Kaiser Tableau 10 Workshop 01-2017

TABLEAU 10 DESKTOP FUNDAMENTALS
WORKSHOP
Workshop Materials are proprietary and confidential
Materials may not be reproduced or distributed in any
way without permission from Senturus, Inc.
© Copyright Senturus, Inc. 2016
2
COURSE OVERVIEW
• Review the Tableau product line
• Introduce the Desktop product
• Discuss key terminology
• Create worksheets
• Enhance worksheets with sorting, filtering and calculations
• Create a dashboard
• Discuss stories, publishing and distribution
• Call to action and Q&A
Copyright 2016 Senturus, Inc. All Rights Reserved.

3
INTRODUCTIONS
• Instructor Introduction
• Student Introduction
– Your company & role
– Experience with the tools
– Expectations and reasons for attending the course
4
Introduction to Tableau
INTRODUCTION TO TABLEAU
• Tableau is about making data visual

• Why Tableau?
– Traditional BI tools are complex, inflexible and lack agility
– Rapid path to actionable insights
– Easy to use for all skill levels
– Excellent migration path for Excel users
– Can use many different sources of data
– RDBMS (MSSQL, Oracle)
– Hadoop/HIVE/Spark
– Microsoft Access, Excel
– Cloud (SFDC, Cloudera, RedShift, etc.)
– CSV/Flat Files/JSON (new in 10.1)
7
BREAKTHROUGH TECHNOLOGIES
VizQL™ Natively Visual, Naturally Faster

LIVE QUERY ENGINE No need to write SQL
IN-MEMORY DATA ENGINE Blazing Speed
TABLEAU PUBLIC Webscale Platform for Visualizations
TABLEAU MOBILE Natively Mobile, Touch-optimized
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TABLEAU PRODUCTS
• Tableau Desktop
– Main end user analytical tool
– Create worksheets, dashboards, and stories
– Explore and visualize data
– Perform ad-hoc analysis
– Package visualizations for distribution
• Tableau Server/Tableau Online
– Publish workbooks
– Organize and secure information
– Manage metadata
– Share/Collaborate with others
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TABLEAU PRODUCTS
• Tableau Reader
– Allows any user to open and interact with your
visualizations and dashboards
– Interactive with sorting, filtering, drill up/down
– Similar to using Adobe Acrobat
– Available to everyone as a free download
• Tableau Public
– Public sharing of dashboards and visualizations
– Allows for embedding into websites and blogs
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TABLEAU DESKTOP
• Build visualizations with a few clicks
Connect to a Data Create Share the Results

Source and/or Visualizations and
Import Data Dashboards
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DATA PREPARATION
Choose a connection or existing worksheet
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DATA PREPARATION
…aka “metadata” preparation
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DATA PREPARATION
• Splitting
– String fields can be split into multiple fields for easier analysis
– Automatic or custom split options
– Split based on a common separator
• Aliasing
– Roles – i.e., Time (Ship Date/Order Date)
– Binning (High/Low Sales)
• Renaming
• Data Typing
• Geographic Roles
• Calculated Fields
• Pivoting
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Some Challenges with (Re)-Creating Metadata
15
TABLEAU DESKTOP
Worksheet view
16
DIMENSIONS VS MEASURES
$27m! ???
17
Revenue grew
$27m during Q3
2016 in the
Western Region for
Technology!
18
Measures are the numeric values being represented
• AKA KPIs, Metrics, etc.
• Usually aggregated (sum, average, min, max, std

deviation)
• Generally meaningless without context
Dimensions provide critical contextual meaning to

measures
• Who, what, when, where, why
• How we slice and dice
• Normative vs Ordinal
• Ordinal can be “ordered” (Excellent, Good, Poor)
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TABLEAU DESKTOP
Add data items to columns, rows, and cards to create
visualizations
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TABLEAU INTERFACE OVERVIEW
• Within Tableau Desktop, analysts work with worksheets
and dashboards
• Worksheets are the views of your data
• Drag and Drop fields from your data source onto the
rows and columns ‘shelves’
• Items on shelves are called ‘pills’
• Dimensions are blue, measures are green
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• Change between Data Source, worksheets, and
dashboards using the tabs at the bottom
• You can also add new worksheets, dashboards, or story
boards using the “new” buttons
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Use “Cards” to navigate Pages, Filters, and Marks on a
worksheet
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Dashboards organize worksheets for combined analysis
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Use stories to combine elements and create directed,
interactive analysis
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Data can be added, changed, and connected through the
Data Source tab
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Use “Show Me” to select or change between different

visualizations
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TABLEAU DESKTOP
Demo 1 - Creating a Tableau Worksheet
Purpose: Open Tableau, connect to a data file, and build a basic visualization using sample data
1. Open Tableau 10.x by clicking the shortcut on the Desktop.

2. Under Connect, To a file, click on Excel. Navigate to My Tableau Repository  Datasources  10.x 
en_US-US. Select Sample - Superstore.xls and click Open.
3. This is the Data Source screen. Here we will add sheets from the Excel file to act as the fields for our
visualization. Under Sheets, drag Orders to where it says Drag sheets here. We see our data in the
bottom pane.
4. In the bottom portion of the left pane, under the Go to Worksheet prompt, click on Sheet 1.
5. In the left pane, within the Data tab, under Dimensions, drag Order Date to the Columns shelf, and
Category and Sub-Category to the Rows shelf.
6. Under Measures, drag Sales to the Columns shelf, and Profit to the Color mark.
7. Double-click the bottom of the worksheet and rename it to “Bar”.
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TABLEAU DESKTOP
Demo 1 - Creating a Tableau Worksheet - Results
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ENHANCING VISUALIZATIONS
• Analysis can be enhanced by sorting results

• Sorting can be done using quick-sort buttons for basic
sorting:
• Or manually through the sorting dialog box:
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• Filtering results allow you to focus on particular

aspects of your data
• Filter by dragging data fields from the source to the
Filters card
• Filters can be created by right clicking an item on a
shelf
• The filter dialog box will reflect the data type chosen
• Basic filter card:
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Numeric Filter Dialog Box: Text Filter Dialog Box:
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Demo 2 - Enhancing results with sorting and filtering
Purpose: We see a potential problem with the furniture category’s profitability. Let’s enhance
our results from the last demo by performing a simple sort, and filtering the results by the
furniture category.
1. Return to Tableau Desktop and click on the 2015 column.
2. From the toolbar click on the Sort Descending button to sort 2015 Sales descending.
3. Let’s reduce the data set results down by dragging Category to the Filters card.
4. From the Filter dialog box uncheck Office Supplies and Technology. Click OK.
5. Right-click Category in the Filters card and choose Show Filter to reveal filter card.
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Demo 2 - Results
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Congratulations!
You have just connected to data and made your first
visualization, in just a few minutes, complete with
interactivity, prompts, and with just a few mouse clicks!
Wasn’t that easy?!?
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Enhancing Visualizations
In this module we will:

– Add depth to our visualizations using Marks
– Explore different types of visualizations
– Enhance our analysis with calculations
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FORMATTING VISUALIZATIONS
• Use the “Marks” card to refine and enhance results
• Color represents data using different colors

• Use Size to encode data by assigning different sizes to
the marks
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• Label/Text property assigns text labels to marks

• Drop a dimension on the Detail box to separate the
marks per the members of the dimension
• Tooltips are details that display when you hover over
one or more marks in the view
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• Additional Marks are available when using certain

visualization types
– Shapes are available when the mark type supports
members being displayed as shapes, such as scatter plots
– Built-in shapes are available, and custom shape palettes
can be created
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WORKING WITH VISUALIZATIONS
• Scatter Plots
– Scatter plots provide a way to show correlations between
numerical values
– Scatter plots require at least two measures, one on each
of the columns and the rows
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TABLEAU DESKTOP
Demo 3 - Using Marks
Purpose: Create a scatter plot visualization using colors and shapes to show the correlation
between sales and profit of different product sub-categories by category and region.
1. Start by creating a new worksheet. To do this, click on the New Worksheet button at the
bottom left of the work area.
2. From Measures drag Sales to the Columns shelf and Profit to the Rows shelf.
3. To add additional marks to our visualizations drag Sub-Category to the bottom (empty)
portion of the Marks card.
4. Add Category to the Color drop zone in the Marks card to distinguish our sub-
categories.
5. Add Region to the Shape drop zone.
6. Right-click anywhere in the scatter plot and choose Trend Lines…Show Trend Lines This
shows us linear trend lines with Confidence Bands. Right-click again, choose Trend
Lines…Edit Trend Lines and uncheck Show Confidence Bands.
7. Name your worksheet “Scatter”.
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TABLEAU DESKTOP
Demo 3 - Results
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Calculated Fields
– When your data source doesn’t contain all the fields you
need, add new ones as calculated fields
– This saves them as part of the data source
– Create calculated fields by using the calculation editor or
by double clicking a shelf or a field on a shelf
– Calculated fields can be created from other calculations
– Calculations are based on formulas and fields
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Formulas make up calculated fields

– Formulas can contain Functions, Fields, Operators,
Parameters, or Comments
– Calculation editor provides color coding based on the
field added
– Functions: Light Blue
– Fields: Orange
– Operators: Black
– Parameters: Purple
– Comments: Green
45
Functions
– Functions can be filtered by category
– Use Enter Text to Search to find specific functions
– Clicking on a function provides tips and examples
46
Fields
– Fields can be dragged from the data pane to the editor
– Dragging from the shelf will result in aggregated value
being added to the calculation
– Field names can be typed directly into the editor
47
• Comments
– Comments can provide context or detail on calculations
– Define comments using two forward slashes:
SUM([PROFIT])/SUM([SALES]) // Added by Mike source: EDW
• Auto-Completion for Formulas

– Tableau will automatically attempt to fill in a formula
– First attempts to find based on starts with then contains
– If you first type a [, auto complete will show fields,
parameters or sets instead of functions
– For multiple data sources, auto-complete will add the
fully qualified name of the field
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• Ad-hoc Calculations are added to fields on a shelf
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• Ad-hoc calculations are not named calculations

• To save an ad-hoc calculation it must be added to the
Data pane
• This allows it to be used in additional worksheets
• Tableau will prompt you for a name when you copy the
ad-hoc calculation to data pane
50
Demo 4 - Creating a Calculated Field
Purpose: We need a visualization that shows our profit ratio for each region by our shipping
modes.
1. In order to create a calculated field, you can right-click in the empty space at the bottom of the data
pane, or select Analysis  Create Calculated Field from the toolbar. This field can be used in any of our
existing worksheets or new ones created from here out.
2. In the dialog box, name the new field Profit Ratio. In the formula box (click the empty space below the
light grey line in the dialog box) use the following formula: SUM([Profit])/SUM([Sales]). Click OK. (Hint:
as you are typing, if the component you want appears at the top of the autocomplete pop-up, simply
press the Tab key to insert it and keep typing!)
3. Create a new worksheet. Drag Region to the Columns shelf, Category to the Rows shelf, and to separate
things out, Ship Mode to the Color mark
4. To complete our view, add the new field, Profit Ratio, to the Rows shelf.
5. Name the new worksheet “Profit Ratio”
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Demo 4 - Results
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BREAK TIME!
We will reconvene in 15
minutes (11:25 PST)!
53
• Calculations can be used for exception highlighting

• In Tableau, this is known as Spotlighting
• Spotlighting is based on thresholds set for a selected
measure
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Demo 5 - Spotlighting a Report
Purpose: We have been asked to create a report that highlights when sales are not doing as
well as expected. Any order under $10,000 will be highlighted differently than the other orders.
1. To highlight our data, we will use a calculated field. Right-click in the bottom, empty space in the data
pane and select Create Calculated Field. Name the field type Sales Spotlight. In the expression box use
the formula: IIF (SUM([Sales]) > 10000, “High Sales”, “Low Sales”). Click OK.
2. Create a new worksheet. Add Segment to the Columns shelf, Category and Sub-Category to the Rows
shelf.
3. For our measure, we will drop Sales onto the Text drop zone in the Marks card.
4. Lastly to provide the desired highlighting, drag our newly created Sales Spotlight on to the marks card on
Color.
5. Name the worksheet “Sales Spotlight”
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Demo 5 - Results
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• Gantt Bar Charts

– Shows duration of events over time
– Each bar shows duration
– For example, a Gantt chart can display average delivery
time for a range of products and shipping modes
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Demo 6 - Create a Gantt chart
Purpose: We would like to see how many days on average, elapse between order date and ship
date to make sure we are delivering our products in a timely manner.
1. Create a new worksheet. Begin the visualization by adding Order Date to the Columns shelf. To make the
date a Continuous date, click on the YEAR(Order Date) pill in the Columns shelf, and click the down
arrow. In the second group of date values, select Week Number (Week 5, 2015). This makes our date a
timeline of dates starting with the first week in the source.
2. On the Rows shelf add Sub-Category and to the right of Sub-Category, add Ship Mode.
3. We will need to add a new field to complete our view. Right click in the bottom, empty portion of the
data pane and select Create Calculated Field.
4. Name the new field “Order Until Ship” with the formula DATEDIFF(‘day’, [ORDER DATE], [SHIP DATE]).
Click OK.
5. Bring this new field to the Size mark. Click the field, select “Measure”, and change the aggregation from
the default of Sum to Average.
6. While this is what we want, there’s too much data. Let’s filter it down to more relevant time periods.
Drag Order Date from the data pane to the Filters card. Select Range of Dates, click Next, and use the
keyboard or the calendar to select 1/1/13 - 3/31/13. Click OK. In the Filters card, right-click our new
Order Date filter pill and select Show Filter. This will allow us to change the date as desired.
7. Enhance the view by adding Ship Mode to the Color mark.
8. Name the new sheet “Gantt”.
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Demo 6 - Results
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Working with Maps
WORKING WITH MAPS
• In this module we will:

– Use geographical data items to create a geospatial
visualization
– Understand how maps work in Tableau
– Customize maps using mark size and color
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WORKING WITH MAPS
• Map Views
– Excellent for displaying and analyzing geographical
information
– Data needs to have appropriate fields for determining
location information
– Maps are updated regularly to provide accurate data
– Fields identified as geographic will have a globe icon
– Maps don’t have to be geographic – can be factory floors,
hospitals, diagrams, anything you can plot an x/y
coordinate on
– Images can be imported to use as background
– WMS servers allow connection to map servers providing an
almost infinite array of maps
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WORKING WITH MAPS
• Map Views
– Tableau reads a field and determines the geographic type
– You can manually set fields to different geographic types
based on the source data
63
WORKING WITH MAPS
• Map Views
– Latitude and longitude information is generated
automatically whenever possible
– These fields display under Measures
– In addition to standard areas such as country or state,
Tableau also includes area codes, zip codes, and
congressional districts
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WORKING WITH MAPS
Geographic Role Description
Area Code U.S. Area Code; numbers only: 650, 415, 949
CBSA/MSA U.S. Core Based Statistical Area or Metropolitan Statistical Area:
Dallas-Fort Worth-Arlington, TX
City Worldwide city names: Seattle, Berlin, Columbus
Congressional District U.S. Congressional District names. Boundaries are determined by
data provided by each state’s redistricting commission: 1st District,
District 3
Country/Region Worldwide countries and regions. Includes names, FIPS 10, 2
Character, or 3 Character: AF, CD, Japan, Australia, AFG
County U.S. county names: Clark, King, Orange

Latitude Latitude in decimal degrees: numeric fields only
Longitude Longitude in decimal degrees: numeric fields only
State/Province Worldwide states and provinces. Includes abbreviations and
names: CA, AB, Washington, Hesse
ZIP/Postcode ZIP Codes and Postcodes for the United States, France, Germany,
United Kingdom, Canada, Australia, New Zealand, and India
65
WORKING WITH MAPS
The following features can add insight and visual appeal

to your maps:
Feature Description
Background Maps Maps automatically generated by Tableau when you use
geographic data
Map Layers Additional geographic details that can be layered onto your
map from the Map Options window, such as area code
boundaries, streets and highways, and prominent place names
Data Layers Layers that show U.S. census information for the regions on
your map, such as the per capita income, median age, and
average household size
66
WORKING WITH MAPS
Navigation and Selection in Maps

– Maps have navigation, search, and selection options for
better user interactivity
Feature How to Use
Pan and Zoom To pan across the map, click and drag the mouse pointer across the
map. To zoom in or out, use the + and - icons on the map toolbar
Lasso selection Selects an area of an irregular shape. Click the kidney shaped dotted
line icon, and click+drag the cursor around the area you want to select.
All marks in the area display as selected
Radial selection Selects and area in a circular range. Click the circular dotted line icon,
and click+drag the cursor around the area you want to select. All marks
in the area display as selected
Rectangular selection Selects an area in a rectangular shape. Use the same technique as
Radial and Lasso selection
Geographic search Click the Search icon and type the city or country into the text box and
press enter to initiate a search. Can be excluded from a worksheet
67
WORKING WITH MAPS
Demo 7 - Creating a Map View
Purpose: We need a simple map that shows our sales and profit by US Postal Code
1. Create a new worksheet. From the data pane double-click Postal Code to automatically extract latitude
and longitude. Tableau places this on a U.S. map with points representing each zip code in our data set.
2. Add Sales to Size mark, and Profit to Color mark to enhance the view.
3. Click the Size drop zone, and increase the size of each mark to makes things legible.
4. This creates overlap. To distinguish our marks, click the Color drop zone, and from the Border dropdown,
add a black border.
5. From the menu bar click on Map  Map Layers, examine the available options. For our map, we want to
change the style to Normal. Also uncheck Land Cover and Country/Region Names. This makes our map
easier to read. Close the Map Options pane.
6. Make this dashboard more interactive by adding Order Date to the Filters card. Choose “Years” from the
list, then click Next. Choose the years 2014 and 2015.
7. Right-click and choose Show Filter to show the interactive filter.
8. Name the new worksheet “Map”.
68
WORKING WITH MAPS
Demo 7 - Results
69
Working with Dashboards
DASHBOARDS
• Dashboards are collections of worksheets

• Allow you to analyze multiple views at once
• Shown at the bottom as tabs like worksheets
• Updated automatically when data from the source is
updated
• Supports all the same formatting as worksheets
• Bi-directional communication between dashboards and
source worksheets
71
CREATING DASHBOARDS
• When creating a new dashboard, data pane is replaced

with a list of worksheets and objects
• Objects can be added by simply dragging them over to
the dashboard
• By default, objects are added as “Tiled” and can be
changed to “Floating” to allow overlap
72
ADDING DASHBOARD OBJECTS
• Dashboard objects allow you to enhance a dashboard

with non-worksheet items
• Objects include:
– Text boxes
– Images
– Web pages
– Blank space
73
ORGANIZING DASHBOARDS
• A dashboard can have a combination of both tiled and

floating objects to allow the most flexibility in
placement
• Change the default method of adding a new object in
the dashboard pane here:
• Layout containers can be added to rearrange and
organize objects as needed
• Layout containers can be formatted, resized, or
automatically scale
74
• You can show or hide specific parts of a dashboard as

desired
– Title
– Caption
– Legends
– Filters
– Parameters
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• Dashboard can be sized based on the following options:

– Automatic - dashboards adjusts as needed
– Exactly - fixed width, scrollable if larger than window
– Range - scales between min and max size
– Presets - select from common sizes (iPad, letter, etc.)
• Tableau 10 allows for device specific layouts to be
created:
76
TABLEAU DESKTOP
Demo 8 - Create a Dashboard
Purpose: We have created numerous worksheets. Our users would like to see some of these
views on a single page to save time. We will create a dashboard from our different worksheets
and enhance it with a global filter.
1. In the bottom right next to your sheets, click the New Dashboard button.
2. From the Dashboard pane, drag the Map worksheet to the Dashboard canvas. From the Dashboard
pane, drag Bar, and Scatter to the dashboard canvas, and organize the objects as you desire.
3. Highlight each of the filters (Category and Year of Order Date) and click the black down arrow, Apply to
Worksheets -> All Using This Data Source. This will apply the filters to all the worksheets in our new
dashboard.
77
TABLEAU DESKTOP
Demo 8 - Results
78
A Word about Stories
STORIES
• Stories are collections of worksheets and dashboards

that work together to tell a cohesive story
• Stories can be used to show insights revealed, to
provide context, or to show the flow of decisions
• Since a page in a story is a sheet, all of the formatting
techniques from dashboards and worksheets apply
• Each sheet is called a “story point”
80
STORIES
81
STORIES
82
STORIES
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Publishing and Sharing
PUBLISHING AND SHARING
• Workbooks can be shared with other Tableau Desktop

users, like any other file
• Alternatively, workbooks can be published to private
servers (Tableau Server/Online) or Tableau Public
• You can publish worksheets, dashboards, or stories
85
PUBLISHING AND SHARING
• Workbooks can be exported as well as published

• Multiple formats are available to use the output in
applications such as PowerPoint, Word or Excel
• When saving you can save:
– Workbooks - .twb (all sheets, dashboard, and stories)
– Packaged Workbook - .twbx (all sheets, dashboards,
stories, and all reference local data files and images in a
single file)
86
CALL TO ACTION
• Go back, get a data set and tell YOUR story!

• Create a Tableau Public profile!
• Cement the knowledge obtained today by using the
product immediately independently
• Call us with any challenges that arise
• We will follow up with you in a few weeks to see
what you’ve come up with, or reach out to share
what you’ve created!
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VISUALIZATION RESOURCES
• Edward Tufte
• Stephen Few
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OTHER RESOURCES
• Webinar on Dashboard Design on Senturus.com

http://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/
• Resources available from Tableau Conference 2016

http://tclive.tableau.com/Library/
• Tableau Intermediate Training from Senturus

– 1 day class that has 18 hands-on demos
http://www.senturus.com/training/course-schedule/intermediate-data-
visualization-dashboarding-kaiser/
• Tableau Advanced Training from Senturus

– 2-day class that has 34 hands-on demos
http://www.senturus.com/training/course-schedule/advanced-data-
visualization-dashboarding-kaiser/
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PLEASE GIVE US FEEDBACK!!!
• The good, the bad, the ugly - don’t be shy!

• It will help us make future workshops even better!
• http://www.surveymonkey.com/s/senturus
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THANK YOU!!!
JIM FRAZIER - [email protected]
MONICA VAN LOON - [email protected]

92
Who We Are
Business Analytics Consultants
BRIDGING THE GAP BETWEEN DATA & DECISION MAKING
Analysis
Analysis
Business Needs Ready
Ready
DataData
DECISIONS
& ACTIONS
BUSINESS ANALYTICS ARCHITECTS
• Dashboards, Reporting & Visualizations

• Data Preparation & Modern Data Warehousing
• Self-Service Business Analytics
• Big Data & Advanced Analytics
• Planning & Forecasting Systems
.
1000+ CLIENTS, 2000+ PROJECTS, 16+ YEARS
Copyright 2016 Senturus, Inc. All Rights Reserved. 96

SENTURUS/KAISER PROJECTS
• Kaiser HPPA Project
• Kaiser HR Multiple Projects
– Cognos SDK Development for SOX Compliance
– HR analytic dashboard build-out with architectural guidance between
metric studio and report studio
• Kaiser Revenue Cycle Management Project
– Architecture, Design and Development of Cognos Reporting and
Analysis Platform
• Kaiser Shared Services Infrastructure Assessment and Clean-up
– Assisted Shared Services Group in Clean-up and Tuning of Cognos BI
environments
• Kaiser TM1 Assessment
– Assessment of TM1 Architecture and Models
• Kaiser Clinical Analysis and Reporting
– Architecture, Design and Development of Clinical Data Prototype using
Business Objects
Copyright 2015 Senturus, Inc. All Rights Reserved 97

SENTURUS/KAISER PROJECTS
• Kaiser SDLC Architecture and Design
– Designed and Developed Cognos Prototype for Service Level Data analysis
within the IT group
• Kaiser Shared Services Expert Staffing
– Dedicated team member supporting Rob Liu’s platform team April 1, 2014
to Present
• Kaiser HR Analytics Cognos 10 Upgrade Assistance
– Design and Development of HR Dashboards based on Microsoft Power Pivot.
• Kaiser Corporate Performance Management Architecture & Design
– Architecture, Design Guidance for the Corporate Performance DW
• Kaiser One-Link Cognos 10 Upgrade
– Assisted with Upgrade and POC of New Functionality
• Kaiser Transplant Modeling Project
• Kaiser Risk Management Project
– Currently designing and helping to develop Risk Metrics Dashboards
• Kaiser Health Plan
– POC with Salesforce and Membership Data
Copyright 2015 Senturus, Inc. All Rights Reserved 98

THE TYPICAL SITUATION
Dashboards/
Scorecards
Excel
Source Systems of Record
Decisions & Actions

Retail POS Standard
Reports (Push-Pull)
Access
ERP Data Self-service Reporting
& Ad-Hoc Analysis
CRM Data
Alerts
Powerpoint
* Often coupled with individual acts of Macro & VLOOKUP
Other Sources heroism, done infrequently and inconsistently
99
THE FOUR PILLARS OF SENTURUS
Business acumen
Solution architecture experience
Technical tool expertise
Project management discipline

TABLEAU SPECIALISTS
• Enterprise Analytics Connector

software for Tableau
• Jumpstart programs
• Full training
– On-site custom training
– Live online classes
– Beginner, Intermediate and
Advanced
– Custom Mentoring
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HUGE VALUE IN EXISTING BI MODELS
Organizations have invested heavily in existing models
that provide governed, secure, business-friendly,
performant results

BUT…TABLEAU USERS CIRCUMVENT THEM!
Using BI tools as ETL and/or recreating models in
Tableau’s data prep pane wastes time and compromises
integrity

THE SOLUTION?
SENTURUS’ ENTERPRISE ANALYTICS CONNECTOR!
Tableau users can connect directly to the BI modeling

layer, giving them instant access to high quality data

INSTANT ACCESS TO QUALITY DATA SETS

DON’T SACRIFICE INTEGRITY FOR AGILITY!

TABLEAU JUMPSTART OFFERINGS
Packaged Offerings from $4,995-$9,995
• Desktop Jumpstart
– 1 day online training
– 1-3 day prototyping/POC
• Server Jumpstart
– 2 day in-person group training
– 1 day install/config
– Content distribution/consumption strategy
– 1-3 day prototype/POC
• Data Preparation Jumpstart
– ½ day discovery session
– 1-2 day data examination and preparation
– 1-3 day aprototype/POC
TRAINING –
TABLEAU DATA VISUALIZATION AND DASHBOARD FUNDAMENTALS
• Review the Tableau product line • Create dashboards

• Introduce the Desktop product – Add sheets and other objects to the dashboard
– Understand what Tableau offers business analysts, – Customize the dashboard
approach, and how it works • Put views together in a story
– Review the different Tableau product offerings – Understand the purpose of stories
– Examine the Tableau Desktop user interface and define – Create a story using existing content
key terminology
– Understand and create story points
– Create a workbook and a simple visualization from an
Excel file – Customize the story and use presentation mode
• Enhance visualizations • Simple forecasting

– Enhance views with sorting and filtering – Understand the Tableau Desktop approach to forecasting
– Add depth to visualization using marks – Differentiate using a variety of forecasting methods
– Explore different types of visualizations – Create a basic forecast and customize forecasting settings
– Enhance analysis with calculations • Enhance views with parameters
– Highlight exceptional data with a spotlight text report • Use trend lines
– Format visualizations for best practice presentation • Review working with and publishing to the public Tableau server
• Present data geospatially with maps • Add data sources and data blending
– Use geographical data items to create a geospatial – Expand analysis by adding additional sources from the
visualization existing Excel workbook
– Understand how maps work in Tableau – Understand data relationships (joins)
– Customize maps using mark size and color – Introduce a new Excel data source
• Control data with filters, groups, sets, and binning – Modify the data source attributes
– Customize data items using splits – Blend data from different sources
– Filter using dimensions and measures
– Understand and control aggregation
– Use a context filter
– Control data aggregation
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TRAINING - TABLEAU INTERMEDIATE DATA VISUALIZATION
Working with more complex calculated fields Grouping Data

• Methods for creating calculations • Create groups, creating a “other” group
• Work with the calculation editor and common syntax • Work with complex sets
• Creating a complex calculated field • Create a histogram with bins of data
• Use functions • Manage aggregation
• Spotlighting in a bar chart
• Create a variance Introduce forecasts
• Understand exponential smoothing methods
Work with Totals • Forecasting constraints
• Grand Totals • Forecasting model types
• Percentage of Totals
• Create totals across columns and rows Review when to use a data extract
• Understand available data sources
Filter with context filters • Manage metadata
• How to apply filters across worksheets • Hide columns in a data source
• Use the filter shelf • Change Data types
• Filter on dimensions • Renaming columns
• Create context filters • Export data
• Use quick filters
• Create filters on a calculated field Build a worksheet with multiple data sources
• Top N Filters • Join data sources
• Working with different types of joins
Make workbooks dynamic with parameters • Blend data in a workbook
• Use parameters to filter across sources
• Create a dynamic measure parameter
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TRAINING - TABLEAU ADVANCED DATA VISUALIZATION AND DASHBOARDING
• Work with Advanced Date Definitions • Advanced Parameterization (cont’d)

– Understand the differences between Discrete and – Perform what-if analysis
Continuous dates – Use Parameters to define dynamic measures
– Create views using different date types – Spanning Parameters across data sources
• Use Data Extracts and Configure Multiple Data Sources • Perform Advanced Comparisons
– Review the Data Connection Page – Use Bullet Charts to display progress toward goals
– Understand when to use an extract – Create Top “N” Visualizations
– Configure and run an extract • Develop Advanced Geocoded Maps
– Understand joins in Tableau – Work with navigations and selection in maps
– Discuss custom SQL – Review automatic geocoding in Tableau
• Use Data Blending – Modify geocode locations
– Blend without linked fields – Perform custom geocoding with data blending
– Use calculated views in a blend – Use background images in visualizations for spatial analysis
– Account for NULL values in a blend • Dive Into Statistics and Forecasting
• Review and Use Joins – Review trend lines
– Define relationships between two or more data sources – Review the trend model
– Create multiple clause Joins – Enhance Visualizations by using the analytics pane
– Understand the different types of Joins supported by – Enable Forecasting
Tableau
– Produce instant analytics
• Create Advanced Calculations – Show distribution of data using simple and advanced Pareto
– Table Calculations charts
– Work with Regular Expressions (RegEx) • Develop Advanced Interactive Dashboards and Stories
– Work with multiple conditions and data types – Plan a dashboard and Define its Purpose
– Perform custom splits – Review visual best practices
– Use Level of Detail (LOD) calculations – Advanced Dashboard Layout and Testing
– Define scope and direction – Add Interactivity to dashboards Using Actions and Tabs
– Handle NULL values in table calculations – Add navigation and help
– Create window and moving averages – Leverage instructions and annotations
•
–
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Advanced Parameterization
Using custom date parameters
–
–
Assess performance of a dashboard
Create advanced stories
– Define Thresholds
UPCOMING WORKSHOPS: SHARED ANALYTICS SITE
http://www.senturus.com/introduction-to-tableau-training
111
ONLINE TRAINING - DISCOUNTS FOR KAISER
Tableau Fundamentals Course online for Kaiser at the low price of $179!
http://www.senturus.com/introduction-to-tableau-training/
Senturus offers Intermediate /Advanced Tableau Trainings for Kaiser

Employees at a significantly reduced cost as well. Here are the upcoming
courses and registration links:
Tableau Intermediate:
– Date: Feb 27, 2017
– Time: 8:30-4:30
– Cost $299 (list price is $499 - this is a 40% savings)
– Registration Link:
http://www.senturus.com/training/course-schedule/intermediate-data-visualization-
dashboarding-kaiser/
Tableau Advanced:
– Date: Feb 28-March 1
– Time: 8:30-4:30
– Cost $599 (list price is $999 - this is a 40% savings)
– Registration Link: a
http://www.senturus.com/training/course-schedule/advanced-data-visualization-
dashboarding-kaiser/
–
FREE ONLINE RESOURCE LIBRARY
• Senturus webinars and whitepapers

• Technology-neutral topics
• Tool specific demos
• Software reviews and more
Visit senturus.com/resources
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FREE ONLINE RESOURCE LIBRARY

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TABLEAU 10 DESKTOP FUNDAMENTALS

Copyright 2016 Senturus, Inc. All Rights Reserved.

• Tableau is about making data visual

VizQL™ Natively Visual, Naturally Faster

• Build visualizations with a few clicks

Connect to a Data Create Share the Results

Choose a connection or existing worksheet

• Usually aggregated (sum, average, min, max, std

Dimensions provide critical contextual meaning to

• How we slice and dice

Use “Show Me” to select or change between different

1. Open Tableau 10.x by clicking the shortcut on the Desktop.

• Analysis can be enhanced by sorting results

• Or manually through the sorting dialog box:

• Filtering results allow you to focus on particular

Numeric Filter Dialog Box: Text Filter Dialog Box:

In this module we will:

• Use the “Marks” card to refine and enhance results

• Color represents data using different colors

• Label/Text property assigns text labels to marks

• Additional Marks are available when using certain

Formulas make up calculated fields

SUM([PROFIT])/SUM([SALES]) // Added by Mike source: EDW

• Auto-Completion for Formulas

• Ad-hoc Calculations are added to fields on a shelf

• Ad-hoc calculations are not named calculations

• Calculations can be used for exception highlighting

• Gantt Bar Charts

• In this module we will:

County U.S. county names: Clark, King, Orange

The following features can add insight and visual appeal

Navigation and Selection in Maps

• Dashboards are collections of worksheets

• When creating a new dashboard, data pane is replaced

• Dashboard objects allow you to enhance a dashboard

• A dashboard can have a combination of both tiled and

• You can show or hide specific parts of a dashboard as

• Dashboard can be sized based on the following options:

• Stories are collections of worksheets and dashboards

• Workbooks can be shared with other Tableau Desktop

• Workbooks can be exported as well as published

• Go back, get a data set and tell YOUR story!

• Webinar on Dashboard Design on Senturus.com

• Resources available from Tableau Conference 2016

• Tableau Intermediate Training from Senturus

• Tableau Advanced Training from Senturus

• The good, the bad, the ugly - don’t be shy!

JIM FRAZIER - [email protected]

MONICA VAN LOON - [email protected]

• Dashboards, Reporting & Visualizations

Copyright 2016 Senturus, Inc. All Rights Reserved. 96

Copyright 2015 Senturus, Inc. All Rights Reserved 97

Copyright 2015 Senturus, Inc. All Rights Reserved 98

Decisions & Actions

Solution architecture experience

Technical tool expertise

Project management discipline

• Enterprise Analytics Connector

Copyright 2016 Senturus, Inc. All Rights Reserved.

Copyright 2016 Senturus, Inc. All Rights Reserved.