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Tableau Lab Example

1) The document provides instructions for downloading and installing the free academic version of Tableau software. It directs the user to specific URLs for activation, license information, training videos, and tutorials. 2) It guides the user through importing sample immigration data from an Excel spreadsheet into Tableau, and demonstrates how to visualize the data by dragging dimensions and measures to different areas to produce various chart and map views. 3) The user is encouraged to experiment with different visualization options like sorting, filtering, formatting, and chart types to gain experience with Tableau's capabilities for exploring and presenting data.

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0% found this document useful (0 votes)
242 views

Tableau Lab Example

1) The document provides instructions for downloading and installing the free academic version of Tableau software. It directs the user to specific URLs for activation, license information, training videos, and tutorials. 2) It guides the user through importing sample immigration data from an Excel spreadsheet into Tableau, and demonstrates how to visualize the data by dragging dimensions and measures to different areas to produce various chart and map views. 3) The user is encouraged to experiment with different visualization options like sorting, filtering, formatting, and chart types to gain experience with Tableau's capabilities for exploring and presenting data.

Uploaded by

Hm
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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BA-602 Tableau Activity Version 1.

Tableau Lab Activity

Instructions: You will need to download and install a free, academic version of Tableau.
Go to https://www.tableau.com/tft/activation and click on the button

For the business email question, enter your school email address.

License information will be posted to the assignment in Moodle

Tableau

You may want to spend a little time visiting the Tableau site to gain some additional information about
Tableau as well as watching some of the example videos. You can access Tableau by going to the
following URL.

https://www.tableau.com/

The training videos are accessible through the following link.

https://www.tableau.com/learn/training

You should also read the Tableau Tutorial for Beginners which has been posted to this assignment

Why are we learning Tableau? Tableau is a great visualization tool used in many businesses world-wide.
A lot of companies use it with flat files, like Excel spreadsheets to display data.

Tableau:

Once you have opened Tableau you will need to import the supplied spreadsheet of data. The
spreadsheet you will import is called “Arrival by country of origin FY2016 TOTALS”

Click on the Microsoft Excel link as shown below to import the sheet.
BA-602 Tableau Activity Version 1.0

Select the Worksheet option (Sheet1) on the bottom left of the Tableau Window. You will now see the
following Dimensions and Measures options based on your MS Excel dataset.
BA-602 Tableau Activity Version 1.0

As you can see, there’s not a lot here, Country of Origin and Total, Latitude, Longitude……

1). Select Country of Origin (from Dimensions) and drag that to the ROWS. Select TOTAL (from
Measures) and drag that to the Column. Your sheet space should look like the following screen shot.

As you can see, we’re only showing countries A through E. That’s ok for now, lets look at some of the
different options we have for displaying data.

Under Show Me (top right of the screen) Click on the box on the top right (it’s called Highlight Table)
BA-602 Tableau Activity Version 1.0

Your data will now look like this:


BA-602 Tableau Activity Version 1.0

Obviously a little easier to read, but what if we wanted to see the countries with the most immigration
to the United States?

Easy, Sort Descending (see circled item below)

So now we know where most of the immigration comes from!

How would this look on a world map? Click on the map, on the right side under Show Me

Pretty cool, you now have a map view of this data


BA-602 Tableau Activity Version 1.0

Maybe we’d like to see this is a more colorful way.

Drag Country of Origin from Dimensions to Color


BA-602 Tableau Activity Version 1.0

Now, take a few moments and play around with the various charts/graphs that you can use. Note, not
all can be used by all data, those that cannot will be grayed out.
BA-602 Tableau Activity Version 1.0

For example, let’s click on the packed bubbles at the bottom right of “Show Me”, above.

From the size of the bubbles we have some idea of the largest areas, but let’s make it a little more
readable. From Measures, drag Total to Label

Ahh, we now have numbers!

But let’s make it a little more colorful. Drag Country of Origin from Dimensions to Color.
BA-602 Tableau Activity Version 1.0

Now that’s more like it!

So, you see, you have a lot of options and a lot of things you can do with Tableau. Play around! Have
fun!

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