DATA VISUALISATION 101 WITH TABLEAU

ORGANIZER: GENERAL ASSEMBLY
INSTRUCTOR: DANON GABRIEL THE

DSC02465.jpg

Connect to data

  • Download data file titled sampletableaudata.csv at this link — http://bit.ly/1UbViHY
  • Open Tableau
  • On the left panel, under “Connect”, select Text File (for CSV; choose Excel for Tableau and other file types accordingly)
  • Browse to where you saved the data file, select it, and click OK

Save Tableau file

  • File > Save As
  • Select location you want to save file
  • Click drop down to see 2 options — Tableau Workbook (.twb) and Tableau Packaged Workbook (.twbx)
  • Select Tableau Packaged Workbook (.twbx)
  • Name your file
  • Hit Save

Bonus tip — Extract data

  • Extracting your data optimises and compresses the data so your file is smaller in size and more efficient
  • On the top left, right click on the dataset “sampletableaudata"
  • Click Extract data
  • Hit Extract
  • Save file

First visualization

  • Let’s create a simple bar chart
  • On the bottom, click the New Worksheet icon to create a new Worksheet and name it V1
  • Click on Show Me on the top right to unhide the table (if it’s already showing, ignore this step)
  • Select Postal Code in dimensions and Sales in measures (Command click for Mac, Ctrl click for PC)
  • Click on the bar chart (3rd row, 1st column option for Show Me)
  • Now, let’s sort it — mouse over the top of the chart and the sort icon will show up; click it
  • Let’s hide the Show Me bar for now — click on Show Me
  • Now let’s make the visualisation richer
  • Let’s make the colour show Profits — drag and drop Profits into the Colors square in the Marks section
  • Let’s put a label on each bar to show Sales — drag and drop Sales into the Label square in the Marks section
  • Presto! Your first visualization!
 Visualization V1

Visualization V1

giphy (5).gif

Second visualization

  • Let’s create another with geodata
  • On the bottom, click the New Worksheet icon to create a new Worksheet and name it V2
  • Click on Show Me on the top right to unhide the table (if it’s already showing, ignore this step)
  • Select Country and City in dimensions and Sales in measures — yes, 3 fields (Command click for Mac, Ctrl click for PC)
  • Click on the map with bubbles (2nd row, 1st column)
  • Let’s hide the Show Me bar for now — click on Show Me to hide
  • Make the circles a little larger — click on the Size square in the Marks tab and  increase it slightly
  • Now, change the color to represent profit; drag and drop the Profit measure into the color square in the Marks tab
  • Let’s make the color a bit transparent — click on the Color square in marks, and reduce opacity to 85%
 Visualization V2

Visualization V2


Third visualization

  • Let’s create a line chart
  • On the bottom, click the New Worksheet icon to create a new Worksheet and name it V3
  • Click on Show Me on the top right to unhide the table (if it’s already showing, ignore this step)
  • Select Order date in dimensions and Sales in measures (Command click for Mac, Ctrl click for PC)
  • Click on the line chart (4th column, 1st row)
  • Click on the arrow on the YEAR pill in Column on the top
  • Select Month from the dropdown
  • Let’s get more granularity — drag and drop Segment into the Color square in the Marks tab to break it out by Segment
  • Tip for later — right click on a line and add a trendline
 Visualization V3

Visualization V3


Quick calculation

  • Let’s create a pie chart
  • On the bottom, click the New Worksheet icon to create a new Worksheet and name it V4
  • Select Segment in dimensions and Sales in measures (Command click for Mac, Ctrl click for PC)
  • Click on the pie chart (3rd column, 2nd row)
  • Let’s make it larger — click on Dropdown that now says Normal and select Entire View
  • Drag and drop Segment into Label square in the Marks tab
  • Now, drag and drop Sales into the Label square in the Marks tab
  • In the Marks tab, mouse over the Sales pill under Label (the pill should have Abc123 next to it)
  • Select Quick Table Calculation
  • Select Percent of total
  • Now, drag and drop Sales into the Label square in the Marks tab again
  • Done!
 Visualization V4, Quick Calculation

Visualization V4, Quick Calculation

giphy (6).gif

Break time!


Calculated field

  • Now, let’s use a calculated field
  • On the bottom, click the New Worksheet icon to create a new Worksheet and name it V5
  • Right click anywhere a blank space on the measures pane on the left
  • Select Create Calculated Field
  • Name the calculation — “Profit / Sales Ratio"
  • Drag and drop Profit from Measures into the Calculation dialogue
  • Hit / to indicate you want to divide Profit by another number
  • Drag and drop Sales from Measures into the Calculation dialogue after the above-mentioned /
  • It should say [Profit]/[Sales] and that  “calculation is valid"
  • Press OK
  • Select the Region dimension and your new calculated field name Profit / Sales Ratio
  • Click on bar chart
  • Can you tell which are the most profitable (by profit margin) regions?

 Visualization V5, Calculated Field

Visualization V5, Calculated Field


Filters

  • Let’s go back to the first worksheet (V1) with your bars
  • Right click on the Region measure, and select Show Filter
  • Done! A simple filter is now available
  • Right click on the arrow on the top right of the filter to explore options
  • For now, let’s make it a radio button filter, click Single values list
  • Let’s add a quantitative filter
  • Drag and drop Sales into the Filters tab
  • Select All values
  • Let’s choose At Least — click on that option and press OK
  • Now, right click on the Sales button in Filters and choose Show Filter
  • It now shows up on the right next to your earlier filter
  • Play with your filters and answer this — How many postal codes are making at least $4,000 in the Central region?
  • Exporting visualizations
    • If you want to export an image —Worksheet > Export > Image
    • Select what components you want to export and click Save, select location and hit Save
    • You can also choose to export the Crosstab data which is the summarized/aggregated data from your worksheet

Creating your first Dashboard by combining sheets

  • For now, let’s remove the filters
  • Drag and drop the filters in your earlier example back to the Dimensions column
  • At the bottom, click New Dashboard
  • Drag and drop V1, V2, V3 and V4 into the dashboard to make a 2X2 grid
  • At the bottom left under Dashboard, change Desktop to Automatic
  • On the top right hand side of the map (V2), click the drop down and choose Use as Filter
  • Repeat this for the pie chart in V4
  • Let’s interact with the dashboard!
  • Try clicking on difference slices in the V4 pie chart
  • Click a blank white space to deselect after
  • Now try clicking on cities/circles on the map; you can even drag and select a region!

giphy-downsized-large.gif

That's it!

You now have a working knowledge of Tableau after completing this class. 

Yours sincerely,
Danon Gabriel The