Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and...

Presented by:

Tableau Training

Jeffrey A. Shaffer

COO & Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

@HighVizAbility

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:JeffreyShaffer@gmail.com

(513) 615-0001

Twitter: @HighVizAbility

LinkedIN: www.linkedin.com/in/jeffreyshaffer

Blog: www.DataPlusScience.com

2016Shortlisted for Data Visualization Website

Information is Beautiful Awards

www.BigBookofDashboards.com

“In God we trust, all others bring data.”- W. Edwards Deming

Business Intelligence

Transforms beyond the dataData

Information

Plans that

guide the

organization

or SBU

Knowledge

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.

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…?

Analytics: A New Path to Value – MIT 2010

What is Data Visualization?And Why is it important?

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

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

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

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

56789

56789 color

56789 size

56 89 orientation

56 89 texture

Preattentive attributes of visual perception and use of color

Precise Quantitative Comparisons

Length or Width 2D Position

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

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

# 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

# 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

Using Color

From Juice Analytics White Paper: Part 3 Information Design

Tableau

Tableau Software on Google TrendsCompany Names

2016

Tableau Software on Google TrendsSearch Terms

2016

Tableau Software on Google TrendsSearch Terms

2018

Tableau Software on Google TrendsSearch Terms

2018

https://interworks.com/blog/mgiegerich/2018/04/04/dashboard-design-comparison-

tableau-desktop-vs-microsoft-power-bi/

Interworks 2018 Comparison Test

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

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%

▪ 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

▪ 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

▪ 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

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

▪ 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

▪ 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

Presented by:

Jeffrey A. Shaffer

Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

Jeff@DataPlusScience.com