Data Visualisation & Analytics with Tableau (Beginner) - by Maria Koumandraki
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This document outlines a 7 step process for creating data visualizations in Tableau. It includes an agenda, descriptions of each step, and demos. The 7 steps are: 1) Connecting to data, 2) Cleaning and preparing data, 3) Creating initial visualizations using Show Me or drag and drop, 4) Editing visualizations, 5) Analyzing data and creating additional visualizations, 6) Creating interactive dashboards, and 7) Sharing visualizations. The presenter leads attendees through examples on air pollution data and life expectancy data to demonstrate the process.
![Let’s get started
Topic: Air Pollution
Data file: csv
Context: Air pollution consists of many pollutants, among other particulate
matter.These particles are able to penetrate deeply into the respiratory tract
and constitute a risk for health.
Pm10: Annual mean concentration of particulate matter
of less than 10 microns of diameter [PM10, ug/m3]
Period: 2008-2015
Coverage: 10 regions, 104 countries, 2,961 cities
Collection:World Health Organisation
Available: Public
Source: http://apps.who.int/gho/data/node.main.152?lang=en](https://image.slidesharecdn.com/beginnersworkshop-datavisualisationanalyticswithtableau-bymariakoumandraki9thmay2017-170513114952/85/Data-Visualisation-Analytics-with-Tableau-Beginner-by-Maria-Koumandraki-7-320.jpg)
Data Visualisation & Analytics with Tableau (Beginner) - by Maria Koumandraki
- 1. DataVisualisation & Analytics with MARIA KOUMANDRAKI
- 3. Mission Learn Create Have fun Play Takeaways
- 4. About me Maria Koumandraki • From Chania, Crete, Greece • Studies-Work: UK, Belgium, Greece • Campaign Manager @ GTB
- 5. Agenda 7 steps to create data visualisations with Tableau Step 1: Connect with the data Step 2: Data Cleaning & Prep Step 3: CreateVisualisations Step 4: Edit/Format your vizzes Step 5: Answer advanced questions Step 6: Interactive Dashboards Step 7: SharingVisualisations Hands-on: Exercises Questions
- 6. Data Analytics using Tableau in 7 steps Step 1 Connect to the data Step 3 Use show me to get the viz OR drag and drop in the row / column shelves Step 5 Create more vizzes to get more insights from the data Step 7 Save your viz on Tableau Desktop OR share it with Tableau Server Step 2 Data Cleaning & Prep: Rename fields, change data type, hide, add new fields etc. Step 4 Edit your viz (colours, labels, names, sort, group, add data labels, name your worksheet, filter …) Step 6 Create a dashboard to show your findings
- 7. Let’s get started Topic: Air Pollution Data file: csv Context: Air pollution consists of many pollutants, among other particulate matter.These particles are able to penetrate deeply into the respiratory tract and constitute a risk for health. Pm10: Annual mean concentration of particulate matter of less than 10 microns of diameter [PM10, ug/m3] Period: 2008-2015 Coverage: 10 regions, 104 countries, 2,961 cities Collection:World Health Organisation Available: Public Source: http://apps.who.int/gho/data/node.main.152?lang=en
- 8. Step 1: Connect to the data Flat files (excel, text, csv) Relational databases (e.g. SQL Server) Online data sources (Adobe, Google analytics) And many others (olap cubes) Choose to connect to: • New data • Saved data sources/connections • Recently opened workbooks
- 9. DEMO #1
- 10. Takeaways STEP 1: Connect to the data
- 11. Step 2: Data Cleaning & Prep Rename the data connection Hide field(s) Rename field(s) Change the data type Assign a geographical role to a field Edit aliases Split a field (that has different parts into separate variables) Create hierarchies for drill down Create folders Group fields Create extra fields Use the data interpreter Pivot
- 12. DataTypes: Dimensions & Measures Tableau supports the following data types Dimensions:Categorical data fields such as gender, product category. These are fields we want to slice and dice the numerical data by. Measures: Numerical, continuous data. The numbers we want to analyse, the metrics. Date: discrete or continuous Date & time values Geographical data (longiture, latitude used for maps) Boolean values (true/false conditions)
- 13. DEMO #2
- 14. Takeaways STEP 2: Data Cleaning & Prep 20 fields 7 fields
- 15. Step 3: Create your first viz You don’t know how you can best visualise the data Tableau provides a simple tool called “Show Me” "Show Me" contains a list of common chart types that can help you start your analysis Select different dimensions and measures while holding down the Control key If you know how you want to view the data Simply drag & drop fields from the data window into the canvas directly, or onto the Columns and row shelf Or type into the Columns or Rows shelf if you know the name of the field you want to use
- 16. DEMO #3
- 17. Takeaways STEP 3: Ask questions & create your first viz Show Me Drag & Drop
- 18. Step 4: Edit the viz Colours Data labels Sort Format Edit aliases So much more
- 19. DEMO #4
- 20. Takeaways STEP 4: Edit your vizzes
- 21. Step 5: Analyze data & get more insights Ask more questions and create more vizzes InTableau you can create: maps, bar charts, tree maps, area charts, bubble charts, line charts, heat maps, histograms, etc.
- 22. DEMO #5
- 23. Takeaways STEP 5: Create advanced visuals
- 24. Step 6: Create an Interactive Dashboard To share your findings with your team and/or Manager
- 25. DEMO #6
- 26. Takeaways STEP 6: Create Dashboard
- 27. Step 7: Share your vizzes & findings Workbooks can be shared in any number of ways Most effective way to share a workbook is to publish it withTableau Server orTableau online Published workbooks are up-to-date, secure, fully interactive, and viewable by web browser or on a mobile device Tableau Reader can view and interact with workbooks . . .
- 28. DEMO #7
- 29. Takeaways STEP 7: Save your viz and share it
- 30. Spread sheet Visual Interactive-dynamic visualisations Fast & easy to create & update The journey
- 31. Your turn… Topic: Life Expectancy Data file: csv Description: Life expectancy at birth & age 60 (avg. no years) Period: 2000-2015 Coverage: 6 regions and 194 countries Collection: World Health Organisation Available: Public Source: http://apps.who.int/gho/data/view.main.SDG2016LEXv?lang=en
- 32. Want to learn more? Check out the free sources http://onlinehelp.tableau.com/ https://www.tableau.com/learn/starter-kits http://onlinehelp.tableau.com/current/guides/get-started- tutorial/en-us/get-started-tutorial-explore.html Tableau Public: https://public.tableau.com/s/
- 33. THANKYOU!