Tableau 8.2 Training Manual (eBook)

From Clutter to Clarity

Larry Keller (Autor)

eBook Download: EPUB

2014 | 1. Auflage
268 Seiten
Larry Keller (Verlag)
9780692286241 (ISBN)

Infos

This manual was created for the Tableau Desktop User who is new to Tableau or seeks to raise their skills to at least the intermediate level. VIA was first in the world with a Tableau Training Manual and continues to publish training documents that are now in 45 countries. Used in colleges and universities, VIA has become the standard for Tableau users.

---

This Tableau training manual contains 300+ images and 25,000 words which are segmented into eight (8) sections. To complement the written word in the manual, the author has provided URLs in this digital manual which enable the buyer to download eight (8) Tableau Packaged Workbooks - These are actual software examples that reflect the outcome of each lesson. The manual is written in narrative form and progresses from connecting to data to sophisticated dashboards. There are tests as well to reinforce learning.

Textauszug

Section 2 – Visualization Basics

VIA has provided Tableau Packaged Workbooks for every section of this manual. They are there as a guide as the user creates his/her visualizations. The user should refer to the packaged workbook, 2.0 VIA – v.8.2 Visualization Basics – Packaged Workbook Data Source: Sample Superstore Subset (Excel).

1) Create a New Worksheet – Rename #1 – Modified Defaults – This is a visualization exercise with modified aggregations. By default Tableau presents all measures by sum. Tableau users often use averages and other options to analyze data. Data Source: Sample Superstore Subset (Excel)

a) Select Sales from the Measures data window. Right-click on Sales and from the Field Properties option, change the aggregation to “Average” (Figure 2.1). After changing the default aggregation, double-click on Sales resulting in Figure 2.2 on the following page.

Figure 2.1

Figure 2.2

b) Double-click on Region in the Dimensions Data window – the result puts Region on the Columns shelf. Then Drag Profit to the Marks Color Card (Figure 2.3).

Figure 2.3

c) Double-Click on Product Category – the result puts Product Category on Columns to the right of Region.

d) Swap the axes by clicking on the Swap Axis icon just below the Format Menu. From the visual sizing menu, select Ft. Height (Figure 2.4). Both are highlighted in yellow. Lastly, click on ABC icon which is below the Window menu and labels are automatically generated.

Figure 2.4

2) Create a New Worksheet – Rename it #2) – Tabular View

a) Change Sales aggregation back to Sum by right-clicking on the Sales measure; select Field Properties, and change Average to SUM. Drag Sales to the Drop field as noted in Figures 2.5 and 2.6. Had the user dragged Sales to the Text Card, the result would have been the same.

Figure 2.5

Figure 2.6

b) From the Dimensions data window, double-click on Region; from the Measures data window, double-click on Profit and Discount (Figure 2.7). Use the anchors on the right side and bottom of the table to expand incrementally.

Figure 2.7

3) Create a New Worksheet – Rename #3 – Show Me – Before starting the next exercise, there are five ways of creating a new worksheet:

• Click on the Worksheet Menu and select New Worksheet.
• Right-click on the previous worksheet and choose New Worksheet.
• Click on the icon as seen below which automatically creates a new worksheet (first image below).
• Just below the Worksheet Menu, there is an icon seen below that has a + sign
• Control – M

a) While holding down the control key, select Product Category, Product Sub-Category, Region and Sales (Figure 2.8). Go to the Show Me palette selections (top right) and select “Stacked Bars.” Tableau intuitively suggests one of the 24 built-in visuals based on the measures and dimensions that have been selected. The user can accept stacked bars or practice by trying other visuals that are highlighted (pie chart as an example). The required mix of dimensions and measures are presented immediately below the chart palette.

Figure 2.8

b) From the icons below the Menu offerings, select the Auto sort icon from high to low. Next select the Swap Axis icon and finally, resize the visual using the resizing tool (Fit. Height), highlighted in yellow. All of these selections are presented in Figure 2.9. Product Sub-Category presents the high/low icon, informing the viewer that this dimension is driving the sort routine. Take note of another auto sort icon at the bottom of the visual also highlighted in yellow. This is an interactive tool.

Figure 2.9

4) Right-click on the sheet titled “Show Me,” and select “Duplicate as Cross-Tab.” Rename the new sheet #4 Text and Formatting Figure 2.10). Note: Any visual can be converted to a crosstab using the same process.

Figure 2.10

a) Go to the Analysis Menu, select “Totals” and from the options shown, and in three separate actions, select Show Row Grand Totals, Show Column Grand Totals and last, Add All Subtotals (Figure 2.11).

Figure 2.11

b) Note changes in Figure 2.12

Figure 2.12

BPT – The result of swapping the axes rendered the cross-tab in one visual without having to use the scroll bar. If at all possible, avoid creating visuals that include a scroll bar, especially when the sheet becomes part of a dashboard.

c) Two-Pass Totals – The example above renders Sales values as a SUM, Tableau’s default value. However, it is possible for the user to change the default value on the fly. Simply right-click on SUM(Sales), and from the options offered, select Total Using. In the example below, Maximum has been chosen (Figure 2.13). The results of this choice are rendered in Figure 2.14.

Figure 2.13

Figure 2.14

Formatting Options – Users can choose formatting for any dimension or measure that is being used in the visual. Right click on Product Category (Figure 2.15). Having selected Format Figure 2.16 presents options for both the Header and Pane (area in the visualization). Test the options for font, alignment and shading.

Figure 2.15

Figure 2.16

d) Master Formatting – In addition, there is an option for a Master Format Menu. Select the Master Format Menu (between Map and Server) and then select Font (Figure 2.17). The yellow highlight represents options for fonts, alignment, banding, borders and lines. Users should remember that any options chosen become defaults going forward. Due to the multitude of possible formatting variations, in the example below a bold font was chosen for the whole sheet, row banding was added plus band size and lines.

Figure 2.17

5) Create a New Worksheet – Rename it #5 – Mapping – If the user’s data source contains states, counties, zip codes, congressional districts and other geographical data, Tableau’s mapping features are an excellent way to render that data.

a) While holding down the Control Key, select Product Category, State or Province and Profit, and from Show Me, select the map visual that is being recommended with a bold outline. The data are now rendered in pie charts segmented by color for Product Category and size for Profit (Figure 2.18).

Figure 2.18

b) The option for a filled map was not enabled as there are three dimensional values. Filled maps are discussed in the next section.

c) Options for view of a map – At the top left quadrant overlaying the state of Washington, there is an icon that the user can apply. The plus sign enables enlarging the map. The minus sign reduces the map size, the screen and + sign enable zooming, and the push pin enables one to reset to the most recent view (Figure 2.19).

Figure 2.19

d) Figure 2.20 presents the results of clicking on the + sign (drill down icon) twice. The more granular the data, the more revealing the results can be.

Figure 2.20

International locations are supported but not to the detail as on US maps. If major cities are in the data, Tableau will render them. If the longitude and latitude for any locations are provided, those locations can be rendered as well. If the user employs WMS servers, they too can be used with Tableau. Mapping options can be found under the Map Menu.

Hint: You can use Yahoo to assign Latitude and Longitude to any address in the world in your database (outside of Tableau).

6) Create a New Worksheet – Rename it #6 – Map Options – The purpose of this exercise is to take advantage of Tableau’s mapping options, which are demographic overlays to enrich the visualizations. These demographic data are provided by a third party. Note Well: Mapping options which are demographic data layers is a feature only when the Tableau Classic mode is selected. To make this selection, refer to the Map Menu, select Background Maps and Tableau Classic (Figure 2.21)

Figure 2.21

a) From the Dimensions data window, double-click on State or Province. Follow by dragging Sales to the Size Marks Card (Figure 2.22). The user can change the color of the Marks by going to the Color Card and selecting the preferred color – black in this instance.

Figure 2.22

Return to the Map Menu and select Map Option (Figure 2.23).

Figure 2.23

b) From the Map Options presented, select Household Growth % 2009-2014 (Figure 2.24).

Figure 2.24

Note: The demographic data layers are updated annually....

Produkt-Details

• Erscheint lt. Verlag: 6.11.2014
• Sprache: englisch
• Themenwelt: Mathematik / Informatik ► Informatik ► Office Programme
• ISBN-13: 9780692286241 / 9780692286241