webinar - harness the power of data with tableau - 2016-02-18

Harness the Power of Data with TableauWith Jordan McCarthy, Tech ImpactFebruary 18, 2016

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Presenters

Assisting with chat: Ale Bezdikian, TechSoup

Jordan McCarthyData Analyst and Storyteller,

Tech Impact

Susan Hope BardOnline Training Producer

TechSoup


Objectives

1. Overview Tableau program features2. Demonstrate how to use Tableau to create meaningful

visualizations3. Understand how nonprofits and libraries can use data

analysis4. Answer questions!

6

About TechSoup


The Need Is Global – And So Are We

TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social change agents around the world to gain effective access to

the resources they need to design and implement solutions for a more equitable planet.

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Our Impact

Together, we build a stronger, more resilient civil society.

$5.2Bin technology products and grants employed

by NGOs for the greater good

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and support

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foundation partners connected with the

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empowered with actionable knowledge

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resource offering*

*Source: survey conducted among TechSoup members in 2013

Introduction to Data Exploration in Tableau

ABOUT US

Providing high impact services to nonprofits since 2003

Tech Impact Philosophy & Team

• Just like you, we are a 501c(3) Nonprofit• Technology capacity building• Workforce development in technology for at-risk-youth

• Providing IT Services to Nonprofits since 2003

• Serving 100+ NGOs with Managed IT Services• Office365 Assessment & Implementation (Outlook & SharePoint)• VoIP Phone Services• Data Management (Cloud backup/Recovery)• Data Analytics• Cloud Servers & Hosted Desktops• Now Introducing: Data Collection & Analysis!

Solutions. Integration. Support.

Getting Tableau• $58, 2-year subscription• Purchase more than one!

• Not the server version, though you can contact Tableau for possible discounts.

Getting Help• Tableau Service Corps

• https://servicecorps.tableaufoundation.org

• Tableau Training• http://www.tableau.com/learn/training

• Tech Impact• Additional Training (soon on TechSoup!)• Flat-rate Data Visualization and Storytelling Projects• Ongoing Support

https://servicecorps.tableaufoundation.org/

https://servicecorps.tableaufoundation.org/

Tableau Workflow• Connect to Data• Choose dimension variable(s)• Choose measure variable(s)• Choose mark variable(s) (optional)• Select a clear & compelling visualization format• Analyze, summarize, and publish!

A few examples…

IntermissionA brief return to high school science class

Numerical vs. Categorical variables• Numerical • Categorical

Independent vs. Dependent variables• Independent

• A variable that changes in a tightly-controlled or predictable manner

• A variable used to try to cause and/or observe a change in dependent variable(s)

• Dependent• A variable whose value changes (or

seems likely to change) as a function of the independent variable

https://www.dreamhost.com/blog/wp-content/uploads/2008/04/plants.jpg

http://www.cals.ncsu.edu/agcomm/news-center/media-releases/in-plants-small-changes-make-big-impact/

Dimensions vs. Measures• Dimension

• Independent variable• Variable defining the scale/axis to

slice up some other variable against• Can be numerical or categorical• Tableau automatically treats any

categorical variable as a dimension

• Measure• Dependent variable• Almost always numeric• Holds the data you expect to change

as a function of your independent variable

Continuous vs. DiscreteA distinction that almost always applies to numeric variables being used as dimensions

• Continuous • Discrete

Columns, Rows, and Marks• For most types bar/line charts, you have to have at least one variable

in the “Column” bar and at least one variable in the “Row” bar. • Specifying a “Mark” variable causes whatever graph is already on your

screen to be sliced up by that variable – so you can investigate how differences in one metric (ie age, income etc.) influence changes in another.

Options, carets, and context menus, oh my!• There are hundreds of them• Do not be afraid of them• Do not worry about knowing what all of them do• DO explore them• And when something weird happens…

Undo is your friend• If When anything strange happens…

?

Tableau ≠ Excel• Tableau concepts are both somewhat unique and somewhat portable• Microsoft Power Query and Power Pivot offer many of the same

features – though you’ll have to put in more effort to make them work the way you want

Tableau Key Concepts • Numerical vs. Categorical• Dimensions vs. Measures• Discrete vs. Continuous• Rows, Columns, and Marks• There are lots of options• “Undo” is your friend• Tableau ≠ Excel*

*except when it does

Resources• Tableau Materials

• http://www.tableau.com/learn/training• http://onlinehelp.tableau.com• http://tableauonlinetraining1.blogspot.com/2014/10/data-roles-dimension-

vs-measure.html

• Sample datasets• http://data.donorschoose.org/open-data/overview/• http://www.pewinternet.org/datasets/

http://onlinehelp.tableau.com/

http://www.pewinternet.org/datasets/

http://www.pewinternet.org/datasets/

Thank You!Questions? Comments?

[email protected]


Learn and Share!

Chat in one thing that you learned in today’s webinar or will try to implement.

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webinar - harness the power of data with tableau - 2016-02-18

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