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Data Visualization - Data Sources - Data Types - Visual Design

The document discusses different data types that can be used in Tableau including strings, numbers, dates, booleans, and geographic values. It also provides instructions on connecting to sample superstore data and an assignment to analyze the data including customers, sales, shipments, and transport modes used.

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M kochar
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© © All Rights Reserved
0% found this document useful (0 votes)
37 views

Data Visualization - Data Sources - Data Types - Visual Design

The document discusses different data types that can be used in Tableau including strings, numbers, dates, booleans, and geographic values. It also provides instructions on connecting to sample superstore data and an assignment to analyze the data including customers, sales, shipments, and transport modes used.

Uploaded by

M kochar
Copyright
© © All Rights Reserved
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Data types:

String values

Number (Integer) values

Date values

Date & Time values

Boolean values

Geographic values
Connect to data in tableau
On opening Tableau, you will get the start page showing various data sources. Under the header “Connect”,
you have options to choose a file or server or saved data source.

Under Files, choose excel.

Then navigate to the file “Sample – Superstore.xls” as mentioned above.

The excel file has three sheets named Orders, People and Returns. Choose Orders.
Assignment 1 - Superstore Sales Dashboard
Due Date - 27 September 2021
Objective:
To identify the number of customers, in the province region .

To analyse the number of sales, product-wise Identify the number of packages by various ship-mode and
priority province-wise.

To Analyse the various modes of transport used in the superstore.

The display the priority of the order including customers Name by Order ID for taking the further action.

Derive one meaningful insight on your own.


Changing data type of a field in Data Source page
Changing data type of a field from Data pane
Changing the data type of a field in the View
Dimensions and Measures, Blue and Green

● Dimensions contain qualitative values (such as names, dates, or geographical data). You can use
dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of
detail in the view.

● Measures contain numeric, quantitative values that you can measure. Measures can be aggregated.
When you drag a measure into the view, Tableau applies an aggregation to that measure (by
default).
Portals For Data:
● data.world

● Data is Plural

● UN Data

● Data.gov

● Kaggle

● NOAA

● Reddit

● World Fact Book

● UN Environmental Data Explorer

● World Health Organization

● Pitney Bowes
Visual Design Basics

Visual design aims to improve a design’s/product’s aesthetic appeal and usability with suitable
images, typography, space, layout and color. Visual design is about more than aesthetics. Designers
place elements carefully to create interfaces that optimize user experience and drive conversion.

Actually, you use visual design to create and organize elements to

A) lead the user’s eye to an item’s functionality, and


B) make the aesthetics consistent.
Elements and Principles of visual design:

1. Lines (straight/curved/geometric/organic) – use these to create divisions, textures and


shapes.
2. Shapes – use lines, different colors, etc. to create enclosed/self-contained areas.
3. Negative space/whitespace – use the blank area around a “positive” shape to create a
figure/ground effect or calm the design overall.
4. Volume – use this to show the rich fullness of all three dimensions of elements on
two-dimensional screens.
5. Value – use this to set the relationship between lightness and darkness, typically through a
light source to create shadows and highlights.
6. Color – use this to set the theme/tone and attract attention.
7. Texture – use this to define an object’s surface.
Elements and Principles of visual design:
1. Unity – use this to establish harmony between page elements, so they
appear to belong together and users aren’t distracted by chaotic (e.g.,
misaligned) layouts.
2. Hierarchy – use placement, font, etc. to show importance.
3. Balance – use this to distribute elements evenly.
4. Contrast – use differences in color, etc. to accentuate elements.
5. Scale – use this to emphasize elements to establish importance or depth.
6. Dominance/Emphasis – use an object’s size, color, etc. to make it stand out.
Unity
Hierarchy
Balance
Contrast
Contrast
Scale
Dominance / Emphasis
Position, color, size,
shape, and orientation are
variables applied to
individual graphic elements.
Graphic elements are the
units of information that go
into making a figure, slide,
or poster. These include
photos, icons, paragraphs
of text, and titles.
Contrast: Elements have noticeably
different visual characteristics then
others in the composition. Created using
the variables of color, size, shape,
orientation.

Repetition: Elements have consistent


visual characteristics within the
composition. Created using color, size,
shape, and orientation.

Alignment: Elements have been arranged


to create an imaginary line within the
composition. Uses the variable of
position.

Proximity: Elements are close together


within the space of a composition. Uses
the variable of position.
Hierarchy: A dominant-subordinate

relationship among elements.

Grouping: A relationship that specifies


the elements to be associated together.

Sequence: A relationship among

elements that specifies first, second,

third…

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