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Data Exploration & Visualization
in Excel & Tableau
Putting Your Safety Data to Work for You
Software
• Cheap
• Powerful for
statistical analysis
• Free or cheap
• Quick for
visualizations
“See” what the data are not showing you
Project Log
Conditional Formatting for Blanks
Steps:
1.Select the cells you
want to format
2.Click
3.Click
4.Click
5.Select “Blanks”
Dummy Coding for Missing Data
Steps:
1.Write if-statement of
form: =IF(ISBLANK(_), 1,
0)
2.Copy it down
3.Write another of form:
=IF(SUM(_:_)=0, 0, 1)
4.Copy it down
Loading Data
Steps:
1.Select “Connect to a
file”
2.Drag a sheet to the
workspace
3.Click
Histogram: Near Misses w/o
Binning
How to Make It
Steps:
1.Drag Near Misses to the columns
shelf:
2.Change Near Misses pill from
“Measure” to “Dimension”
3.Drag Number of Records to the
rows shelf:
Histogram: Near Misses w/ Binning
How to Make It
Steps:
1.Click on Near Misses
2.Select “Create” > “Bins…”
3.Select
4.Drag to
columns shelf
5.Drag Number of Records to
rows shelf
6.While holding Command key,
drag Number of Records to
“Labels” on marks card
Histogram: Near Misses w/ Binning
& Filtering by Hours
How to Make It
Steps:
1.Click on by dimensions▼
dropdown
2.Click
3.Write if-statement:
4. Drag Hours Dummy to “Color”
on marks card
Histogram: Near Misses w/ Binning & Filtering
by Hours & Missing Data
How to Make It
Steps:
1.Write if-statement:
2.Drag Hours & Missing
Dummy to “Color” on
marks card
Scatterplot: Hours by People
How to Make It
Steps:
1.Drag People to column shelf:
2.Change it to dimension
3.Drag Hours to row shelf:
4.Change it to dimension
5.Right click data pane
6.Select “Trend Lines” > “Show
Trend Lines”
7.Examine regression equation
8.Look for outliers
Scatterplot: Near Misses by Hours
How to Make It
Steps:
1.Drag Hours to column shelf:
2.Change it to dimension
3.Drag Near Misses to row shelf:
4.Change it to dimension
5.Right click data pane
6.Select “Trend Lines” > “Show
Trend Lines”
7.Examine regression equation
8.Look for outliers
Line Chart: Near Misses by Sector
How to Make It
Steps:
1.Drag Month to the
columns shelf:
2.Click on by Month▼
3.Select
4.Drag Near Misses to rows
shelf:
5.Drag Sector to “Color” on
marks card
Line Chart: Accidents by Sector
How to Make It
Steps:
1.Click on by Near▼
Misses
2.Select
3.Drag Accidents to
columns shelf:
Incident Log
Loading New Data
Steps:
1.Click
2.Select
3.Select “Connect to a
file”
4.Drag a sheet to the
workspace
5.Click
Tree Map: Incident Type
How to Make It
Steps:
1.Drag Incident Type to rows
shelf:
2.Drag Number of Records into
table
3.In marks card, change
measure from SUM() to AVG()
4.Click
5.Click
6.While holding Command
key, drag Number of Records
to “Labels” on marks card
Tree Map: Injury Cause
How to Make It
Steps:
1.Drag Injury Cause to rows
shelf:
2.Drag Number of Records into
table
3.In marks card, change
measure from SUM() to AVG()
4.Click
5.Click
6.While holding Command
key, drag Number of Records
to “Labels” on marks card
Text Analysis of Open-
Ended Survey
How the Data Look
Bar Chart: Sentiment
How to Make It
Steps:
1.Drag measures to row shelf
2.Drag each pill to vertical axis of previous
graph
3.Click to order columns
4.While holding Command key, drag
Measure Names to “Colors” on marks card
5.Click
6.While holding Command key, drag
Measure Values to “Labels” on marks card
Stacked Bar Chart: Sentiment by
Department
How to Make It
Steps:
1.Drag Department to columns
shelf
2.Drag Measure Names to
“Colors” on marks card
3.Drag Measure Values to rows
shelf
4.Click on by Measure Names▼
5.Select
6.While holding Command key,
drag Measure Values to “Labels”
on marks card
Questionnaire
Bar Chart: Dimensions
How to Make It
Steps:
1.Drag measures to row shelf
2.Drag each pill to vertical axis of
previous graph
3.While holding Command key,
drag Measure Names to “Colors”
on marks card
4.While holding Command key,
drag Measure Values to “Labels”
on marks card
Bar Chart: Inspections by Department
How to Make It
Steps:
1.Drag Inspections to rows shelf
2.Drag Department to columns shelf
3.While holding Command key, drag
Department to “Colors” on marks
card
4.While holding Command key, drag
Inspections to “Labels” on marks
card
5.While holding Command key, drag
Inspections to “Size” on marks card
6.In marks card, change measure
from AVG() to STDEV()
Loading Analysis Toolpack
Steps:
1.Select ”Tools” > “Excel Add-ins”
2.Click
Descriptive Statistics
How to Run Them
Steps:
1.Highlight cells
2.Click tab
3.Click
4.Select ”Descriptive
Statistics”
5.Select
6.Click
7.Click
One-Way ANOVA: Inspections by
Department
How to Run It
Steps:
1.Create column for each
department
2.Copy Inspections data into
them
3.Highlight cells
4.Click tab
5.Click
6. Select “ANOVA: Single Factor”
7.Select
8.Click
Independent Samples T-Test:
Inspections
How to Run It
Steps:
1.Click tab
2.Click
3.Select ”t-test: Two-Sample”
4.Define
5.Define
6.Set
7.Click
Questions?

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Data Exploration & Visualization in Excel & Tableau - No Videos

  • 1. Data Exploration & Visualization in Excel & Tableau Putting Your Safety Data to Work for You
  • 2. Software • Cheap • Powerful for statistical analysis • Free or cheap • Quick for visualizations “See” what the data are not showing you
  • 4. Conditional Formatting for Blanks Steps: 1.Select the cells you want to format 2.Click 3.Click 4.Click 5.Select “Blanks”
  • 5. Dummy Coding for Missing Data Steps: 1.Write if-statement of form: =IF(ISBLANK(_), 1, 0) 2.Copy it down 3.Write another of form: =IF(SUM(_:_)=0, 0, 1) 4.Copy it down
  • 6. Loading Data Steps: 1.Select “Connect to a file” 2.Drag a sheet to the workspace 3.Click
  • 8. How to Make It Steps: 1.Drag Near Misses to the columns shelf: 2.Change Near Misses pill from “Measure” to “Dimension” 3.Drag Number of Records to the rows shelf:
  • 10. How to Make It Steps: 1.Click on Near Misses 2.Select “Create” > “Bins…” 3.Select 4.Drag to columns shelf 5.Drag Number of Records to rows shelf 6.While holding Command key, drag Number of Records to “Labels” on marks card
  • 11. Histogram: Near Misses w/ Binning & Filtering by Hours
  • 12. How to Make It Steps: 1.Click on by dimensions▼ dropdown 2.Click 3.Write if-statement: 4. Drag Hours Dummy to “Color” on marks card
  • 13. Histogram: Near Misses w/ Binning & Filtering by Hours & Missing Data
  • 14. How to Make It Steps: 1.Write if-statement: 2.Drag Hours & Missing Dummy to “Color” on marks card
  • 16. How to Make It Steps: 1.Drag People to column shelf: 2.Change it to dimension 3.Drag Hours to row shelf: 4.Change it to dimension 5.Right click data pane 6.Select “Trend Lines” > “Show Trend Lines” 7.Examine regression equation 8.Look for outliers
  • 18. How to Make It Steps: 1.Drag Hours to column shelf: 2.Change it to dimension 3.Drag Near Misses to row shelf: 4.Change it to dimension 5.Right click data pane 6.Select “Trend Lines” > “Show Trend Lines” 7.Examine regression equation 8.Look for outliers
  • 19. Line Chart: Near Misses by Sector
  • 20. How to Make It Steps: 1.Drag Month to the columns shelf: 2.Click on by Month▼ 3.Select 4.Drag Near Misses to rows shelf: 5.Drag Sector to “Color” on marks card
  • 22. How to Make It Steps: 1.Click on by Near▼ Misses 2.Select 3.Drag Accidents to columns shelf:
  • 24. Loading New Data Steps: 1.Click 2.Select 3.Select “Connect to a file” 4.Drag a sheet to the workspace 5.Click
  • 26. How to Make It Steps: 1.Drag Incident Type to rows shelf: 2.Drag Number of Records into table 3.In marks card, change measure from SUM() to AVG() 4.Click 5.Click 6.While holding Command key, drag Number of Records to “Labels” on marks card
  • 28. How to Make It Steps: 1.Drag Injury Cause to rows shelf: 2.Drag Number of Records into table 3.In marks card, change measure from SUM() to AVG() 4.Click 5.Click 6.While holding Command key, drag Number of Records to “Labels” on marks card
  • 29. Text Analysis of Open- Ended Survey
  • 30. How the Data Look
  • 32. How to Make It Steps: 1.Drag measures to row shelf 2.Drag each pill to vertical axis of previous graph 3.Click to order columns 4.While holding Command key, drag Measure Names to “Colors” on marks card 5.Click 6.While holding Command key, drag Measure Values to “Labels” on marks card
  • 33. Stacked Bar Chart: Sentiment by Department
  • 34. How to Make It Steps: 1.Drag Department to columns shelf 2.Drag Measure Names to “Colors” on marks card 3.Drag Measure Values to rows shelf 4.Click on by Measure Names▼ 5.Select 6.While holding Command key, drag Measure Values to “Labels” on marks card
  • 37. How to Make It Steps: 1.Drag measures to row shelf 2.Drag each pill to vertical axis of previous graph 3.While holding Command key, drag Measure Names to “Colors” on marks card 4.While holding Command key, drag Measure Values to “Labels” on marks card
  • 38. Bar Chart: Inspections by Department
  • 39. How to Make It Steps: 1.Drag Inspections to rows shelf 2.Drag Department to columns shelf 3.While holding Command key, drag Department to “Colors” on marks card 4.While holding Command key, drag Inspections to “Labels” on marks card 5.While holding Command key, drag Inspections to “Size” on marks card 6.In marks card, change measure from AVG() to STDEV()
  • 40. Loading Analysis Toolpack Steps: 1.Select ”Tools” > “Excel Add-ins” 2.Click
  • 42. How to Run Them Steps: 1.Highlight cells 2.Click tab 3.Click 4.Select ”Descriptive Statistics” 5.Select 6.Click 7.Click
  • 43. One-Way ANOVA: Inspections by Department
  • 44. How to Run It Steps: 1.Create column for each department 2.Copy Inspections data into them 3.Highlight cells 4.Click tab 5.Click 6. Select “ANOVA: Single Factor” 7.Select 8.Click
  • 46. How to Run It Steps: 1.Click tab 2.Click 3.Select ”t-test: Two-Sample” 4.Define 5.Define 6.Set 7.Click