APPENDIX 4.1 Getting Started with Tableau What Is Tableau…

APPENDIX 4.1 Getting Started with Tableau

What Is Tableau?

Tableau is a stand-alone data visualization software that has gained tremendous popularity for its attractive output, versatility, and ease of use. Tableau is designed to allow users with little technical experience to develop attractive visualizations interactively and to drill down the data for business insights. Users can easily switch between different visualizations to select the most compelling graphs for their storytelling. In addition, Tableau allows users to create interactive dashboards, which can display real-time data, to support business decision making.

Note on Accessing Tableau for Your Assignment

For this assignment, you can use Tableau Public, a free and user-friendly platform to create and share interactive data visualizations.

What is Tableau Public? Tableau Public is a free platform that allows you to explore, design, and publicly share your data visualizations (also known as vizzes). You can create vizzes directly through the web authoring tool or by downloading the Tableau Desktop Public Edition at no cost.

If you already have Tableau Desktop Professional Edition, you can still publish your work to Tableau Public for free.

Why use Tableau Public?

Its free and accessible
It provides millions of public visualizations to explore and learn from
It helps you build your data skills
You can create an online portfolio of your work
Youll be part of a global data community that shares, collaborates, and grows together
To get started, visit:

Accessing an Excel File in Tableau

When you open Tableau for the first time, you should see a screen that is similar to Figure below. This is Tableaus Start Page, and it consists of three panes: the Connect pane, the Open pane, and the Discover pane. We can access different data file types using the Connect pane. We can use sample data sets provided by Tableau through the Open pane. And finally, we can learn about ways to use Tableau through the Discover pane.

We use the Transactions data file to illustrate how to import an Excel file into Tableau. From the menu, select File > Open, navigate to the Transactions data file, and then click Open. This step opens Tableaus Data Source screen and is shown in Figure below. The lower half of the screen shows a preview of the Transactions data file. In order to save the data file as a Tableau Workbook with an extension .twb, go to the menu and select File > Save.

Creating a Bar Chart in Tableau

Open the Transactions data file.
Click on the Sheet 1 tab on the lower left side of the Data Source screen to open the authoring workspace. In the Data tab, you should see all the variables in the Transactions data file. Tableau automatically generates summary variables such as the total number of observations [Sheet1(Count)].
Drag the Repeat variable from the Data tab to the Columns shelf and the Sheet1(Count) variable to the Rows shelf. [For a horizontal bar chart, put the Repeat variable in the Rows shelf and the Sheet1(Count) variable in the Columns shelf.]
Tableau offers a number of ways to format the bar chart. For example, to show the frequencies for each category, go to the menu at the top and select Analysis > Show mark labels. To edit the title on the y-axis, right-click on the y-axis and choose Edit Axis. Under Axis Titles, change Count of Sheet 1 to Frequency, and then close the dialog box.

Creating a Histogram in Tableau

Open the Transactions data file.
Click on the Sheet 1 tab on the lower left side of the Data Source screen.
Drag the Income variable from the Data tab to the Rows shelf.
On the top right side, select the Show Me tab and then select the Histogram icon. Tableau shows the default histogram.
From the Data tab, right-click on Income (bin) and select Edit. . . . After Size of bins enter 50. Click OK.
To edit the title on the y-axis, right-click on the y-axis and choose Edit Axis. Under Axis Titles, change Count of Income to Frequency, and then close the dialog box. To edit the title on the x-axis, right-click on the x-axis and choose Edit Axis. Under Axis Titles, change Income(bin) to Income (in $1,000s), and then close the dialog box.

Creating a Scatterplot in Tableau

Open the Transactions data file.
Click on the Sheet 1 tab on the lower left side of the Data Source screen.
Drag the Income variable to the Columns shelf (for placement on the x-axis) and drag the Purchase variable to the Rows shelf (for placement on the y-axis). Note that after this step, Tableau displays only a single circle in the scatterplot. This is because Tableau is plotting the sum of the values of Purchase against the sum of the values of Income. In the next step, we will force Tableau to plot the values of Purchase and Income for each customer.
Go to the Data tab, click on Customer, and select Convert to Dimension. This sets the level of detail to customers. Then drag Customer to the Detail box in the Marks card.

Creating a Bubble Plot in Tableau

Open the Birth_Life data file.
Click on the Sheet 1 tab on the lower left of the Data Source screen.
Drag the Life_Exp variable to the Columns shelf (for placement on the x-axis) and drag the Birth_Rate variable to the Rows shelf (for placement on the y-axis).
Drag Country_Name to the Detail button in the Marks card to set the level of detail to countries.
Drag the GNI variable to the Size button in the Marks card to size the bubbles based on each countrys GNI.
For increased clarity, from the Marks card, we select the Shape button to fill each circle and the Size button to increase the size of each bubble.
Drag SUM(Merck) from the Rows shelf to the Apple vertical axis area, as shown by the red arrow in Figure 4A.9. You should now see Apple and Merck on the same axis.
To edit the title on the x-axis, right-click on the x-axis and choose Edit Axis. Under Axis Titles, change Day of Date to Date, and then close the dialog box. Similarly, to edit the title on the y-axis, right-click on the y-axis and choose Edit Axis. Under Axis Titles, change Value to Stock Price (in $), and then close the dialog box.

Creating a Heat Map in Tableau

Open the Bookstores data file.
Click on the Sheet 1 tab on the lower left side of the Data Source screen.
Drag the BookType variable to the Columns shelf and drag the BookStore variable to the Rows shelf.
Drag the Bookstores (Count) variable to the Color button on the Marks card. Then drag the Bookstores (Count) variable to the Label button on the Marks card.
On the top right side, select the Show Me tab and then select the Highlight Tables icon.
Select the Color button on the Marks card and select Edit Colors. . . . Set Pallete from Automatic to Red-Green Diverging. Click OK.

Creating a Stacked Column Chart in Tableau

Open the Promotion data file.
Click on the Sheet 1 tab on the lower left side of the Data Source screen.
In order to create a stacked column chart, drag the Location variable to the Columns shelf and the Sheet1 (Count) variable to the Rows shelf.
Drag the Purchase variable to the Color button in the Marks pane. This step changes the color of each column based on the Purchase categories (yes or no).
From the menu at the top, select Analysis > Show Mark Labels; this will add frequencies to the stacked column chart.
To edit the title on the y-axis, right-click on the y-axis and choose Edit Axis. Under Axis Titles, change Count of Promotion to Frequency, and then close the dialog box.

Creating a Line Chart in Tableau

Open the Apple_Merck data file.
Click on the Sheet 1 tab on the lower left of the Data Source screen.
Drag the Date variable to the Columns shelf (for placement on the x-axis). Then click on the YEAR(Date) in the Columns shelf and select Day (select the Day option with a complete date, i.e., May 8, 2015). You should now see DAY(Date) in the Columns shelf. Drag the Apple variable and the Merck variable to the Rows shelf (for placement on the y-axis).
From the Marks card, select the drop-down menu and change the chart type from Automatic to Line. You will see separate line charts for Apple and Mercksee Figure 4A.9. We will combine the two line charts in the next step.

Requirements:

For this assignment, your task is to create and submit a video demonstrating your understanding of Tableau. The video should provide a step-by-step guide on how to get started with Tableau, import data, and the various types of visualizations or graphs presented in the assignments. The purpose of the video is to help students understand the fundamental features and functionalities of Tableau and how to use them effectively for data analysis and visualization tasks.

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APPENDIX 4.1 Getting Started with Tableau What Is Tableau…

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