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Data visualisation & analytics with Tableau

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Outreach Digital
Outreach Digital

This document provides an overview of Tableau, a business intelligence software for data visualization and analytics. It outlines the 7 key steps to get insights from data quickly using Tableau: 1) connect to a data source, 2) manage the data, 3) create visualizations, 4) edit visualizations, 5) create additional visualizations, 6) build interactive dashboards, and 7) share visualizations. Tableau offers an easy and fast way to transform data into interactive visuals that help users identify patterns and trends to inform business decisions.

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DATA VISUALISATION & ANALYTICS WITH TABLEAU 1
Agenda  What is Tableau?  Why use Tableau for Data Analytics & Visualisation  Getting insights from your data quickly: 7 steps  Connect with data sources  Data Management  Create Visualisations (aka vizzes)  Interactive Dashboards  Sharing Visualisations 2
60 shades of blue... 3
Gramvousa Beach Chanea Crete Greece 4
About me  Maria Koumandraki  From Chania, Crete/Greece  Studies-Work: UK, Belgium, Greece  Campaign Manager @GTB 5
Data Analytics & Data Visualisation  Data analytics is the process of examining data to identify the patterns. It is the discovery, interpretation, and communication of meaningful information to draw conclusions and inform business decisions usually with the help of specialized software.  “Data visualization is the presentation of data in a pictorial or graphical format. It enables decision makers to see analytics presented visually, so they can grasp difficult concepts or identify new patterns.” Simon Samuel Communication-Presentation Analytics Identify new patterns Business decisions 6
Why is data visualization important?  We are visual creatures  We are 90% visual beings  We can understand visual information in an instant  We remember visually  Charts or graphs can be processed by the human brain easier than spread sheets or reports. 7
Is Data Visualisation a new thing?  The concept of using pictures to understand data is not new  It has been around for centuries, from maps and graphs in the 17th century  The pie chart was invented in the early 1800s  One of the most cited examples of statistical graphics dates back in 1869 when the Parisian engineer Charles Minard mapped Napoleon’s invasion of Russia  Minard’s viz is considered one of the most influential data visualisations and one of the world’s best infographics 8
Napoleon’s March on Moscow - C. Minard 9
Viz shows the size of the army and path of Napoleon’s retreat from Moscow. Maps in 2 dimensions 6 types of data: Number of troops, Distance, Temperature, Latitude, Longitude direction of travel and location relative to specific dates. Using simple temperature line below the viz shows how cold ultimately defeated Napoleon’s army. Still relevant and very inspirational Static Created manually Time & effort to collect the data Time to design and perfect it Skill Napoleon’s March on Moscow - C. Minard 10
Data landscape  Variety of data sources - stored at different platforms or created by different software  Big data- the amount of data being created each year grows  Web and/or mobile apps 11
Business needs  Appealing Visuals  Manipulate and interact directly & easily with the data  Dynamic visuals that can update automatically  Facilitate data analytics & data discovery  Identify trends & patterns  Act on emerging trends fast  Inform business decisions Businesses realize that a visual can communicate more information than a table and in a much smaller place Data visualisation leads to better understanding and allows for better business decisions accurately and quickly. 12
Tableau word Source: Collins online dictionary 13
What is Tableau?  A business intelligence software focused on data visualisation and data analytics.  It can analyse and transform data into visually interactive visualisations in a few seconds or minutes!  American computer software company founded in January, 2003 by Chris Stolte.  Tableau queries a range of data including relational databases, OLAP cubes, cloud databases, and spread sheets to generate a number of graph types. 14
Ticks all the boxes? Visual Analysis Any Data Source Big Data Insights Fast Performance Business Integration Easy to learn Web & Mobile 15
Tableau vs. other BI vendors Source: https://www.tableau.com/asset/gartner-magic-quadrant-2016 https://www.tableau.com/about/press-releases/2017/tableau-recognized-leader-2017-gartner-magic-quadrant-business Tableau is an industry leader in Business Intelligence and Analytics Tableau is recognized as a Leader in Gartner Magic Quadrant for Business Intelligence and Analytics Platforms for Fifth Consecutive Year 16
Data Analytics using Tableau 7 steps Step 1 •Connect to the data source Step 2 •Data Management •Rename fields, change data type, hide, add new fields etc.) Step 3 •Select the fields/variabl es and click on Show me the required viz •OR drag and drop them in the row/column shelves Step 4 •Edit your viz - add colours, labels, names, hide fields, sort, group, add data labels, name your worksheet •Add a filter Step 5 •Create more vizzes to get more insights from the data Step 6 •Create a dashboard to show your insights Step7 •Save your viz on Tableau Desktop OR share it with Tableau Server/ Tableau Online 17
Let’s get started Topic: Cell phone subscribers Dataset Name: WHS9_CS cell phone subscriberscsvlist Data file: .csv Description: Number of cell phone subscribers (per 100 population) recorded by Region and Country. Period: 2010-2013 Coverage: 6 regions and 184 countries Collection: World Health Organisation Available: Public Source: http://apps.who.int/gho/data/node.main.CELL107?lang=en 18
Step 1: Connect to the data source Tableau can connect natively with a wide range of data sources: Flat files (excel, text, csv) Relational databases (e.g., SQL Server, ) Online data sources (Adobe, Google analytics) And many others (olap cubes) Choose to Connect to:  - New data  - Saved data sources/connections  - Recently opened workbooks 19
Step 2: Data Cleaning, Management  Rename the data connection  Hide field(s)  Rename field(s)  Assign a geographical role to a field  Create hierarchies for drill down capability  Create folders  Group fields  Change the data type (convert a numerical field to discrete and can add it to dimensions) or vice versa  Create extra fields  Split a field (that has different parts) into separate variables  Use the data interpreter  Pivot 20
Step 3: Create your first viz You don’t know how you can best visualise the data. Tableau provides a simple tool called “Show Me” Show Me contains a list of common chart types that can help you start your analysis Select different dimensions and measures while holding down the control key. If you know how you want to view the data Simply drag and drop fields from the data window into the canvas directly, or onto the Columns and row shelf Or type into the Columns or Rows shelf if you know the name of the field you want to use 21
Step 4: Edit your viz  Colours  Data labels  Sort  Format  Edit aliases  Add extra fields  Add a filter  So much more 22
Step 5: Analyze data & get more insights Create more vizzes Maps, bar charts, tree maps, area charts, bubble charts, line charts, heat maps, histograms, etc. 23
Step 6: Create an Interactive Dashboard Want to show your insights to your team and/or Manager?  Drag views into the dashboard  Adjust graphs to fit more cleanly.  Right-click on the dashboard’s tab and name it  Add a title  Add an interactive filter 24
Step 7: Share your vizzes & findings  Workbooks can be shared in any number of ways  Most effective way to share a workbook is to publish it with Tableau Server or Tableau online.  Published workbooks are up-to- date, secure, fully interactive, and viewable by web browser or on a mobile device.  Tableau Reader can view and interact with workbooks . . . 25
Step 1 Connect to the data Step 2 Data Management Step 3 Use Show me or drag/drop to create viz Step 4 Edit your viz Step 5 Create more vizzes to get more insights from the data Step 6 Place selected vizzes in the interactive dashboard Step7 Save your viz and share it Tableau offers a quick & easy way to convey insights and data trends in just 7 steps! What we’ve learnt so far 26
 Spread sheet  Static dashboards  Can be made dynamic, but time consuming to create & update  Visual  Interactive- dynamic visualisations  Fast & easy to update data 27
Want to learn more? Data Visualisation using Tableau: Learn to Create Interactive Dashboards Tuesday 9th May Organiser: Outreach Digital Venue: Innovation Warehouse, 1 East Poultry Avenue , #1st Floor, London EC1A 9PT Looking forward to seeing you all there! 28
Want to experience Tableau? Benefits for Participants  Get the opportunity to work with a public available dataset to create your own vizzes!  Gain practical data visualisation skills which you can apply on your own data.  Use the latest public version of Tableau 10.2 (free to download)  Learn how to import data into Tableau, familiarise with the interface, manipulate data, create views and interactive Dashboards. Requirements  No prior knowledge or practice with Tableau is needed.  Just bring your laptop! 29
Tableau sources Free Online Tableau sources tableau.com http://onlinehelp.tableau.com/ https://www.tableau.com/learn/starter-kits http://onlinehelp.tableau.com/current/guid es/get-started-tutorial/en-us/get-started- tutorial-connect.html Tableau Public: https://public.tableau.com/en- us/s/download Free trial version of Tableau Desktop: https://www.tableau.com/products/trial 30
“The greatest value of a picture is when it forces us to notice what we never expected to see.” John Tukey, 1977 Thank you 31

More Related Content

Data visualisation & analytics with Tableau

  • 1. DATA VISUALISATION & ANALYTICS WITH TABLEAU 1
  • 2. Agenda  What is Tableau?  Why use Tableau for Data Analytics & Visualisation  Getting insights from your data quickly: 7 steps  Connect with data sources  Data Management  Create Visualisations (aka vizzes)  Interactive Dashboards  Sharing Visualisations 2
  • 3. 60 shades of blue... 3
  • 5. About me  Maria Koumandraki  From Chania, Crete/Greece  Studies-Work: UK, Belgium, Greece  Campaign Manager @GTB 5
  • 6. Data Analytics & Data Visualisation  Data analytics is the process of examining data to identify the patterns. It is the discovery, interpretation, and communication of meaningful information to draw conclusions and inform business decisions usually with the help of specialized software.  “Data visualization is the presentation of data in a pictorial or graphical format. It enables decision makers to see analytics presented visually, so they can grasp difficult concepts or identify new patterns.” Simon Samuel Communication-Presentation Analytics Identify new patterns Business decisions 6
  • 7. Why is data visualization important?  We are visual creatures  We are 90% visual beings  We can understand visual information in an instant  We remember visually  Charts or graphs can be processed by the human brain easier than spread sheets or reports. 7
  • 8. Is Data Visualisation a new thing?  The concept of using pictures to understand data is not new  It has been around for centuries, from maps and graphs in the 17th century  The pie chart was invented in the early 1800s  One of the most cited examples of statistical graphics dates back in 1869 when the Parisian engineer Charles Minard mapped Napoleon’s invasion of Russia  Minard’s viz is considered one of the most influential data visualisations and one of the world’s best infographics 8
  • 9. Napoleon’s March on Moscow - C. Minard 9
  • 10. Viz shows the size of the army and path of Napoleon’s retreat from Moscow. Maps in 2 dimensions 6 types of data: Number of troops, Distance, Temperature, Latitude, Longitude direction of travel and location relative to specific dates. Using simple temperature line below the viz shows how cold ultimately defeated Napoleon’s army. Still relevant and very inspirational Static Created manually Time & effort to collect the data Time to design and perfect it Skill Napoleon’s March on Moscow - C. Minard 10
  • 11. Data landscape  Variety of data sources - stored at different platforms or created by different software  Big data- the amount of data being created each year grows  Web and/or mobile apps 11
  • 12. Business needs  Appealing Visuals  Manipulate and interact directly & easily with the data  Dynamic visuals that can update automatically  Facilitate data analytics & data discovery  Identify trends & patterns  Act on emerging trends fast  Inform business decisions Businesses realize that a visual can communicate more information than a table and in a much smaller place Data visualisation leads to better understanding and allows for better business decisions accurately and quickly. 12
  • 13. Tableau word Source: Collins online dictionary 13
  • 14. What is Tableau?  A business intelligence software focused on data visualisation and data analytics.  It can analyse and transform data into visually interactive visualisations in a few seconds or minutes!  American computer software company founded in January, 2003 by Chris Stolte.  Tableau queries a range of data including relational databases, OLAP cubes, cloud databases, and spread sheets to generate a number of graph types. 14
  • 15. Ticks all the boxes? Visual Analysis Any Data Source Big Data Insights Fast Performance Business Integration Easy to learn Web & Mobile 15
  • 16. Tableau vs. other BI vendors Source: https://www.tableau.com/asset/gartner-magic-quadrant-2016 https://www.tableau.com/about/press-releases/2017/tableau-recognized-leader-2017-gartner-magic-quadrant-business Tableau is an industry leader in Business Intelligence and Analytics Tableau is recognized as a Leader in Gartner Magic Quadrant for Business Intelligence and Analytics Platforms for Fifth Consecutive Year 16
  • 17. Data Analytics using Tableau 7 steps Step 1 •Connect to the data source Step 2 •Data Management •Rename fields, change data type, hide, add new fields etc.) Step 3 •Select the fields/variabl es and click on Show me the required viz •OR drag and drop them in the row/column shelves Step 4 •Edit your viz - add colours, labels, names, hide fields, sort, group, add data labels, name your worksheet •Add a filter Step 5 •Create more vizzes to get more insights from the data Step 6 •Create a dashboard to show your insights Step7 •Save your viz on Tableau Desktop OR share it with Tableau Server/ Tableau Online 17
  • 18. Let’s get started Topic: Cell phone subscribers Dataset Name: WHS9_CS cell phone subscriberscsvlist Data file: .csv Description: Number of cell phone subscribers (per 100 population) recorded by Region and Country. Period: 2010-2013 Coverage: 6 regions and 184 countries Collection: World Health Organisation Available: Public Source: http://apps.who.int/gho/data/node.main.CELL107?lang=en 18
  • 19. Step 1: Connect to the data source Tableau can connect natively with a wide range of data sources: Flat files (excel, text, csv) Relational databases (e.g., SQL Server, ) Online data sources (Adobe, Google analytics) And many others (olap cubes) Choose to Connect to:  - New data  - Saved data sources/connections  - Recently opened workbooks 19
  • 20. Step 2: Data Cleaning, Management  Rename the data connection  Hide field(s)  Rename field(s)  Assign a geographical role to a field  Create hierarchies for drill down capability  Create folders  Group fields  Change the data type (convert a numerical field to discrete and can add it to dimensions) or vice versa  Create extra fields  Split a field (that has different parts) into separate variables  Use the data interpreter  Pivot 20
  • 21. Step 3: Create your first viz You don’t know how you can best visualise the data. Tableau provides a simple tool called “Show Me” Show Me contains a list of common chart types that can help you start your analysis Select different dimensions and measures while holding down the control key. If you know how you want to view the data Simply drag and drop fields from the data window into the canvas directly, or onto the Columns and row shelf Or type into the Columns or Rows shelf if you know the name of the field you want to use 21
  • 22. Step 4: Edit your viz  Colours  Data labels  Sort  Format  Edit aliases  Add extra fields  Add a filter  So much more 22
  • 23. Step 5: Analyze data & get more insights Create more vizzes Maps, bar charts, tree maps, area charts, bubble charts, line charts, heat maps, histograms, etc. 23
  • 24. Step 6: Create an Interactive Dashboard Want to show your insights to your team and/or Manager?  Drag views into the dashboard  Adjust graphs to fit more cleanly.  Right-click on the dashboard’s tab and name it  Add a title  Add an interactive filter 24
  • 25. Step 7: Share your vizzes & findings  Workbooks can be shared in any number of ways  Most effective way to share a workbook is to publish it with Tableau Server or Tableau online.  Published workbooks are up-to- date, secure, fully interactive, and viewable by web browser or on a mobile device.  Tableau Reader can view and interact with workbooks . . . 25
  • 26. Step 1 Connect to the data Step 2 Data Management Step 3 Use Show me or drag/drop to create viz Step 4 Edit your viz Step 5 Create more vizzes to get more insights from the data Step 6 Place selected vizzes in the interactive dashboard Step7 Save your viz and share it Tableau offers a quick & easy way to convey insights and data trends in just 7 steps! What we’ve learnt so far 26
  • 27.  Spread sheet  Static dashboards  Can be made dynamic, but time consuming to create & update  Visual  Interactive- dynamic visualisations  Fast & easy to update data 27
  • 28. Want to learn more? Data Visualisation using Tableau: Learn to Create Interactive Dashboards Tuesday 9th May Organiser: Outreach Digital Venue: Innovation Warehouse, 1 East Poultry Avenue , #1st Floor, London EC1A 9PT Looking forward to seeing you all there! 28
  • 29. Want to experience Tableau? Benefits for Participants  Get the opportunity to work with a public available dataset to create your own vizzes!  Gain practical data visualisation skills which you can apply on your own data.  Use the latest public version of Tableau 10.2 (free to download)  Learn how to import data into Tableau, familiarise with the interface, manipulate data, create views and interactive Dashboards. Requirements  No prior knowledge or practice with Tableau is needed.  Just bring your laptop! 29
  • 30. Tableau sources Free Online Tableau sources tableau.com http://onlinehelp.tableau.com/ https://www.tableau.com/learn/starter-kits http://onlinehelp.tableau.com/current/guid es/get-started-tutorial/en-us/get-started- tutorial-connect.html Tableau Public: https://public.tableau.com/en- us/s/download Free trial version of Tableau Desktop: https://www.tableau.com/products/trial 30
  • 31. “The greatest value of a picture is when it forces us to notice what we never expected to see.” John Tukey, 1977 Thank you 31