Lab 3 – Tableau 3

In last two labs we learned how to make simple graphs and maps in Tableau. In this
lab we will learn how to connect these graphs and maps together by inserting them
into a Dashboard. This dashboard will allow the viewer to explore your visualizations
interactively, and from different perspectives. These dashboards will then be
inserted into a storyboard and published to Tableau Public.

The dataset includes the following variables:

pclass Passenger Class (1 = 1st; 2 = 2nd; 3 = 3rd)

Dummy Survival Survival (0 = No; 1 = Yes)
Name Name
Sex Sex (female/male)
Age Age at time of disaster
Fare Passenger Fare
cabin Cabin number where passenger stayed
embarked Port of Embarkation (Cherbourg; Queenstown, Southampton)
Longitude Longitude Embarked
Latitude Latitude Embarked
home.dest Home/Destination

In this lab will Create the following three dashboards:

• Passenger information
• Boarding locations
• Create your own

Lab Exercise 3 1
Adding Calculated Variables to Your Data

• Import the excel file titanic.xls

• Make sure your data is saved as an extract instead of a live connection.
• Save the Tableau file immediately (it will also ask you to save the
extract)
• Do not open a new sheet yet; look at the data source overview
• Make sure that Dummy Survived is recognized as a string (showing Abc
symbol)
• Click on the drop down menu of the Dummy Survived variable and choose
Create Calculated Field…
• Fill in the name of the calculated field: “Survived tooltip”
• In the field, type the following text:
IF [Survived] = "1" THEN "survived" ELSE "did not survive" END
• Click OK

In this new calculated field, text is created. If Dummy Survived is 1 (which indicates
that the person survived the disaster), the word “survived” shows up; if Dummy
Survived is 0 (meaning the person didn’t survive), the word “did not survive” comes
up. This text can later be used in the tooltip to give the viewer more information
about specific people in a full sentence. Now, we will add another calculated field.

• Click on the drop down menu of the sex variable and choose Create
calculated Field…

• Fill in the name of the calculated field: “Pronouns”

IF [Sex] = "female" THEN 'she' ELSE 'he' END

• Click Ok

Lab Exercise 3 2
Make an interactive “Find a passenger” page

• Open a new sheet

• Drag Age into Columns
• Check off Aggregate measures in Analysis (toolbar)
• Drag Sex to Color
• Change the color for female in pink and blue for male
• Drag Sex to Shape
• Double click on Shape
• Select the Female data item in the pop up
• Use the Dropdown list to select Shape Palette Gender
• Click on the female symbol
• Select the male data item and change this to the male symbol
• Click ok
• Change the color opacity to 60%
• Adjust the size of the graph to fit the whole width of the workbook sheet, and
change the height so that you can see the symbols well. (Drag from the point
underneath the
y-axis)
• Go to Format in the menu bar and choose Borders…
• A Format Borders menu will show up on the right of your screen
• Make sure you are working in the sheet section of the menu
• Change the pane of Row and Column Divider to none
• Give the Sheet the following title: Passengers of the Titanic
• Also rename the tab that the sheet is on by right clicking on the tab, and
selecting Rename
This shows you a row of all passengers, arranged by age, and represented by a
symbol. For some passengers the age at the time of the disaster is unknown
(especially for the lower classes), which means that they will not show up in this
particular graph. If you hover over the symbol you see in the tooltip the age and sex
of the person that is represented, but you can also add extra information to the
tooltip to make it more interactive for the viewer.
• Drag the following dimensions to the Tooltip symbol in the marks
section:
o Name
o Home.Dest
o Survived Tooltip (calculated field)
o Pronouns (calculated field)
• Double click on the Tooltip symbol to edit the text of the tooltip
• Construct the following sentence:
<Name> was <Age> years old in 1912, and was traveling to/from <Home.Dest>.
<Pronouns> <Survived Tooltip> the sinking of the Titanic.

Lab Exercise 3 3
Bring the following variables to the Filters box:
• Sex
• Survived
Tooltip
• Age
• Pclass
• Embarked
Do the following for all of the filters:
• Right click on the name of the
filter
• Check Show Filter
Hide the legends that were automatically generated by Tableau.

We are now going to combine this visualization with text and filters in a dashboard.

• Go to Dashboard in the menu bar and choose New Dashboard

• The first thing we will do is adjust the size of the Dashboard to the size of the
storyboard, where we going to combine the different dashboards
• Click on the drop down menu under Size and choose: Laptop Browser
(800x600)
• Further we want to make sure that the sheets that we add to the dashboard
are Floating. This means that instead of working with a grid, we have the
freedom to move the graphs freely over the dashboard.
• Check the box for Show Dashboard Title
• Change the title of the dashboard to the following: Find a Passenger on the
Titanic
• Change the font to Baskerville (24pt) Bold
• Double click on the Text symbol in the Objects box in the bottom left of your
screen to open a text editor
• Add the text (that you can find on Sakai in lab exercise 3) to this dashboard
on the top of the dashboard over the whole width.
• Change the font of the text to Marion 12pt
• Change the font of “Find a Passenger” to Baskerville (18pt) Bold
• From the Sheets overview on the left, drag the graph with the people symbols
over into your dashboard.
• The graph, its filters and legends will now be inserted in the dashboard
• Drag the graph over to make it fit the whole width of the dashboard
• Click on the menu of the graph by clicking the arrow (that appears when you
click on the graph)
• Click on Title to uncheck and make the title of the specific graph disappear
• Delete all the legends if they were added to the dashboard (only keep the
filters)
• Go to Format in the menu bar and choose Filters
• Change the font of the Title section to: Baskerville (14pt) Bold
• Change the font of the Body section to: Marion (10pt)
• You might have to adjust the box size for the filters to fit
Lab Exercise 3 4
 • Order the filters for Embarked, PClass, Survived, Sex and Age between
the text and the graph
• Click on the menu of the Embarked filter by clicking the arrow (that appears
when you click on the filter)
• Make sure that Multiple Value List is selected
• Do the same for Pclass, Survived and Sex
• For the Age Filter you want to choose: Range of Values

If you use the filters to select certain demographics of the passenger you are
looking for, all of the people in your dataset for which this filter would will show up in
the timeline.

We will now add this dashboard to a story. This way you can lead the viewer
through a narrative by having them navigate through multiple dashboards.
• Click on Story in the menu bar and choose New Story
• Adjust the size of the story board to custom (850x800)
• Check the box to show title and name your story: Passengers of the
Titanic, 1912 (Note: be consistent with the fonts used for the
dashboard)
• Drag the dashboard you've just created into the story field
• Click on the gray box to adjust the caption of your story point to be titled
"Find a Passenger"

Now we would like to add more story points to give the viewer additional insights
into the passengers list.

• Click on Blank in the section New Story point in the left side of your screen
to add another story point.
• Add the caption Boarding Location and drag the caption of the story point in
front of the point you created before

In the next section we will create the dashboard for this section.

Lab Exercise 3 5
Mapping the Locations Where Passengers Boarded

One of the variables that is present for almost all passengers in the dataset is the
location where they embarked the Titanic: Cherbourg in France, Southampton in
England or Queenstown (now Cobh) in Ireland. In the dataset, the geographical
location is identified with longitude and latitude. We will now create a map in which
we visualize the number of people that embarked per location.

• Open a new sheet

• Add Longitude to Columns
• Add Latitude to Rows
• Drag Embarked to Detail
• Drag Number of Records to size
• Make the bubbles bigger, so they become more visible
• Drag Number of Records also to Color
• Edit the Color using a Red Palette and a start at 0 and end at 1000
• Change the map layers to your own preference (make sure the data is
still clear)
• Give the sheet an appropriate title
• Add the following text to the tooltip:
<SUM(Number of Records)> people left from <(Embarked)>.
• Go to Format and then borders and make sure all your borders are not
showing (none).

We want to show the viewer more information than just the amount of people that
embarked at these locations. We want to know more information about these
passengers: What was the ratio between men and women that got on the Titanic at
a specific location, and how were they divided over the classes (1st, 2nd and 3rd).

• Create in a new worksheet a horizontal bar graph that shows the number of
men and women in 2 bars (not specific to any of the locations yet)
• Make sure you adjust the colors to the previous visualization and add labels
• Adjust the tooltip so that it reads as a full sentence, using the variables from
the visualization.

• In another sheet, create another horizontal bar chart showing the number of
people per class
• Drag number of records into Colors
• Add labels and an appropriate tooltip.

Lab Exercise 3 6
Now we are going to combine these graphs into one dashboard
• Open a new dashboard and change the size (just as the other one) into
Laptop browser (800x600).
• Title it: Boarding Location
• Insert the map sheet first, delete the color legends and spread the map out
over the top of the dashboard, add the other legend to the white space of the
map.
• We want the map to be in one position (no option of zooming in or out for the
reader). Make sure the map is selected (in the right position) and click on Map
in the menu bar. Choose Map options and a small window with Map options
appears. Check off all the boxes and close the window.
• Now also add the other two sheets (number of men vs. number of women &
passengers per class) to the bottom of the sheet.
We can now use the map as a filter for the 2 other graphs
• Click on the map and click on the filter symbol in the top right corner (it
should turn white)
If you now click on the bubbles in the map, the graphs underneath it will change
according to the boarding location. You can now add this dashboard to the story
map you already created.

Lab Exercise 3 7
Create your own Dashboard

Create your own Dashboard in which you use at least 3 different graphs, with one as
a filter (not a map) to give the viewer a better insight into the passengers on the
Titanic. Make sure these graphs give a different insight in your data than the
previous graphs you created. Add this dashboard to your story map. Make sure you
remain consistent with your colors and fonts and take into account design principles
we discussed in the lectures.

Give a short description (200-300 words) about your dashboard on the answer
sheet.

Create your Tableau Public

We are now going to save the storyboard you created for this lab on Tableau Public.

• Make sure your Tableau file is saved after your last changes
• Create a free Tableau Public account (on https://public.tableau.com)
• Go back to Tableau and choose Server in the menu bar and then Sign in
• Type the following for server: http://public.tableau.com
• Sign in with the Tableau Public account you just created
• You can check if you are signed in by clicking again on Server in the menu
bar (the first option should say: “Signed in to http://public.tableau.com”
• Make sure you have your storyboard open
• Choose Server à Tableau Public à Save to Tableau Public…
• It will now upload your storyboard to your tableau public account and should
open this in the browser.
• Copy the URL of this page and add it into the answer sheet.

Lab Exercise 3 8