Tableau for Beginner Data Analysis and Visualization 101

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