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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

Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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Page 1: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Presented by:

Tableau Training

Jeffrey A. Shaffer

COO & Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

@HighVizAbility

Page 2: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 3: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 4: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 5: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 6: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 7: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 8: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 9: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 10: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

2016Shortlisted for Data Visualization Website

Information is Beautiful Awards

Page 11: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 12: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

www.BigBookofDashboards.com

Page 13: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 14: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Business Intelligence

Transforms beyond the dataData

Information

Plans that

guide the

organization

or SBU

Knowledge

Page 15: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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.

Page 16: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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…?

Page 17: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Analytics: A New Path to Value – MIT 2010

Page 18: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

What is Data Visualization?And Why is it important?

Page 19: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 20: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 21: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 22: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 23: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 24: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 25: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 26: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

56789

56789 color

56789 size

56 89 orientation

56 89 texture

Page 27: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Preattentive attributes of visual perception and use of color

Page 28: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 29: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Precise Quantitative Comparisons

Length or Width 2D Position

Page 30: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 31: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 32: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

# 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

Page 33: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

# 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

Page 34: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Using Color

Page 35: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

From Juice Analytics White Paper: Part 3 Information Design

Page 36: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 37: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Tableau

Page 38: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Tableau Software on Google TrendsCompany Names

2016

Page 39: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Tableau Software on Google TrendsSearch Terms

2016

Page 40: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Tableau Software on Google TrendsSearch Terms

2018

Page 41: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Tableau Software on Google TrendsSearch Terms

2018

Page 42: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

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

Interworks 2018 Comparison Test

Page 43: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 44: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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%

Page 45: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 46: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

▪ 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

Page 47: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

▪ 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

Page 48: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

▪ 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

Page 49: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

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

Page 50: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

▪ 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

Page 51: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

▪ 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

Page 52: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,
Page 53: Tableau Training - Data · Tableau Training Jeffrey A. Shaffer COO & Vice President, IT and Analytics ... • Executive in Financial Services • Lead Information Technology • Programmers,

Presented by:

Jeffrey A. Shaffer

Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

[email protected]