Data Visulization with Tableau for Beginners

Title Page
Copyright Page
Preface to the Second Edition
Dedication
Acknowledgments
Table of Contents
Chapter 1 – Introduction
What is Tableau?
Why do we use Tableau for data visualization?
6 steps in the data visualization process
What is happening in today’s world?
Tableau Products
Investment for Tableau Desktop
For students
Reference Sites for Tableau
What did you learn from this Chapter?
Chapter 2 – Downloading Tableau Public, Installation and Creating a Profile
Tableau Public
Download Tableau sample data for the exercises from Chapter 7 to 11 in this book
What did you learn from this Chapter?
Chapter 3 – The Startup Screen for Tableau Public
The Startup Screen for Tableau Public
Menu
File Menu
Data Menu
Help Menu
Connect
Discover
What did you learn from this Chapter?
Chapter 4 – The Data Source Page
Tableau Sample Data
Menu
File Menu
Data Menu
Windows Menu
Help Menu
Tool Bar
Connections
Sheets
Use Data Interpreter
Excel Worksheets
New Union
Canvas
Preview Data Source
Manage Metadata
What did you learn from this Chapter?
Chapter 5 – Tableau Workspace
Workspace area
Pills
Shelves
File Menu
Data Menu
Worksheet Menu
Dashboard Menu
Story Menu
Analysis Menu
Map Menu
Window Menu
Help Menu
Tableau Toolbar
Show and Hide the Side Bar (Data Pane)
The Data Pane
Perform Common Tasks in the Data Pane
Marks
Show Me
What did you learn from this Chapter?
Chapter 6 – Exploring the Tableau Workspace
Exercise 01 – Double click on Category and then double click on Sales
Exercise 02 – Double click on Sales and then double click on Category
Exercise 03 – Drag Category to Columns and then drag Sales to Rows
Exercise 04 – Drag Category to Rows and then drag Sales to Columns
Exercise 05 – Drag Category and Sales to Rows
Exercise 06 – Drag Category and Sales to Columns
Exercise 07 – Drag Category and Sales to the View
Exercise 08 – Select Category, Sub-Category, Sales and then click on Show Me
Exercise 09 – Select Category, Country, Sub-Category, Sales and then click on Show Me
Exercise 10 – Double click on Measure Names
Exercise 11 – Double Click on Measure Values
Exercise 12 – Double click on Rows or Columns and type in the Field Name
Exercise 13 – Double click on Category and then Segment. Next double click on Sales
Exercise 14 – Drag Category and Sub-Category to Rows. Drag Sales to Columns. Drag Sales to Colour, Size and Label in Marks. Drag Discount, Profit, Quantity and Shipping Cost to Details in Marks. Click on Tool Tip and change Discount: to Rebate:. Lastly, click on Colour, Edit Colours
Exercise 15 – Drag Category and Sub-Category to Columns. Drag Sales to Rows. Drag Sales to Label and Colours in Marks. Lastly, click on Colour, Edit Colours
What did you learn from this Chapter?
Chapter 7 – 4 Pivot Tables, 3 Pivot Charts and 1 Dashboard built using
Exercise 01 – Sales and Sales % by Country (sorted in descending order)
Exercise 02 – Sales by Ship Mode by Country (rounded to the nearest dollar and sorted by First Class)
Exercise 03 – Sales by Country by Year (rounded to nearest thousand and sorted by Grand Total)
Exercise 04 – Sales by Category by Sub-Category (in thousands and sorted by sales value in descending order)
Exercise 05 – Donut Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class)
Exercise 06 – Lollipop Chart. Sales by Ship Mode (Standard Class, Second Class, Same Day and First Class)
Exercise 07 – Sparklines. Sales by Sub-Category by Market (2013 to 2015 excluding Canada and EMEA)
Exercise 08 – Dashboard. Slice by Ship Mode
What did you learn from this Chapter?
Chapter 8 – Building similar Tables and Charts in Chapter 7 using Tableau
Exercise 01 – To verify the number of records read by Tableau
Exercise 02 – Sales and Sales % by Country in descending order
Exercise 03 – Sales by Ship Mode by Country. Sorted by First Class
Exercise 04 – Sales by Country by Year. Sorted by Grand Total (nearest thousand)
Exercise 05 – Sales by Category by Sub-Category (from 2011 to 2013) sorted by Total Sales (in thousands)
Exercise 06 – Donut Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class)
Exercise 07 – Lollipop Chart. Sales by Ship Mode (First Class, Same Day, Second Class and Standard Class)
Exercise 08 – Sparklines. Sales Q1 to Q4 for 2013 to 2015 by Sub-Category by Market (excluding Canada and EMEA)
Exercise 09 – Tableau Public Server
What did you learn from this Chapter?
Chapter 9 – Build 7 popular charts to acquire additional skills sets
Exercise 01 – Bar Chart to show Sales by Categories by Sub Categories (in descending order)
Exercise 02 – Treemaps to show Sales by Sales Person (Sales Value and % Sales)
Exercise 03 – Map to show sales by Geographical Areas
Exercise 04 – Step Chart to chart daily Sales for December 2014
Exercise 05 – Bubble Chart to show sales by Category by Segment and Sales % within each Segment
Exercise 06 – Waterfall Chart to show profit % by Sub-Category over Total Profit
Exercise 07 – Bar and Line Chart to show Sales and Profit by Months for 2014
What did you learn from this Chapter?
Chapter 10 – Putting the Viz/ Charts together to build a Dashboard and
What is a Dashboard in Tableau?
Best Practices for Effective Dashboards
Building the Dashboard
What did you learn from this Chapter?
Chapter 11 – Introduction to Sets, Filters, Parameters and LOD
What are Sets in Tableau?
What are Filters in Tableau?
What are Parameters in Tableau?
What are LOD in Tableau?
Exercise 01 – How to build Sets to get Top “N” records. E.g. Top 5 Sales by Sub-Category...........
Exercise 02 – How to build Parameters and combine with Filters. E.g. to view Profit or Sales by Category/ Country/ Person
Exercise 03 – How to build a Fixed LOD to show Total Sales by Category, Sales by Sub-Category and % Sales by Sub-Category
Exercise 04 – How to build a Fixed LOD to chart the number of Customer Orders by Region?
Chapter 12 – Tableau with a Microsoft SQL Accounting System
Tableau Desktop
Tableau Public
Exercise 01 – Chart Source Currency outstanding balances in Accounts Receivable (AR) and Accounts Payable (AP)
Exercise 02 – Chart Sales by Salesman by Quarters for 2019 by functional currency
Exercise 03 – Build the Dashboard
Exercise 04 – Other Areas (applicable if you have installed Tableau Desktop)
Exercise 05 – Dates in the Accounting System
What did you learn from this Chapter?
Chapter 13 – Plotting Malaysia 4D Lottery Results
Exercise 01 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Lottery/ Date/ Result/ Prize..........
Exercise 02 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Date/ Lottery/ Result/ Prize..........
Exercise 03 – Plot the Top 3 Prizes SEP/OCT/NOV 2020 – by Prize/ Date/ Lottery/ Result
Exercise 04 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Lottery/ Date/ Result..........
Exercise 05 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Date/ Lottery/ Result..........
Exercise 06 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Prize/ Lottery/ Result/ Date..........
Exercise 07 – Plot the Top 3 Prizes SEP/ OCT/ NOV 2020 – by Result/ Prize/ Lottery with Filters for Lottery/ Prize/ Date
Exercise 08 – Plot the Top 3 Prizes SEP 2020
Exercise 09 – Plot the number of records for each series from 0 to 9 for SEP/ OCT/ NOV 2020
Exercise 10 – Packed Bubbles to show the Results for Oct 2020
Exercise 11 – When the Results were last drawn and what Prizes it won
Exercise 12 – Number of times the Result was drawn over the last few years
Exercise 13 – Build the Dashboard
Chapter 14 – Tableau and the Stock Market
Datasets
Exercise 01 – Build a Text Table to show Open/ Close/ High/ Low
Exercise 02 – Build a Line Chart to show Open/ Close/ High/ Low
Exercise 03 – Build a Candle Stick Chart
Exercise 04 – Build a Candle Stick Chart with Daily Volume
Exercise 05 – Build a Line and Bar Chart to show Closing Prices and Volume
Exercise 06 – Build a Line to show Open and Close Prices
Exercise 07 – Build an Area Chart to show Closing Prices
Exercise 08 – Build a Line and Bar Chart combined to show Volume and Open Close Prices
Exercise 09 – How to filter the Gains or Losses in Candle Stick over a time frame/ period
Exercise 10 – How to replace the current Dataset with a new Dataset (same number of columns)
Exercise 11 – How to refresh after adding new records to the same Dataset
Exercise 12 – You have the option to Copy and Paste the Dataset directly into the Worksheet
Glossary
Free Public Data Sets