Victoria Tableau User Group - Getting started with Tableau
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This document provides an overview and agenda for a workshop on getting started with Tableau. It introduces the presenter and their experience. It then covers the basics of data visualization, the history and role of analytics. An overview of Tableau is provided, including the product offerings and how the different Tableau objects like data sources, dimensions, measures, worksheets and dashboards work. Real world examples are shown and learning resources are discussed. The document concludes with a planned hands-on Tableau desktop lab session to have participants connect data and create their own dashboards and workbooks.
Victoria Tableau User Group - Getting started with Tableau
- 1. Victoria Tableau User Group – Getting Started with Tableau by Dmitry Anoshin
- 2. Agenda 1. About myself 2. Data Visualization 101 3. Tableau Software Overview 4. Hands-on Building Dashboard with Tableau Desktop
- 4. About Myself • Work с Business Intelligence since 2007 • Canada since 09/2015
- 6. Technical Skills Matrix 2015 2010 2007 Data Warehouse ETL/ELT Business Intelligence Big Data Cloud Analytics (AWS, Azure, GCP) Machine Learning 2019
- 7. Other Activities Jumpstart Sno wflake: A Step- by-Step Guide to Modern Cloud Analytics. • BITechTalk (100+ BI teams globally) • AmazonTableau User Group (2000+ users) • Conferences (EDW 2018, 2019, Data Summit, SQLPass) • Amazon internal conferences • Uvic and HighTechU
- 8. 2. Data Visualization 101
- 9. History of Data Viz – Napoleon March Map. From 470K to 10k soldiers.
- 10. History of Data Viz – 1854 Broad Street Cholera Outbreak Map
- 11. How many times does the number 89 appear?
- 12. How many times does the number 89 appear?
- 13. 3. Role of Analytics
- 14. BusinessValue Stakeholders Employees Customers Value ”The goal of any organization is to generateValue” The Future of Competition. https://www.amazon.com/Future-Competition-Co-Creating-Unique-Customers/dp/1578519535
- 15. BIValue Chain Stakeholders Employees Customers Value Decisions Data Value creation based on effective decisions Effective decisions based on accurate information
- 17. Gartner BI Quadrant 2015 vs 2018 vs 2019 from Enterprise BI to Self-Service BI
- 18. Tableau Benefits Speed to Market Easy to Use Big Data and Cloud Analytics Creative Best Community Any Data Source Desktop, Server, Mobile, Prep, Reader Career Advantage
- 19. Tableau Drawback – Not like Excel! Legacy Reporting or Pixel Perfect Report
- 21. Tableau Products • Tableau Desktop • Tableau Server • Tableau Viewer • Tableau Prep • TabCMD • Tableau Public • Tableau Online
- 22. Tableau Desktop
- 23. Tableau Server
- 24. Tableau Mobile
- 25. Tableau Prep
- 26. Tabcmd – Tableau Automation (Windows, Linux)
- 27. Tabcmd – Tableau Automation, why?
- 28. Tableau Public
- 29. Summary Tableau Products Product Purpose Tableau Desktop Connect and discover Data Tableau Server Share your findings and collaborate Tableau Viewer Share your work with colleagues (12$ per user) Tableau Mobile Get access to the Server from Mobile device Tableau Prep Clean and Reshape data before use Tabcmd Automate your routine Tableau Public Server for everyone Tableau Online Tableau Server as a service
- 30. Tableau Objects • Data Source • Dimensions and Measures • Worksheet (View) • Dashboard • Story
- 31. Tableau Data Source – Semantic Layer
- 32. Dimensions – qualitive data
- 33. Measures – numeric, qualitative data
- 36. Tableau Dashboard - elements
- 37. Tableau Stories
- 38. Product Purpose Tableau Data Source Connect and discover Data Dimension Qualitive Information (date, name) Measure Quantitative Information (amount, quantity) Worksheet Single peace of work (report) Dashboard Place for organization worksheets together Stories PowerPoint inside Tableau – tell interactive story Tableau Objects Summary
- 39. To be Tableau, or not to be Tableau: that is the question.
- 40. Story from my life - My Dashboard before Tableau 1. Using Excel and Pivot connect to database (6 sheets) 2. Update each data sheet manually, by changing filters 3. Copy-Pasta data to report, adjust rows by add/drop rows if needed. 4. Apply formatting 5. Check numbers 6. Send an email to managers I spent up to 3 hours because it was boring.
- 41. With Tableau
- 42. Pros and Cons Pros • Automate Work • Creativity at work • Prevent human error • Share insights • Interactivity Cons • Learning Curve • Change habits by replacing excel
- 43. BI Survey – helps to know better users
- 44. 5. Real World examples
- 45. Sales Distribution across Product Category
- 46. 4 worksheets querying 3.7B rows in 1 minute
- 48. US Consumables
- 49. Bill and Melinda Gates Foundation launched an initiative to better understand mosquito genetics with the eventual goal of using gene-driven technology to suppress or replace mosquito populations that carry malaria. This project is using Tableau.
- 50. Tableau Implementation at the organization
- 51. Learning Resources Spoiler: You can master Tableau for FREE. Train • Books • Online Training Practice • Makeover Monday • Workout Wednesday • Tableau Beta Engage • Tableau User Groups • Tableau forum
- 52. Q&A and break
- 53. Tableau Workshop
- 54. Tableau Desktop Lab • Connect Data • Discover Data (Dimensions/Measures) • Organize Data • Create Dashboard • Create Self-Service Workbook
- 55. Tableau Paradigm VizQL was developed as a Stanford research project, focusing on the natural ways humans visually perceive the world and how that could be applied to data visualization. We naturally see differences in size, shape, spatial location, and color. VizQL allows Tableau to translate your actions, as you drag and drop fields of data in a visual environment, into a query language that defines how the data encodes those visual elements.
- 57. Tableau Extract When using a live connection, Tableau issues queries directly to the data source (or uses data in the cache if possible). When you extract the data, Tableau pulls some or all of the data from the original source and stores it in a TDE le. Extracts extend the way in which Tableau works with data.