Tableau public-tutorail
- 1. Tableau Public tutorial Before you start: Download Tableau Public from: http://www.tableausoftware.com/public/download-steps Create a Tableau Public account at: https://public.tableausoftware.com/auth/signup Download the dataset from: http://www.peteraldhous.com/Data/USDA_activity_dataset.xls The Data: o Open USDA_activity_dataset.xls and examine the contents. o The data details physical activity, obesity, and other health data in nearly 100 columns, for more than 3000 rows, one for each county in the US. Connect to the data: o Drag and drop USDA_activity_dataset.xls on top of the Tableau Public icon on your desktop to open. o At the dialog box, click OK to connect. o Tableau automatically recognizes categorical fields, like “State,” and numerical measures like “Adult obesity rate.” Create the first view (a map for each state showing obesity rates at the county level): o Double click on “State” and “County.” Tableau Public recognizes they are geographical fields and geocodes them accordingly. o You may get a warning message; if so, check so that you don’t see it again. o Notice there is a point at 0 degrees latitude and longitude. These are null values. Select them by clicking to one side of the point, keep the mouse button depressed to draw a rectangle over it, then release. Right click on the selected null values and select Exclude. o Right click on the Exclusions in Filter and select Make Global, so that this will apply to all subsequent views. o Now you have a map showing a dot for every county where you have a record:
- 2. o Drag “Adult obesity rate” from the Measures panel into Color, and copy it into Size shelf to encode counties by those values. o Change the Color to Red–White-Green Diverging, and reverse it: o Now add a filter to enable the selection of individual states. Click and drag “State” into the Filters shelf, click OK at the dialog box. o Right click on “State” in the Filters shelf and select Show Quick Filter. Deselect All and then select Alabama. o Rename the worksheet “Map View” by right clicking on the tab at the bottom. o Finished state of first view:
- 3. Add a second view (scatter plots showing the relationship between obesity and health-related behaviors at the county level): o Add new worksheet: o Drag “Adult obesity rate” onto Rows and “% smokers,” “% eating few fruits and vegetables” and “% who do not exercise” into Columns. o Drag “County” and “State” into Level of Detail. Without this step, Tableau’s default behavior is to sum the values across all the counties and states, which will give you a single data point for each graph, and not the desired scatter plots. o The view should now look like this: o Change Color to purple, open the Drop down menu next to “Automatic” and select Circle, then move the slider below to the left to increase transparency of the points. o Select Analysis in the top menu and check Trend Lines. o Rename the worksheet “Scatterplot View” by right clicking on the tab at the bottom. o Finished state of second view:
- 4. Create a Dashboard with both views: o Add dashboard: o Double click on each view to bring both out onto the dashboard. Right click on the State filter, select Compact list. o Right click on this filter again, and select Make Global. This will ensure that selecting a state alters both views simultaneously. o Right click on this filter for a third time, select Customize and uncheck Show “All” Value. This prevents users from seeing the entire data for all the US. o Right click on the titles of each view and select Hide Title. o Rename the dashboard “Obesity by state and county” by right clicking on the tab at the bottom. o Double click on Title under Objects o The dashboard should now look like this:
- 5. Save to the web: o Under Size, click Edit and select the size and layout best for your website. o Click File on the top menu and select Save to Web. You will be asked for your account login at this point. Embed on your website/blog: o In the Save To Web Results window that has opened up, scroll down beneath the visualization and click on Share. o Copy and paste the embed code into the html of your web page. o You should now have this online visualization: http://www.peteraldhous.com/tableau_demo.html o You can also download a PDF of this handout from: http://www.peteraldhous.com/CAR/tableau_demo.pdf