between two factors.
Examples: Stock Examples: Volume of
price change over a shirts in different Examples: Segment
five-year period or sizes, or percent of analysis of target
website page views spending by market, or sales leads
during a month. department. by individual rep.
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Chart Types
Highlight Table — Treemap — Show Gantt — Show
Shows detailed hierarchical data as a duration over time.
information on heat proportion of a whole.
maps. Examples: Project
Examples: Storage timeline, duration of a
Examples: The percent usage across computer machine’s use,
of a market for machines, comparing availability of players
different segments, or fiscal budgets between on a team.
sales numbers in years.
a region.
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Chart Types
Bullet — Evaluate Scatterplot — Investigate Histogram —
performance of a metric relationships between Understand the
against a goal. quantitative values. distribution of your
data.
Examples: Sales quota Examples: Male versus
assessment, performan female likelihood of Examples: Number of
ce spectrum having lung cancer at customers by
(great/good/poor). different ages company size, student
performance on an
exam, frequency of a
product defect.
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Chart Types
Symbol maps — Use Area maps — Use for Box-and-Whisker —
for totals rather rates rather than totals. Show the distribution
than rates. Be Use sensible base of a set of a data.
careful, as small geography.
differences will be Examples: Understand
hard to see. Examples: Rates of ing your data briefly,
Examples: Number of internet-usage in certain seeing how data is
customers in geographies, house skewed towards one
different prices in different end, identifying
geographies. neighborhoods. outliers in your data.
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Tableau Workspace
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Tableau Workspace
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Tableau Workspace
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Tableau Workspace
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Tableau Workspace
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Tableau Workspace
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Visualization
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Visualization
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Visualization
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Visualization
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Visualization
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Visualization
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Visualization
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Visualization
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Visualization
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Dashboard
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Story
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Story
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Share
• Saved File
• .twb or .twbx
• Publish to Tableau Server (Secure)
• Publish to Tableau Public (Unsecure)
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