Introduction of Tableau Software | My Assignment Tutor


1CopyrightWarningThis material has been reproduced and communicated to you by or on behalf ofFederation University Australia in accordance with Section 113P of the Copyright Act1968 (the Act).The material in this communication may be subject to copyright under the Act. Anyfurther reproduction or communication of this material may be the subject of copyrightprotection under the Act.Do not remove this notice.ITECH3101 –Business Analytics and Decision Supportweek 3Lab Exercise – Introduction of Tableau SoftwareID: Name: __________Tableau software can produce interactive data visualization products based on differentdata. There are five main types of Tableau software products: Tableau Desktop, TableauServer, Tableau Online, Tableau Reader, and Tableau Public. In this course, we employtwo free products of Tableau software: Tableau Reader and Tableau Public.Tableau PublicTableau Public is a free application and visualization tool that allows general users tocreate and publish interactive data visualizations to the web. The Visualizations createdby Tableau can be made available for a variety of applications. For example, visualresults can be embedded into web pages, blogs and can be shared through social media oremail.Tableau ReaderTableau Reader is a free application that lets general users to open and to view Tableausoftware files (called Tableau Workbook Files (.twbx)) that have been created by users2and any other users. This allows Tableau users to share visual results each other. Onceopening and saving Tableau workbook files locally, users can view and interact with thevisualization software. However, users of Tableau Reader cannot change the setting,parameter and design of existing Tableau workbook files.Project 1: Installation of Tableaus1. Download Tableau Public.Basically, as a student, you have two choices to install free Tableau software on yourcomputer: Tableau Public and Tableau for Students.• For downloading Tableau Public, go to the following website. You should install theTableau software on your own machine.o https://public.tableau.com/en-us/s/downloador Download Tableau for StudentsFor downloading Tableau for Students, go to the following steps• Send a request to Tableau (https://www.tableau.com/academic/students#form) forgetting your student license. You should get a Form Received email almostimmediately.• Download Tableau for Students (https://www.tableau.com/products/desktop/download)and• Install software on your computer. First, you will use Tableau immediately in 14-dayfree trial mode. After you get email from Tableau with your license key, follow theinstructions for updating the software to use it (via the Help menu item ManageProduct Keys). You are likely to get this email within a day or so.2. Download Tableau ReaderFor downloading Tableau Reader, go to the following website. You should install theTableau Reader on your computer.Tableau Reader:https://www.tableau.com/products/readerProject 2: Understand user interface of TableauWhen clicking tableau logo, you will go to a Start page. After connecting data source toyour computer, Tableau software provides two main workspaces: sheet and dashboardwhere you can build your visualization.3Start pageThe start page consists of three panes: left, centre and right panes.• Left pane: connect pane. On the connect pane, users can connect data tocomputer by selecting data sources.• Centre pane: open pane. On the open pane, users can open the work that usersrecently saved or opened. Users can also use open pane to connect some samplesprovided by Tableau.• Right pane: discover pane. On the discover pane, users can find some trainingexamples, videos and users forum, etc.Two main workspacesTableau provides users with two main workspaces: sheets and dashboards to developvisual projects. These two workspaces provide visual building environments whereusers are able to build and develop visual projects by using different kinds of controls,tools and menus that Tableau provides.(1) SheetsA sheet is used to build individual project of data visualization. The interface of a sheetis shown as following.4On the left of sheetWhen clicking Sheet tap on the bottom, your data will be connected to your computer.Tableau shows two classified data fields: Dimensions and Measures.• Dimensions represents categorical data such as strings, date, categorical onwhich we can group or categorize •Measure Namesabc before this field indicates that it represents the names of the fields • Measures represents quantitative data on which we can do math operation suchas summing or averaging.• Number of Records# before this field indicates that it is a numeric filed, which is used tocount number of entries in data sourceOn the centre of sheetThree main components on the centre of sheet are Pages shelf, Filters shelf and Markscard.• Pages shelf works like a filter. It will hide elements on the sheet that are unrelated tocurrently selected page.• Filters shelf will filter your categorical data (dimensions), quantitative data(measures), or date fields. When you drag a field from Dimensions or Measure to theFilters shelf, Filters shelf opens a box where you can define the filter.• Marks card will allow users to edit color, change size, add label, show detail andshow tooltip for marks used in the sheet.5On the right of sheetTableau provides two main approaches to visualize data: drag-drop and Show Me card• Drag and Drop. You just drag related fields from Dimensions or Measures to Rowsshelf or Columns shelf and drop them. Tableau will automatically visualize your data.• Show Me card. In this way, when you select multiple fields in Dimensions orMeasures by using Control key and then click Show Me card, Show Me card willrecommend suitable visual charts that are highlighted for your choices. After youselect a chart type, Tableau will visualize your data.6(2) DashboardDashboard can include several individual sheets, where each sheet shows different viewsof data. Users can create dashboards by primarily using a drag-and-drop operation so thatonly little knowledge of programming is required. In addition, when individual sheet isplaced into the dashboard workspace, interactions with data elements on one sheet can bemade with the data element on other sheet. Therefore, designer can design dashboards byusing different kinds of interactivity techniques to effectively communicate to audience.In this course, you will design your dashboards by combining other interactivitytechniques to implement your final project.7Project 3 Getting data into TableauIn this project, we learn how to get data into Tableau. We can get data from localcomputer, database from servers, and public data sources in the cloud. In this course, wefocus on connecting data files from local computer.Download data set: simple-data-bogoughs.xlsx from week 3 in MoodleTask: The given dataset about information in a city is stored in local computer. Thegoal of this task is to get data into Tableau and understand basic data types.Step 1. Start up TableauStep 2. Connect to data sourceStep 3. Preview dataStep 4. Understand basic data types and operationsStep 1. Start up TableauDouble clicking Tableau icon would open the window of Tableau. On the left panel ofwindows, several links are provided to allow users to connect different kinds of datasources. These data sources include Microsoft Excel, text file, JSON file, MicrosoftAccess, etc.8In this course, we use Tableau Public that only allows users to connect to Excel, Access,comma-delimited files, etc. In addition, Tableau Reader can only open and viewpackaged software file Tableau workbooks (.txbx).Step 2. Connect to data sourceNavigate to the Microsoft Excel and click it to open a window. Select the required datafile simple-data-bogoughs.xlsx and connect it to Tableau.9Step 3. Preview dataClicking Open button will show the a tabular view of data in the Preview area in thebottom half of the page(window). This allows users to see data before users place thesheet on left data pane.Step 4. Understand basic data types and symbols operationsNavigate to the Worksheet tab at the bottom of window. Clicking Sheet 1 icon willplace the sheet on the left of pane.Color encodingIn Tableau, blue color is used to stand for discrete data such as strings, date, categoricalon which we can group or categorize.Green color is used to stand for continuous data on which we can do math operationsuch as summing or averaging.Symbol usage:Symbol # to the left field names indicates continuous data types.Globe symbol next to the field name indicates geographic data types.10Project 4. Getting data out of Tableau(save a data source)In this project, we learn how to get data out of Tableau.Download data set: simple-data-bogoughs.xlsx from week 3’s lab in MoodleTask: given dataset about information in a city is stored in local computer. The goal ofthis task are to get data out of Tableau and understand basic data types.Step 1. Navigate to data source in data paneStep 2. Select data export optionStep 3. Export dataStep 1. Navigate to data source in data pane• Clicking Sheet 1 tab at the bottom of page takes you to worksheet.• Navigate to data source at the upper part of the page and point to Sheet 1(simpledata-boroughs).11Step 2 Select data export optionRight click the Sheet 1 to open a drop-down menu.Select Export Data to CSV to open Export Data windowStep 3. Export dataSelect a folder where you save your data.12Project 5. Getting data out of Tableau 2 (save a workbook)Task: The given the work you have already done in your workbook. The goal of thistask is to save your work as .tbwx file that you can run later by using Tableau Reader.Download Dataset: simple-data-bogoughs.xlsx from week 3’s lab in MoodleStep 1. Load the data into Tableau and check that your data has been loaded correctlyStep 2 create a bar chartStep 3. Save the project from FileStep 4 Sign in and save the projectStep 5 download your projectStep 1. Load the data into Tableau and check that your data has been loaded correctly.13Step 2. Create a bar chartDrag Borough field from the Dimensions section on the left side to the Rows shelf, thendrag Population field from the Measures section on the left side to Columns shelf.Step 3. Save the project from FileClick File from the menu bar at top and select Save to Tableau PublicStep 4. Sign in and save the projectAfter signing in Tableau Public, give a title to your project.14Step 5. Download your projectFrom Tableau Public website, click Got it to download your project.15And then click Download Workbook, and your work will be saved as My firstproject.twbx. You can run My first project.txbx later by using Tableau Reader.Project 6. Simple data visualizationsIn this project, we mainly learn how to visualize simple data. Here visualizing simpledata refers to that visualization can be achieved through directly using existing fieldsfrom raw data source. In particular, we visualize data by using dot chart, histograms, linechart, scatter plot, etc. Before introducing detailed techniques for visualizing simple data,we review some basic principles and process of data visualization.Summary of basic approaches of data visualizationStep 1. Identifying your questionsData visualization normally doesn’t start from dataset itself, but rather it starts fromquestions. Who is your audience? What stories can it tell? What does your audience dowith your visuals results?Once having some questions in your mind, you begin to understand your data and thentry to answer these questions before visualizing data. In addition, when answering thequestions, you don’t need to be worry about extraneous details because questionsthemselves provide a standard for what should be in visualization and what isunnecessary to visualize.Step 2. Understanding your data16After answering questions and understanding original intent of questions, you need tounderstand and identify your data. In this course, basic data types we meet include• Quantitative data has numerical values either continuous or discrete value like1.12, 3.22.• Ordinal data indicates the order among elements such as the first, the second, etc.• Nominal data refers to data with grouping or categorical features such as male andfemale.Step 3. Converting data values to graphical formThe next step is that we need to select the most effective visual encoding to convert datavalues to graphical form such as color and area. For example, based on principles ofexpressiveness and effectiveness of human perception, human mind shows differentsensitiveness to different graphical display of information to perform a specific task. Thegeneral rules for effective visualization can be summarized as:1, for all data types, position is the most effective encoding approach2, for quantitative data, length and area are more effective than color variable3, for ordinal data, gray and color variable are more effective than length and area3, for nominal data, color is more effective than length and areaStep 4. Trying to avoid much clutter on your data visualization1, avoiding too much color and usage of color should be cautious, such as avoiding darkbackground color.2, avoiding vertical or angled labels or various fonts or thick borders and grid lines, etc.Project 6-1: Basic data visualizationTask: The given dataset provides information about population and area in a city. Thegoal of this task is to be familiar with basic data types, visual encoding, and operations byusing chart and map.1. Download Dataset: simple-data-bogoughs.xlsx from Week 3 in MoodleStep 1. Load the data into Tableau and check that your data has been loaded correctly..Step 2. Create a dot chart.Step 3. Create a bar chart through changing data type.Step 1. Load the data into Tableau and check that your data has been loadedcorrectly.17Step 2. Create a dot chart.Drag Population to Row shelf, drag Area sq-mi to Columns shelf, and drag Borough toMarks card. From the diagram, you can see that Area sq-mi is highlighted as green color,which means that it is continuous data type.Step 3. Create a bar chart through changing data type.Navigate to Area sq-mi on the Row shelf and click down-arrow and select Discrete thatcreates a bar chart. From the diagram, you can see that Area sq-mi is highlighted as bluecolor, which indicates that it is discrete data type.1819Step 4. Change colorDrag Population to Color on Marks card. Click Color to edit color and then change colorto green.20Project 7. Answering questions (Please do this at your home by using your owncomputer)1. Install Tableau Public and Tableau Reader in your computer.2. Briefly describe four major components of the data warehousing processProject 8 Create a Professional ReportSummarize the above experiments procedure, results, answering for questions andscreenshots (project 1, 2, 3, 4,5,6,7) into one report. Your report is the assignment that isrequired to be submitted for evaluation on week 9. Create a report by following the belowsteps.You can add a chapter called Chapter 3 in your previous report.1. Open your last week’s report and find the end of last week’s report.2. Copy this week’s related experimental results, your findings and Screenshots, andpaste them at the end of last week’s report.3. Delete original Table of Content you created.4. Select all content , align all text to both left and right margin215. Use shortcut key approach, generate Chapter 3: Introduction of TableauSoftware6. Then use shortcut key approach to generate proper sub-chapters for this week’slab work.7. Insert Table of Contents to your report.

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