DATA VISUALIZATION WITH

TABLEAU (PART 1)

1
 2
INTRODUCTION TO TABLEAU

 Tableau is a brand, not a specific product

 Tableau Desktop: Personal is the entry point for the paid development versions of the software.
It allows you to keep your workbooks private, but connection and distribution options are limited.
 Tableau Desktop: Professional is similar to Tableau Desktop: Personal in that it is a
development version of Tableau. Both the Personal and Professional versions have all of the same
development capabilities, but the Professional version provides full access to every data type and
distribution channel currently available in the software.
 Tableau Public is free download, but this product actually provides development capabilities. The
catch is that the workbooks have to be saved to Tableau’s public cloud, making this an unsuitable
choice for proprietary business data.
 Tableau Reader, Tableau Online, Tableau Server
 3
CONNECT TO DATA SOURCE

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 Database Server

 Drag file to Tableau

Data Source is shown here,

maybe there are more than
one
 4
CONNECT TO DATA SOURCE

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

Sheet(s) from data source are

shown here
 5
CONNECT TO DATA SOURCE

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

To begin, drag sheet(s) here

 6
CONNECT TO DATA SOURCE

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

… and data will show here

 7
CONNECT TO DATA SOURCE

 Tableau can connect to different data sources:

 File (Excel, CSV, text, json, …)
 SQL Server

 Drag file to Tableau

To start working, click here

TABLEAU INTERFACE

8
TABLEAU INTERFACE
Data Sources: Displays all of
the data connections in the
workbook.

9
TABLEAU INTERFACE
Dimensions area of the Data pane: A list
of all of the fields in the data source
classified as dimensions

10
TABLEAU INTERFACE

Measures : A list of all the fields in the

data source classified as measures

11
TABLEAU INTERFACE

Sets: If the data source you are using contains at

least one set, or if you have created one or
more sets, they will show up here.

12
TABLEAU INTERFACE

If the workbook you are using contains at least

one parameter, or if you have created one or
more parameters, they will show up here

13
TABLEAU INTERFACE
The Pages Shelf allows you to “flip” through a
“page” for each dimension member

14
TABLEAU INTERFACE
Filters Shelf: Any dimension or measure that
you filter a view by will be displayed here.

15
TABLEAU INTERFACE

Each square in this area is called a Marks

Card, which are called that because they
influence the marks on the view (change color,
size, etc.)

16
TABLEAU INTERFACE

Legend: There are several different

legends that will appear here to show
how the marks are encoded.

17
TABLEAU INTERFACE

Columns Shelf: Fields placed here will

create columns on the view.

18
TABLEAU INTERFACE

Rows Shelf: Fields placed here will

create rows on the view.

19
TABLEAU INTERFACE

Worksheet/View: Each tab in a Tableau

workbook is called a worksheet and the area
that displays a data visualization is a view.

20
 21
DIMENSIONS VS MEASURES

 A dimension is a field that can be considered an independent variable.

 By default, Tableau treats any field containing qualitative, categorical information as a
dimension.
 A measure is a field that is a dependent variable; that is, its value is a function of one
or more dimensions.
 Tableau treats any field containing numeric (quantitative) information as a measure.
 22
CREATING A BAR CHART

 Drag a measure to
Rows
 Drag a dimensions to
Columns
 Choose chart type
 By default, every
measure on a view in
Tableau is aggregated in
some way. Default
aggregation is SUM
 23
INDEPENDENT AXES

 Drag another
dimension into
Rows
 24
INDEPENDENT AXES

 Drag another
dimension into
Rows
 or Columns
 25
INDEPENDENT AXES

 Drag another
dimension into
Rows
 or Columns
 Can change to other
type of chart (but
choose it wisely)
 26
LEVEL OF DETAILS

 Column:Year
 Columns: Global Sales
 Add a dimension to
Detail Marks and change
Color if needed
 As you add dimensions
to the view, the analysis
becomes more granular,
so the level of detail
changes
 27
LEVEL OF DETAILS

 Another example:
 Column: EU Sales
 Row: Global Sales
 28
LEVEL OF DETAILS

 Another example:
 Column: EU Sales
 Row: Global Sales
 Add Year to Detail

 What conclusion can you

get from this chart?
 29
LEVEL OF DETAILS

 Another example:
 Column: EU Sales
 Row: Global Sales
 Add Year to Detail

 Replace EU Sales by JP Sales,

can you get the same
conclusion?
 30
CREATING A PIE CHART

 Column: Genre
 Row: Global Sales
 31
CREATING A PIE CHART

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
 32
CREATING A PIE CHART

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
 Make chart bigger
 Win: Ctrol + Shift + B
 Mac: Cmd + Shift + B
 33
CREATING A PIE CHART

 Column: Genre
 Row: Global Sales
 Click Show Me then
choose Pie chart
 Make chart bigger
 Win: Ctrol + Shift + B
 Mac: Cmd + Shift + B

 Drag Genre (from

Data panel) to Label
 34
CREATING PARETO CHART

 Column: Genre
 Row: Rank x 2
 35
CREATING PARETO CHART

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 36
CREATING PARETO CHART

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark
Type > Bar
 Change color 1 chart
 37
CREATING PARETO CHART

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark
Type > Bar
 Change color 1 chart
 Right click 2nd Rank, choose Quick
Table Calculation > Running Total
 38
CREATING PARETO CHART

 Column: Genre
 Row: Rank x 2
 Right click 2nd Rank, choose dual axis
 Right click 2nd Rank, choose Mark
Type > Bar
 Change color 1 chart
 Right click 1st Rank, choose Quick
Table Calculation > Running Total
THE END

39