Post on 20-Aug-2020
Welcome!Tableau Fundamentals Workshop
We will start at 9am PTOr a few minutes after if people are still joining
Training Materials are proprietary and
confidential
Materials may not be reproduced or
distributed in any way without permission
from Senturus, Inc.
Copyright 2018. Senturus, Inc. All Rights
Reserved.
2
In this course, we will
• Review the Tableau product line
• Create 6 worksheets/visualizations
• Enhance worksheets with sorting and filtering
• Add calculated fields to visualizations
• Work with maps
• Create a dashboard
• Discuss stories
• Review publishing and sharing
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Course Overview
Instructor introduction
Student introduction
• Your company and role
• Experience with the tools
• Expectations and reasons for attending the course
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Introductions
Introduction to Tableau
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1. 2.
Which Report Is Better?
• Tableau is about making data visual
• Why Tableau?– Traditional BI tools are complex, inflexible and lack agility– Rapid path to actionable insights– Easy to use for all skill levels– Excellent migration path for Excel users– Can use many different sources of data (~70)
• RDBMS (MSSQL, Oracle, HANA, Teradata)• Modern big data (Hadoop, HIVE, Spark, Presto, MemSQL)• Microsoft Access, Excel• Cloud (Azure, Cloudera, RedShift, etc.)• CSV/Flat Files/JSON• Application-specific connectors (Marketo, ServiceNow,
Anaplan)• Statistic Files (SPSS, SAS, R)• Cubes (Hyperion, SSAS)• Senturus Analytics Connector: connect Tableau or Power BI to
Cognos
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Introduction to Tableau
VizQL™ Natively visual, naturally faster
LIVE QUERY ENGINE No need to write SQL
IN-MEMORY DATA ENGINE Blazing speed
TABLEAU PUBLIC Webscale platform for visualizations
TABLEAU MOBILE Natively mobile, touch-optimized
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Breakthrough Technologies
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Tableau Products
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Tableau License Categories
12
Building /Modifying
Tableau Data
Sources
(Creator License)
Building
Visualizations
(Creator,
Explorer
License)
Viewing
Tableau
Visualizations
(Creator or
Explorer
License)
Organizing
Tableau Content
(Tableau Server
only)
Tableau Prep* Tableau Desktop Tableau Desktop Tableau Server
(on prem or cloud
based)
Tableau Desktop Tableau Server’s
Web Authoring
Tableau Server
Tableau Online
Tableau Mobile
Tableau Online
(fully hosted SaaS
Tableau Server)
Tableau Server with
Creator License
Tableau Online
(SaaS version of
Tableau Server)
Tableau Reader
Tableau Public
* Only with Creator license
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Tableau Product Matrix
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Build visualizations with a few clicks
Connect to a Data Source and/or Import
Data
Create Visualizations
and Dashboards
Share the Results
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Tableau Desktop
Choose a connection or existing worksheet
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Data Preparation
Format metadata
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Tableau Desktop – Data Preparation
• Splitting– String fields can be split into multiple fields for easier
analysis– Automatic or custom split options
– Split based on a common separator
• Aliasing– Roles – i.e., time (ship date/order date)– Binning (high/low sales)
• Renaming
• Data typing
• Geographic roles
• Calculated fields
• Pivoting
• Data interpreter
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Data Preparation
Worksheet view
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Tableau Desktop
$27m!???
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Dimensions Vs. Measures
Revenue grew $27m during Q32016 in the Western Region for Technology!
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Dimensions Vs. Measures
Measures are the numeric values being represented
• AKA KPIs, metrics, etc.
• Usually aggregated (sum, average, min, max, standard
deviation)
• Generally meaningless without context
Dimensions provide critical contextual meaning to
measures
• Who, what, when, where, why
• How we slice and dice
• Form hierarchies
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Dimensions Vs. Measures
Add data items to columns, rows and cards to create visualizations
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Tableau Desktop
• Within Tableau Desktop, analysts work with worksheets and dashboards
• Worksheets are the views of your data
• Drag and drop fields from your data source onto the rows and columns ‘shelves’
• Items on shelves are called ‘pills’
• Dimensions are blue, measures are green
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Tableau
• Change between data source, worksheets and dashboards using the tabs at the bottom
• You can also add new worksheets, dashboards or story boards using the “new” buttons
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Tableau Interface Overview
Use “cards” to navigate pages, filters and marks on a worksheet
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Tableau Interface Overview
Use dashboards to organize worksheets
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Tableau Interface Overview
Use stories to combine elements and create directed, interactive analysis
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Tableau Interface Overview
Use “show me” to select or change between different visualizations
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Tableau Interface Overview
• Within Tableau Desktop, analysts work with worksheets and dashboards
• Worksheets are the views of your data
• Drag and drop fields from your data source onto the rows and columns ‘shelves’
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Tableau Interface Overview
Exercise 1 - Creating a Tableau Worksheet
1. Open Tableau by clicking the shortcut on the Desktop.
2. Under Connect, To a file, click on Excel. Navigate to:
Documents My Tableau Repository Datasources 2018.1 en_US-US Sample -Superstore.xls and click Open. (Note if you are on 10.1-10.5 substitute your version for 2018.1)
3. This is the Data Source screen. Here we will add sheets from the Excel file to act as the fields for our visualization. Under Sheets, drag Orders to where it says Drag sheets here. We see our data in the bottom pane.
4. In the bottom portion of the left pane, under the Go to Worksheet prompt, click on Sheet 1.
5. In the left pane, within the Data tab, under Dimensions, drag Order Date to the Columns shelf, and Category and Sub-Category to the Rows shelf.
6. Under Measures, drag Sales to the Columns shelf, and Profit to the Color mark.
7. Double-click the bottom of the worksheet and rename it to “Bar.”
Purpose: Open Tableau, connect to a data file and build a basic visualization using
sample data
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Tableau Desktop
Exercise 1 - Creating a Tableau Worksheet - Results
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Tableau Desktop
• Analysis can be enhanced by sorting results
• Sorting can be done using buttons for simple sorting
• Or manually through the advanced sorting dialog
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Enhancing Visualizations
• Filtering results allow you to focus on particular aspects of your data
• Filter by dragging data fields from the source to the Filters card
• Filters can be created by right clicking an item on a shelf
• The filter dialog box will reflect the data type chosen
• Basic filter card
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Filtering Visualizations
Numeric filter dialog box Text filter dialog box
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Filtering Visualizations
Filtering data
• Simple filtering can be done by selecting the headers or marks in a view and choosing keep only or exclude
• The dimension members are removed from the view and the filtered fields are added to the filters shelf
• When selecting headers that are part of a hierarchy all of the next level members are selected automatically
• Individual marks can be selected on a view making it easy to focus analysis or remove outliers
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Filtering Visualizations
Exercise 2 - Enhancing Results with Sorting and Filtering
Purpose: We see a potential problem with the furniture category’s profitability. Let’s
enhance our results from the last Exercise by performing a simple sort, and filtering the
results by the furniture category.
1. To preserve the first workbook, right click on the Bar worksheet name at the bottom of the screen. Select Duplicate to create a duplicate of our original visualization, call this sheet New Bar.
2. Now click on the last column.
3. From the toolbar at the top of screen click on the Sort Descending button to sort latest year Sales descending.
4. Let’s reduce the data set results down by dragging Category to the Filters card.
5. From the Filter dialog box uncheck Office Supplies and Technology. Click OK.
6. Right-click Category in the Filters card and choose Show Filter to reveal filter card.
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Filtering Visualizations
Exercise 2 - Results
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Filtering Visualizations
• Tableau allows for extensive formatting of your views
• Formatting can be for an entire worksheet or down to the individual parts
• Formatting can include changing
– Fonts
– Alignment
– Shading
– Borders
– Lines
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Enhancing Analysis
• Use the “marks” card to refine and enhance results
• Color represents data using different colors
• Use size to encode data by assigning different sizes to the marks
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Enhancing Analysis
• Label/text property assigns text labels to marks
• Drop a dimension on the detail box to separate the marks per the members of the dimension
• Tooltips are details that display when you hover over one or more marks in the view
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Formatting Visualizations
Additional marks are available when using certain visualization types
• Shapes are available when the mark type supports members being displayed as shapes, such as scatter plots
• Built-in shapes are available and custom shape palettes can be created
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Formatting Visualizations
Scatter plots
• Scatter plots provide a way to show correlations between numerical values
• Scatter plots require at least two measures, one on each of the columns and the rows
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Working with Visualizations
Exercise 3 - Using Marks
Purpose: Create a scatter plot visualization using colors and shapes to show the
correlation between sales and profit of different product sub-categories by category and
region.
1. Start by creating a new worksheet. To do this, click on the New Worksheet button. Right click and rename this sheet Sales & Profit.
2. From Measures drag Sales to the Columns shelf and Profit to the Rows shelf.
3. To add additional marks to our visualizations drag Sub-Category to the bottom (empty) portion of the Marks card.
4. Add Category to the Color drop zone in the Marks card to distinguish our sub-categories.
5. Add Region to the Shape drop zone.
6. Right-click anywhere in the scatter plot and choose Trend Lines…Show Trend Lines This shows us linear trend lines.
Note: In Tableau 10.2 and earlier, the default is to show Confidence Bands which can look messy. To eliminate confidence bands from the visualization, right-click again on trend line, choose Trend Lines…Edit Trend Lines and uncheck Show Confidence Bands.
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Tableau Desktop
Exercise 3 - Results
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Tableau Desktop
Calculated fields
• When your data source doesn’t contain all the fields you need, add new ones as calculated fields
• This saves them as part of the data source
• Create calculated fields by using the calculation editor or by double clicking a shelf or a field on a shelf
• Calculated fields can be created from other calculations
• Calculations are based on formulas and fields
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Working with Visualizations
Formulas make up calculated fields
• Formulas can contain functions, fields, operators, parameters or comments
• Calculation editor provides color coding based on the field added
– Functions: Light Blue
– Fields: Orange
– Operators: Black
– Parameters: Purple
– Comments: Green
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Working with Visualizations
Functions
• Functions can be filtered by category
• Use enter text to search to find specific functions
• Clicking on a function provides tips and examples
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Working with Visualizations
Comments
• Comments can provide context or detail on calculations
• Define comments using two forward slashes:
SUM([PROFIT])/SUM([SALES]) (source: EDW)
Auto-completion for formulas
• Tableau will automatically attempt to fill in a formula
• First attempts to find based on starts with then contains
• If you first type a [, auto complete will show fields, parameters or sets instead of functions
• For multiple data sources, auto-complete will add the fully qualified name of the field
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Working with Visualizations – Calculated Fields
Exercise 4 – Creating a Calculated Field
Purpose: We have been asked to show a visualization show our average unit cost per
each sub-category.
1. Create a new worksheet and rename it Avg Unit Cost.
2. Our first step is to create a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field Avg Unit Cost. In the expression box use the formula: [Sales]/[Quantity]. Click OK.
The default aggregation for Avg Unit Cost is Sum. This is not what we are looking for on our visualization.
3. In the measures pane, right-click the Avg Unit Cost field, select Default properties Aggregation Average.
4. We should also set how this field appears. Right-click the measure a second time and select Default properties Number format…. Select Currency (Standard) and click OK.
5. Add Sub-Category to the Columns shelf and on the Rows shelf, from the measures pane, drag the newly created Avg Unit Cost. Click the T button at the top of your screen (next to Standard) to add labels.
6. To allow users to select which years to include, drag Order Date to the Filters Card. Select Years and select the last 2 years (i.e. 2016 and 2017). Click ok. Click the down arrow in the Year Filter pill and select - Show Filter to make it interactive.
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Enhancing Visualizations
Exercise 4 - Results
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Working with Visualizations
• Calculations can be used for exception highlighting
• In Tableau, this is known as spotlighting
• Spotlighting is based on thresholds set for a selected measure
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Working with Visualizations
Exercise 5 - Spotlighting a Report
Purpose: We have been asked to create a report that highlights when sales not doing
as well as expected. Any order under $10,000 will be highlighted different from the
other orders.
1. Create a new worksheet. Right click the Sheet 4 tab and rename it Sales Spotlight.
2. To highlight our data, we will use a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field type Sales Spotlight. In the expression box use the formula:
IF SUM([Sales]) > 10000 THEN “Acceptable” ELSE “Poor” END
Click OK.
3. Add Segment to the Columns shelf and on the Rows shelf add both Category and to its right, Subcategory.
4. For our measure, we will drop Sales onto the Text box in the Marks card.
5. Lastly to provide the desired highlighting, drag our newly created Sales Spotlight on color.
Bonus: Ctrl-click Envelopes, Fasteners, and Labels. When they are all highlighted,
Click on the paperclip to group them. Right-click on Envelopes, fasteners, labels and choose Edit Alias, rename the grouping Small Stuff.
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Working with Visualizations
Exercise 5 - Results
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Working with Visualizations
Bar charts
• Bar charts are excellent to compare data across categories
• To create in Tableau, add a dimension to the rows shelf and a measure to the columns shelf or vice versa
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Working with Visualizations
Exercise 6 - Create a Stacked Bar Chart
Purpose: We have been asked to create a bar chart that displays total sales over a four
year period. In addition our users want to see the data by shipping methods but only for
the West region.
1. Click New Worksheet to begin. Right click Sheet 6 and rename it to Sales by Ship Mode.
2. Start the new visualization by adding Order Date to the columns shelf and Sales to the rows shelf.
3. Note that because we have a date and measure on our visualization, Tableau automatically created a line chart. We want to change this.
4. In the Marks pane, change the mark type in the dropdown menu from Automatic to Bar.
5. Our next requirement is to show the data by shipping method. To do this bring Ship Mode over to the Color box. This changes our bar to a Stacked Bar.
6. Click the Labels toolbar T from the top menu to add labels.
7. Finally to add our filter, right click Region from the Dimensions pane and click Show Filter.
8. Click the down arrow in the Region filter control card and select Single Value List
Bonus: To change SUM(Sales) number format, click on down triangle in SUM(Sales) to bring up formatting pane. Click on the Pane tab next to Axis . Format - Default - Numbers choose Currency (Custom), change decimal places to 0, Units - Thousands (K).
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Working with Visualizations
Exercise 6 - Results
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Working with Visualizations
Working with Maps
In this module we will
• Use geographical data items to create a geospatial visualization
• Understand how maps work in Tableau
• Customize maps using mark size and color
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Working with Maps
Map views
• Excellent for displaying and analyzing geographical information
• Data needs to have appropriate fields for determining location information
• Maps are updated regularly to provide accurate data
• Fields identified as geographic will have a globe icon
• Maps don’t have to be geographic – can be factory floors, hospitals, diagrams, anything you can plot an x/y coordinate on
⎼ Images can be imported to use as background
• WMS servers allow connection to map servers providing an almost infinite array of maps
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Working with Maps
Map views
• Tableau reads a field and determines the geographic type
• You can manually set fields to different geographic types based on the source data
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Working with Maps
Map views
• Latitude and longitude information is generated automatically whenever possible
• These fields display under measures
• In addition to standard areas such as country or state, Tableau also includes area codes, zip codes and congressional districts
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Working with Maps
The following features can add insight and visual appeal to your maps
Feature Description
Background Maps Maps automatically generated by Tableau
when you use geographic data
Map Layers Additional geographic details that can be
layered onto your map from the Map
Options window, such as area code
boundaries, streets and highways, and
prominent place names
Data Layers Layers that show U.S. census information
for the regions on your map, such as the
per capita income, median age and
average household size
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Working with Maps
Navigation and selection in maps
• Maps have navigation, search and selection options for better user interactivity
Feature How to Use
Pan and Zoom To pan across the map, click and drag the mouse pointer across the
map. To zoom in or out, use the + and - icons on the map toolbar
Lasso selection Selects an area of an irregular shape. Click the kidney shaped dotted
line icon, and click+drag the cursor around the area you want to select.
All marks in the area display as selected
Radial selection Selects and area in a circular range. Click the circular dotted line icon,
and click+drag the cursor around the area you want to select. All marks
in the area display as selected
Rectangular selection Selects an area in a rectangular shape. Use the same technique as
Radial and Lasso selection
Geographic search Click the Search icon and type the city or country into the text box and
press enter to initiate a search. Can be excluded from a worksheet
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Working with Maps
Exercise 7 - Creating a Map View
Purpose: We need a simple map that shows our sales by US City.
1. Create a new worksheet. Right click Sheet 7 and rename it Sales by City.
2. From the data pane double-click City to extract latitude and longitude. Tableau places this on a U.S. map with points representing each city in our data set.
3. Note there are 146 Unknown pieces of data in our source. This is due to the context of the visualization not being deep enough. To clear the ambiguity, we can increase the level of detail on our map. Drag State to the Detail mark. This eliminates our unknown data and provides a better map.
4. Add Sales to size and add Profit to color to enhance the view.
5. Click the Size mark, and adjust the size of each mark to makes things legible.
6. This creates overlap. To distinguish our marks, click the Color mark, and in the Border dropdown, and add a black border.
7. From the menu bar click on Map Map Layers, examine the available options. For our map, we want to change the style to Normal. To make the map easier to read, uncheck Land Coverand Country/Region Names.
8. Here we can also see how Data Layers change a map. Under Data Layers select Per Capita Income to apply this to our map.
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Working with Maps
Exercise 7 - Results
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Working with Maps
Creating Dashboards
• Dashboards are collections of worksheets
• Allow you to analyze multiple views at once
• Shown at the bottom as tabs like worksheets
• Updated automatically when data from the source is updated
• Supports all the same formatting as worksheets
• Bi-directional communication between dashboards and source worksheets
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Creating Dashboards
• When creating a new dashboard, data pane is replaced with a list of worksheets and objects
• Objects can be added by simply dragging them over to the dashboard
• By default, objects are added as “tiled” and can be changed to “floating” to allow overlap
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Creating Dashboards
• Dashboard objects allow you to enhance a dashboard with non-worksheet items
• Objects include
– Text boxes
– Images
– Web pages
– Blank space
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Adding Dashboard Objects
You can show or hide specific parts of a dashboard as desired
• Title
• Caption
• Legends
• Filters
• Parameters
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Organizing Dashboards
Dashboard can be sized based on the following options
• Automatic - dashboards adjusts as needed
• Exactly - fixed width, scrollable if larger than window
• Range - scales between min and max size
• Presets - select from common sizes (iPad, letter, etc.)
Tableau allows for device specific layouts to be created
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Organizing Dashboards
Exercise 8 - Create a Dashboard
Purpose: We have created numerous worksheets. Our users would like to see some of
these views on a single page. We will create a dashboard from 3 of our worksheets and
enhance it with a global filter.
1. In the bottom right next to your sheets, click the New Dashboard button.
2. Right click the tab Dashboard 1 and rename it Sales Dashboard.
3. Start off by changing the size of the dashboard. In the dashboard pane click the dropdown under Size, click the dropdown arrow next to Fixed size, and select Automatic.
4. From the Dashboard pane, drag Sales by City to your dashboard.
5. Drag Avg Unit Cost below Sales by City until bottom half of the screen is gray (this splits the dashboard screen).
6. Next drag Sales Spotlight to the bottom right side until the lower half of the screen is gray. This will split the screen.
7. Highlight the Year of Order Date filter, click the black down triangle, choose Apply to Worksheets -> All Using This Data Source. This will make Year of Order Date a global filter that applies to all of the worksheets in our new dashboard.
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Tableau Desktop
Exercise 8 - Results
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Tableau Desktop
A Word About Stories
• Stories are collections of worksheets and dashboards that work together to tell a cohesive story
• Stories can be used to show insights revealed, to provide context, or to show the flow of decisions
• Since a page in a story is a sheet, all of the formatting techniques from dashboards and worksheets apply
• Each sheet is called a “story point”
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Stories
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Stories
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Stories
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Stories
Publishing and Sharing
• Workbooks can be exported and published
• Multiple formats are available to use the output in applications such as PowerPoint, Word or Excel
• When saving you can save:
– Workbooks - .twb (all sheets, dashboard and stories)
– Packaged workbook - .twbx (all sheets, dashboards, stories and all reference local data files and images in a single file)
• You can also publish workbooks, dashboards and data sources to Tableau Server
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Publishing and Sharing
Demo
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Publishing and Sharing
a
• Go back, get a data set and tell YOUR story!
• Create a Tableau Public profile!
• Cement the knowledge obtained today by using the product immediately independently
• Call us with any challenges that arise
• We will follow up with you in a few weeks to see what you’ve come up with or reach out to us to share what you’ve created!
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Take Action
83
Edward Tufte
Stephen Few
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Visualization Resources
a
Webinar Recording: 10 Best Practices for Tableau Dashboard Designhttp://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/
Blog: Six Ways To Publish And Share Tableau Contenthttp://www.senturus.com/blog/six-ways-to-publish-share-tableau-content/
Blog: Securing and Filtering Data by User in Tableauhttps://www.senturus.com/blog/securing-filtering-data-user-tableau/
Resources: Tableau Conference 2017http://tclive.tableau.com/Library/
Tableau Training: Intermediate – 1 day class with 18 hands-on demoshttps://www.senturus.com/training/course-schedule/tableau-desktop-intermediate-training/
Tableau Training: Advanced – 2 day class with 34 hands-on demoshttps://www.senturus.com/training/course-schedule/advanced-data-visualization-dashboarding/
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Other Tableau Resources
a
• The good, the bad the ugly - don’t be shy!
• It will help us make future workshops even better!
http://www.surveymonkey.com/s/senturus
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We Want Your Feedback
Thank You!
Monica Van Loon – Mvanloon@Senturus.comKay Knowles – Kknowles@Senturus.com
Business Analytics Consultants
Tableau Preferred Partner
Who We Are
1200+ CLIENTS, 2000+ PROJECTS, 17+ YEARS
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EXTRACT, TRANSFORM AND
LOAD DATA
DATA REPOSITORY
BUSINESS INTELLIGENCE
DATA SOURCES
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Preparing Your Data for Business Intelligence
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Standard
Reports (Push-Pull)
Dashboards/
Scorecards
Self-Service Reporting
& Ad-Hoc Analysis
Alerts
ERP Data
CRM Data
Retail POS
Decis
ions
& A
cti
ons
Sourc
e S
yst
em
s of
Record
Cloud Sources
& Big DataExcel is being used for your data source, ETL and your presentation
Excel
Powerpoint
Access
Beginning with Tableau – A Typical Situation
1. Your data is not “analysis friendly”
2. You need to add data or logic which is not in your source systems
3. You need access to historical information for trend analysis
4. You need detail data for drill down and you currently only have summary level data
5. You need to join disparate data sources
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Reasons You May Need to Prepare Your Data
92
An Example:
Transaction Systems
(CRM, ERP, etc.)
• Often thousands of tables …
• Cryptic column names
• Not optimized for queries
• Difficult to join tables
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1. Your Data is Not “Analysis Friendly"
Rollups, attributes and hierarchies change ALL the
time
Hierarchy Examples Classic Examples of Change
93
Date &Time
Financial - Departments
Financial - Chart ofAccounts
Product (oftenmultiple)
Brand
Sales Territory
Customer
Employees/Management
Supplier
Geography/Location
Company reorganizations
Finance version vs. Marketing version
Management hierarchies vs. geographic
territories
Multiple product hierarchies
Sales territory realignment
Multiple division rollup disparities
Acquisitionrollups
External supplier and third-party data
Temporary groupings (promos etc.)
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2. You Need to Add Data and Logic for Reporting
Instead of looking at a “snapshot” of your data, you want to see trends over time
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3. You Need History for Accurate Trend Analysis
Example: Excel reports often provide only high-level summary information. To identify potential problems you need to be able to drill to detail such as an invoice number or account information.
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4. You Need More Detail For Drill Down
96
Employe
e Name
Salary Hire
Date
Termination
Date
Manager
John
Smith
100k Jan 17 June 17 Sally
Snow
Sue
Sands
50k Jan 15 Joe Wells
Sally
Snow
150k June 16 Joe Wells
Expens
e
Report
Employe
e ID
Full Name Amt Date
1234 51 Sally Snow $150 1/15/2017
5100 20 Susan
Sands
$3213 3/31/2017
9600 99 Jonathon
Smith
$1543 6/7/2017
Employee ID Manager Dept
51 Joseph
Wells
Finance
99 Sally Snow Finance
Example: Need all expenses for Joseph Wells’ employees
Data is coming from two separate systems:
(i.e. ERP and HR)
How do you join them?
Your expenses for all employees under a specific manager.
Why is this so hard?
1. Data mismatch
2. Data is not uniform
3. Need to access hierarchy
4. Formatting differences
Copyright 2018 Senturus, Inc. All Rights Reserved.
5. You Need to Combine Data Sources
• Connectors
• Training
• Expert Tableau dashboard development, jumpstarts and mentoring
• Free resource library
When building a solution, we take into account your
• Timeline
• Budget
• Data
• Resources
Copyright 2018 Senturus, Inc. All Rights Reserved. 97
Ways We Can Help With Your Tableau Projects
Copyright 2018 Senturus, Inc. All Rights Reserved. 98
Senturus Connectors: Connecting Existing Data and Data Models to Tableau
a
• Review the Tableau product line
• Introduce the Desktop product
– Understand what Tableau offers business analysts, approach, and how it works
– Review the different Tableau product offerings
– Examine the Tableau Desktop user interface and define key terminology
– Create a workbook and a simple visualization from an Excel file
• Enhance visualizations
– Enhance views with sorting and filtering
– Add depth to visualization using marks
– Explore different types of visualizations
– Enhance analysis with calculations
– Highlight exceptional data with a spotlight text report
– Format visualizations for best practice presentation
• Present data geospatially with maps
– Use geographical data items to create a geospatial visualization
– Understand how maps work in Tableau
– Customize maps using mark size and color
• Filter using dimensions and measures
• Create dashboards
– Add sheets and other objects to the dashboard
– Customize the dashboard
– Discuss device-specific layouts
• Review Tableau story capability
• Use trend lines
• Review working with and publishing to the public Tableau server
• Discuss distribution of workbooks, worksheets and dashboards
• Review Tableau Public
Copyright 2018 Senturus, Inc. All Rights Reserved. 99
Today’s Training – Tableau Fundamentals
Working with complex calculated fields
• Methods for creating calculations
• Work with the calculation editor and common syntax
• Creating a complex calculated field
• Use functions
• Spotlighting in a bar chart
• Create a variance
Work with Totals
• Grand Totals
• Percentage of Totals
• Create totals across columns and rows
Filter with context filters
• How to apply filters across worksheets
• Use the filter shelf
• Filter on dimensions
• Create context filters
• Use quick filters
• Create filters on a calculated field
• Top N Filters
Make workbooks dynamic with parameters
• Use parameters to filter across sources
• Create a dynamic measure parameter
Grouping Data
• Create groups, creating a “other” group
• Work with complex sets
• Create a histogram with bins of data
• Manage aggregation
Introduce forecasts
• Understand exponential smoothing methods
• Forecasting constraints
• Forecasting model types
Review when to use a data extract
• Understand available data sources
• Manage metadata
• Hide columns in a data source
• Change Data types
• Renaming columns
• Export data
Build a worksheet with multiple data sources
• Join data sources
• Working with different types of joins
• Blend data in a workbook
Copyright 2018 Senturus, Inc. All Rights Reserved. 100
Training – Tableau Intermediate Data Visualization
a
• Work with Advanced Date Definitions
– Understand the differences between Discrete and Continuous dates
– Create views using different date types
• Use Data Extracts and Configure Multiple Data Sources
– Review the Data Connection Page
– Understand when to use an extract
– Configure and run an extract
– Understand joins in Tableau
– Discuss custom SQL
• Use Data Blending
– Blend without linked fields
– Use calculated views in a blend
– Account for NULL values in a blend
• Review and Use Joins
– Define relationships between two or more data sources
– Create multiple clause Joins
– Understand the different types of Joins supported by Tableau
• Create Advanced Calculations
– Table Calculations
– Work with Regular Expressions (RegEx)
– Work with multiple conditions and data types
– Perform custom splits
– Use Level of Detail (LOD) calculations
– Define scope and direction
– Handle NULL values in table calculations
– Create window and moving averages
• Advanced Parameterization
– Using custom date parameters
– Define Thresholds
• Advanced Parameterization (cont’d)
– Perform what-if analysis
– Use Parameters to define dynamic measures
– Spanning Parameters across data sources
• Perform Advanced Comparisons
– Use Bullet Charts to display progress toward goals
– Create Top “N” Visualizations
• Develop Advanced Geocoded Maps
– Work with navigations and selection in maps
– Review automatic geocoding in Tableau
– Modify geocode locations
– Perform custom geocoding with data blending
– Use background images in visualizations for spatial analysis
• Dive Into Statistics and Forecasting
– Review trend lines
– Review the trend model
– Enhance Visualizations by using the analytics pane
– Enable Forecasting
– Produce instant analytics
– Show distribution of data using simple and advanced Pareto charts
• Develop Advanced Interactive Dashboards and Stories
– Plan a dashboard and Define its Purpose
– Review visual best practices
– Advanced Dashboard Layout and Testing
– Add Interactivity to dashboards Using Actions and Tabs
– Add navigation and help
– Leverage instructions and annotations
– Assess performance of a dashboard
– Create advanced stories
Copyright 2018 Senturus, Inc. All Rights Reserved. 101
Training – Tableau Advanced Data Visualization and Dashboarding
a
• Integrate and Use R with Tableau
– Discuss what R is
– Review the needed components to connect Tableau and R
– Show resources for learning more about working with R
– Integrate R into a Tableau worksheet
• Calculate Ratios
– Go over using ratios within Tableau
• Understand When to Use the ATTR Function
– Discuss when and how to use the ATTR function
– Switch a worksheet to record level aggregation
• Compare Record Level Results Versus Aggregated Results
– Discuss when and how to use the ATTR function
– Switch a worksheet to record level aggregation
Copyright 2018 Senturus, Inc. All Rights Reserved. 102
• Use LOD and Nested LOD Functions
– Review LOD expressions
– Use nested LOD expressions for detailed analysis
• Explore Advanced Uses of Sets and Bins
– Create a dynamic set
– Work with histograms
• Review Mapping with Polygon Maps
– Learn how to map non-standard data
• Discuss WMS Servers and Mapbox Integration
– Review WMS servers
– Connect to a WMS server
– Examine Mapbox website and offerings
– Create a Mapbox map
Training – Tableau Expert Development
3 Day Jumpstart Engagement
• Tableau data preparation/architecture review and recommendations
• Tableau dashboard/report deployment and security strategy
• Tableau POC worksheets and dashboard
• Tableau training plan
$4,995 plus travel expenses
Flexible Mentoring Engagements
• Expert guidance with existing data and/or dashboards
• One-on-one training
Provided at an hourly rate
103Copyright 2018 Senturus, Inc. All Rights Reserved.
Tableau Consulting By Senturus
http://www.senturus.com/senturus-resources/
©2018 Senturus, Inc. All rights reserved. 104
Visit Our Free Resource Library and Blog
For More Information Contact
Kay Knowles
KayKnowles@senturus.com
303 330 7321
Copyright 2018 by Senturus, Inc. This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.