Data Visulization with Tableau for Beginners

Description

This book is a step by step guide on how to use Tableau to do the visualization / analysis It is ideal for anyone who is new to Tableau There are 14 Chapters and over 60 hands-on exercise Links to download the datasets for the exercises are included There is a chapter on analyzing lottery results and another chapter on building various charts for the stock market Title Page Copyright Page Preface to the Second Edition Dedication Acknowledgments Table of Contents Chapter 1 – Introduction What is Tableau? Why do we use Tableau for data visualization? 6 steps in the data visualization process What is happening in today’s world? Tableau Products Investment for Tableau Desktop For students Reference Sites for Tableau What did you learn from this Chapter? Chapter 2 – Downloading Tableau Public, Installation and Creating a Profile Tableau Public Download Tableau sample data for the exercises from Chapter 7 to 11 in this book What did you learn from this Chapter? Chapter 3 – The Startup Screen for Tableau Public The Startup Screen for Tableau Public Menu File Menu Data Menu Help Menu Connect Discover What did you learn from this Chapter? Chapter 4 – The Data Source Page Tableau Sample Data Menu File Menu Data Menu Windows Menu Help Menu Tool Bar Connections Sheets Use Data Interpreter Excel Worksheets New Union Canvas Preview Data Source Manage Metadata What did you learn from this Chapter? Chapter 5 – Tableau Workspace Workspace area Pills Shelves File Menu Data Menu Worksheet Menu Dashboard Menu Story Menu Analysis Menu Map Menu Window Menu Help Menu Tableau Toolbar Show and Hide the Side Bar (Data Pane) The Data Pane Perform Common Tasks in the Data Pane Marks Show Me What did you learn from this Chapter? Chapter 6 – Exploring the Tableau Workspace Exercise 01 – Double click on Category and then double click on Sales Exercise 02 – Double click on Sales and then double click on Category Exercise 03 – Drag Category to Columns and then drag Sales to Rows Exercise 04 – Drag Category to Rows and then drag Sales to Columns Exercise 05 – Drag Category and Sales to Rows Exercise 06 – Drag Category and Sales to Columns Exercise 07 – Drag Category and Sales to the View Exercise 08 – Select Category, Sub-Category, Sales and then click on Show Me Exercise 09 – Select Category, Country, Sub-Category, Sales and then click on Show Me Exercise 10 – Double click on Measure Names Exercise 11 – Double Click on Measure Values Exercise 12 – Double click on Rows or Columns and type in the Field Name Exercise 13 – Double click on Category and then Segment. Next double click on Sales Exercise 14 – Drag Category and Sub-Category to Rows. Drag Sales to Columns. Drag Sales to Colour, Size and Label in Marks. Drag Discount, Profit, Quantity and Shipping Cost to Details in Marks. Click on Tool Tip and change Discount: to Rebate:. Lastly, click on Colour, Edit Colours Exercise 15 – Drag Category and Sub-Category to Columns. Drag Sales to Rows. Drag Sales to Label and Colours in Marks. Lastly, click on Colour, Edit Colours What did you learn from this Chapter? Chapter 7 – 4 Pivot Tables, 3 Pivot Charts and 1 Dashboard built using Exercise 01 – Sales and Sales % by Country (sorted in descending order) Exercise 02 – Sales by Ship Mode by Country (rounded to the nearest dollar and sorted by First Class) Exercise 03 – Sales by Country by Year (rounded to nearest thousand and sorted by Grand Total) Exercise 04 – Sales by Category by Sub-Category (in thousands and sorted by sales value in descending order) Exercise 05 – Donut Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class) Exercise 06 – Lollipop Chart. Sales by Ship Mode (Standard Class, Second Class, Same Day and First Class) Exercise 07 – Sparklines. Sales by Sub-Category by Market (2013 to 2015 excluding Canada and EMEA) Exercise 08 – Dashboard. Slice by Ship Mode What did you learn from this Chapter? Chapter 8 – Building similar Tables and Charts in Chapter 7 using Tableau Exercise 01 – To verify the number of records read by Tableau Exercise 02 – Sales and Sales % by Country in descending order Exercise 03 – Sales by Ship Mode by Country. Sorted by First Class Exercise 04 – Sales by Country by Year. Sorted by Grand Total (nearest thousand) Exercise 05 – Sales by Category by Sub-Category (from 2011 to 2013) sorted by Total Sales (in thousands) Exercise 06 – Donut Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class) Exercise 07 – Lollipop Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class) Exercise 08 – Sparklines. Sales Q1 to Q4 for 2013 to 2015 by Sub-Category by Market (excluding Canada and EMEA) Exercise 09 – Tableau Public Server What did you learn from this Chapter? Chapter 9 – Build 7 popular charts to acquire additional skills sets Exercise 01 – Bar Chart to show Sales by Categories by Sub Categories (in descending order) Exercise 02 – Treemaps to show Sales by Sales Person (Sales Value and % Sales) Exercise 03 – Map to show sales by Geographical Areas Exercise 04 – Step Chart to chart daily Sales for December 2014 Exercise 05 – Bubble Chart to show sales by Category by Segment and Sales % within each Segment Exercise 06 – Waterfall Chart to show profit % by Sub-Category over Total Profit Exercise 07 – Bar and Line Chart to show Sales and Profit by Months for 2014 What did you learn from this Chapter? Chapter 10 – Putting the Viz/ Charts together to build a Dashboard and What is a Dashboard in Tableau? Best Practices for Effective Dashboards Building the Dashboard What did you learn from this Chapter? Chapter 11 – Introduction to Sets, Filters, Parameters and LOD What are Sets in Tableau? What are Filters in Tableau? What are Parameters in Tableau? What are LOD in Tableau? Exercise 01 – How to build Sets to get Top “N” records. E.g. Top 5 Sales by Sub-Category........... Exercise 02 – How to build Parameters and combine with Filters. E.g. to view Profit or Sales by Category/ Country/ Person Exercise 03 – How to build a Fixed LOD to show Total Sales by Category, Sales by Sub-Category and % Sales by Sub-Category Exercise 04 – How to build a Fixed LOD to chart the number of Customer Orders by Region? Chapter 12 – Tableau with a Microsoft SQL Accounting System Tableau Desktop Tableau Public Exercise 01 – Chart Source Currency outstanding balances in Accounts Receivable (AR) and Accounts Payable (AP) Exercise 02 – Chart Sales by Salesman by Quarters for 2019 by functional currency Exercise 03 – Build the Dashboard Exercise 04 – Other Areas (applicable if you have installed Tableau Desktop) Exercise 05 – Dates in the Accounting System What did you learn from this Chapter? Chapter 13 – Plotting Malaysia 4D Lottery Results Exercise 01 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Lottery/ Date/ Result/ Prize.......... Exercise 02 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Date/ Lottery/ Result/ Prize.......... Exercise 03 – Plot the Top 3 Prizes SEP/OCT/NOV 2020 – by Prize/ Date/ Lottery/ Result Exercise 04 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Lottery/ Date/ Result.......... Exercise 05 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Date/ Lottery/ Result.......... Exercise 06 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Lottery/ Result/ Date.......... Exercise 07 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Result/ Prize/ Lottery with Filters for Lottery/ Prize/ Date Exercise 08 – Plot the Top 3 Prizes SEP 2020 Exercise 09 – Plot the number of records for each series from 0 to 9 for SEP/ OCT/ NOV 2020 Exercise 10 – Packed Bubbles to show the Results for Oct 2020 Exercise 11 – When the Results were last drawn and what Prizes it won Exercise 12 – Number of times the Result was drawn over the last few years Exercise 13 – Build the Dashboard Chapter 14 – Tableau and the Stock Market Datasets Exercise 01 – Build a Text Table to show Open/ Close/ High/ Low Exercise 02 – Build a Line Chart to show Open/ Close/ High/ Low Exercise 03 – Build a Candle Stick Chart Exercise 04 – Build a Candle Stick Chart with Daily Volume Exercise 05 – Build a Line and Bar Chart to show Closing Prices and Volume Exercise 06 – Build a Line to show Open and Close Prices Exercise 07 – Build an Area Chart to show Closing Prices Exercise 08 – Build a Line and Bar Chart combined to show Volume and Open Close Prices Exercise 09 – How to filter the Gains or Losses in Candle Stick over a time frame/ period Exercise 10 – How to replace the current Dataset with a new Dataset (same number of columns) Exercise 11 – How to refresh after adding new records to the same Dataset Exercise 12 – You have the option to Copy and Paste the Dataset directly into the Worksheet Glossary Free Public Data Sets