tableau 9 overview - university of texas at austincannata/datavis/class notes/_05... · tableau 9...

Tableau9Overview

Dr.PhilipECannataOracleDataScien9st,OracleCer9fiedProfessional,andAdjunctProfessorattheUniversityofTexasComputerScienceDepartmentinAus9n

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Objec9ve

Thispresenta9onwillcommunicateatahighlevelmymethodologyforsystema9callyanalyzingdatausingTableau’svisualtechniques.FundamentalandAdvancedTableauconceptswillbepresentedandyouwillbeintroducedtomanyveryusefulvisualiza9onsalongtheway.Thispresenta9oncontainsdetailed,step-by-stepinstruc9onsforreproducingeachvisualiza9on.Duringthepresenta9on,youcandothesestepsalongwithmeorjustwatch.Attheendofeachsec9on,I’llask”Howmightyouusewhatyou’vejustseenonyourproject?”

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MyElementsofDataVisualiza9onUTClassWebsite•  hVp://www.cs.utexas.edu/~cannata/dataVis/

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TwoUsefulBooks

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TableauTerminology1.  OpenSuperStoreOrdersExtract.tde2.  SelectSheet1

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TableauTerminology–DimensionsandBlueThings1.  ClickonDepartmentunderDimensionsandselectDescribe2.  ClickLoadifnecessary

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TableauTerminology–MeasureandGreenThings1.  ClickonDiscountunderMeasuresandselectDescribe2.  ClickLoadifnecessary

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MethodologyToanalyzeaDataSource1.  Startwithagreenthing(usuallyaMeasure)innon-aggregatedmodeand

makeaBoxplot2.  StartwithagreenthinginaggregatedmodeandmakeaHistogram3.  Startwith2greenthingsandmakeaScaVerplot4.  Startwithtwobluethings(usuallyDimensions)plusagreenthingandmakea

Crosstab5.  StartwithabluethingandagreenthingandmakeaBarchart

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Non-AggregatedMeasuresAnalysis(startwithagreenthing)-alsodemonstratesBoxplots,Dates,andPages

BoxplotShowMe.twbxAggregatedMeasuresAnalysis(startwithagreenthing)-alsodemonstratesHistograms,Dual-axisPlotsandShowMe

HistogramShowMe.twbxSca5erPlots(startwith2greenthings)-alsodemonstratesMaps,Ac9ons,Dashboards,andtheAnaly9csTab-ModelsandForecas9ng

ScaVerPlot.twbxCrosstabs(startwithtwobluethingsandagreenthing)-alsodemonstratesKeyPerformanceIndicators(KPIs),CalculatedFields,Sets,Parameters,andHierarchies

CrosstabwithKPI.twbxBarcharts(startwithabluethingandagreenthing)-alsodemonstrateTableCalcula9ons,theAnaly9csTab-ReferenceLines,Formahng,andIDSets

Barchart.twbxJoiningTables-thissec9ondemonstrateshowtojointwotables.DataBlending-thissec9ondemonstrateshowtoblendtwotables,whichisnotthesameasjoiningtables.

BoxplotStory(startwithagreenthing)1.  OpenSuperStoreOrdersExtract.tde2.  UncheckAggregateMeasuresundertheAnalysistabandRenametheCurrent

SheettoSalesBoxplot.3.  ClickonSalesUnderMeasuresandthenclickontheboxploticonon"Show

Me”i.e.,therighticononrow7.4.  DragCategoryontoColumns.5.  DragRegionontotheColorShelf.6.  DragRegionontotheFiltersShelfandfromthisPill'smenu,selectShow

QuickFilter.7.  DragSalesontotheFiltersShelfandfromthisPill'smenu,selectShowQuick

Filter.8.  DragCustomerNameontoDetail9.  Exploretheoutliers10.  DragRegionontoPages11.  SettheminimumSalesto$20,00012.  ClickthroughtheRegionsonPagesandno9ce“officeSupplies”iscommonto

all

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BoxplotStory(startwithagreenthing)+SalesoverQuarterTimeusingPages1.  DuplicatetheSalesBoxplotSheetandrenameittoSalesBoxplotoverTime.2.  OntheOrderDateitemunderDimensions,selectChangeDataType->Date3.  DragOrderDateontopofRegionsonthePagesShelfandonthisPill'smenu,

changeittoQuarter(makesureyouselectthesecondQuarterop9on)4.  OntheAnaly9csTab.ClickandholdontheAverageLinepillanddragtoPane5.  SelecttheforwardplaybuVon.

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BoxplotStory(startwithagreenthing)+ProfitoverQuarterTimeusingPages1.  DuplicatetheSalesBoxplotoverTimeSheettoanewsheetnamedProfitBoxplot

overTime.2.  DragProfitontopofSalesonRowtoreplaceSaleswithProfit3.  Selectaregionofinterestandplaythemovie.

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Howmightyouusewhatyou’vejustseenonyourproject?

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HistogramStory(startwithagreenthing)1.  OpenSuperStoreOrdersExtract.tde2.  RenameSheet1toShippingCostHistogram3.  ClickonShippingCostsunderMeasuresandthenclickontheHistogramIconon

ShowMe(i.e.,themiddleicononrow7).4.  No9ceaShippingCosts(bin)itemwascreatedunderDimensions.Openthe

menuonthisitemandselectEdit.Changethebinsizeto10.5.  DragContainerontothePagesShelf.6.  OntheAnaly9csTab.ClickandholdontheAverageLinepillanddragtoPane7.  StepthrougheachContainertype.8.  DragCategoryontopofContaineronPages

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HistogramStory(startwithagreenthing)+ProfitonaDual-axis1.  DuplicatethecurrentSheettoanewSheetnamedShippingCost+Profit

Histogram2.  DragProfittotherightaxistocreateadualaxisplot.3.  ClickontheCNT(ShippingCosts)PillontheMarksCardandchangeitsMarkto

Bar.4.  OntheAnaly9csTab.ClickandholdontheAverageLinepillanddragto

Sum(Profit)/Pane5.  StepthrougheachContainertype.

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HistogramStory(startwithagreenthing)+PackedBubblesPlot1.  DuplicatetheShippingCost+ProfitHistogramSheettoanewSheetnamed

PackedBubbles2.  GotoShowmeandpickPackedBubbles3.  ChangetheTypeofOrderDatetoDateifnecessary4.  DragOrderDatetoPages5.  ClickthroughtheQuarters

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HistogramStory(startwithagreenthing)+TreemapPlot1.  DuplicatetheShippingCost+ProfitHistogramSheettoanewSheetnamed

TreemapDrag2.  GotoShowmeandpickTreemap3.  ChangetheTypeofOrderDatetoDateifnecessary4.  DragOrderDatetoPages5.  ClickthroughtheQuarters

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ScaVerPlotStory(startwith2greenthings)1.  OpenSuperStoreOrdersExtract.tde2.  UncheckAggregateMeasuresundertheAnalysistab3.  RenametheCurrentSheettoScaVerPlot4.  DragSalesontotheColumnsShelf5.  DragProfitontotheRowsShelf6.  DragCategoryontothePagesShelf7.  ClickontheAnaly9csTabanddoubleclickonTrendLine8.  ClickontheDataTab9.  DragStateontoColor10.  RemoveCountryRegionfromColor

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ScaVerPlotStory(startwith2greenthings)+MapsandAc9ons1.  CreateanewSheetnamedMap2.  DoubleclickonState3.  ClickontheWorksheetTabandselectAc9ons4.  SelectAddAc9on->Filter5.  SelectRunAc9ononSelect6.  SelectMapfortheSource7.  SelectScaVerPlotforTarget8.  ClickonOkandOk9.  ClickonTexasonthemap

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ScaVerPlotStory(startwith2greenthings)+Dashboards1.  CreateanewDashboard2.  DragtheScaVerPlotandMapSheetsontotheDashboard3.  ZoomintotheUnitedStates4.  DragselectWashington,Oregon,andCalifornia5.  Clickonthewhite“UseasFilter”iconjusttotheletoftheXintheScaVerPlot

Sheet6.  StepthroughtheCategoriesandcomparetheStates

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ScaVerPlotStory(startwith2greenthings)+TrendModel1.  RightclickonthebluetrendlineandselectDescribeTrendModel2.  FormoreonTrendLines,seethefollowingvideo:hVps://www.tableau.com/learn/tutorials/on-demand/trend-lines-residuals-and-forecas9ng

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ScaVerPlotStory(startwith2greenthings)+AnotherAc9onPlot1.  Createanewsheetnamed“HighProfitStates”.2.  DragStateontoColumnsandProfitontoRows.3.  ClickontheWorksheetTabandselectAc9ons4.  SelectAddAc9on->Filter.5.  SelectRunAc9ononSelect.6.  Select“HighProfitStates”fortheSource.7.  SelectScaVerPlotforTarget.8.  ClickonOkandOk.9.  ClickonIllinoisonthe“HighProfitStates.10.  Addthissheettothedashboardalsoandselectthefourhighestprofitstates.

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ScaVerPlotStory(startwith2greenthings)+Forecas9ng1.  CreateanewSheetnamed“Forecas9ng”2.  ChangethetypeofOrderDatetoDate3.  DragOrderDateontoColumns4.  ChangeOrderDatetoQuarters5.  DragSalesontoRows6.  OntheAnaly9csTabselectForecastanddragittoAddaForecast7.  DragCategorytoPages8.  StepthroughCategoryandseehowmanyareforecasttobeflat

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)1.  OpenSuperStoreOrdersExtract.tde2.  RenameSheet1toCrosstab+KPI3.  DragCategorytotheColumnsShelf4.  DragStatetotheRowsShelf5.  DragCountryRegiontotheFiltersShelfandselectUnitedStatesofAmerica6.  DragSalestoTextontheMarksCard7.  ViewthedatabyclickingontheViewDataiconontheDimensionsTab,no9ce

thereisnocolumnnamed“KPI–ProfitRa9o”8.  OntheDimensionsTab,clickonthemenuiconandselectCreateCalculated

Field9.  NametheCalculatedField“KPI-ProfitRa9o”10.  EnterSum([Profit])/Sum([Sales])asthecalcula9on11.  OntheDimensionsTab,clicktheViewDataiconandseethatanewfieldnamed

“KPI-ProfitRa9o”wasaddedtothedata.12.  Viewthedataagain,nowno9cethereisacolumnnamed“KPI–ProfitRa9o”13.  DragKPI-ProfitRa9oontoColor14.  DragKPI-ProfitRa9oontoSize15.  ChangetheColorPaleVetoRed-White-GreenDiverge

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)+Sets1.  CreateanewSheetnamed“FourHighest”2.  DragCategorytotheColumnsShelf3.  DragSalestotheRowsShelf4.  DragCountryRegionontoFiltersandselectUnitedStatesofAmerica5.  SelectthefourhighestSalesCategoriesandhoveroveroneofthem6.  ClickontheSeticonandselectCreateSet7.  NametheSet“FourHighestSalesCategories”

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)+Sets1.  Duplicatethe“Crosstab+KPI”SheetanewSheetnamed“Crosstab+KPI2”2.  DragtheFourHighestSalesCategorySettoFiltersandchangeittoShowIn/Out

ofSet3.  ShowQuickFilteronthisSet4.  SetthisFiltertoIn

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)+Sets1.  CreateanewSheetnamed“RegionSalesMap”2.  DragCountryRegiontoFiltersandselectUnitedStatesofAmerica3.  DoubleclickonState4.  DragKPI–ProfitRa9otoColor5.  DragtheFourHighestSalesCategoriestotheFiltersShelf6.  DragRegiontoLabel

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)+Parameters1.  DuplicateSheet“RegionSalesMap”toanewSheetnamed“RegionSalesMap

2”2.  OntheDimensionsTabclickonthemenuandselect“CreateParameter”and

nameit“KPILow”3.  ClickonRange4.  SetMinimumto0,Maximumto0.1,andStepsizeto0.015.  DuplicatethisParameter,nameit“KPIMedium”andsetMinimumto0.1,

Maximumto0.2,andStepsizeto0.016.  DuplicateKPI–ProfitRa9otoKPR–ProfitRa9o(copy)andEditit7.  RenameittoKPI–ProfitRa9oLowtoHighandenterthefollowingcalcula9on,

IFsum([Profit])/sum([Sales])<=[KPILow]THEN"Low”ELSEIFsum([Profit])/sum([Sales])<=[KPIMedium]THEN"Medium”ELSE"High”END

8.  RemoveKPI–ProfitRa9ofromColorandreplaceitwithKPI–ProfitRa9oLowtoHigh

9.  ClickonthemenuforeachParameterandselectShowParameterControl10.  AdjustParametersehngsasdesired.

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Crosstabs+KPIStory(startwithtwobluethingsandagreenthing)+Hierarchies1.  OntheMarksCard,clickonthe+signontheletsideoftheStatePill

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BarchartsStory(startwithabluethingandagreenthing)1.  OpenSuperStoreOrdersExtract.tde2.  RenameSheet1Barchart3.  DragSalestoColumns4.  DragCategoryandRegiontoRows5.  DragRegionontoFiltersandselectEast,West,andSouth6.  ClickontheAnaly9csTab7.  ClickonAverageLine,dragitabitandthenselectPane8.  ClickononeoftheAveragelinesandEditit–changetheLabeltoValue9.  ClickononeoftheAverageslinesandselectFormat10.  AFormatPaneshowsuponthelet.11.  OnthisPaneselectNumbers->Currency(Custom)12.  ChangeDecimalPlacesto013.  ClickontheboVomAxisandselectFormat14.  AFormatPaneshowsuponthelet.15.  OnthisPaneselectNumbers->Currency(Custom)16.  ChangeDecimalPlacesto0

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BarchartsStory(startwithabluethingandagreenthing)+TableCalcula9ons1.  DuplicatetheBarchartSheettoaTableCalcula9onsSheet.2.  RightclickontheViewandselectViewData–no9cethereisnocolumnnamed

“CalculatedDifferencefromAverage”.3.  CreateaCalculatedFieldnamed"CalculatedDifferencefromAverage"as

SUM([Sales])-WINDOW_AVG(sum([Sales]))4.  Drag"CalculatedDifferencefromAverage"ontoLabel.5.  RightclickontheViewandselectViewData–no9cethereisnotacolumn

named“CalculatedDifferencefromAverage”astherewouldbeforasimpleCalculatedField.

6.  Holdcommand(onMac)downanddragSUM(Sales)fromColumnstoLabel.ThiswillcopySUM(Sales)toLabel.

7.  Drag"CalculatedDifferencefromAverage"ontoColor.

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BarchartsStory(startwithabluethingandagreenthing)+IDSets1.  CreateanewSheetnamedIDSets2.  DragOrderIdontoColumns3.  DragDiscountontoRows4.  SettheViewtobeEn9reView5.  Highlightalllinesbetween0.40and0.30bydraggingaboxoverthem6.  Hoveroverahighlightedline,selecttheSeticonandclickonCreateSet7.  NametheSetHighDiscountOrders8.  DragtheSetontoPagesandclicktheplaybuVonsothatthestatusshowsOut9.  Highlightalllinesbetween0.30and0.20bydraggingaboxoverthem10.  Hoveroverahighlightedline,selecttheSeticonandclickonCreateSet11.  NametheSetMediumDiscountOrders

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BarchartsStory(startwithabluethingandagreenthing)+IDSets1.  CreateanewSheetnamedIDSetsonaMap2.  DoubleclickState3.  HighlighttheUnitedStateswiththeZoomAreatool4.  Dragthe2SetstoPages5.  DragCustomerNametoColor6.  DragCustomerNamestoDetail7.  DragCitytoDetail8.  ChangetheMarkstoCircle9.  ClickthePagessliderandhoveroveraCircletoseetheDetails

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BarchartsStory(startwithabluethingandagreenthing)+IDSetsPart21.  CreateanewSheetnamedHighSalesCustomers2.  DragCustomerIdontoColumns3.  DragSalesontoRows4.  SettheViewtobeEn9reView5.  HighlightselectCustomerswithSales>$100k6.  DragHighDiscountOrdersontoFilters7.  DragProfitontopofSalesonRows

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JoiningTables:1.  OpenSuperStoreOrdersExtract.tde2.  OpenUSSuperStoreQuota.tde3.  Youshouldseethefollowingontheconnec9onspage::

4.  Clickonthe“Join”icon,i.e.,theiconwiththeblueandwhitecircles.5.  FillintheJoinasfollows,i.e.,select“Inner”andsetState=US_STATE

6.  Inspectthedataandno9ceonlytheUSStatesappear.

7.  ThisshowsthatinanInnerJoin,onlyrowsthatmeetthejoincriteriaareretainedintheresul9ngtable.

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JoiningTablescon9nued:1.  ChangetheJointobeLet

2.  Inspectthedataandno9cethatUSStatesappearwithaQUOTAandnon-USStatesappearwithnullfortheirQUOTA.

3.  ThisshowsthatinaLetJoin,alloftherowsintheLettableappearatleastonceintheresul9ngtableeveniftheirvalueneedstobesettonull.

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JoiningTablescon9nued:1.  OpenSheet1andno9cethereareDimensionsandMeasuresforbothtables.

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BlendingData:1.  OpenSuperStoreOrdersExtract.tde.2.  DragSalesontoColumnsandRegionontoRows.3.  AddCoffeeChainextractasanewdatasourcebychoosing:

4.  TrytoaddcoffeesalestoColumns,youshouldgetthefollowingwarning:

5.  UnderDatagotoEditRela9onships.6.  DoaCustomeditandaddRegionfromSuperStoreandMarketfromCoffeeChain:

7.  NowyoushouldbeabletodragCoffeeSaletoColumns.42


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tableau 9 overview - university of texas at austincannata/datavis/class notes/_05... · tableau 9...

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