The foundations of building Tableau visualizations and Dashboards

Transcription

1 The foundations of building Tableau visualizations and Dashboards 1

2 Learning Objective: Text table How has net migration changed by region over time (years)? NetMigrationByStateByYear Year Region SUM(Net Migration - Total) 2

3 Learning Objective: Nested bar graph How does net migration compare by region and time (years)? NetMigrationByStateByYear SUM(Net Migration - Total) Year, Region 3

4 Learning Objective: Line graph How has net migration changed over time (years)? NetMigrationByStateByYear Year SUM(Net Migration - Total) Line 4

5 Learning Objective: Shaded map What is the net migration by state? NetMigrationByStateByYear Double click on Geography to automatically add longitude and latitude Longitude (generated) Latitude (generated) SUM(Net Migration - Total) Geography 5

6 Exercise: Text table How has workforce changed by age group over time (years)? WorkforceByAge Year Age Group Number of Employed

7 Exercise: Bar graph What is the total number of employed by age group? WorkforceByAge SUM (Number of Employed) Age Group

8 Exercise: Line graph How has the number of employed trended by year? WorkforceByAge Year SUM (Number of Employed) Line

9 Learning Objective: Multi -line graph How has the number of employed by age group trended by year? WorkforceByAge Year SUM (Number of Employed) Line Age Group 9

10 Learning Objective: Stacked bar and groups How has the number of employed compared across years and how did the age groups stack up? Create age groups for 16-24, 25-44, 45-54, and 55+ Grouping: WorkforceByAge SUM (Number of Employed) Year Age Group (group) 10

11 Learning Objective: Nested bar graph How has the number of employed compared across years in each age group? WorkforceByAge Age Group (group), Year SUM (Number of Employed) Age Group (group) 11

12 Exercise: Bar graph & measure color How does the net migration compare by region? Use color to additionally illustrate the value of net migration. NetMigrationByStateByYear SUM(Net Migration - Total) Region SUM(Net Migration - Total)

13 Exercise: Multi-line graph How has net migration trended over time (year) by region? NetMigrationByStateByYear Year SUM(Net Migration - Total) Line Region

14 Learning Objective: Dashboard Arrange these three workforce graphs onto a dashboard and add a title. 14

15 Exercise: Dashboard Create and arrange a dashboard on net migration, that includes these 3 sheets. Add a title. 15

16 Formatting and presenting Tableau visualizations 16

17 Learning Objective: Totals, formatting & sorting Create a text table (from foundations section), then add row and column grand totals. Format the table by adding spacing to the cells and changing the row shading. Totals: Analysis > Totals Sort: Hover over field to sort by to show sorting icon or navigate to the top menu bar NetMigrationByStateByYear Year Region SUM(Net Migration - Total) 17

18 Learning Objective: Filters, labels, color & hierarchy Create a nested bar graph (from foundations section), then add a region filter and change the bar colors. Show filter: Right click on Region > Show Filter Colors: Double click on color legend to change colors Hierarchy: Drag fields on top of each other in data pane NetMigrationByStateByYear SUM(Net Migration - Total) Region, Year Region SUM(Net Migration - Total) 18

19 Learning Objective: Reference line & hide labels Create a line graph (from fundamentals section), then add an average reference line. Hide the Year label. Reference line: Right click on axis > add reference line, then format accordingly Hide label: Right click on label > Hide field labels for columns/rows Getting labels back: Analysis > Table layout > Show field labels for columns/rows NetMigrationByStateByYear Year SUM(Net Migration - Total) Line 19

20 Learning Objective: Tooltips, colors & borders Create a shaded map (from fundamentals section), then change the tooltips, colors & borders (to white). Border color: click on color on the marks card > borders Format tooltip: click on tooltip on the marks card NetMigrationByStateByYear Double click on Geography to automatically add longitude and latitude Longitude (generated) Latitude (generated) SUM(Net Migration - Total) Geography SUM(Net Migration - Domestic), SUM(Net Migration - International) 20

21 Learning Objective: Reference line & axis label Create a stacked bar graph (from fundamentals section), then add a total reference line and change the axis label. Filter out total from the age groups. Reference line: Right click on axis > add reference line Axis label: Double click on axis WorkforceByAge SUM(Number of Employed) Year Age Group (group) 21

22 Learning Objective: Continuous dates & aggregation How has the average (monthly) close price trended by company? Aggregation: Right click on SUM(Close) > Measure (SUM) > Average StockPrices MONTH (Date) AVG(Close) Company 22

23 Learning Objective: Discrete dates How has the average (monthly) close price trended for Amazon year over year? Aggregation: Right click on SUM(Close) > Measure (SUM) > Average Format months: Right click on month name > Format StockPrices MONTH (Date) AVG(Close) YEAR(Date) 23

24 Intermediate Tableau visualizations 24

25 Learning Objective: Tree map Create a tree map of age groups, grouped by age group groups. WorkforceByAge Square Age Group (group) SUM(Number of Employed) Age Group, SUM(Number of Employed) Age Group 25

26 Learning Objective: Pie chart Create a pie chart of number of employed by age group (group). Increase the size to fill the space WorkforceByAge Pie Age Group (group) SUM(Number of Employed) Age Group (group), SUM(Number of Employed) 26

27 Learning Objective: % of total table calculation Create a pie chart (previous example), change the pie value labels to percent of total. Percent of total: Right click on SUM(Close) > Quick table calculation > Percent of total WorkforceByAge Pie Age Group (group) SUM(Number of Employed) Age Group (group) SUM(Number of Employed) 27

28 Learning Objective: Histogram Create a histogram of income per capita to see the distribution. Use show me to create histogram OR Histogram bins: Right click on Income Per Capita > Create > Bins CountyLevelData Income Per Capita (bin) CNT(Income Per Capita) 28

29 Learning Objective: Sets Create a sorted bar graph that shows the top 10 counties by unemployment. Right click on field > Create > Set Filter on the set to only show the top 10 counties CountyLevelData SUM(Unemployment) County 29

30 Learning Objective: Scatterplot & highlight filter Create a scatterplot to determine the counties with a low cost of living, but high income per capita. Add average reference lines to create four quadrants. Add a highlight filter to make it easy to view particular states. CountyLevelData SUM(IncomePerCapita) SUM(Cost Of Living) Region County 30

31 Learning Objective: Box plot Use a strip plot with a box plot to see which counties are cost of living outliers for their region. Box Plot: Right click on axis > Add reference line > Box Plot CountyLevelData SUM(Cost of Living) Region Circle Region State 31

32 Learning Objective: Clusters Create a scatterplot viewing the relationship between cost of living index and income per capita. Create 3 clusters using cost of living index, income per capita, and unemployment by county. Clusters: Analysis pane > clusters Right click on clusters in the marks card > edit CountyLevelData SUM(Cost of Living Index) SUM(Income Per Capita) Clusters SUM(Umemployment) County, State 32

33 Learning Objective: Highlight table Create a highlight table of number employed by age group and year. WorkforceByAge Year Age Group Square SUM(Number of Employed) SUM(Number of Employed) 33

34 Learning Objective: Calendar highlight table What was the closing stock price each day for this year by company? Weekday: Right click on Date > More > Weekday StockPrices WEEKDAY(Date) MONTH(Date), WEEK(Date) Square SUM(Close) SUM(Close) 34

35 Learning Objective: Difference table calculation What was the quarter to quarter difference between closing stock prices for a particular company? Exclude the last quarter, since it s incomplete. Difference from previous quarter: Right click on SUM(Close) > Quick table calculation > Difference StockPrices QUARTER(Date) SUM(Close) SUM(Close) 35

36 Learning Objective: Multiple marks How do the average open and close prices compare for each company? Change the colors of the bars. Aggregation: Right click on SUM(Close) > Measure (SUM) > Average Colors: multiple marks cards, click on color for each marks card StockPrices AVG(Open), AVG(Close) Company 36

37 Learning Objective: Dual axis How have the high and low compared for each company by year? How has the yearly difference trended? Filter by one company at a time Aggregation: Right click on SUM(High) > Measure (SUM) > Maximum Dual Axis: Right click on the 2nd green pill, dual axis. Don t forget to synchronize the axis StockPrices Year(Date) MIN(Low), MAX(High) Measure Names 37

38 Learning Objective: Multi-measure text table What were the average: open, close, high and lows by year for each company? Aggregation: Right click on SUM(Close) > Measure (SUM) > Average Use measure names and measure values to view more than one measure StockPrices Measure Names Company, YEAR(Date) Measure Values 38

39 Learning Objective: Basic calculations Create a daily graph that shows the difference between the open and close price. Calculation: Right click in the data pane > Create calculated field StockPrices DAY(Date) AGG(Open Close Difference) AGG(Open Close Difference) 39

40 Learning Objective: Parameter calculations Create a parameter that allows a user to show a what if scenario on the average closing stock price. Put the values onto a graph by month using measure values. Right click in data pane > create > parameter StockPrices MONTH(Date) Measure Values Measure Names 40

41 Learning Objective: String calculations Create a county, state field by combining county and state in a calculation. CountyIndexCalculation County, State 41

42 Learning Objective: Logical calculations Create a county map that allows users to flag counties with an unemployment rating of their choosing. Create a parameter, then create a logical flag calculation CountyIndexCalculation Longitude (generated) Latitude (generated) Unemployment Flag State, County 42

43 Learning Objective: Bullet graph How did the 2015 population compare to the 2014 population by county? 2014 line is a reference line CountyIndexCalculation SUM(2015 Population) County SUM(2014 Population) 43

44 Creating interactive Tableau dashboards 44

45 Learning Objective: Floating dashboard objects Create a shaded map, then duplicate it twice (3 sheets total). Add the lower 48 states to a dashboard, the float Alaska, Hawaii, the legend, and an image on top. 45

46 Learning Objective: Dashboard actions Create a dashboard of these three graphs (if not previously created). Create a dashboard action that occurs when you click on a state on the map and filters the rest of the dashboard for that state. Dashboard > Actions > Filter action 46

47 Learning Objective: Dashboard filters Create a dashboard of these graphs (previously created). Add a Company filter that filters the bottom 3 graphs on the dashboard. Click on drop down for filter > Apply to worksheets 47