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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
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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
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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.
Countries Served TechSoup Partner Location NetSquared Local Group
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www.TechSoup.Global
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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
35languages used to provide education
and support
100+corporate and
foundation partners connected with the
causes and communities they
care about
6.2Mannual visits to our websites
600,000newsletter subscribers
empowered with actionable knowledge
79%of NGOs have improved organizational efficiency with TechSoup Global's
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
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/
Thank You!Questions? Comments?
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Learn and Share!
Chat in one thing that you learned in today’s webinar or will try to implement.
Will you share this information with your colleagues and within your network?
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