LibraryUTS CRICOS PROVIDER CODE 00099F

Getting Started with Data Visualisation and Infographics – Tableau Academic

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TableauAcademicHandoutGuidebyDavid.Litting@uts.edu.au

Thishandoutisdesignedtoworkwiththekineteco_orders.xlsxspreadsheetattachedtotheeventdescriptionintheUTSLibrarycalendar.ItcanalsobefoundinChapter2oftheLyndacoursematerialsfoundinthecoursecalledTableauEssentialTraining

Section 1: Getting HelpGettingHelpTableau>helpIncludedaresampleworkbooks,asamplegalleryandtrainingvideos.IfyouclickopenhelpyougetanonlineFAQ.TableaudriversTableau>Help>GetSupportTheseareAPI’stodrawdatafromsourceslikeAmazon,Azure,Dropbox,GoogleAnalytics,GoogleDrive,JSON,Access,SQL,PDFandmoreLynda.comLynda.comhasgoodindepthtrainingonTableau.ThisclasswasdevelopedusingtheTableauEssentialTrainingcoursementionedaboveNewfeaturesinTableau2018

• Atooltipcannowhostasmallvisualisation• YoucanconnectstraighttospatialdatafromaSQLserver(without

needingtoportinthroughcsv)

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Section 2: Preparing Data for Tableau

Connecting to a file

Connect>connecttoafile>Excel>kinetecoorders.xlsThisspreadsheetthreesheets–Customersordersandproducts.Pressonthegridattherightofthedatasettoseethedata(itwillpopupinanewwindow).

Doubleclickoncustomerstoaddittotherightofscreen.Doubleclickonordersanditwillgototherightofscreentoo–noticeitmakesanautomaticunionbetweencommonfields.

Mouseoverthejoinanditwilltellyouwhatthejoinis

Doubleclickonproductsandthatwilladditselfandalsocreateajoin.

CleanupsourcedataWhilstourdatasethasnoerrorsyoucanuseTableauusethedatainterpretertofixupnullvaluesanderrorscausedbyhavingheadertitlesplacedinrowoneetc.

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Section 3 – Getting started in Tableau

Clicksheet1

Lotsofdatashouldcomethrough

Explaining the layout of a worksheet

DimensionsandmeasuresAbc=atextfield#=anumericalfieldLittleglobeicon=ageographicalfield.

MarksareaThemarksareahelpsyouchangethelookofdataandalsooverlayit.

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TheFiltersareaThefiltersarealetsyoumakeselectionsfromadatarange–ie:youwanttolookatsalesonlyfromCaliforniaandnotalloftheUSA,youcandothat

Datavizarea–rowsandcolumnsThisisapivottabletypearrangementthatletyoudisplaythedatainameaningfulwayandletsyouplayaroundwiththecombinationsTableauhas

ShowmeIsthetableofvisualisationsavailableatanytime.Theyareallgreyedoutbecausewehavenodataonthevizarea.Whenwedothevisualisationsitcanmanagewiththatdatawillbeun-greyedout

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Back/forwardbuttonsAlwaysuseful!

Make a simple table

Dragadimension,eg:productcategorytocolumnsDragacustomerfullnamedimensiontorowsWenowhaveatablebutnonumbers

Thereasonforthisisthattherearenomeasurementsyettiedtothistable.So,let’sgrabameasurement–say#quantityanddragitoverthistableWenowhaveacustomtable!

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Nowthisisshowingushowmanybatteriesorlightbulbsetceveryoneordered.Butifyouwantedtoknowhowmanyorderstheyhadplaced,ratherthanhowmanythingstheyhadpurchasedyoucanfigurethatouttoobyusingthesumpillandchangingthemeasuretocount

Nowweseehowmanyorderseachcustomermade

Show summary feature

FirstminimiseShowMeThenclickWorksheet>showsummary.Thesummarywillgiveyousomestats

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aboutthetable.

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Section 4 – Manipulating Data in Tableau

Sorting a table

SortingwithinTableauispossiblebyclickingtheheadersandusingthelittlegraphicontosort

Youcanalsoclickonapillandchoosesortformoreadvancedsortoptions.

Adding totals to a crosstab

TableaualsoletsyouaddcalculationstoatablethatmightnothavebeenthereinyouroriginalExcelspreadsheet(orequiv).Let’srunalittlecalculationheretoworkouttotalsFirstremovecustomernamefromrowsbyclickingonthepillandchoosingremoveThen,replaceitwithstate

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Tomaketallyoftotalsalesperstategoanalysis>totalsandthentotalstotherightbyselectingthetopoption–showrowgrandtotals

Ehvoila!

Ifyouchoosecolumngrandtotalstooifyoulike(andmanyotherthingsbesides)

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Calculate percentages of a table

Saywewanttocalculatepercentagestheproductshaveaddedtothetotalofsales.Marksarea>sum>quicktablecalculation>percentoftotal(Thiswilloverwritedatainthetable)

Voila!

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Allofthesethingshelpyoumakeanicecustomvizlateron,ofcourse…

Create a selection filter

Beginbydraggingapillthatisalreadyonthevizpane(eg:states)tothefiltersareaYouthengetaninclude/excludecheckboxlisttofilterwith.

Nowyoucanchoosejustthewestcoaststatesifyouwantanddisplaythem,etc.

Creating a top filter

Youcanalsousefiltertofindthetopandbottomvaluesinadataset.Whilstinfilters,selecttheToptab–youcanthenfindthetopxamountofresults,sortedbywhatevercategoryyoulike

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Top10Statesbymeasureofpercentageoftotalsales

Clear calculations

IfIwanttogobacktothetotalsbeforeIcalculatedpercentagesusethedropdownonthegreenpillandchoosecleartablecalculation.

Youcanusethismethodtoclearfilterstoo

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Defining a set

Ifyouwantatemporarygroupingofaselection,sayWestCoastoftheUSA–youcancreateaset.Todothisshiftclickabunchofstuff(orctrl-clickiftheyaren’ttogether)Turnsoutwedon’thaveallthestatesofthewestcoastsolet’sdowestoftheRockiesorsomething

Thenrightclick>createset

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Thengiveitaname

Nowyouhaveapillthatyoucanuseonthevizarea

Define a group

Ifyouwanttobundleafewentriesinatabletogetheryoucancreateagroup.Similarmethodtomakingasetonlyyouusethepaperclipoption

Whereasasetcreatesaspecialpilltoworkwith,groupshovesentriestogetheronalineinsideanexistingtable

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Section 5- Making Visualisations

Creating a highlight table

Showme>Highlighttable

Ifwerunthisonourtableofstatesyougetatablewithcoloursindicatingahighorlownumber(IungroupedAlaskaandCaliforniaetcbeforedoingthis).

Toeditcolourspresscolorinthemarkssection

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Basic Charts – Bar Graph

Hitshowmeandthenchoosethebargraphiconseenbelow

Bar chart

Displaysalltheproductsseparatelybystate

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Whatifwewantedtoseeeachstatewithalltheproductcategoriestogether?Why,we’djustinverttheorderoftherows,placingstatefirst!

Ifwewantedtochangetheaxiswhatwouldwedo?That’sright,switchcolumnsandrows!

Changing graph colours

Whatifwewantedtochangethecolours?Wecouldgotocoloursandeditcolour

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Thiswillchangeallcolumnstoadifferentcolour

Filtering by colour

Whatifwewantedtohaveeachcolumnhaveitsowncolour?Dragproductcategoryovercolourinthemarksarea(whilstleavingitinrows)

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Changing the order of items in a visualisation

IfyouwanttochangetheorderofthefeaturesdragaroudtheorderofthingsinthekeyBefore:

After:

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Side by Side Bar Chart

YoucanalsomakeaSidebysidebarchartforcolourcomparisons

Makesthecoloursaccordingtostatehere(minimizingshowmerevealsthekey)

Butagain,ifwewantedtohavethecoloursbyproductwecouldfliptheirorderonthecolumnsarea

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Makesthis

Stacked Bar Chart

Thesearegoodforbringingdatatogether,thoughtheycangetabitcomplicatedtoread

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Titling a ChartDoubleclickonthesheetname

Andchangeit

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Changing graph font sizes, labels

Toeditlabelsclickonlabelsinthemarksarea

Hereyoucanchangefontandsize,aswellasaddlabelmarkerswiththetopcheckbox

Labels>showmarklabelswillshownumbersbydatapoints–youcanalsochangethefontsizeetc

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Sometimesyoumightwanttomaketextsmallersoitappearsfullyinatightspace(changefontsizetodothis)

Tableauwilladjustlabelcoloursaccordingtobackgrounddarkness

Creating an annotation

Rightclickonthechart>annotate>chooseanareaorapoint

Writesomething

Ifyouwanttomovetheannotationclickonitandthenresizeordragitelsewhereusingthebordercontrols

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TimedataandlinechartsToshowyouthesefunctionsfirstwehavetoremoveproductcategoryfrommarks.Thendragatimerelatedofdimensionontothevizpane,eg:year

Insidebysidebarchartmodeitlookslikethis

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Ifyourdataissetupright,itmighthaveevenmoredatebasedinformationtoworkwith(eg:quarters).Toexpandthedateusetheplussignoptionontheleftofthetimepill

Nowwehavedatabyquarter:

Creating line charts and area fill charts

Linechartsaregoodattimeseriesdata.Ifweremovestateandreplaceitwithproductcategory

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Andthenchoosethelinechart

Andyougetthis

Ifyouclickonquartersagainyougetmonths!

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Youcanchangethethicknessofthelineusingsize.

Finallyyoucanrightclickonanaxistoedittherange

Thischangingoftheaxisisn’tveryusefultothisvizbutitmaybeforyours

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AddingatrendlinetoachartFirstwemightfilterthissowegetjustoneline:dragproductcategorytofiltersAndjustchooseone

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Now,gotoanalytics>model>trendline

Ehvoila

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Mousingoverthetrendlinegivesyoudata

Rightclickonthetrendlinetoremoveit.

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Section 6 – Making Maps

Makeanewworksheetforthisbit

Create a basic map

Firstyouneedgeographicdatatypes–theoneswiththeglobe,likestateDoubleclickcity,itwilladdlatitudeandlongitudetothecolumnsandrowsandshowyouamap

Now,Tableauisabitfunnywithlocations.Youneedtotellitwherethesecitiesorstatesare.Todothisgotomap>editlocations

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ThenchangethecountrytotheUSA

Nowwehaveadotforeverystateinthedatatable

Toaddsalesintensitytothiscurrentviz,whichcurrentlyjustshowswhatstatessaleshavebeenmadein,dragtotalpricetothemarkscard.Nowthedotsizereflectshowmuchmoneyhasbeenspentthere

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Mousingovergivesyoustats

Youcanusethepilltochangethevalue:eg:toaveragespentperstate

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Fill Maps

Showmealsohasadifferentmaptype–thefillmap

Wherecolourintensitymeansmoresales

Set map options

First-gobacktothedotmapmodeinshowmeDropstateintoFilters,removeAlaska–givesyouacloseupview

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Tochangethemapappearancegotomap>maplayersWhichbringsthispanelupontheleftYoucanthenchangethebackgroundstyle(eg:fromlighttonormal)whichprovidesforestsandmorelandformdetail

Checkboxesseenaboveturnonandoffgeographicalfeatures

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Hereisthesamemapwithlandcoverturnedoff

Finallyyoucantrythedatalayer,whichhasalotofcanneddata(mightonlyworkwiththeUSAthough)

Choosingpopulationforexamplegivesyouthis

Onceyouhaveadatalayeryoucanchangethecolourschemeifyoulike

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Section 7 – Saving, Presentation Mode, Dashboards and Stories

Saving your work

File>save,saveas,reverttosavedSaveasapdfFile>print>pdf=saveaspdf

CreateapackagedworkbookApackagedworkbookisviewableontheTableauviewerplatformabitlikePowerBIwherepeoplethatdon’thavethefullsoftwarecandisplayitFile>exportaspackagedworkbookDisplayavizinpresentationmodePressF7orusethispresentationicon

Justaboutalltheborderswilldisappearleavingyouwithjustafewforwardbackwardtypecontrolsinthebottomright.Presentationmodeleavesintooltipfunctionality.ToexitpressF11orescape

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Making a story

Astoryisbasicallyasetofdashboardsyoucanpagethrough.Tomakeonelooktothebottomofscreenandchoosethenewstoryiconwhichlookslikealittlebook.

Whenyouclickonthatmoreiconsappeartotherightallowingyoutoaddelementstoastory.Theworksheetsavailableintheworkbookareontheleft.Dragoneontothevizareatobegin.Tocreateanewpagechoosenewstorypoint>blank

Whichgivesyouanotherlinkedpage

Nowgoanddropyournextsheetinandcontinueinthatway..

Create a dashboard

Adashboardisdifferenttoastoryinthatyouhavevisualisationsthatareallontheonescreen,andthatcaninteractwitheachother.Likeastory,itrequiresthatyouhaveafewdifferenttablesgraphsormapstoworkwith.Tocreateadashboardgotothisiconatthebottomofscreen

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Youthendropimagesontothevizareaasyouwouldforastory

Herearethe3sheetsIcreatedononescreen

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Arrange and format dashboard entries

Tomoveandresizedashboardelementsclickinthewhitespacearoundanelement.Thenmoreoptions>floating

NowtheelementscanbemovedandresizedMyreconfigureddashboard

Todeleteelementsclickthexinthetopcorner

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Define a Filter Action

Todothisclickonanelementonthedashboardandusethefunnel

Nowalltheelementsofyourdashboardwillbefilteredbythethingyouselectfromthegraphortable–eg:landscapelightinginAlabama

CTRL-clickletsyouseemorethanoneatatime

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Escapeundoesthisstuff.Toturnofffilteringaltogetherunclickthefunnel

Define a highlight action

Ahighlightactionallowsforpermanentfilteringviaamouseclick.Todothisgotodashboard>actions

Theninthedialoguebox‘addaction’>highlight

INthenextboxyougetbestresultsbychoosingrunactiononselect

Pressok.Thenpressokagainonthisscreen

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Nowwhateveryouselectautomaticallyselectseverythingelsethatisrelatedonthedashboard

Addingimages,linksandmoretoadashboardFindobjectsinthebottomleft

Chooseanduploadanimage

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And that’s it!