Tableau Fundamentals

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 The World of Business Intelligence
Tableau fits into the later stages of the BI process, used by analysts and viz specialists to create visuals dashboards.

Data Collection Transforming Data Data Models, Report

Data Visualization
and Storage for Projects Metrics & Analysis Sharing

Data Transformation & Automation

Data Modeling & Stats
BI
Data Visualization
Skills
Coding
Business / Domain Knowledge

Excel
SQL Power Pivot for Excel

BI Power Query
Tools Power BI
Tableau Prep Tableau
Python

Data Architect
Data Engineer / SQL Developer
BI
Database Admin (DBA) Data Visualization Specialist
Roles
Business Intelligence Developer or Generalist
Data Analyst

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 Tableau Courses in the BIDA Syllabus
Our selection of Tableau courses are carefully designed to take you from beginner to expert.

Data Collection Transforming Data Data Models, Report

Data Visualization
and Storage for Projects Metrics & Analysis Sharing

Intro to Business Intelligence (Level 2)

SQL Fundamentals (Level 3)
Power Query Fundamentals (Level 3)
Power Pivot Fundamentals (Level 3)
Power BI Fundamentals (Level 3)
Power BI – Practice Scenarios (Coming Soon)
Case Study: Financial Statements in Power BI (Level 3)
BIDA Advanced Power BI (Level 5)
Courses
Tableau Fundamentals (Level 4)
Tableau – Practice Scenarios (Coming Soon)
Case Study: Trading Dashboard in Tableau (Level 3)

Advanced Tableau – LOD Calculations (Level 5)

Advanced Tableau – The Data Model (Level 5)
Advanced Tableau – Advanced Visuals (Level 5) (Coming Soon)
BI Governance (Level 4)

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 Tableau Fundamentals - Learning Objectives

Importing Data Mastering Calculations Creating Visuals

Learn how to import, transform Create calculated fields that Create a variety of interactive visuals
and combine data from different turn source data into that convey a clear message.
tables to create a Tableau dataset. meaningful metrics.

Dashboard Design Key Concepts

Bring our visuals together into Important concepts that you
stunning dashboards that tell a should be aware of in your
story. Tableau journey.

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 Applied Steps
Video – Creating a Tableau Public profile

1 Go to public.tableau.com

2 Press sign up

3 Enter you name, email and password to create a profile.

Video – Download Tableau Public

1 Click on your profile picture on the top right.

2 Select download the app.

3 Enter the email address and press download.

4 Run the installer.

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 Importing Data

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 Importing Data – Learning Objectives

Tasks

Import common data files and Combine data from different

01. apply basic transformations 02. tables to create a dataset

Skills

Identify Identify and Use the Identify data Apply common Perform
Fact vs load CSV and Data types transformations table Joins
Dimension Excel files Interpreter and Unions
tables

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 Tableau – Case Study Overview

Our data belongs to a fictional e- Products are manufactured in two

commerce company called The different countries, the United
Office Store. States and Canada

Product’s are grouped into three

segments serving the needs of
General Consumers, as well as
Corporate and Home Offices.
x The company sells exclusively
online and has no physical stores.

The company sells a wide The business ships products to

variety of products including customers in the US, separating the
Office Supplies, Furniture and customers into four regions
Technology products.

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 Fact vs Dimension Tables

Fact tables contain measurements about a particular business event.

OrderID ProductID OrderDate Revenue Quantity Discount Profit

150630 FUR-BO-10001798 11-8-2016 250.12 1 0 60.42

150631 OFF-LA-10000240 12-05-2017 5211.45 24 0.2 1823.45

150632 TEC-AC-10003027 05-11-2016 2000.24 8 0.1 321.66 Event

150633 OFF-BI-100003291 25-3-2015 5201.2 18 0 924.34

Fact tables contain metrics and facts about a business process.

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 Fact vs Dimension Tables
Dimension tables provide descriptive information about the attributes in the fact table.

ProductID Segment Category Subcategory Product Name

FUR-BO- Bush Somerset
Consumer Furniture Bookcases
10001798 Collection Bookcase
Self-Adhesive Address
OFF-LA-
Corporate Office Supplies Labels Labels for Typewriters by
10000240
Universal
Imation 8GB Mini
TEC-AC-
Consumer Technology Accessories TravelDrive USB 2.0 Flash
10003027
Drive
Wilson Jones Leather-
OFF-BI-
Corporate Office Supplies Binders Like Binders with
100003291
DublLock Round Rings

Dimension tables contain descriptive information about facts.

IDs are used to connect dimension tables to fact tables.

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 Tables Used in our case study

Customer Dimension Table

Location Dimension Table

Fact Orders Table

Product Dimension Table

Fact Orders 18-19 Table

Shipping Dimension Table

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 Overview of Course Files

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 Applied Steps
Video – Import a CSV / Text Fact Table

1 Open Tableau Public Desktop

2 Click on the Text File connector

3 Navigate to your Tableau Course Files folder

4 Select the FactOrderCSVExample file

5 Press Open

6 The left pane shows our CSV file connection.

7 Below is are all the available CSV files in that folder

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 Applied Steps
Video – Import an Excel file

1 Click on Add in the Connections area

2 Click on the Microsoft Excel connector

3 Select the SalesData excel file from the same folder

4 The left pane now shows the Excel file connection, with a list of all the available sheets of information below it.

Video – Deleting a connection

1 Hover over the CSV Connection

2 Press the drop down on the right and click Remove

Video – Naming the data set

1 Rename the dataset to SalesDataset

Video – The data pane

1 From the SalesData connection, drag the FactOrders table from the data pane into the canvas at the top.

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 Rules of Good Data

Three rules which help us create a tidy dataset:

1. Each variable is saved in its own column.

1. Each observation is saved in its own row.

1. Each value must have its own cell.

State Year Sales State Year Sales State Year Sales

CA 2019 $205.343,21 CA 2019 $205.343,21 CA 2019 $205.343,21
NY 2019 $305.442,55 NY 2019 $305.442,55 NY 2019 $305.442,55
AL 2019 $75.453,64 AL 2019 $75.453,64 AL 2019 $75.453,64
NJ 2019 $150,267.11 NJ 2019 $150,267.11 NJ 2019 $150,267.11
TX 2019 $67,421.65 TX 2019 $67,421.65 TX 2019 $67,421.65
FL 2019 $122,467,99 FL 2019 $122,467,99 FL 2019 $122,467,99

Variables Observations Values

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 Applied Steps

Video – The data interpreter

1 Click on Use Data Interpreter

2 Now click on Review Results

3 A file will open in Microsoft Excel

4 Click on the FactOrders sheet and look at the data Tableau has identified as headers, and data

5 Use the Key for Data Interpreter tab to familiarize yourself with the key

6 Back in Tableau, click on the new data range called FactOrders A1:B3 to see what data Tableau has removed

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 Applied Steps
Video – Saving your work

1 Saving is only possible once we have created a visual

2 Click on Sheet1. This is where you’ll be creating visuals later on

3 Drag the sales measure into the big white area on the right, creating a simple table

4 Now we can go to the file menu and save this workbook to our Tableau Public Profile that we created earlier.

Video – Using files from Tableau Public

1 Open your Tableau Public Profile in a web browser

2 Familiarize yourself with the file options, including download, trash, favourite

3 Also, notice the visibility icon in the top right, allowing you to hide reports from public view

4 Open Tableau Public Desktop and familiarize yourself with the opening menu

5 Files can be opened from the recent items list or by click Open from Tableau Public

6 I recommend directly opening from Tableau Public as this method seems to be more reliable

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 Applied Steps
Video – Opening Pre-populated Tableau Course Files
When opening a file from Tableau Public, you’ll be able to explore the visuals only by default.

To explore the data view, you’ll need to connect the file to the relevant data sources.

If you are opening Tableau Public files provided with this course, you’ll need to do the following

1 Click on the data pane.

2 On the first pop up, browse to the SalesData.xlsx file and click open

3 On the second pop up, browse to the Dimension Tables.xlsx file and click open

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 Applied Steps
Video – Splitting columns

1 Click on the column header drop down on the OrderID column

2 Press split

3 Notice the three new columns that Tableau created, automatically detecting the desired result

Video – Custom split

1 Undo the last action using the undo arrow at the top left of Tableau

2 Click on the drop down on the OrderID column header and select Custom split

3 Define manually the dash ( - ) as the separator

4 Then define explicitly that you want to return the First, 1 column only

5 Rename the column to Country of Manufacture

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 Column Types in Tableau

Icon Data Type

String Values (Text)

Numerical Values

Date Values

Date & Time Values

T|F Boolean Only

Geographic Values (used with maps)

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 Applied Steps
Video – Replacing values using aliases

1 Create aliases to make the country of manufacture column clearer

2 Click the drop down on the column header and press Aliases

3 Double click each alias to give it a more meaningful name, for example Canada and United States

Video – Hiding columns

1 Hide the RowID column using the drop down on the column header

2 Notice the option in the top right of the data pane allowing you to re-show hidden fields

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 Joins

Joins allow us to physically combine two different tables into one, by matching column values.

OrderID Revenue CustomerID CustomerID Customer Name

152156 261.24 CG-12520 CG-12520 Claire Gute

138688 14.62 DV-13045 DV-13045 Darrin Van Huff

108966 957.57 SO-20335 SO-20335 Sean O’Donnell

115812 1706.18 BH-11710 BH-11710 Brosina Hoffman

OrderID Revenue CustomerID Customer Name

152156 261.24 CG-12520 Claire Gute

138688 14.62 DV-13045 Darrin Van Huff

108966 957.57 SO-20335 Sean O’Donnell

115812 1706.18 BH-11710 Brosina Hoffman

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 Join Types

Joins allow us to physically combine two different tables into one by matching column values.

Inner Join Left Join

Returns only the rows where Returns all records from the left
the linking value(s) match in table, but only the matched
both tables. rows from the right table.

Right Join
Full Outer Join
Returns all records from the
Returns all records from
right table, but only the
BOTH tables, matching rows
matched rows from the left
where possible.
table.

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 Inner Join a.k.a JOIN in SQL

Primary Table (LEFT) JOIN Table (RIGHT)

OrderID Revenue CustomerID CustomerID Customer Name

152156 261.24 CG-12520 CG-12520 Claire Gute

138688 14.62 DV-13045 DV-13045 Darrin Van Huff

108966 957.57 SO-20335 SW-14531 Sara Wei

Returns only the rows
where the linking value(s) 115812 1706.18 BH-11710
match in both tables.
OrderID Revenue CustomerID Customer Name

152156 261.24 CG-12520 Claire Gute

138688 14.62 DV-13045 Darrin Van Huff

*Note that when duplicate values appear in either table, multiple rows will be returned. This isn’t usually a problem with One-To-
Many relationships since one side of the relationship only contains unique values.

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 Left Join a.k.a LEFT OUTER JOIN in Power Query
Primary Table (LEFT) JOIN table (RIGHT)
OrderID Revenue CustomerID CustomerID Customer Name

152156 261.24 CG-12520 CG-12520 Claire Gute

138688 14.62 DV-13045 DV-13045 Darrin Van Huff

108966 957.57 SO-20335 SW-14531 Sara Wei

Returns all records from the
left table, but only the
matched rows from the
Values matched
right table. OrderID Revenue CustomerID Customer Name
where possible,
152156 261.24 CG-12520 Claire Gute otherwise NULL.
Where a matching value is not
138688 14.62 DV-13045 Darrin Van Huff
found, the resulting table will
contain NULLS. 108966 957.57 SO-20335 NULL

*Note that when duplicate values appear in either table, multiple rows will be returned. This isn’t usually a problem with One-To-
Many relationships since one side of the relationship only contains unique values.

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 Right Join a.k.a RIGHT OUTER JOIN in Power Query

Primary Table (LEFT) JOIN table (RIGHT)

OrderID Revenue CustomerID CustomerID Customer Name

152156 261.24 CG-12520 CG-12520 Claire Gute

138688 14.62 DV-13045 DV-13045 Darrin Van Huff

108966 957.57 SO-20335 SW-14531 Sara Wei

Returns all records from the
RIGHT table, but only the
matched rows from the left
table. Values matched OrderID CustomerID
Revenue Customer Name
where possible,
otherwise NULL. 152156 261.24 CG-12520 Claire Gute
Where a matching value is not
found, the resulting table will 138688 14.62 DV-13045 Darrin Van Huff
contain NULLS.
NULL NULL SW-14531 Sara Wei

*Note that when duplicate values appear in either table, multiple rows will be returned. This isn’t usually a problem with One-To-
Many relationships since one side of the relationship only contains unique values.

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 Outer Join a.k.a FULL OUTER JOIN or FULL JOIN

Primary Table (LEFT) JOIN table (RIGHT)

OrderID Revenue CustomerID CustomerID Customer Name

152156 261.24 CG-12520 CG-12520 Claire Gute

138688 14.62 DV-13045 DV-13045 Darrin Van Huff

115812 1706.18 BH-11710 SW-14531 Sara Wei

Returns all records from
BOTH tables, matching other
values where possible. OrderID Revenue CustomerID Customer Name

152156 261.24 CG-12520 Claire Gute

Where a matching value is not
found, the resulting table will 138688 14.62 DV-13045 Darrin Van Huff
contain NULLS.
115812 1706.18 BH-11710 NULL

NULL NULL SW-14531 Sara Wei

*Note that when duplicate values appear in either table, multiple rows will be returned. This isn’t usually a problem with One-To-
Many relationships since one side of the relationship only contains unique values.

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 Applied Steps

Video – Importing dimension tables

1 Click Add to add another connection to a different Excel file.

2 Select the Dimension Tables excel file from the Tableau Course Files folder

The fact table still appears in our data area as that’s the only data we’ve dragged into our dataset, but notice that we now have our
3
four dimension tables to play with.

Video – Performing JOINS in Tableau

1 Double click on the FactOrders table that appears on the data canvas

2 You should now see a solid box around the canvas, indicating that you are about to modify the physical structure of the table

Drag each dimension table into the box and inspect the join criteria that Tableau specifies. You should be using an inner join on the
3
ID columns

4 Cross out the box that takes up the data canvas

Our physical table is now made up of 5 source tables, so it makes sense to rename it. Double click on the FactOrders name and
5
rename it to SalesData

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 Applied Steps

Video – Admin after performing JOINS

1 Make sure you can see the data in yoru data view by defining the number of rows you want to see.

2 Hide the duplicate Join KEY or ID columns from the dimension tables, leaving us only with the new information.

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 Union

A union combines 2 or more tables by adding the rows from one table to another.

OrderID Revenue CustomerID

1 261.24 CG-12520
OrderID Revenue CustomerID
2 14.62 DV-13045
1 261.24 CG-12520

2 14.62 DV-13045

3 957.57 SO-20335
OrderID Revenue CustomerID
4 1706.18 BH-11710
3 957.57 SO-20335

4 1706.18 BH-11710

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 Applied Steps

Video – Inspecting tables

1 In the data source view, hover over the FactOrders table in the connection pane

2 Use the inspect icon on the right to inspect the columns in the dataset

3 Do the same on the FactOrders18-19 table

4 Click the order date column header to sort and ensure the tables contain the data you expect

Video – Performing a manual UNION

1 Double click on the SalesData in the canvas to reveal the 5 JOINED tables

2 Click on the drop down on Fact Orders, and click Convert to Union

3 Drag the FactOrders18-19 table from the connections pane onto the Union area

4 In the data grid, scroll right to see the two new columns: Sheet and Table Name

5 Hide the two new columns as we won’t be using them

Use the visible rows indicator in the top right, as well as the sort order of the OrderDate column to check that we have data from
6
2014 through to 2019, meaning that our UNION has been successful

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 Applied Steps

Video – Creating a Data Source Filter

1 In the data source view, look for the word Filters in the top right and click Add.

For General filters:

2
- Select the columns you want to include or exclude, and set the desired options.

3 For wildcards, contiions, and top N filters, use the other tabs.

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 Importing Data – Student Exercise

Import and manipulate the Airbnb data to create a new dataset about Airbnb properties in New York.

Steps
1 Open Tableau Public Desktop and create a Text connection to the Airbnb.csv file
2 Create a LEFT JOIN between the main table, and the location dimension table
3 Hide the new ZipCode column from the newly added location table columns

4 Split the Property column into two separate columns and remove the original column

5 Rename the new split columns to Room Type an Beds

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 Importing Data – Student Exercise Review

Please attempt this exercise yourself before following the detailed steps answers page

Detailed Steps
1 Open Tableau Public Desktop, Navigate to the End of Chapter Exercises and create a Text connection to the Airbnb.csv file
2 Drag the Airbnb.csv table to the data canvas.
3 Double click on the Airbnb.csv table that appears on the data canvas
4 You should now see a solid box around the canvas, indicating that you are about to modify the physical structure of the table
Drag the LocationAirbnb.csv dimension table into the box and inspect the join criteria that Tableau specifies. You should be using a
5
left join on the postal code column.
Locate and split the column Property. Click on the dropdown menu on the top right and select custom split. For separator enter “-”
6
and select Split off all.
7 Hide the column Property by selecting Hide from the drop-down menu
8 Rename Property - Split 1 to Room Type and Property - Split 2 to Beds
9 Hide the column Zipcode (LocationAirbnb.csv) by selecting Hide from the drop-down menu
10 Make sure you saved your work.

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 Mastering Calculations

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 Mastering Calculations - Learning Objectives

Tasks

Use tabular visuals to

01. Use functions to calculate key
business metrics 02. understand the outcome of
Tableau calculations

Skills

Use text, date Manipulate Work with Test conditions Combine Use Table
& number aggregation and discrete and with logical multiple Calculations to
functions granularity continuous functions conditions supercharge
dates with AND and your metrics
OR

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 Applied Steps

Video – Creating a visual

1 Click onto Sheet 1, where we previously placed the Sales

2 Drag the SubCategory onto the Rows Shelf

3 Now drag the sales from their current place, into the Columns Shelf

4 Drag Category into the Color Shelf

5 Click on each of the 5 Marks Shelves to explore the options available.

6 Make sure you can see the legend on the right hand side

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 Calculated Fields

Calculated fields are used to create new columns from the data that already exists in your data source.

Example uses:

Convert the Calculate Segment data Filter results Aggregate

data type of a Ratios Data
field

Calculated fields are permanent additions to your data table and can be referenced in visuals.

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 Types of Calculated Fields

Basic Calculations Table Calculations Level of Detail Expressions

Allow us to transform values Allow us to transform More advanced calculations

at the data source OR in the values ONLY in the that give us total control.
visualization. visualization.

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 Applied Steps

Video – Basic calculations – Profit Ratio

1 In Sheet 1, at the top right of the Data pane, click on the drop down and select Create Calculated Field

2 In the calculation editor, give the new measure a name of Profit Ratio

3 Enter the formula sum([Profit]) / sum([Sales]) in the calculation area

4 Columns can be referenced by typing or by dragging from the Data Pane

5 Click on the arrow on the right-hand side to explore other available functions

6 Create a new sheet and add the Profit Ratio onto the canvas

7 Right click on the measure and change the formatting of Profit Ratio to a %

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 Applied Steps

Video – Common mistakes with aggregation and granularity

1 In Sheet 2, add Region to the Rows Shelf

2 Then add Profit and Sales into the table

3 Reorder the measures so that they appear Sales, Profit, Profit Ratio

4 Look at the different aggregations that have been used in the measures area

5 Use the drop down on the Sales measure to explore the available aggregations

6 The Profit Ratio appears differently, as AGG(Profit Ratio)

7 Create a new Calculated Field called Profit Ratio wo Aggregation using the formula [Profit] / [Sales]

8 Add this new measure to our table and set the formatting for the new measure to % using the measure drop down

9 In the Data Source view, notice that in every row, the two Profit Ratio calculations are the same

10 But now in Sheet 2, notice that when aggregated, the two Profit Ratio calculations are very different

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 Applied Steps

Video – Solving the aggregation problem

1 In Sheet 2, remove the Region from our visual

2 Instead, place the OrderID on the row shelf, and when prompted click Add all Members

3 Add Product Name also the Rows Shelf and again Add All Members

4 Click on an OrderID that has multiple products, each with a positive profit ratio

5 Press Keep Only to leave you with only one order

6 From the Analytics Pane on the left, drag Totals into the Column Grand Totals area

Take some time to understand why at a row level from our data source, the profit ratios calculate the same result, but that in an
7
aggregated form they show different results.

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 Text Functions

Text / string functions allow us to manipulate data made of text. For example:

Left Right Trim

LEFT (string, num_char) RIGHT (string, num_char) TRIM (string)

Returns a number of characters Returns a number of characters Returns the text with leading
from the start of the given text. from the end of the given text. and trailing spaces removed.

LEFT(“42420-876”,5) = “42420” RIGHT(“THRR-310”, 3) = “310” TRIM(“ 40oz Btl”) = “40oz Btl”

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 More Text Functions

Text Functions

Returns true if the given string contains

CONTAINS(string, substring) ex. CONTAINS(“Tableau”, “Tab”) = true
the specified substring.

Returns the index position

FIND(string, substring) ex. FIND(”Tableau", "a") = 2 of substring in string, or 0 if
the substring isn't found.
Returns the string starting at index
MID(string, start) ex. MID(”Tableau", 2) = "ableau" position start. The first character in the
string is position 1.
Searches for substring within string and
ex. REPLACE("Version10", ”10, ”10.5") = replaces it with replacement.
REPLACE(string, substring, replacement)
"Version10.5" If substring is not found, the string is not
changed.
Returns true if string starts
STARTSWITH(string, substring) ex. STARTSWITH (”Tableau”, “Ta”) = true with substring. Leading white spaces are
ignored.
Returns true if the given string ends with
ENDSWITH(string, substring) ex. ENDSWITH (”Tableau”, “leau”) = true the specified substring. Trailing white
spaces are ignored.
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 Applied Steps

Video – Extract postal code using LEFT function

1 In the Data Source view, click on the drop down of the Postal Ref column and select Create Calculated Field

2 Call the measure field Post Code

3 Use the formula LEFT([Postal Ref],5)

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 Number Functions

Number functions allow us to manipulate numerical type values. For example:

Abs Power Max Min

ABS (number) POWER (number, power) MAX (expression) MIN (expression)

Returns the absolute Returns the result of a Returns the maximum of Returns the minimum of
value of the given number raised to the a single expression a single expression
number. given power. across all records. across all records.

ABS(-5) = 5 POWER(5,2) = 5^2 = 25 MAX([Sales]) MIN([Sales])

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 More Number Functions

Number Functions

Rounds a number to the nearest integer of equal or

FLOOR(number)
ex. FLOOR(3.1415) = 3 lesser value.

Rounds numbers to a specified number of digits.

The decimals argument specifies how many decimal
ROUND(number, [decimals]) points of precision to include in the final result.
ex. ROUND(Revenue)
If decimals is omitted, number is rounded to the
nearest integer.

Returns the natural logarithm of a number.

LN(number) ex. LN(10) = 2.3
Returns Null if number is less than or equal to 0.

Returns the logarithm of a number for the given

LOG(number [, base]) ex. LOG(10) = 1
base. If the base value is omitted, base 10 is used.

Returns the expression if it is not null, otherwise

ZN(expression) ex. ZN (Profit) returns zero. Use this function to use zero values
instead of null values.

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 Applied Steps

Video – The MAX function

1 Admin – rename Sheet 1 to Example Chart

2 Admin – rename Sheet 2 to Aggregation

3 Create a new sheet called Max

4 Drag the OrderID into the Rows Shelf and Add All Members

5 Drag the Product Name into the Rows Shelf and Add All Members

6 Select an order that has more than one product and Keep Only that one

7 Add Sales in to the Table Area (also known as the Text Pane)

8 Create a new Calculated Field called Max Sales using the formula MAX([Sales])

9 Add Max Sales to the table and take a look at the individual Max Sales values per product row

10 Remove Product Name from the Rows Shelf and notice what happens to the MAX value when aggregated

11 The MAX function is diving into the lowest possible granularity at the source and returning the biggest value.

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 Discrete Vs Continuous Dates

Date fields can be used in two ways in Tableau:

Discrete Continuous

• Are made up of date parts • Use date values that follow a chronological
order from left to right.
May 5th, 2020 = Month Day Year
• They cannot be sorted!

Month Sales • Discrete dates • Continuous

form buckets dates form a
Jan 100 timeline
or categories
Feb 150

Mar 200 Jan 2020 Feb 2020 Mar 2020

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 Applied Steps
Video – Discrete vs continuous dates – applied example

1 Create a new sheet and re-name it to date types

2 Place the order date in the rows shelf

3 Double click on sales to add it to the visual

4 The sales are grouped by year, and the date pill in the row shelf is blue, indicating we are using discrete dates

5 Use the drop down on the date pill to select months, just below the selected year value

6 We now have buckets representing months, with all January sales aggregated together, regardless of year

7 Use the drop down on the date pill to select months further down

8 The we are showing a timeline, the date pill in the row shelf is green, indicating we are using continuous dates

9 Use the + - icons above the timeline to increase and decrease the level of granularity

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 Date Functions

Date functions allow us to manipulate dates and times.

Returns the current date.

Today
TODAY()
TODAY () = 2020-06-01

Returns a part of the given date as an

integer.

Datepart
DATEPART(‘month’, #2020-06-01#)
DATEPART (date_part, date) =6

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 Date Functions

Date functions allow us to manipulate dates and times.

Truncates the given date to the specified

level of accuracy.

Datetrunc
DATETRUNC(‘month’, #2020-06-22#)
DATETRUNC (date_part, date) = 2020-06-01

Returns the difference between the

start_date and the end_date.

Datediff
DATEDIFF(‘day’, #2020-06-22#,
DATEDIFF (date_part, start_date, #2020-06-30#)
end_date) =8

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 More Date Functions

Date Functions

Returns the specified date with the

ex. DATEADD(”month”, 3, #2020-04-01#)=
DATEADD(date_part, interval, date) specified number interval added to the
2020-07-01 12:00 AM
specified date_part of that date.

Returns a date value constructed from

MAKEDATE(year, month, day) ex. MAKEDATE(2020, 4, 15) = #April 15, 2020#
the specified year, month, and date.

Returns the day of the given date as an

DAY(date) DAY(#2020-04-12#) = 12
integer.

ex. MONTH(#2020-04-12#) = 4 Returns the month of the given date as

MONTH(date)
an integer.

Returns true if a given string is a valid

ISDATE(string) ex. ISDATE(“June 1, 2020”) = true
date.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Calculating Days to Ship with DATEDIFF

1 Go to the data source view and right click on the order date column

2 Create a new calculated field called Days To Ship using the following formula: DATEDIFF('day',[OrderDate],[ShipDate])

3 Create a new sheet and call it Ship Days

4 Put Order ID into the rows shelf

5 Add Days To Ship to the text pane (the measures area of the table)

6 Right click in the Days To Ship column header, and sort descending to reveal the orders which took the longest to process

BIDA TM - Business Intelligence & Data Analysis

 Comparison Operators

Comparison operators are used to determine if a certain condition is True or False

Conditions always return a value of TRUE or FALSE, which is known as a Boolean value

Equal To Greater Than Less Than Not Equal To

= > < != or <>

[Date] = #2020-08-01# [Profit] > 50,000 [Sales] < 10,000 [Region] != ‘East’

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Testing a sales threshold using a comparison operator

1 Create a new sheet called Sales Threshold

2 Drag state to the rows shelf and sales to the text shelf

3 Create a new calculated field called MoreThan10k

4 Sum([sales]) > 10000

5 Add the MoreThan10k measure to the rows shelf, after the State

6 Note that this field now correctly identifies when the aggregated sales for any given state are > 10000

Video – Using conditions to filter or highlight data

1 Move the MoreThan10k measure to the filter shelf

2 Keep only values where the condition is TRUE

3 Now move the MoreThan10k measure to the color shelf

4 These are both helpful ways to visually segment your data

BIDA TM - Business Intelligence & Data Analysis

 Logical Functions

Logical functions allow us to test multiple conditions at once, or reverse a condition.

AND OR NOT

Returns TRUE when ALL Returns TRUE when ONE OR

Used to reverse a condition
conditions are met MORE conditions are met

[State] = ‘Alabama’ AND [State] = ‘Alabama’ OR

[State] != ’Alabama’
[ShipMode]=‘Same Day’ [State]=‘Arizona’

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Testing multiple conditions with AND

1 Create a new sheet called AND

2 Create a new calculated field called Alabama and SameDay

3 Create a basic AND statement with the following formula

4 [State] = ‘Alabama' AND [Ship Mode] = “Same Day"

5 Modify the formula to protect against mismatches between upper and lower case

6 UPPER([State]) = 'ALABAMA' AND UPPER([Ship Mode]) = "SAME DAY"

7 Add State and Ship Mode to the Rows Shelf

8 Add our new calculated field to the rows shelf

9 Our condition correctly identifies the row that matches both conditions

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Modifying condition outcomes with an IF statement

1 Create a new sheet called Profitable

2 Add State to the Rows Shelf

3 Create a new Calculated Field called Profitable

4 Use the formula sum([Profit]) > 0

5 Create an IF statement to define more clearly the outcomes, instead of outputting TRUE or FALSE

6 IF sum([Profit]) > 0 THEN ‘Profitable’ ELSE ‘Unprofitable’ END

7 Now we have more helpful results, showing Profitable and Unprofitable instead of TRUE and FALSE

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Table Calculations - % of Table Total

1 Create a new sheet called % Table Total

2 Add Category to the Row Shelf

3 Add Sales to the Text Shelf

4 Click on the drop down of SUM(Sales) and goto Quick Table Calculation

5 Select Percent of Total

6 Use your mouse to drag and lasso the data in the table, to check they add up to 100%

7 Remember, Table Calculations are calculated in the context of what’s in the table

8 Add Category to the Filter Shelf and uncheck Technology

9 Notice that the %s still total 100%, despite one category being missing. Table calculations are in the context of what is in the table.

10 For now, remove Category from the Filter Shelf

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Table Calculations Options

1 Add Sub Category on rows and aOrderDate on columns.

2 From the Analytics menu add subtotals and total to the view by dragging.

3 Click on the dropdown menu and select edit table calculation.

4 Under Specific Dimension select Sub Category.

5 Under Specific Dimension select Year of OrderDate.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Table Calculations – Running Totals

1 Place Segment on Rows and OrderDate on columns (Aggregate by Year).

2 Expand the Year(OrderDate) dimension by clicking on the plus sign.

3 Hold Control (Windows) or Command (Apple) and select 2018 and 2019. Press Keep Only

4 Add Sales to text shelf. Add a quick table calculation running total.

5 Add Sales again to the text shelf.

6 Edit the table calculation. Under Specific Dimensions select Quarter of OrderDate.

7 Remove the second Sales measure from text.

8 Drag the sales measure (with table calculation) to rows.

BIDA TM - Business Intelligence & Data Analysis

 Mastering Calculations – Student Exercise

Create calculated fields for the following measures...

Steps

1 Count the number of hosts.

2 Average price.

3 Average number of beds.

4 Number of listings.

5 Average rating score.

6 Number of listings by room type, as a % of total.

BIDA TM - Business Intelligence & Data Analysis

 Mastering Calculations – Student Exercise Review

Please attempt this exercise yourself before following the detailed steps answers page

Detailed Steps

1 Create a calculated field called Number of Hosts. Formula: COUNTD([Host ID])

2 Create a calculated field called Avg Price. Formula: AVG([Price])

3 Create a calculated field called Avg Beds. Formula: AVG([Beds])

4 Change the data type of beds to a whole number.

5 Create a calculated field called Number of Listings. Formula: COUNT([Name])

6 Create a calculated field called Avg Review Score. Formula: AVG([Reviews Score Rating])
7 Clear the canvas and place room type on rows and number of listings on the text shelf.
Use a table calculation to get percent out of total listings by room type. Click on the dropdown menu on the number of listings
8
measure you just created and select quick table calc -> percent of total.

9 Make sure the calculation is locked by editing the table calculation and under specific dimension select Room Type.

10 Duplicate the Number of Listings Measure to check the % of Total.

11 Change the Host Since column from Date Time to Date.
12 Make sure you saved the file.

BIDA TM - Business Intelligence & Data Analysis

 Creating Visuals

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 Creating Visuals - Learning Objectives

Tasks

01. Create and format each of the

most common visuals 02. Create an interactive experience
with user-controlled filters

Skills

Create Create Display Create lollipop, Add Create a top

tables and interactive dynamic scatter charts interaction N interactive
heatmaps
line charts titles and tree maps with filters filter

BIDA TM - Business Intelligence & Data Analysis

 The Office Store - Dashboard Requirements
Sales Dashboard (5 year period) Performance by Location Dashboard (5 year period)

Key Questions to Answer Key Questions to Answer

1 Topline summary showing high level numbers (ex. Orders, Sales…etc) 1 Map showing performance by region

2 Sales by Product Category and SubCategory 2 Top 10 states by sales

3 Performance Over Time by Category 3 Top 10 selling products

4 Most and least profitable accounts 4 Table showing performance by state

5 % of total orders produced in Canada vs US User Interaction

6 Shipping preferences by SubCategory 5 Slice by Segment

User Interaction 6 Select a date range

7 Select a date range

BIDA TM - Business Intelligence & Data Analysis

 Tableau Visuals – Cheatsheet

1. Attribute to ROWS 1. Measure 1 to ROWS

TABLE 2. Attribute to COLUMNS SCATTER 2. Measure 2 to COLUMNS
3. Measure to TEXT pane 3. Scatter attribute to DETAIL

1. Attribute to ROWS 1. Double click on GEOGRAPHIC attribute

2. Attribute to COLUMNS 2. Select MAP from the marks dropdown
HEATMAP 3. Measure to TEXT pane MAP 3. Optional categorization or value to COLOUR
4. Measure to COLOUR 4. Choose options in Map Toolbar -> Map Layers
5. Select SQUARE from market dropdown 5. Add GEOGRAPHIC attribute to LABEL shelf

1. Time attribute to COLUMNS 1. Rectangle size measure to SIZE shelf

2. Modify to CONTINUOUS timeline 2. Groups to DETAIL shelf
LINE CHART TREEMAP
3. Measure to ROWS 3. Groups to LABEL
4. Optional categorization to DETAIL 4. Optional secondary values to COLOUR

1. Attribute to ROWS 1. First measure to TEXT shelf in canvas

BAR CHART 2. Double click on other measures
2. Measure to COLUMNS
BANS 3. Move Measure Names pill from ROWS to COLS
1. Attribute to ROWS 4. New Measure Names pill to TEXT shelf
2. Measure to COLUMNS 5. Hide headers
3. Measure to COLUMNS again
LOLIPOP 4. Select DUAL AXIS and SYNCHRONIZE 1. Select PIE from the marks dropdown
5. Format Measure 1 as BAR 2. Add categorization to COLOUR
PIE
6. Format Measure 2 as CIRCLE 3. Add measure to ANGLE shelf
7. Modify SIZE of both measures 4. Optional categorization and measure to LABEL

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Creating a Basic Table

1 Add a new sheet called Sales by State TBL

2 Add State to rows and Order Date to columns.

3 Add Sales to the text shelf.

4 Change the title to Sales by State, in size 12.

Video – Basic table formatting

1 Right click anywhere on the data and select format.

2 Under format shading remove Row Banding.

3 Select SUM9sales) from the fields formatting menu.

4 Add ($USD) to the title.

5 Right click on order date at the top of the table visual and hide field labels.

6 Make each of the table rows slightly bigger by dragging the row border

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Heatmap basics

1 Create a new sheet called Rev by Ship and Cat HEAT

2 Rename the title to Revenue by Ship Mode and Subcategory ($USD). Choose size 12

3 Add Ship Mode to columns, Sub Category to rows and Sales to text.

4 Drag Sales to colour.

5 Select Square from the marks card.

6 Hide the field labels for columns and Subcategory

7 Expand to Entire View

Video – Custom Colors

1 Click on the Color mark and select edit colors.

2 Double click on the color that the scale is based on.

3 Under HTML enter #132E57 for the dark blue colour

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Line Chart Basics

1 Create a new sheet called Sales over Time LINE

2 Drag OrderDate to columns and Sales to Rows

3 Click on the OrderDate pill dropdown and select a Continuous Month from the second list of period types. The pill should be green.

4 Rename the title to Sales Over Time.

4 Double click on the axis title and rename to Sales ($USD)

Video – Overcrowding a line chart

1 Add Profit to Rows

2 In the marks shelf you now have three sections, All, Sales and Profit.

3 Under All Marks shelf add Category to color

4 Change the sheet name to Perf over Time LINE and title to Performance Over Time.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Create a swapping parameter for user choice

1 From the data pane drop down, select Create Parameter and name it Select a measure.

2 Select List under Allowable values. Enter Sales and Profit and press ok.

3 Right click on the parameter in the data pane and select show parameter.

4 Create a calculated field called Sales Profit Swap. IF [Select a Measure] = ‘Profit’ THEN [Profit] ELSE [Sales] END

5 Remove both measures currently on rows and add the measure Sales Profit Swap.

Video – Making the Axis title dynamic

1 Duplicate the Sales Profit Swap measure and rename it to Sales Profit Selection.

2 Edit the formula to IF [Select a Measure] = ‘Profit’ THEN 'Profit’ ELSE ‘Sales’ END

3 Place the new measure on the rows shelf, BEFORE Sales Profit Swap.

4 Right click on the cell to the left of our chart and select Rotate label. Next hide field labels for rows.

5 Right click on the original axis, select edit and remove the title.

6 Edit the Sales Profit Selection measure and add the the currency ($USD) to each of the outcomes.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Creating a highlight parameter

1 Create a new parameter called Highlight Category and select string for the data type

2 Select list from Allowable values and select the When workbook open radio button. From the list Choose Category. Press OK.

3 Right click the parameters and click Show Parameter.

4 Create a new measure Category Selected. Formula: [Highlight Category] =[Category]

5 Place the measure on the color shelf. Note that this replaces the Category attribute on this shelf.

6 Add Category to the Detail shelf.

7 Change the color. Assign the hex color #ADB0B8 to False. Assign the hex color #25A2AF to True.

Video – Dynamic Chart Titles

1 Double click on the chart title and clear the current contents.

2 Use the Insert menu to add the Swapping and Highlight Parameters. They start with the prefix Parameters.

3 The final title should be <Parameters.Select a measure> by Month (<Parameters. Highlight Category> highlighted)

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Editing Tooltips

1 Click on the tooltip.

2 Delete the Category Selected line from the tooltips

3 Delete the Sales Profit Swap line from the tooltips

4 Change everything to size 12. Leave the titles normal, but the <measure values> in bold.

Video – Line chart final touches

1 Right click the first row header and go to format.

2 Under borders formatting remove the row dividers from the pane.

3 Edit the horizontal axis and remove the title.

4 Click and hold on the true series in the legend and move it above the false.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Bar Chart basics

1 Create a new sheet called Sales by Cat BAR

2 Place Category on rows and Sales on columns.

3 Click on the category pill dropdown and sort by Field Sales descending.

4 Edit the axis and untick include zero to see how different the chart looks visually.

5 Add back the zero baseline

6 Manually resize the category by dragging.

7 Change the title size to 12.

8 Hide field labels.

9 Hide the axis by unticking Show Header.

10 Turn on labels by click on the Label Shelf and selecting Show mark labels.

11 Change the title to Sales by Category/SubCategory

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Category subcategory hierarchy

1 In the data pane right click on category and create a hierarchy.

2 Right click on SubCategory and add to the Category hierarchy.

3 Sort the SubCategory fill by field Sales descending.

Video – Bar Chart tooltips using table calculations

1 Create a duplicate of the sales measure.

2 Add the new measure to the tooltip.

3 Add a table calculation, % of total and modify the title in the tooltip to % of Total Sales.

Video – Bar chart formatting

1 Change the bar color #132E57.

2 Change the title to include he units ($USD).

3 In the Lines formatting options of the visuals, remove gridlines for columns.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Lollipop Chart basics

1 Add State to rows and add Sales twice on columns

2 Right click on the second axis and select dual axis.

3 Right click on the axis and select synchronize.

4 The marks shelf now has three drop down sections. All, Sum(sales), and Sum(Sales)(2).

5 The first of the sales marks will be our bars, and the second of the sales marks will be our circles.

6 Change the first sales measure to a bar. Change the second measure to circle.

7 Change the row height of each item.

8 Reduce the bar width using the size mark from the first sales measure.

9 Increase the circle size using the size mark from the second sales measure.

10 Sort the State pill by field Sales descending.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Top N Parameters

1 Create a new parameter. The Data Type should be Integer and the current value 10.

2 Show the parameter.

3 Drag State to the filter shelf and select a Top filter.

4 Select By Field and select the top n states parameter from the dropdown menu.

Video – Dynamic chart title

1 Change the title to include the Top N States parameter.

2 The final title should be Top <Parameters.Top N States> States by Sales ($USD)

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Lollipop formatting

1 Hide the state field labels by unchecking show header.

2 Hide the x axis by unchecking show header.

3 Remove Row and Column Dividers using the formatting pane.

4 Remove the column gridlines.

5 Change the title size to 12

6 Change the color of the bar to #ADB0B8 using the first sales marks.

7 Change the color of the circles to #132E57 using the second sales marks.

8 Add sales to label shelf.

9 Click on the label shelf to modify the formatting. Change the alignment to center. Change the font to White, Bold, Size 12.

10 Format the Sales measure to Number (Custom) and set the number of decimals to 0. Also set the display units to Thousands.

11 Adjust the size of rows and circles so the numbers fit in the circle and there is not overlap.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Scatterplot basics

1 Create a new sheet called Customer Profitability SCAT

2 Place profit on rows and sales on columns

3 Place customer name on detail.

Video – Profitable vs Unprofitable

1 Add the Profitable measure that we created earlier to the color shelf

2 Modify the colour. Dark blue #132E57 for profitable and Orange #FA621C for unprofitable.

Video – Scatter formatting

1 Modify the title to Profitable vs Unprofitable Customers. Use same color coding on the text to identify the two categories.

2 Modify each axis to show ($USD)

3 Reduce the opacity to somewhere between 50-70. Finally change the title to size 12.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Treemap Basics

1 Create a new sheet called Top Products TREE

2 Drag Sales to size.

3 Drag Product Name to detail.

4 Add the Profit Ratio measure on the color shelf.

5 Edit colours in the colour shelf. Negative Orange #FA621C, positive Dark Blue #132E57

6 Under advanced colour options set the center to 0.

7 Set the start point to -0.1 and end point to 0.4

8 Reduce opacity to reduce the harshness of the colours.

Video – Treemap Top 10

1 Place Product Name on filter shelf and create a Top Filter.

2 Select 10 by Sales

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Treemap Formatting

1 Add Product Name to Label.

2 Change the title to Top 10 Performing Products and add color coding.

3 Add a subtitle in the line below to show (Rectangle size represents sales) (Colours represent profitable and unprofitable)

4 Add colour coding to our subtitle, highlighting profitable and unprofitable in blue and orange respectively.

5 Format the Profit Ratio measure using the Formatting Pane. Change to percentage.

Video – Map basics

1 Create a new sheet called Sales MAP and Double click on State to show a map.

2 Change the mark to Map.

3 Place Region to color and Sales, Profit and Profit Ratio to tooltip.

4 Change the title to States by Region (size 12).

5 Using the colour shelf, change the region colours: Mid West #132E57, North East #25A2AF, South #57595D, West #FA621C

6 Change the number format for Profit Ratio and Adjust the tooltip to include the sales units Sales ($USD), Profit ($USD).

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Map Formatting

1 Go to Map -> Map Layers

2 Untick all the map layers.

3 Add State to Label and make the labels bold.

4 Under visual formatting pane, remove the row and column divider.

Video – Big Number Basics

1 Add Profit to the text shelf.

2 Double click on Profit Ratio and Sales, which will also add them to the visual.

3 Create a new measure called Order Count. COUNTD(OrderID). Place to Measure values area.

4 Create a new measure called AOV. SUM(Sales) / [Order Count]. Place to Measure values area.

5 Add Days to Ship to measure values. Change the aggregation to AVG.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Big number formatting.

1 Remove row dividers from Borders

2 Remove Row Banding from Shading

3 Place ABC Measure Names to Text shelf

4 Hide row headers

5 Move the Measure Names pill from Rows to Columns.

6 Fit to entire view

7 Change profit ratio measure formatting to %.

8 Format the Sales, Profit and AOV measures from the formatting fields to include $ prefix and “ USD” suffix. No decimal places.

9 In the text shelf, modify the values text size and colour. Size 18 #132E57 Dark Blue.

10 Center Align.

11 Change the title to Key Metrics.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Pie chart basics

1 Create a new sheet called Country Manufacture PIE. Change the mark to Pie.

2 Place Country of Manufacture on Color to assign a colour to each country.

3 Place Order Count on Angle.

4 Turn Order Count to a % of total table calculation.

5 Add Country of Manufacture to Text.

6 Hold shift to drag and duplicate the table calculation and place it to Text.

Video – Pie chart formatting

1 Change the title to % of Orders by Country of Manufacture.

2 Change the colors: Canada Dark Blue #132E57, United States Cyan #25A2Af

3 Change the tooltip title to % of orders.

4 Fit to entire vie.

5 In the Label shelf, edit the Country of Manufacture to size 12.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Data source filter

1 From the data source pane add a filter on Order Date by years.

2 Exclude 2014 and 2015.

Video – Context filters using slicers

1 Right click on segment and show filter.

2 Play with the filter and notice if the 10 states change.

BIDA TM - Business Intelligence & Data Analysis

 Filters – Order of Operation

Filters are executed according to the order of operation.

Data Source Filters
Dimension filters can be promoted to context filters.

Context Filters

Top N, Sets, Conditional Filters & Fixed LOD

Dimension Filters

Include / Exclude LOD, Data blending

Measure Filters

Table Calcs, Totals, Forecasts

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Color coding Sheets

1 Select the sheets TBL, LOL, TREE, MAP and change the tab colour to CYAN / TEAL. These belong to the Performance by State.

2 Select the sheets HEAT, LINE, BAR, SCAT, BANS, PIE and select tab colour to DARK BLUE. These belong to the Sales Dashbaord.

Video – Promoting a dimension filter to a context filter

1 Right click on the segment pill on filter shelf and select Add to Context.

Video – Copying filters across visuals

1 Go to the Segment filter and from the dropdown menu select selected worksheets

2 Select all the worksheet coloured in TEAL that belong to the Performance by State dashboard.

Video – Creating a timeline filter

1 Place OrderDate to filter on any of our dashboard visuals.

2 Choose Range of Dates and use the full range. Show Filter on the visual.

3 Copy the filter to all dashboard worksheets.

BIDA TM - Business Intelligence & Data Analysis

 Creating Visuals – Student Exercise Part 1
Part 1 Steps
Create a BANS visual containing
- Number of Listings
- Number of Hosts
1 - Avg Review Score
- Avg Price
- Avg Beds (Average number of beds)
- Fill Entire view and format as horizontal cards, with values in a bigger font
Apply the following formatting to the BANS visual
- Fill entire view
2
- Hide row dividers
- Measure values font: Size 16 Bold and Centered
Create a Number of Listings by Neighbourhood Treemap
- Number of listings to define the size of each rectangle
- Average price on colour shelf.
3
- Add labels with the neighbourhood name
- Hide the legend
- Fill entire view
Create a Piechart of % of Listings by Room Type
- Make sure you use % of total on Number of Listings
4
- Add Values and Room Type to Labels
- Fill entire view

BIDA TM - Business Intelligence & Data Analysis

 Creating Visuals – Student Exercise Parts 2 & 3
Part 2 Steps
Create a Line Chart of Number of Listings by Sign Up Date
- Add a separate line per neighbourhood
- Add a highlight parameter and partner measure to allow the user to highlight one neighbourhood
5
- Apply a data source filter to deal with the Host Since null values that appears in the chart
- Use a filter to exclude any data with a NULL neighbourhood
- Change the colour of the unselected neighbourhoods to grey

Part 3 Steps
Using a parameter measure pair, modify the line chart to allow a user to switch between two measures:
- Create the swapping parameter called Select Measure
- Create a swapping measure called Num Listings Avg Price Swap
- Replace Number of Listings in the line chart with this new measure
- Create a swapping measure called Selected Measure
6
- Ensure the Y axis title is dynamic, using the Selected Measure measure
- Add and make visible a Host Since Slicer to the line chart
- Apply the Host Since slicer to all visuals
- Ensure the chart title is dynamic to include both the selected neighbourhood and selected measure
- Fill entire view

Please refer to the videos titled Creating Visuals – Student Exercise Review for detailed steps.

BIDA TM - Business Intelligence & Data Analysis

 Dashboard Design

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 Dashboard Design - Learning Objectives

Tasks

Use advanced techniques to

01. Create stunning dashboards
that combine multiple visuals 02. create collapsible pop-up
containers

Skills

Understand Explore Place and Create Add a filter

tiled vs floating dashboard format collapsible action for
dashboards sizing visuals containers interactivity

BIDA TM - Business Intelligence & Data Analysis

 Design for Your Audience

Useful questions to ask yourself before you start your analysis:

Who is your audience? What is your relationship

with this stakeholder?

Have you established Feedback is crucial!

trust and credibility?

BIDA TM - Business Intelligence & Data Analysis

 Storytelling with Data

What are the main causes of bad visuals?

Unprecedented levels of Processing vast amount Poor choice of visuals

data collection of information

BIDA TM - Business Intelligence & Data Analysis

 Design for Your Audience

Useful questions to ask yourself before you start your analysis:

Who is your audience? What is your relationship

with this stakeholder?

Have you established Feedback is crucial!

trust and credibility?

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Dashboard Sizing

1 For Size select Fixed and set the width to 1300 px and the Height to 800 px

Video – Tiled vs Floating Layout

1 Set the dashboard to tiled (bottom left corner tiled should be gray)

2 Place visuals on the dashboard and find the tiled object in the layout menu.

3 Undo

4 Make sure floating is selected and place the scatterplot on the canvas and move it around.

5 Make the chart larger and place the legend on top.

Video – Layering

1 Select the legend and from the dropdown menu select floating order and Bring Forward.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Sales dashboard - placing visuals and objects

1 Hide the legend from the scatter chart

2 Place the scatter, bar, BANS and line charts on the canvas and hide any slicers or legends

3 Add a title text box in the top left

4 Title: Sales Dashboard (size 16 Dark Blue #132E57) Subtitle: Please click on visuals to learn more (size 9)

5 Place the logo from the images folder in the top right corner.

6 Find the exact coordinates on the next slide.

Video – Sales dashboard – Placing filters and parameters

1 Click on the scatter drop down to bring back the Order Date slicer

2 Place the order date slicer in the top right corner of the dashboard

3 Use the drop down menu to bring back the Select a Measure and Highlight Category parameter selectors

4 Place these in the top right of the line chart

BIDA TM - Business Intelligence & Data Analysis

 Sales Dashboard Coordinates

HEADING DATE SLICER LOGO

X 20 Y20 X 670 Y20 OTHER OTHER X 1120 Y20
W 500 H 60 W 250 H 60 W 160 H 60

BIG NUMBERS

X 20 Y110
W 1260 H130

SCATTER BAR

X 20 Y260 X 670 Y 260

W 610 H250 W 610 H 250

SLICER SLICER

LINE

X 670 Y260
W 610 H250

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Sales dashboard - formatting

1 Change the bar chart to fit the entire view.

2 Where applicable format the BANS so the display units are in thousands, no decimal places, and with suffix USD

Video –Location Dashboard - placing visuals and objects

1 Create a new dashboard.

2 Choose 1300 x 800 for size and use a floating layout.

3 Make sure all visual and filters are on the dashboard.

4 Find the exact coordinates on the next slide.

Video – Location dashboard - formatting

1 Change the treemap from a standard view to entire view.

2 Add the color legend for the map.

3 Change the lollipop chart from standard view to entire view

4 Go back to the lollipop view and adjust the formatting.

BIDA TM - Business Intelligence & Data Analysis

 Performance by Location Coordinates

HEADING DATE SLICER SEGMENT SLICER LOGO

X 20 Y20 X 540 Y20 X 760 Y20 OTHER X 1120 Y20
W 500 H 60 W 200 H 60 W 200 H 60 W 160 H 60

TOP N

LOLIPOP MAP

X 20 Y110 X 540 Y 110

W 500 H400 W 740 H 400

REGION
LEGEND

TREE

X 20 Y 530
W 1260 H 250

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Create a collapsible container for a pie chart

1 Take a vertical container and place it on the canvas to overlap the scatterplot.

2 Add a white background.

3 Hold shift and add the pie chart to the container.

4 Make sure the container is selected and from the dropdown menu select the add show/hide button.

5 To test the interaction of the button hold alt on PC or option on Mac and click on the button.

Video – Modify a button

1 Select edit button from the dropdown menu

2 Add the images.

3 Populate the tooltip.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Collapsible container for heat map

1 Place a vertical container over the bottom three visuals.

2 Add the heat map visual and make sure the background is white.

3 Remove the legend.

4 Add the Show/Hide button.

5 Add images and format the button.

Video – Collapsible container for sales table

1 Place a vertical container over the states by region visual

2 Add a white background.

3 Add the Show/Hide button.

4 Add images and format the button.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Using a filter action for Cross Filtering

1 Go to Dashboard and select actions.

2 Name the action Filter Action.

3 Tick only the Sales by Cat BAR visual in the Source Sheets pane. Run the action on select.

4 Tick all visuals expect Bar chart and the line chart.

5 Select when clearing the selection to shows all values.

Video – Ensuring the slicers work correctly by promoting a filter

1 Go to the lollipop chart view

2 Promote the OrderDate filter to context.

3 Make sure the dashboard is responsive.

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps

Video – Filter actions with Top N

1 Add a filter action to the Performance by Location dashboard

2 The source visual should be the map, with the filter working when the visual is SELECTed

3 The target sheet is the Treemap

4 Notice that the filter action does not initially work as expected

5 Goto the tree map visual sheet, and promote the Action filter pill in the filter pane, to a Context filter

BIDA TM - Business Intelligence & Data Analysis

 Dashboard Design – Student Exercise

Steps

Create a new floating dashboard:

- Use a floating layout
- Set the size to 1300 x 800
- Place the treemap on the center left
- Place the map on the center right
1
- Place the line chart on the bottom, with the Highlight Neighbourhood and Select Measure parameters visible in the top right
- Bans across the top
- Title in top left – “New York Airbnb Dashboard”
- Hide Titles on individual visuals
- Add a Host Since slicer in the top right

Add a collapsible container:

- Use a vertical container
2 - Change background to white
- Add the pie chart to the collapsible container
- Add and format a show/hide button on the collapsible container.
Add a filter action:
3 - When someone clicks on the treemap the map, BANS and pie chart should be filtered.
- Show all values after removing the filter

Please refer to the videos titled Dashboard Design – Student Exercise Review for detailed steps.

BIDA TM - Business Intelligence & Data Analysis

 Relationships

Corporate
BIDA TM - Business
Finance Intelligence
Institute® & Data Analysis
 Relationships - Learning Objectives

Task

01. Create a dashboard that uses

relationships

Skills

Create Define the Build a

relationships performance dashboard
between tables options

BIDA TM - Business Intelligence & Data Analysis

 Applied Steps
Video – Creating relationships

1 Open a new Tableau Public file, add a Connection (SalesData)

2 In the Data Source tab, create a union between FactOrders and FactOrders18-19

3 Add a second connection to the dimension tables (dimCustomer, dimLocation, dimProduct, and dimShipping)

4 Drag the dimensions onto the Canvas. A noodle will appear connecting the two tables

Video – Relationship cardinality

1 Open up the Performance Options of each relationship

2 On the FactOrders side (left), ensure the Cardinality is set to Many

3 On the dimCustomer side (right), ensure the Cardinality is set to One

If working with other datasets, these settings may change. Often companies provide an ERD diagram to visualize the data
4
relationships.

Video – Referential Integrity

1 Explore your data to ensure whether All records match or Some records match (for this dataset, All records match)

2 For this dataset, all records match, so select All records match for both sides of the relationship

BIDA TM - Business Intelligence & Data Analysis

 ERD

BIDA TM - Business Intelligence & Data Analysis