tableau training - data · tableau training jeffrey a. shaffer coo & vice president, it and...
TRANSCRIPT
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Presented by:
Tableau Training
Jeffrey A. Shaffer
COO & Vice President, IT and Analytics
Recovery Decision Science and Unifund
Adjunct Professor, University of Cincinnati
@HighVizAbility
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Profile – Jeffrey A. ShafferCOO & V.P. of I.T. & Analytics
Unifund
• Executive in Financial Services
• Lead Information Technology
• Programmers, Database, Network
• Lead Data Science and BI
Adjunct Professor, Data Visualization
University of Cincinnati
Contact Information:[email protected]
(513) 615-0001
Twitter: @HighVizAbility
LinkedIN: www.linkedin.com/in/jeffreyshaffer
Blog: www.DataPlusScience.com
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2016Shortlisted for Data Visualization Website
Information is Beautiful Awards
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www.BigBookofDashboards.com
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“In God we trust, all others bring data.”- W. Edwards Deming
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Business Intelligence
Transforms beyond the dataData
Information
Plans that
guide the
organization
or SBU
Knowledge
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Facts and statistics collected together for reference or analysis.
Data
Information
Knowledge
Facts provided or learned about something or someone.
Information and skills acquired
through experience or education; the
theoretical or practical understanding of a subject.
StrategyA plan of action or policy designed to achieve a major or overall goal.
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Business IntelligenceMoving from data to action…
Data
Information
Plan to guide actions or key
decisions
KnowledgeHow many…?How much…?What are…?
Why are…?
How do we…?What can we…?
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Analytics: A New Path to Value – MIT 2010
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What is Data Visualization?And Why is it important?
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5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6
How many times does the digit 7 appear?
Created by Jeffrey A. Shaffer
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5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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56789
56789 color
56789 size
56 89 orientation
56 89 texture
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Preattentive attributes of visual perception and use of color
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Precise Quantitative Comparisons
Length or Width 2D Position
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7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7
5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7
5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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# of times digit 7 appears: 17
7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7
5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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# of times digit 7 appears: 17
7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7
5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6
Created by Jeffrey A. Shaffer
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Using Color
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From Juice Analytics White Paper: Part 3 Information Design
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Tableau
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Tableau Software on Google TrendsCompany Names
2016
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Tableau Software on Google TrendsSearch Terms
2016
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Tableau Software on Google TrendsSearch Terms
2018
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Tableau Software on Google TrendsSearch Terms
2018
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https://interworks.com/blog/mgiegerich/2018/04/04/dashboard-design-comparison-
tableau-desktop-vs-microsoft-power-bi/
Interworks 2018 Comparison Test
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Power BI plots Vienna in the U.S.
Conclusions:
“As Tableau users, we’re spoiled. As a data visualization tool,
it’s the best I’ve used.” - Max Giegerich
Interworks 2018 Comparison Test
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Forbes 2017 - Top 10 Technical Skills With the biggest increase in demand
1. Big Data: 3,977%
2. Node.js: 2,493%
3. Tableau: 1,581%
4. NoSQL: 1,002%
5. Apache Hadoop: 704%
6. HTML5: 612%
7. Python: 456%
8. Oracle: 382%
9. JSON: 318%
10. Salesforce CRM: 292%
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▪ Tableau Desktop and Tableau Prep
▪ 1 license for Server/Online
▪ $70 per month
▪ Authoring - Read/Write/Publish Tableau files
▪ Database connections
▪ Play control for animation
Creator
Tableau Server Products
▪ Explorer License for Tableau Server
▪ $35 per month (minimum 5)
▪ Web edit for Tableau Server
▪ Authentication
Explorer
▪ Viewer license for Tableau Server
▪ $12 per month (minimum 100)
▪ View and Interact with visualizations
▪ Authentication
Viewer
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▪ Tableau Desktop and Tableau Prep
▪ 1 license for Server/Online
▪ $70 per month
▪ Authoring - Read/Write/Publish Tableau files
▪ Database connections
▪ Play control for animation
Creator
Tableau Online Products
▪ Explorer License for Tableau Server
▪ $42 per month (minimum 5)
▪ Web edit for Tableau Online
▪ Authentication
Explorer
▪ Viewer license for Tableau Online
▪ $15 per month (minimum 100)
▪ View and Interact with visualizations
▪ Authentication
Viewer
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▪ Tableau Desktop and Tableau Prep
▪ 1 Server/Online
▪ $70 per month
▪ Authoring - Read/Write/Publish Tableau files
▪ Database connections
▪ Play control for animation
Creator
Tableau Software Products
▪ Authoring software
▪ FREE
▪ Save Tableau Files to Tableau Public Server
▪ Excel/CSV
▪ Web Data Connector (WDC)
Public
▪ Hosted Sever
▪ $10k up to hundreds of thousands
▪ Save Tableau Files to Private Tableau Server
▪ Authentication
Server
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Tableau Software Products
▪ FREE
▪ Reads Tableau Files
▪ Interact with Tableau filesReader
▪ Tableau for Teaching (FREE)
▪ Full-time students (FREE)
▪ Tableau Foundation for Non-Profits (FREE)
Education&
Non-Profit
▪ Authoring software
▪ FREE
▪ Save Tableau Files to Tableau Public Server
▪ Excel/CSV/Google Sheets/Spatial Files
▪ Web Data Connector (WDC)
Public
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▪ Tableau Workbook File
▪ XML file with visualization
▪ Does NOT contain data
▪ Can’t open without data files or connections
TWB
Main Tableau File Types
▪ Tableau Packaged Workbook
▪ ZIP file
▪ Contains TWB file
▪ Contains the data
TWBX
▪ Data Extracts
▪ Hyper – starting in Tableau 10.5
▪ TDE - Tableau Data Extract
▪ Compressed data sources
HyperTDE
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▪ Tableau Data Source
▪ Information about data source
▪ Contains metadata on aggregations, bins, sets
and calculations
▪ Can’t open without data files
TDS
Additional Tableau File Types
▪ Contains the TDS and the data
▪ Does not contain any workbook information, so
not visualizations.
▪ Recipient can refresh the extract from the data
source.
TDSX
▪ Tableau Extension available in 2018.2
▪ XML file
▪ Allows custom scripting
▪ Tableau Extension Gallery (beta)
TREX
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Presented by:
Jeffrey A. Shaffer
Vice President, IT and Analytics
Recovery Decision Science and Unifund
Adjunct Professor, University of Cincinnati