Introduction to Tableau

What is Tableau?
Tableau is a data visualization and business intelligence software tool that helps users connect to various data
sources, create interactive dashboards, and share insights across organizations.

Key Features:

Here are the key features explained in paragraph format:

1. Data Connection

The Data Connection feature allows you to link your tool to various sources of data, such as Excel spreadsheets,
Google Sheets, and databases. This means you can bring all your scattered data into one place, making it easily
accessible and manageable. The best part is that it works seamlessly with many types of data, eliminating the need
for complicated conversions or formatting.

2. Drag-and-Drop Interface

The Drag-and-Drop Interface makes creating visualizations incredibly easy. You don't need any coding skills - simply
drag and drop fields and charts to design your visualization. This intuitive approach saves time and effort, allowing
you to focus on understanding your data rather than struggling with complex software.

3. Real-Time Analysis

Real-Time Analysis provides instant insights into your data. As changes occur, your visualization updates immediately,
reflecting the latest information. This enables you to make quick, informed decisions based on the most up-to-date
data. It's particularly useful for tracking key performance indicators, monitoring trends, and identifying areas that
require prompt attention.

4. Interactive Dashboards

Interactive Dashboards allow you to present your data in a visually appealing and customizable way. You can
personalize layouts, colors, and components to suit your needs and preferences. These dashboards can be easily
shared with colleagues, clients, or stakeholders, and even embedded on websites or social media platforms. This
helps ensure that others can quickly grasp the insights and implications of the data.

5. Collaboration

The Collaboration feature facilitates seamless teamwork and communication. You can share your visualizations with
team members and control who can view or edit them. Real-time commenting and discussion features enable
instantaneous feedback and decision-making. By working together in real-time, your team can analyze data, identify
opportunities, and make informed decisions more efficiently.

Benefits:

Improved Decision-Making: Data-driven insights for better decisions

Data analysis helps organizations make better decisions by giving useful information. When businesses analyze data,
they can find trends, patterns, and connections that guide important choices. This helps them use resources wisely,
avoid risks, and grow. For example, a company can study sales data to decide which products to focus on.

Enhanced Productivity: Quicker data analysis and easier visuals

Data analysis can take a lot of time, but advanced tools and methods make it faster. Quick analysis helps businesses
get insights quickly and respond to market changes. Data visualization tools also make complicated data easier to
understand. This speeds up the analysis, reduces mistakes, and saves time and resources.

Better Communication: Clear and easy-to-understand storytelling

It’s important to communicate data insights clearly. Using interactive and visual storytelling helps explain complicated
data in a simple way. This improves teamwork and makes sure everyone understands the insights. With easy-to-
understand data, people can make informed decisions.
Scalability: Can manage large data and complex analysis
As businesses grow, the amount of data they have also grows. Scalable data analysis tools can handle large amounts
of data and complex analysis without slowing down. This allows businesses to get valuable insights from growing
data, add new data sources, and stay competitive.

Applications of Tableau:

1. Business Intelligence: Tableau is widely used for business reporting and analytics, helping companies track
key performance indicators (KPIs), monitor sales trends, and make data-driven decisions.

2. Data Science: Data scientists use Tableau to visualize data, explore patterns, and present their findings in a
clear and understandable way for stakeholders.

3. Market Research: Tableau helps researchers analyze consumer behavior, preferences, and market trends by
visualizing survey data or other market-related information.

4. Financial Analysis: Financial analysts use Tableau to create reports on expenses, revenues, and profit trends,
allowing businesses to monitor their financial health and performance over time.

5. Geospatial Analysis: Tableau supports geospatial data, enabling users to visualize location-based information
on maps, useful for businesses tracking regional performance or planning logistics.

Common Visualizations in Tableau (with Building Instructions):

1. Build an Area Chart: Area charts are useful for showing how data changes over time, with the area
below the line filled in. They are ideal for comparing totals across categories.
2. Build a Bar Chart: Bar charts display data in rectangular bars, making it easy to compare different
categories. The length of each bar represents the value of the data.
3. Build a Box Plot: A box plot shows data distribution across different categories, highlighting the
median, quartiles, and potential outliers.
4. Build a Bullet Graph: Bullet graphs are used to compare a primary measure against a target or
benchmark, showing progress toward a goal.
5. Build with Density Marks (Heatmap): A heatmap displays data intensity using color gradients,
which makes it useful for spotting patterns, trends, or concentrations of data.
6. Build a Gantt Chart: Gantt charts are used for project management, visualizing tasks over time and
tracking progress.
7. Build a Highlight Table: Highlight tables use colors to emphasize the differences between values in
a table, making it easier to spot trends and outliers.
8. Build a Histogram: A histogram shows the distribution of data by grouping values into ranges
(bins), making it useful for understanding the frequency of data within specific intervals.
9. Build a Line Chart: Line charts are best for tracking data over time, connecting data points with a
continuous line to show trends.
10. Build a Packed Bubble Chart: Packed bubble charts display data as circles or bubbles, where the
size of each bubble represents a value, helping visualize relationships between variables.
11. Build a Pie Chart: Pie charts represent parts of a whole, where each slice shows a category’s
proportion compared to the total.
12. Build a Scatter Plot: Scatter plots show the relationship between two continuous variables, with
data points plotted along two axes to identify correlations.
13. Build a Text Table: Text tables (or cross-tabs) display data in a spreadsheet-like format, where each
cell shows detailed values for easy comparison.
14. Build a Treemap: Treemaps are used to display hierarchical data as nested rectangles, where the
size of each rectangle represents a value.
15. Build Combination Charts: Combination charts blend two different chart types (e.g., bar and line
charts) to show relationships between two datasets on the same axis.
16.  Build an Area Chart:
Example: A company tracks its monthly sales revenue for two products. An area chart shows both
 products' sales over time, with the area filled under the lines. It helps visualize the total revenue
while comparing how each product contributes to it over time.
17.  Build a Bar Chart:
Example: A retailer wants to compare sales across different product categories (e.g., electronics,
clothing, groceries). A bar chart clearly shows which category performs best by the height of each
bar, making it easy to see the differences.
18.  Build a Box Plot:
Example: A school is analyzing students' test scores. A box plot shows the distribution of scores for
each subject, highlighting the median score, the range of scores, and any outliers (students who
performed unusually high or low).
19.  Build a Bullet Graph:
Example: A sales manager wants to compare each salesperson's performance against a target. A
bullet graph shows the actual sales as a bar, with a line indicating the target. It quickly reveals
whether each salesperson is meeting or missing their goal.
20.  Build with Density Marks (Heatmap):
Example: A website tracks how often users click different sections of a page. A heatmap visually
represents the data, using darker colors to show areas with more clicks. This helps the team
understand where users are most engaged.
21.  Build a Gantt Chart:
Example: A project manager is tracking tasks for a construction project. A Gantt chart displays each
task along a timeline, showing when tasks start and end, and how they overlap. It helps in managing
deadlines and task dependencies.
22.  Build a Highlight Table:
Example: A sales team tracks monthly performance across regions. A highlight table color-codes
cells in a table, with higher sales shown in darker colors. This makes it easy to spot high-performing
months or regions at a glance.
23.  Build a Histogram:
Example: A company wants to analyze customer spending. A histogram groups customers into
spending ranges (bins), showing how many customers fall within each range. This helps the
company understand the distribution of spending patterns.
24.  Build a Line Chart:
Example: A technology company tracks the number of website visitors over the year. A line chart
displays the rise and fall of visits each month, helping the company identify trends like seasonal
peaks or dips in traffic.
25.  Build a Packed Bubble Chart:
Example: A marketing team wants to analyze social media activity. Each bubble represents a
different platform (e.g., Facebook, Twitter), and the size of the bubble represents the number of
users. A packed bubble chart helps compare engagement across platforms.
26.  Build a Pie Chart:
Example: A bakery wants to see what percentage of total sales each type of pastry contributes. A pie
chart shows each type as a slice of the whole, making it easy to understand how each product
category contributes to the total.
27.  Build a Scatter Plot:
Example: A health researcher wants to explore the relationship between exercise time and calorie
burn. A scatter plot displays individual data points, showing whether there's a correlation between
the two variables.
28.  Build a Text Table:
Example: A small business tracks expenses across different departments. A text table (cross-tab)
shows all detailed values in a table format, making it easy to compare expenses department by
department.
29.  Build a Treemap:
Example: A company tracks sales by different product lines. A treemap displays the data as nested
rectangles, where larger rectangles represent higher sales. This helps compare product lines and see
which are the most successful.
30.  Build Combination Charts:
Example: A company tracks both sales revenue and the number of units sold over time. A
combination chart, with bars representing revenue and a line representing units sold, helps to
compare the two datasets on the same timeline.
31.Area Chart

32. Opens in a new window evolytics.com

33.area chart showing sales over a year
34.Bar Chart

35. Opens in a new window www.chegg.com

36.bar chart showing the number of students in different majors
37.Box Plot

38. Opens in a
new window www.researchgate.net
39.box plot showing the distribution of test scores
40.Bullet Graph

41. Opens in a new window www.tableau.com

42.bullet graph showing actual sales compared to a target
43.Density Marks (Heatmap)

44. Opens in a new window ourworldindata.org

45.heatmap showing population density across a country
46.Gantt Chart

47. Opens
in a new window
48. The horizontal bars of different lengths represent the project timeline,
which can include task sequences, duration, and the start and end dates for
each task.

49.Gantt chart showing a project timeline

50.Highlight Table
51.
52.highlight table showing the highestselling products
53.Histogram

54. Opens in a new window www.researchgate.net

55.histogram showing the distribution of customer ages
56.Line Chart

57. Opens in a new window www.investopedia.com

58.line chart showing stock prices over time
59.Packed Bubble Chart

60. Opens in a new window

towardsdatascience.com
61.packed bubble chart showing the market share of different companies
62.Pie Chart

63. Opens in a new window easy-peasy.ai

64.pie chart showing the composition of a budget
65.Scatter Plot

66. Opens in a new window www.statcrunch.com

67.scatter plot showing the correlation between income and education
68.Text Table

69. Ope
ns in a new window help.usaepay.info
70.text table showing product information
71.Treemap
 72.

O
pens in a new window chartexpo.com
73.treemap showing the market share of different product categories
74.Combination Charts

75.
Opens in a new window macabacus.com
76.combination chart showing sales trends and product performance

1. Bar Chart

What It Is: A bar chart uses bars to show values of different categories. Longer bars mean higher values, making it
easy to compare categories side by side.

Example: Compare sales of different products (Product A, Product B, Product C).

Steps in Tableau:

1. Connect to Data Source

Open Tableau and choose your data source (e.g., Excel file, SQL database).

2. Drag "Product" to Columns Shelf

"Product" is a dimension (a category you want to compare). Dragging it to the Columns shelf will list each
product along the x-axis.

3. Drag "Sales" to Rows Shelf

"Sales" is a measure (a number you want to compare). Dragging it to the Rows shelf shows the value (height)
of each bar on the y-axis.

4. Right-click "Sales" and Select "Measure" > "Sum"

Summing the sales measure will add up the sales values if there are multiple entries for each product.

5. Click "Show Me" Button and Select Bar Chart

The "Show Me" panel provides a quick way to choose chart types. Selecting "Bar Chart" will set the chart to
display as a bar.

6. Customize Colors, Labels, and Title

Change colors to make the chart visually appealing, add labels to show exact sales numbers, and add a title
to describe the chart’s purpose.

Output Map Example:

 Product A | 100

 Product B | 150

 Product C | 80

Explanation of Output:
Each bar represents a product, and the bar’s height shows sales. Comparing bar heights shows which product has the
most sales.

2. Line Chart

What It Is: A line chart shows data points connected by a line, making it easy to track changes over time.

Example: Track monthly sales trends.

Steps in Tableau:

1. Connect to Data Source

Choose your data source as usual.

2. Drag "Month" to Columns Shelf

"Month" is a time-based dimension. Placing it on the Columns shelf creates points along the x-axis, one for
each month.

3. Drag "Sales" to Rows Shelf

Dragging "Sales" to the Rows shelf will plot the sales value for each month along the y-axis.

4. Right-click "Sales" and Select "Measure" > "Sum"

Summing sales totals the sales for each month if there’s more than one entry per month.

5. Click "Show Me" Button and Select Line Chart

Selecting "Line Chart" from the Show Me panel connects each monthly sales point with a line.
 6. Customize Colors, Labels, and Title
Choose colors, add labels to show exact sales values for each month, and create a title.

Output Map Example:

 Jan | 100

 Feb | 120

 Mar | 150

 Apr | 180

Explanation of Output:
The line connects sales values for each month. If the line goes up, sales are increasing; if it goes down, sales are
decreasing.

3. Pie Chart

What It Is: A pie chart is a circular chart divided into slices to show parts of a whole. Each slice represents a
percentage.

Example: Show the contribution of each product to total sales.

Steps in Tableau:

1. Connect to Data Source

Connect as usual.

2. Drag "Product" to Columns Shelf

"Product" is the category you want to break down into parts.

3. Drag "Sales" to Rows Shelf

Dragging "Sales" will plot each product’s sales.

4. Right-click "Sales" and Select "Measure" > "Sum"

Summing will total up sales if you have multiple sales values per product.

5. Click "Show Me" Button and Select Pie Chart

Select the Pie Chart option from the Show Me panel to convert the view.

6. Customize Colors, Labels, and Title

Use different colors for each slice, add labels to show percentages, and add a title for clarity.

Output Map Example:

 Product A | 30%

 Product B | 40%

 Product C | 30%

Explanation of Output:
Each slice of the pie represents a product's share of total sales. Larger slices mean a larger share.

4. Scatter Plot

What It Is: A scatter plot displays data as individual points on an x-y grid, useful for identifying relationships between
two variables.
Example: Show the relationship between marketing spend and sales.

Steps in Tableau:

1. Connect to Data Source

Connect as usual.

2. Drag "Marketing Spend" to Columns Shelf

"Marketing Spend" will be plotted on the x-axis.

3. Drag "Sales" to Rows Shelf

"Sales" will be plotted on the y-axis.

4. Right-click "Sales" and Select "Measure" > "Sum"

Sum will combine sales values if there are multiple records.

5. Click "Show Me" Button and Select Scatter Plot

Select "Scatter Plot" from the Show Me panel to format as dots.

6. Customize Colors, Labels, and Title

Add colors to represent categories, if any, and title to explain the chart’s purpose.

Output Map Example:

 ($100, $1000)

 ($200, $2000)

 ($300, $3000)

Explanation of Output:
Each point represents a marketing spend and its corresponding sales. Patterns can show if higher marketing spend
correlates with higher sales.

5. Area Chart

What It Is: An area chart is like a line chart but fills the area under the line. It’s useful for showing volume changes
over time.

Example: Show monthly user growth.

Steps in Tableau:

1. Connect to Data Source

Connect as usual.

2. Drag "Month" to Columns Shelf

"Month" represents time and will appear on the x-axis.

3. Drag "Users" to Rows Shelf

Drag "Users" to show the number for each month.

4. Right-click "Users" and Select "Measure" > "Sum"

Sum will combine user numbers if there are multiple records.

5. Click "Show Me" Button and Select Area Chart

Select "Area Chart" to add shading under the line.

6. Customize Colors, Labels, and Title

Use color to make the area stand out, add labels for numbers, and add a title.
Output Map Example:

 Jan | 100

 Feb | 150

 Mar | 200

 Apr | 250

Explanation of Output:
The shaded area shows user growth each month. A larger area indicates more users, helping visualize growth.

For brevity, I’ve covered five of the ten chart types here in detail. If this style is helpful, let me know, and I can
continue with the other five charts!

4o

You said:

yes continue perfect style

ChatGPT said:

ChatGPT

Great! Here’s a continuation of the step-by-step guide for the remaining chart types in Tableau.

6. Histogram

What It Is: A histogram groups data into ranges (called bins) and shows the frequency of each range. It’s useful for
understanding data distribution.

Example: Display customer age distribution.

Steps in Tableau:

1. Connect to Data Source

Start by connecting to your data source, as usual.

2. Drag "Age" to Columns Shelf

"Age" is the variable we want to group into bins, so we’ll place it on the Columns shelf.

3. Right-click "Age" and Select "Create" > "Bins"

Creating bins will automatically group ages into ranges, such as 20-30, 30-40, etc. Customize the bin size if
needed.

4. Click "Show Me" Button and Select Histogram

In the Show Me panel, select Histogram. This will create bars representing each age range.

5. Customize Colors, Labels, and Title

Choose colors to differentiate bins, add labels showing counts per bin, and title the chart.

Output Map Example:

 20-30 | 30 customers

 30-40 | 40 customers

 40-50 | 20 customers
Explanation of Output:
Each bar represents the number of customers in each age range. Taller bars mean more customers in that range.

7. Heat Map

What It Is: A heat map displays data in a grid, where each cell’s color represents the value. It’s helpful for quickly
spotting patterns.

Example: Show sales by region.

Steps in Tableau:

1. Connect to Data Source

Connect to your data source.

2. Drag "Region" to Columns Shelf

"Region" will appear on the x-axis as separate categories.

3. Drag "Sales" to Rows Shelf

"Sales" is a measure and will define the color intensity for each region.

4. Right-click "Sales" and Select "Measure" > "Sum"

Summing sales will calculate total sales for each region.

5. Click "Show Me" Button and Select Heat Map

Choose the Heat Map option in the Show Me panel to display values with color.

6. Customize Colors, Labels, and Title

Use colors that represent values intuitively (e.g., green for high sales, red for low). Label cells and add a title.

Output Map Example:

 Region A | $100 (light green)

 Region B | $200 (dark red)

 Region C | $50 (light blue)

Explanation of Output:
Each region is represented by a cell color. Darker colors or specific color ranges indicate higher sales, making it easy
to see which regions are performing better.

8. Bubble Chart

What It Is: A bubble chart is like a scatter plot but adds bubble size to represent a third data dimension. It’s useful for
showing three data points together.

Example: Show sales, profit, and customer count.

Steps in Tableau:

1. Connect to Data Source

Connect to your data source.

2. Drag "Sales" to Columns Shelf

"Sales" will represent the x-axis values.

3. Drag "Profit" to Rows Shelf

"Profit" will represent the y-axis values.
 4. Right-click "Customers" and Select "Measure" > "Sum"
Summing customers will add up values if there are multiple entries.

5. Drag "Customers" to Size Shelf

The Size shelf adjusts the bubble size based on customer count.

6. Click "Show Me" Button and Select Bubble Chart

Choose Bubble Chart from the Show Me panel to convert the scatter plot into bubbles.

7. Customize Colors, Labels, and Title

Color the bubbles by category (like product type) if you want, add labels, and create a title.

Output Map Example:

 ($100 Sales, $20 Profit, 100 Customers)

 ($200 Sales, $30 Profit, 200 Customers)

 ($300 Sales, $40 Profit, 300 Customers)

Explanation of Output:
Each bubble represents a combination of sales, profit, and customer count. Larger bubbles mean more customers,
and bubble position shows sales and profit.

9. Tree Map

What It Is: A tree map is a rectangle-based chart where each rectangle represents a data value. It’s great for showing
part-to-whole relationships with many categories.

Example: Show sales by product line.

Steps in Tableau:

1. Connect to Data Source

Connect as usual.

2. Drag "Product" to Columns Shelf

"Product" will define each category you want to compare.

3. Drag "Sales" to Rows Shelf

"Sales" represents the size of each rectangle.

4. Right-click "Sales" and Select "Measure" > "Sum"

Summing will total sales for each product line if there are multiple entries.

5. Click "Show Me" Button and Select Tree Map

Select Tree Map from the Show Me panel to display as rectangles.

6. Customize Colors, Labels, and Title

Choose different colors for each rectangle, add sales labels, and title the chart.

Output Map Example:

 Product A | $100

 Product B | $200

 Product C | $50
Explanation of Output:
Each rectangle represents a product. Larger rectangles mean higher sales, making it easy to compare product
performance at a glance.

10. Gantt Chart

What It Is: A Gantt chart shows tasks along a timeline, making it useful for tracking project progress.

Example: Display a project timeline with task durations.

Steps in Tableau:

1. Connect to Data Source

Connect as usual.

2. Drag "Task" to Rows Shelf

Each task will be listed on the y-axis.

3. Drag "Start Date" to Columns Shelf

"Start Date" defines where each task begins on the timeline (x-axis).

4. Drag "Duration" to Size Shelf

"Duration" represents the task length. The Size shelf will scale each bar according to how long the task takes.

5. Set Marks Card to "Gantt Bar"

On the Marks card, select "Gantt Bar" to turn each task into a bar spanning the start to end date.

6. Customize Colors, Labels, and Title

Add colors for different task types, label tasks if needed, and add a title.

Output Map Example:

 Task A | Start: Jan 1, Duration: 10 days

 Task B | Start: Jan 3, Duration: 5 days

 Task C | Start: Jan 8, Duration: 7 days

Explanation of Output:
Each bar represents a task and its duration. The chart shows which tasks overlap and helps you visualize the project
schedule.

1. Bar Chart

Example: Monthly Expenses in Different Categories

We’ll compare expenses in categories like Food, Transport, and Entertainment to see which category has the highest
spending.

Steps in Tableau:

1. Connect to Data Source

Open Tableau and connect to the data source containing the expenses data.

2. Drag "Category" (e.g., Food, Transport) to Columns Shelf

This will list each expense category on the x-axis.

3. Drag "Amount" (expense amount) to Rows Shelf

This will display the amount spent in each category on the y-axis.
 4. Right-click "Amount" and Select "Measure" > "Sum"
Ensure that each category shows the total (sum) of expenses.

5. Click "Show Me" Button and Select Bar Chart

Tableau will display each expense category as a bar.

6. Customize Colors, Labels, and Title

Add labels to show the exact amounts and title it "Monthly Expenses by Category."

Output Example:

 Food | $200

 Transport | $150

 Entertainment | $80

Explanation of Output:
Each bar represents a different category of expense, and taller bars indicate higher spending.

2. Line Chart

Example: Weekly Exercise Hours Over a Month

We’ll track how many hours were spent exercising each week to see if there’s a pattern or trend.

Steps in Tableau:

1. Connect to Data Source

Connect to the data with weekly exercise hours.

2. Drag "Week" (e.g., Week 1, Week 2) to Columns Shelf

Each week will be shown along the x-axis.

3. Drag "Hours" to Rows Shelf

Hours of exercise will appear on the y-axis.

4. Right-click "Hours" and Select "Measure" > "Sum"

Summing hours shows total exercise for each week.

5. Click "Show Me" Button and Select Line Chart

Choose the Line Chart to see a continuous trend over time.

6. Customize Colors, Labels, and Title

Add data labels, color the line, and title it "Weekly Exercise Hours."

Output Example:

 Week 1 | 3 hours

 Week 2 | 5 hours

 Week 3 | 2 hours

 Week 4 | 4 hours

Explanation of Output:
The line shows changes over the weeks. A rising line indicates increased exercise hours, while a drop means fewer
hours.
3. Pie Chart

Example: Proportion of Study Time Across Different Subjects

This chart will show how much time was spent studying each subject in a day.

Steps in Tableau:

1. Connect to Data Source

Connect to data with subjects and hours studied.

2. Drag "Subject" (e.g., Math, Science) to Columns Shelf

Each subject will be represented by a slice in the chart.

3. Drag "Hours" to Rows Shelf

This shows the amount of study time for each subject.

4. Right-click "Hours" and Select "Measure" > "Sum"

Summing shows total time spent per subject.

5. Click "Show Me" Button and Select Pie Chart

Select Pie Chart to display each subject as a slice.

6. Customize Colors, Labels, and Title

Color each slice, add labels to show the time spent, and title it "Study Time Distribution by Subject."

Output Example:

 Math | 40%

 Science | 35%

 History | 25%

Explanation of Output:
Each slice shows the time spent on a subject. A larger slice means more study time for that subject.

4. Scatter Plot

Example: Relationship Between Sleep Hours and Daily Energy Levels

We’ll plot sleep hours and see if there’s any pattern in how much energy someone feels during the day.

Steps in Tableau:

1. Connect to Data Source

Connect to data that includes hours of sleep and energy level ratings.

2. Drag "Sleep Hours" to Columns Shelf

This will show sleep hours on the x-axis.

3. Drag "Energy Level" to Rows Shelf

Energy level will appear on the y-axis.

4. Click "Show Me" Button and Select Scatter Plot

Choose Scatter Plot to show each data point as a dot.

5. Customize Colors, Labels, and Title

Label points if necessary, add a title like "Sleep vs. Energy Levels," and use colors for clarity.

Output Example:
  (6 hours, 5 energy)

 (7 hours, 6 energy)

 (8 hours, 8 energy)

Explanation of Output:
Each dot represents one day’s sleep and energy level. Clusters or patterns show if more sleep is related to higher
energy.

5. Area Chart

Example: Monthly Savings Over a Year

We’ll look at how savings grew month by month.

Steps in Tableau:

1. Connect to Data Source

Connect to data with months and saved amounts.

2. Drag "Month" to Columns Shelf

Display months on the x-axis.

3. Drag "Savings" to Rows Shelf

Savings amounts will appear on the y-axis.

4. Click "Show Me" Button and Select Area Chart

Choose Area Chart to show shaded regions under the line.

5. Customize Colors, Labels, and Title

Shade the area, add labels to the monthly savings, and title it "Monthly Savings Growth."

Output Example:

 Jan | $200

 Feb | $250

 Mar | $300

 Apr | $350

Explanation of Output:
The shaded area under the line represents total savings each month. A larger area means more savings.

These examples simplify the data categories, making it easier to understand what each chart type represents and
how to create it in Tableau. Let me know if you’d like more detail on any of these!

4o

You said:

this style is perfect continue

ChatGPT said:

ChatGPT

Great! Let’s keep going with the same clear and simple approach for the remaining chart types.
6. Histogram

Example: Distribution of Exam Scores in a Class

We’ll analyze how students’ scores are distributed across different ranges (bins).

Steps in Tableau:

1. Connect to Data Source

Connect to the data with student exam scores.

2. Drag "Score" to Columns Shelf

This will show the range of scores on the x-axis.

3. Right-click "Score" and Select "Create" > "Histogram"

This action creates bins for the score ranges (e.g., 0-10, 11-20).

4. Drag "Score (bin)" to Rows Shelf

This will display the number of students in each score range on the y-axis.

5. Customize Colors, Labels, and Title

Add labels to show the count of students per bin and title it "Distribution of Exam Scores."

Output Example:

 0-10 | 5 students

 11-20 | 10 students

 21-30 | 15 students

 31-40 | 8 students

Explanation of Output:
Each bar represents the number of students who scored within that range. Taller bars indicate more students in that
score bin.

7. Heat Map

Example: Weekly Sales Performance by Salesperson

We’ll visualize sales made by each salesperson over several weeks.

Steps in Tableau:

1. Connect to Data Source

Connect to data containing weekly sales figures for each salesperson.

2. Drag "Salesperson" to Rows Shelf

This will display each salesperson on the y-axis.

3. Drag "Week" to Columns Shelf

Each week will be displayed on the x-axis.

4. Drag "Sales Amount" to Color Shelf

This will color each cell based on the sales amount, creating the heat effect.

5. Right-click "Sales Amount" and Select "Measure" > "Sum"

Ensure that the total sales are shown for each combination of salesperson and week.
 6. Customize Colors, Labels, and Title
Choose color gradients to represent sales levels, add a title like "Weekly Sales Performance."

Output Example:

 Salesperson A: Week 1 (Green), Week 2 (Red), Week 3 (Yellow)

 Salesperson B: Week 1 (Blue), Week 2 (Green), Week 3 (Red)

Explanation of Output:
The colors in each cell show sales performance. Darker colors may indicate higher sales, helping quickly identify
strong and weak performers.

8. Bubble Chart

Example: Sales, Profit, and Number of Customers by Product

We’ll show how different products perform based on sales, profit, and the number of customers.

Steps in Tableau:

1. Connect to Data Source

Connect to data that includes sales, profit, and customer counts for products.

2. Drag "Sales" to Columns Shelf

This shows sales on the x-axis.

3. Drag "Profit" to Rows Shelf

Profit will be displayed on the y-axis.

4. Drag "Customers" to Size Shelf

This will adjust the size of each bubble based on the number of customers.

5. Click "Show Me" Button and Select Bubble Chart

Choose Bubble Chart to visualize all three dimensions.

6. Customize Colors, Labels, and Title

Add color to distinguish products and title it "Product Performance: Sales vs. Profit."

Output Example:

 Product A: (Sales: $300, Profit: $100, Customers: 50)

 Product B: (Sales: $400, Profit: $150, Customers: 70)

Explanation of Output:
Each bubble represents a product, where the x-axis shows sales, the y-axis shows profit, and the size indicates the
number of customers. Bigger bubbles mean more customers.

9. Tree Map

Example: Company Expenses by Department

We’ll show how expenses are divided among different departments in a company.

Steps in Tableau:

1. Connect to Data Source

Connect to data containing departmental expense data.
 2. Drag "Department" to Rows Shelf
Each department will be displayed in a rectangle.

3. Drag "Expenses" to Size Shelf

This will size each rectangle based on the amount of expenses.

4. Click "Show Me" Button and Select Tree Map

Choose Tree Map to visualize how departments contribute to total expenses.

5. Customize Colors, Labels, and Title

Color-code the departments, add labels for expense amounts, and title it "Company Expenses by
Department."

Output Example:

 HR: $50,000 (large rectangle)

 IT: $80,000 (larger rectangle)

 Marketing: $30,000 (small rectangle)

Explanation of Output:
The size of each rectangle shows how much each department spends. Larger rectangles mean higher expenses.

10. Gantt Chart

Example: Project Timeline of Tasks

We’ll visualize how long each task takes within a project.

Steps in Tableau:

1. Connect to Data Source

Connect to data with tasks and their start and end dates.

2. Drag "Task" to Rows Shelf

This will list all the tasks vertically.

3. Drag "Start Date" to Columns Shelf

The start date will be displayed on the x-axis.

4. Drag "Duration" to Size Shelf

This will define the length of each bar based on how long each task takes.

5. Click "Show Me" Button and Select Gantt Chart

Choose Gantt Chart to visualize task durations.

6. Customize Colors, Labels, and Title

Add colors to distinguish tasks and title it "Project Task Timeline."

Output Example:

 Task A: Starts on March 1, lasts for 10 days

 Task B: Starts on March 5, lasts for 5 days

Explanation of Output:
Each bar represents a task. The length shows the duration, and the position indicates when the task starts.
1. Bar Chart

Think of a series of vertical bars lined up side-by-side. Each bar represents a different category (like different
products), with its height corresponding to the value (like sales amount). Taller bars mean higher values, making it
easy to compare across categories.

2. Line Chart

Imagine a continuous line that goes up and down across points on a graph. Each point represents data at a specific
time (like monthly sales), and the line connects them to show trends over time. If sales increase, the line goes up; if
they decrease, the line dips down.

3. Pie Chart

Picture a circular "pie" divided into slices. Each slice represents a portion of the whole (like each product’s
contribution to total sales). The size of each slice shows its relative contribution—larger slices mean a larger
percentage.

4. Scatter Plot

Imagine a blank grid with scattered dots placed across it. Each dot represents a pair of values (like marketing spend
and sales). The position of each dot shows where it stands in terms of both values, and you can observe patterns or
clusters of dots to see relationships.

5. Area Chart

Visualize a line chart with shaded areas below the line. Each area represents a cumulative value over time (like
monthly user growth), with color filling the space beneath. It helps show volume changes over time.

6. Histogram

Imagine a set of bars, each representing a range of values (like score ranges). Each bar's height shows the count of
items within that range. For example, if a lot of students scored between 20-30, that bar would be the tallest.

7. Heat Map

Picture a grid where each cell has a color representing a value (like sales). Darker colors could mean higher sales, and
lighter colors mean lower sales. You can spot areas where values are higher or lower based on the color intensity.
8. Bubble Chart

Think of a scatter plot with bubbles instead of dots. Each bubble represents a data point (like a product), and its size
indicates an additional measure (like number of customers). Bigger bubbles mean more of that measure.

9. Tree Map

Visualize a rectangle divided into smaller rectangles (like each department’s expenses). Each rectangle’s size
corresponds to the value, so departments with higher expenses have larger rectangles, making it easy to see their
share of the total.

10. Gantt Chart

Picture a timeline with horizontal bars. Each bar represents a task, with its length showing the duration. Bars start
and end at different times, making it easy to see the schedule and overlap between tasks.

Steps in Tableau:

1. Connect to Data Source

Use data that includes the columns for "Month," "Department" (or category, location, etc.), and "Profit."

2. Drag "Month" to Columns Shelf

This will display months (e.g., January to June) on the x-axis.

3. Drag "Profit" to Rows Shelf

This will represent the profit amount on the y-axis.

4. Drag "Department" to the Color Shelf

By adding "Department" to the Color Shelf, each department (or category) will have a different color in the
stacked area chart.

5. Click "Show Me" and Select Stacked Area Chart

Choose the Stacked Area Chart option from the "Show Me" panel to display each department's contribution
as a shaded area stacked on top of one another.

6. Customize Colors, Labels, and Title

Adjust the colors for each department if needed, add labels to indicate the monthly profit amounts for each
department, and title the chart as "Monthly Profits by Department."

Category January February March April May June

Produce $5,000 $5,200 $5,300 $5,600 $5,800 $6,000

Dairy $4,500 $4,700 $4,600 $4,800 $5,000 $5,200

Category January February March April May June

Bakery $3,200 $3,500 $3,600 $3,700 $3,900 $4,100

Meat $6,500 $6,700 $6,800 $7,000 $7,200 $7,400

Seafood $2,700 $2,900 $3,000 $3,200 $3,400 $3,600

Total $21,900 $23,000 $23,300 $24,300 $25,300 $26,300

Heat map grid mein different colors (matrix – coloured dots )

Explanation of the Graph

1. Categories and Sub-Categories

Each rectangle in the treemap represents a different product category, such as "Phones," "Tables," "Chairs,"
etc.

2. Size of Each Rectangle

The size of each rectangle shows the relative size of a metric (like Sales or Quantity) within that category. For
example, if "Phones" has a larger area than "Tables," it indicates that "Phones" had higher sales or quantity
compared to "Tables."

3. Color Intensity
The color intensity (from dark green to light green) shows another metric (like Profit). Darker green areas
likely indicate higher profits, while lighter green areas represent lower profits.

o For example, if "Phones" is a darker shade of green compared to "Machines," it may mean that
"Phones" generated more profit than "Machines."

Steps to Create a Treemap in Tableau

1. Connect to Your Data Source

Open Tableau and connect to your dataset. The data should include columns for categories, sales, and profit
(or other metrics).
 2. Drag Category to Rows or Columns
Drag the Category field (or any dimension you want to display in the treemap) to the Rows Shelf or Columns
Shelf.

3. Select the Treemap Chart Type

Click on the "Show Me" button on the right side of Tableau and select Treemap. Tableau will automatically
format your data into a treemap layout.

4. Drag Sales to Size

o Drag the Sales field (or the metric you want to represent with rectangle size) to the Size option in the
Marks card.

o This will adjust the size of each rectangle according to the sales volume for each category.

5. Drag Profit to Color

o Drag the Profit field (or the metric you want to represent with color) to the Color option in the
Marks card.

o This will color-code each rectangle based on profit, with darker shades representing higher profits
and lighter shades representing lower profits.

6. Add Labels

o To make the chart easier to read, drag the Category field to the Label option in the Marks card.

o If you want to add specific values (like Sales or Profit figures), drag those fields to the Label option as
well.

7. Adjust Formatting (Optional)

o You can adjust the color range, font size, or other formatting options to make the treemap more
readable and visually appealing.

Example Data Interpretation

If you have data like this:

Category Sales Profit

Phones $50,000 $20,000

Tables $30,000 $5,000

Chairs $40,000 $10,000

Storage $35,000 $8,000

Accessories $20,000 $3,000

 "Phones" may be the largest and darkest green box in the treemap because it has the highest sales and
profit.

 "Accessories" may appear as a smaller, lighter green box, indicating lower sales and profit.

In summary, this treemap helps you quickly see which categories perform better in terms of sales and profit. The size
gives you an idea of the sales volume, and the color helps you understand the profitability within each category.