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Tableau Final Presentation

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Anvesh Rao
Anvesh Rao

This document provides an overview of Tableau, a data visualization software. It outlines the agenda for the presentation, which will cover connecting to data, visual analytics with Tableau, dashboards and stories, calculations, and mapping capabilities. Tableau allows users to connect to various data sources, transform raw data into interactive visualizations, and share dashboards or publish them online. It is a leading tool for data analysis and visualization.

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TABLEAU
MS in Engineering in Computer Science Data Mining a.y. 2016-17 You can find us at: ● abissoli.ab@gmail.com ● dieguersc@gmail.com ● farinaccifabrizio@gmail.com ● ignacio.cplatas@gmail.com ● sara.cannoni92@gmai.com ● tommasodorsi@gmail.com
WHAT ARE WE GOING TO PRESENT? 1. Andrea: Introduction to Tableau 2. Sara: Connecting to data 3. Fabrizio: Visual Analytics 4. Diego: Dashboard and stories 5. Tommaso: Calculations 6. Nacho: Mapping, Tableau Online & Competitors
Introduction to Tableau Let’s start with the first concepts! 1
WHAT IS TABLEAU? We have to answer two important questions: WHAT IS DATA VISUALIZATION? WHY IS DATA VISUALIZATION IMPORTANT?
WHAT IS DATA VISUALIZATION? Data visualization is the process of describing information through visual rendering.
WHAT IS DATA VISUALIZATION?
WHY IS DATA VISUALIZATION IMPORTANT? ◉ Technological advances have made data visualization more prevalent and powerful than ever before. ◉ Businesses purpose.
WHAT IS TABLEAU? ◉ Tableau is groundbreaking data visualization software created by Tableau Software. ◉ Tableau connects easily to nearly any data source ◉ Tableau allows for instantaneous insight by transforming data into interactive visualizations called dashboards.
WHAT IS TABLEAU? - Cont’d
TABLEAU FEATURES SPEED TO MARKET TABLEAU DOES BIG DATA TABLEAU DOES ANY DATA STUNNING & INTERACTIVE PLOTS TABLEAU IS AN INDUSTRY LEADER TABLEAU IS EASY TO USE
Connecting to data Let’s connect Tableau to the data! 2
CONNECTING TO DATA EXCEL DATABASE CLOUD
ADDING ANOTHER DATA SOURCE A workbook can have multiple data source. We can connect to a locally saved extract or to a data source which is published to Tableau Online or Tableau Server. LIVE VS EXTRACT
DATA PREP WITH TEXT AND EXCEL FILES DATA INTERPRETER PIVOT METADATA GRID SPLIT CUSTOM SPLIT With no columns names and a lot of nulls, Data Interpreter strips out them and the columns are properly identified. The Pivot merges the information from the original columns and rows into two new columns. It’s can be a useful view with a large number of files and when tables have been joined. We can split the columns based on the shared delimiter of that hyphen. We can choose our delimiter and use a hyphen.
USING DATA INTERPRETER Click on Review the results An Excel file is generated with the interpreted null values. Look the ‘A’s!
SAVING AND PUBLISHING DATA SOURCES Saving data source as a .tds this is not the data itself! Saving a data source makes it easily available in your copy of Tableau Desktop... ...or it can be published to Tableau Online or Tableau Server.
◉ Workbook (.twb): Workbooks hold worksheets, dashboards and stories. ◉ Bookmark (.tbm): Bookmarks contain a single sheet. ◉ Packaged workbook (.twbx): Archive containing a workbook along with all data sources and files. ◉ Data extract (.tde): Local copy of a subset or entire data source to share and improve the performance. ◉ Data source(.tds): Shortcut to oftenly used data sources, containing information and modifications. ◉ Packaged data source (.tdsx): Archive containing a data source file along with any related files. A NOTE ON FILE TYPES
JOIN TYPES WITH UNION Joining tables is a way of combining information from multiple tables based on a field they share. Joins are always made on a specific field (or fields). Union follows the behavior “Union all” even if there are duplicate values for some rows. Union appends new rows AND new columns if the shred field don’t match across the unioned data sources
CROSS-DATABASE JOIN Sales and Products ● DATA FROM DIFFERENT SOURCES ● CROSS DATABASE JOINS ● USING INTEGRATED DATA SOURCES
WHAT IS DATA BLENDING? Data blending is a way to combine data from multiple data sources into a single view. Blend Relationship and How To Blend Blue: Primary data source Orange: Secondary data source Links: Orange: Use the common field for linking Gray: Don’t use the common field for linking
Visual Analytics Let’s give some meaning to that data! 3
WHAT IS VISUAL ANALYTICS? Is a field in information visualization that focuses on analytical reasoning facilitated and supported by interactive visual interfaces.
A PICTURE IS WORTH A THOUSAND WORDS Humans are very good in solving complex problems… Visual representations enhances the human cognitive process
WHAT TABLEAU HAS TO OFFER? - PT1 Powerful ways to select and aggregate the data to consider: ◉ Hierarchies ◉ Groups ◉ Sets ◉ Filters
WHAT TABLEAU HAS TO OFFER? - PT2 Make use of the visual analytics power easily and effectively: ◉ Reference lines and trend lines to visually evaluate the plots ◉ Forecasting to make predictions with a confidence level ◉ Statistical tools like average lines, median and Box Plots ◉ K-means bundled clustering
HOW DOES IT LOOK LIKE?
Dashboard and stories Let’s make it more visual! 4
WHAT IS A DASHBOARD? ◉ Powerful tool for mixing multiple views in a unique one ◉ Allow us to create interactive and common filters for all the sheets grouped ◉ Excellent tool for generic views
DASHBOARDS - EXAMPLE
WHAT IS A STORY IN TABLEAU? ◉ Sheet that contains a sequence of worksheets or dashboards that work together to convey information ◉ All methods that are able for datasheets and dashboards apply to stories ◉ Powerful navigation tool for presentations
STORIES - EXAMPLE
Calculations Or how to manipulate the data set 5
Calculations Manipulate the dataset over which tableau is running. The operations are performed by the underlying database. TYPES OF CALCULATIONS Table Calculations Manipulate the current view, operations are performed on the view by Tableau, without passing through the underlying database.
CALCULATIONS ON WHAT? ◉ String ◉ Logic ◉ Date ◉ Type ◉ ...
CALCULATIONS SYNTAX
Level of Detail expressions introduce the capability to specify the exact level of aggregation within a calculation itself. LOD expressions
Mapping, Similar Tools & Tableau Online Let’s give some meaning to that data! 6
THE POSSIBILITIES ARE INFINITE Online maps, WMS and Mapbox let you create your own custom background map or connect to one Automatically recognize and display geographic data and associated metrics at different geographic granularities
TABLEAU’S COMPETITORS
TABLEAU DESKTOP VS THE REST Download & Installation Data Connection Data Manipulation Graphic Ability Cost *Pentaho asks for a specific price depending on the desired solution: we suppose that, in the average, is more expensive than Tableau. *
WHAT HAS TO OFFER TABLEAU ONLINE? ◉ Skip hardware cost & setup time ◉ Connection with other users ◉ Support live data connections ◉ Secure
THANKS! Any questions?

More Related Content

Tableau Final Presentation

  • 2. MS in Engineering in Computer Science Data Mining a.y. 2016-17 You can find us at: ● abissoli.ab@gmail.com ● dieguersc@gmail.com ● farinaccifabrizio@gmail.com ● ignacio.cplatas@gmail.com ● sara.cannoni92@gmai.com ● tommasodorsi@gmail.com
  • 3. WHAT ARE WE GOING TO PRESENT? 1. Andrea: Introduction to Tableau 2. Sara: Connecting to data 3. Fabrizio: Visual Analytics 4. Diego: Dashboard and stories 5. Tommaso: Calculations 6. Nacho: Mapping, Tableau Online & Competitors
  • 4. Introduction to Tableau Let’s start with the first concepts! 1
  • 5. WHAT IS TABLEAU? We have to answer two important questions: WHAT IS DATA VISUALIZATION? WHY IS DATA VISUALIZATION IMPORTANT?
  • 6. WHAT IS DATA VISUALIZATION? Data visualization is the process of describing information through visual rendering.
  • 7. WHAT IS DATA VISUALIZATION?
  • 8. WHY IS DATA VISUALIZATION IMPORTANT? ◉ Technological advances have made data visualization more prevalent and powerful than ever before. ◉ Businesses purpose.
  • 9. WHAT IS TABLEAU? ◉ Tableau is groundbreaking data visualization software created by Tableau Software. ��� Tableau connects easily to nearly any data source ◉ Tableau allows for instantaneous insight by transforming data into interactive visualizations called dashboards.
  • 10. WHAT IS TABLEAU? - Cont’d
  • 11. TABLEAU FEATURES SPEED TO MARKET TABLEAU DOES BIG DATA TABLEAU DOES ANY DATA STUNNING & INTERACTIVE PLOTS TABLEAU IS AN INDUSTRY LEADER TABLEAU IS EASY TO USE
  • 12. Connecting to data Let’s connect Tableau to the data! 2
  • 13. CONNECTING TO DATA EXCEL DATABASE CLOUD
  • 14. ADDING ANOTHER DATA SOURCE A workbook can have multiple data source. We can connect to a locally saved extract or to a data source which is published to Tableau Online or Tableau Server. LIVE VS EXTRACT
  • 15. DATA PREP WITH TEXT AND EXCEL FILES DATA INTERPRETER PIVOT METADATA GRID SPLIT CUSTOM SPLIT With no columns names and a lot of nulls, Data Interpreter strips out them and the columns are properly identified. The Pivot merges the information from the original columns and rows into two new columns. It’s can be a useful view with a large number of files and when tables have been joined. We can split the columns based on the shared delimiter of that hyphen. We can choose our delimiter and use a hyphen.
  • 16. USING DATA INTERPRETER Click on Review the results An Excel file is generated with the interpreted null values. Look the ‘A’s!
  • 17. SAVING AND PUBLISHING DATA SOURCES Saving data source as a .tds this is not the data itself! Saving a data source makes it easily available in your copy of Tableau Desktop... ...or it can be published to Tableau Online or Tableau Server.
  • 18. ◉ Workbook (.twb): Workbooks hold worksheets, dashboards and stories. ◉ Bookmark (.tbm): Bookmarks contain a single sheet. ◉ Packaged workbook (.twbx): Archive containing a workbook along with all data sources and files. ◉ Data extract (.tde): Local copy of a subset or entire data source to share and improve the performance. ◉ Data source(.tds): Shortcut to oftenly used data sources, containing information and modifications. ◉ Packaged data source (.tdsx): Archive containing a data source file along with any related files. A NOTE ON FILE TYPES
  • 19. JOIN TYPES WITH UNION Joining tables is a way of combining information from multiple tables based on a field they share. Joins are always made on a specific field (or fields). Union follows the behavior “Union all” even if there are duplicate values for some rows. Union appends new rows AND new columns if the shred field don’t match across the unioned data sources
  • 20. CROSS-DATABASE JOIN Sales and Products ● DATA FROM DIFFERENT SOURCES ● CROSS DATABASE JOINS ● USING INTEGRATED DATA SOURCES
  • 21. WHAT IS DATA BLENDING? Data blending is a way to combine data from multiple data sources into a single view. Blend Relationship and How To Blend Blue: Primary data source Orange: Secondary data source Links: Orange: Use the common field for linking Gray: Don’t use the common field for linking
  • 22. Visual Analytics Let’s give some meaning to that data! 3
  • 23. WHAT IS VISUAL ANALYTICS? Is a field in information visualization that focuses on analytical reasoning facilitated and supported by interactive visual interfaces.
  • 24. A PICTURE IS WORTH A THOUSAND WORDS Humans are very good in solving complex problems… Visual representations enhances the human cognitive process
  • 25. WHAT TABLEAU HAS TO OFFER? - PT1 Powerful ways to select and aggregate the data to consider: ◉ Hierarchies ◉ Groups ◉ Sets ◉ Filters
  • 26. WHAT TABLEAU HAS TO OFFER? - PT2 Make use of the visual analytics power easily and effectively: ◉ Reference lines and trend lines to visually evaluate the plots ◉ Forecasting to make predictions with a confidence level ◉ Statistical tools like average lines, median and Box Plots ◉ K-means bundled clustering
  • 27. HOW DOES IT LOOK LIKE?
  • 28. Dashboard and stories Let’s make it more visual! 4
  • 29. WHAT IS A DASHBOARD? ◉ Powerful tool for mixing multiple views in a unique one ◉ Allow us to create interactive and common filters for all the sheets grouped ◉ Excellent tool for generic views
  • 31. WHAT IS A STORY IN TABLEAU? ◉ Sheet that contains a sequence of worksheets or dashboards that work together to convey information ◉ All methods that are able for datasheets and dashboards apply to stories ◉ Powerful navigation tool for presentations
  • 33. Calculations Or how to manipulate the data set 5
  • 34. Calculations Manipulate the dataset over which tableau is running. The operations are performed by the underlying database. TYPES OF CALCULATIONS Table Calculations Manipulate the current view, operations are performed on the view by Tableau, without passing through the underlying database.
  • 35. CALCULATIONS ON WHAT? ◉ String ◉ Logic ◉ Date ◉ Type ◉ ...
  • 37. Level of Detail expressions introduce the capability to specify the exact level of aggregation within a calculation itself. LOD expressions
  • 38. Mapping, Similar Tools & Tableau Online Let’s give some meaning to that data! 6
  • 39. THE POSSIBILITIES ARE INFINITE Online maps, WMS and Mapbox let you create your own custom background map or connect to one Automatically recognize and display geographic data and associated metrics at different geographic granularities
  • 41. TABLEAU DESKTOP VS THE REST Download & Installation Data Connection Data Manipulation Graphic Ability Cost *Pentaho asks for a specific price depending on the desired solution: we suppose that, in the average, is more expensive than Tableau. *
  • 42. WHAT HAS TO OFFER TABLEAU ONLINE? ◉ Skip hardware cost & setup time ◉ Connection with other users ◉ Support live data connections ◉ Secure