Tableau for Beginner Data Analysis and Visualization 101
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A manual for new and beginner users in Tableau to learn and familiarize with Tableau Software to develop creative reports and dashboards. It is written in the simplest way to ensure the reader able to grasp the steps and practice effectively. TABLE OF FIGURES................................................................................................................................. IV TABLE OF TABLES ................................................................................................................................... X ACRONYM................................................................................................................................................. XI 1.0 INTRODUCTION .............................................................................................................................12 1.1. INTRODUCTION TO DATA ANALYSIS..................................................................................................12 1.1.1. Data Analysis Evolution ........................................................................................................12 1.1.2. Data Analysis Definition........................................................................................................13 1.1.3. Types of Data Analysis .........................................................................................................15 1.2. DATA VISUALIZATION VERSUS DATA ANALYSIS .................................................................................20 1.3. DATA ANALYSIS PROCESSES ..........................................................................................................23 1.4. DATA ANALYSIS TOOL.....................................................................................................................25 1.5. DATA VISUALIZATION TOOL .............................................................................................................26 2.0 GETTING TO KNOW TABLEAU ....................................................................................................29 2.1. WHAT IS TABLEAU? ........................................................................................................................29 2.2. TABLEAU PRODUCT FAMILY ............................................................................................................30 2.2.1. Tableau Desktop...................................................................................................................31 2.2.2. Tableau Public ......................................................................................................................31 2.2.3. Tableau Online......................................................................................................................33 2.2.4. Tableau Server .....................................................................................................................34 2.2.5. Tableau Reader ....................................................................................................................35 2.2.6. Tableau Prep ........................................................................................................................35 2.2.7. Tableau Mobile .....................................................................................................................36 2.3. TABLEAU VERSUS OTHERS..............................................................................................................37 2.3.1. Tableau versus Excel............................................................................................................38 2.3.2. Tableau versus Others..........................................................................................................39 2.4. TABLEAU LICENSING.......................................................................................................................42 2.5. TABLEAU INSTALLATION AND SETUP ................................................................................................42 2.5.1. Pre-requisite..........................................................................................................................43 2.5.2. Installation.............................................................................................................................43 2.6. TABLEAU IDE FEATURES AND FUNCTIONS .......................................................................................48 2.6.1. Tableau Start Page...............................................................................................................48 2.6.2. Data Source Screen..............................................................................................................49 2.6.3. Tableau Workspace..............................................................................................................50 3.0 MODULE 1 - BASIC CHARTING....................................................................................................53 3.1. CONNECTING TO DATA SOURCE......................................................................................................53 3.2. CREATING BAR CHART ...................................................................................................................56 3.3. CREATING GRID TABLE OR TABLE VISUALIZATION.............................................................................62 3.4. CREATING PIE CHART.....................................................................................................................65 3.5. CREATING LINE CHART...................................................................................................................70 4.0 MODULE 2 – DATA MANIPULATION............................................................................................74© 2020 Haszeli Ahmad. All Rights Reserved. iii 4.1. DISCRETE VERSUS CONTINUOUS MEASURE .....................................................................................74 4.2. SORTING........................................................................................................................................75 4.2.1. Sorting During Development.................................................................................................75 4.2.2. Sorting Through the Chart ....................................................................................................82 4.3. DRILL DOWN ..................................................................................................................................85 4.4. GROUPING.....................................................................................................................................91 4.4.1. Grouping from the Chart .......................................................................................................91 4.4.2. Grouping from the Header ....................................................................................................95 4.4.3. Grouping from the Dimensions .............................................................................................97 4.4.4. Grouping at Data Source ......................................................................................................99 4.5. DATA HIERARCHY.........................................................................................................................102 4.6. FILTERING....................................................................................................................................104 4.6.1. Filter By Date ......................................................................................................................105 4.6.2. Filter by Dimension .............................................................................................................110 4.7. COMBINING MULTIPLE FIELDS .......................................................................................................112 5.0 MODULE 3 – DATA MANIPULATION II.......................................................................................115 5.1. TABLE CALCULATION ....................................................................................................................115 5.2. CALCULATED FIELD ......................................................................................................................118 5.3. SETS ...........................................................................................................................................122 5.4. PARAMETER.................................................................................................................................128 6.0 MODULE 4 - UNLEASH YOUR CREATIVITY..............................................................................134 6.1. BEAUTIFYING YOUR VISUAL ..........................................................................................................134 6.1.1. Beautifying the Pie Chart ....................................................................................................134 6.1.2. Beautifying the Grid/Table ..................................................................................................145 6.2. CREATING DASHBOARD ................................................................................................................155 6.2.1. Dashboard Workspace .......................................................................................................156 6.2.2. Dashboard Creation............................................................................................................158 6.3. CREATING STORYBOARD ..............................................................................................................163 6.3.1. Storyboard Workspace .......................................................................................................164 6.3.2. Storyboard Creation............................................................................................................166 6.4. CREATING INTERACTIVE DASHBOARD ............................................................................................170 6.5. PUBLISHING AND SHARING VIZZES.................................................................................................174 6.5.1. Creating Account ................................................................................................................174 6.5.2. Publishing ...........................................................................................................................177 7.0 REFERENCES ..............................................................................................................................180
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