Digital Scholarship Laboratory

Workshop Series
I can email you
a license to TABLEAU
install Tableau
on your laptop! 2017-02-10
DAVID LOWE, DATA LIBRARIAN
EVANS LIBRARY, FLORIDA TECH
 Agenda
Why Tableau?
The BI Market
Tableau Flavors
Data Connections
Ts Viz. Products
Diving into Data Work
(simple walk through
interface from graph
types to dashboard)
Sales data
Why Tableau?

From Gartners
2016 Annual
Report for
Business
Intelligence
and Analytics:
Visionary Leader in
Magic Quadrant

Slide #3
BUT FIERCE COMPETITION IS ONGOING:

Qliks Qlikview
Microsoft Power BI
Google Data Studio

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 You are here

From Biewald, Lukas, The data

science ecosystem part 2: Data
wrangling, in Computerworld,
April 1, 2015, accessed September
8, 2016 from
http://www.computerworld.com/
article/2902920/the-data-science-
5
ecosystem-part-2-data-
wrangling.html .
TABLEAU FLAVORS
Tableau Server*
Tableau Desktop You are here
Tableau Public*

*also a means of sharing the visualizations produced (up-

to-date & interactive), but .pdf or image files would also
be alternatives

Slide # 6
DATA CONNECTIONS

Data files (.xls, .csv, etc.) You are here

Relational Databases
Other Online Data Sources

Slide # 7
VISUALIZATIONS PRODUCED

Worksheet: individual graphic

Dashboard: set of graphics
Story: ordered presentation of graphics and dashboard

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DIVING IN {1 OF 6; THE DATA SOURCE}

1. Start Tableau and within it, from the desktop, open the Excel file
Global Superstore Orders 2016.xls [download as shared from Florida Tech Google Drive]
2. Drag the sheet Orders to the center pane (that reads Drag sheets here)
3. Note upper right: can either connect live or extract from source into Tableau (do live)
4. Below, in the data preview pane, using down arrow that appears upon mousing over the
column name, rename the field Row ID to RowNum and its data type from numeric to
string
5. Next, using its mouse-over menu, split the concatenated field Order ID into its component
fields
a) Delete splits #2, 3, and 4
b) Rename split #1 to Distribution Center
6. Click on the Sheet 1 tab at bottom to work with this sheets data

Slide # 9
DIVING IN {2 OF 6; 1ST VIZ.}
First graphic using Show Me palette visualization picker (which is not a comprehensive!)
1. Click on Show Me in upper right corner to expand palette
2. Next, hold down control key and from data fields menu at left select Sales and Country
3. Note the symbol map (with proportional bubbles) as the recommended option; select it
4. Drag and drop State from data fields menu onto the map to see state breakdown
5. On the Marks palette, click Size button to increase bubbles diameters to taste
6. Click Color button to set Transparency % downward; also add a border to the bubbles
7. Drag Profit onto Color to reveal problem areas
8. Drag Category to Filters shelf to explore problems; select Furniture, then OK
9. Click the Furniture filter pill and select Show Filter (appears at right, under Show Me palette)
10. Go to the new Quick Filter on the right, click its drop-down caret, and select Single Value List
11. At bottom tab, double-click Sheet 1 & rename to Global Sales and Profits
Slide # 10
DIVING IN {3 OF 6; 2ND VIZ., PART A}
1. Next, create fresh sheet by clicking New Worksheet icon as illustrated:
2. Back to Show Me; hold down Control and select Category, Sub-Category, and Sales
3. Select the Bar Chart from Show Me, then collapse the Show Me palette
4. In the Data fields menu at left, drag Sub-Category onto Category
5. In the resulting dialog box, rename this hierarchy Products
6. At left, drag Product Name into new Products grouping as well
7. Note: via +/- signs on left of pills (or in the graphic), can expand or contract new
categorizations
8. Next, click Swap Axes by clicking as illustrated:

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DIVING IN {4 OF 6; 2ND VIZ., PART B}

1. Select Category pill and organize by clicking Sort Descending as illustrated:

2. Select Sub-Category pill and repeat above step
3. Drag Profit onto Color button
4. Swap axes again
5. Rename Sheet 2 to Sales by Category
6. Create new sheet

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DIVING IN {5 OF 6; 3RD VIZ.}
1. In new sheet, drag:
a) Profit to rows
b) Shipping Cost to columns
c) Market to shape
d) Category to color
e) Customer ID to detail
2. Resulting representation is of Sums (Shipping + Profit per Customer), so disaggregate
transactions by going to Analysis menu and deselecting Aggregate Measures
3. Could now dig down into all the profit problems by hovering over points with mouse or
clicking points to get dialog boxes for the underlying data per item
4. Could view trend per category via Analytics tabs pane on left; drag Trend Line to viz.
as Linear; right click in viz. and deselect to remove
5. Rename sheet Customer Breakdown
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DIVING IN {6 OF 6; DASHBOARD}
1. Click the New Dashboard icon as illustrated:
2. Resize from Desktop to Laptop (800X600) at left
3. Drag each of your three graphics onto the dashboard
a) Map across top
b) Other two below
c) Adjust Fit via drop-down menu per viz. as shown at right:
4. Rename this viz. as Sales Dashboard
5. Add this new title to graphic by checking
Show Title in lower left

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TA-DA!

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FROM HERE:

http://www.tableau.com/learn/training

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Digital Scholarship Laboratory

Thank You!
Questions?
CONTACT INFO
DAVID LOWE:
LOWED@FIT.EDU
QUESTION FOR YOU:

What was the muddiest point?

Please share your feedback:

https://s.lib.fit.edu/dslworkshopeval
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