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Tableau part one
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title = "Setup and Introduction to Tableau" | ||
date = 2024-02-12T13:42:28-06:00 | ||
draft = false | ||
weight = 8 | ||
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## Creating a Tableau Public Account: | ||
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We will be working with [Tableau Public](https://public.tableau.com/app/discover). | ||
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1. [Download the app](https://www.tableau.com/products/public/download). | ||
1. [Create a Tableau Public account](https://public.tableau.com/app/discover?authMode=signUp). | ||
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We will also be referencing documentation provided by [Tableau](https://www.tableau.com/) throughout the readings. | ||
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1. You can optionally make a separate account [here](https://id.tableau.com/register?clientId=d22771tvaQXmFdNduz4sh5pvlWu0HDbF) as well. This will allow you to access additional materials, like videos. | ||
1. For additional video resources check out the videos [here](https://www.tableau.com/learn/training/20211). | ||
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## Additional Optional Resources: | ||
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The videos and tasks below are optional and not required, but are meant to serve as an additional resource for learning how to use and navigate a Tableau workspace. | ||
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{{% notice blue Note "rocket" %}} | ||
As you watch the videos you may notice a discrepancy between your interface and one in the video. | ||
You are still able to code along with each video, you might have to look in a different location than | ||
shown in the video. | ||
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You will need to save and publish your final charts in videos 1 and 6. In order to complete the final | ||
worksheet in video 6, you will need to work through videos 4-6 in the same Tableau Public Visualization. | ||
{{% /notice %}} | ||
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| **Video** | **Name of Video** | **Tasks** | | ||
| --- | --- | --- | | ||
| Video 1 | [Tableau Public Overview (7:10 min)](https://www.youtube.com/watch?v=gIDVoPi47Ko) | Code-a-long, save and publish. | | ||
| Video 2 | [Connecting to Excel and Text Files (4:32 min)](https://www.youtube.com/watch?v=s0UXZyFWRng) | Watch only | | ||
| Video 3 | [Connecting to Web Data Connectors (2:16 min)](https://www.youtube.com/watch?v=fp_0Y2LHgDQ) | Watch only | | ||
| Video 4 | [Creating Your First Chart (2:34)](https://www.youtube.com/watch?v=L2D7e9APvTw) | Code-a-long. You will turn in your final worksheets after watching video 6. | | ||
| Video 5 | [Use the Show Me Tool Bar (4:15)](https://www.youtube.com/watch?v=EVa5cSEGcw4) | Watch only (feel free to add anything you learn to your current worksheets) | | ||
| Video 6 | [Understanding the Logic of Charts (5:05)](https://www.youtube.com/watch?v=zPkwumz6lZU) | Code-a-long. Save and publish your worksheets. | |
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pre = "<b>21. </b>" | ||
chapter = true | ||
title = "Tableau Part 1 - Intro to Visualization" | ||
date = 2024-03-12T15:04:03-05:00 | ||
draft = false | ||
weight = 25 | ||
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## Learning Objectives | ||
1. Learn how to navigate a tableau public workspace | ||
1. Connect to data | ||
1. Understand how Tableau handles and interprets data | ||
1. Build your own dashboard | ||
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## Key Terminology | ||
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### Tableau Workspace Navigation | ||
1. View | ||
1. Columns | ||
1. Rows | ||
1. Pages | ||
1. Data Pane | ||
1. Analytics Pane | ||
1. Data Source | ||
1. Worksheet | ||
1. dashboard | ||
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### Connecting Data | ||
1. Text | ||
1. Date | ||
1. Date and Time | ||
1. Numerical Values | ||
1. Boolean values | ||
1. Geographic values | ||
1. Image role | ||
1. Cluster Group | ||
1. Measure | ||
1. Dimension | ||
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## Content Links | ||
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{{% children %}} |
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title = "Exercises: Tableau Part 1" | ||
date = 2021-10-01T09:28:27-05:00 | ||
draft = false | ||
weight = 2 | ||
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## Getting Started | ||
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We will continue working with the [Netflix Movies and TV Shows](https://www.kaggle.com/datasets/shivamb/netflix-shows) dataset from Kaggle. The goal of these exercises will be to create a basic dashboard and expand on some of the columns of data within the Netflix dataset. | ||
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If needed, create a connection to the `netflix_titles.csv` file. | ||
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{{% notice blue Note "rocket" %}} | ||
As you work on each of your sheets, think about a descriptive name that you would want to apply to them. This will help when you add them to your dashboard to better understand what each sheet is meant to visualize. | ||
{{% /notice %}} | ||
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### Sheet 1: Total of Movies vs TV Shows | ||
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The first worksheet will contain a a total count of Movies and TV Shows. | ||
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1. Drag and drop the `Show Id` pill into the `Rows` shelf. | ||
- Convert it to a measure of `Count` | ||
1. Add the `Type` pill to the columns shelf. | ||
1. Lastly, add the `Rating` pill as a `Color` within the `Marks` card to provide some additional detail on the Movies and TV Shows. | ||
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This provides a visual of how many Movies vs TV Shows there are within the given years, and how many Movies and TV shows exist within all available ratings. | ||
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### Sheet 2: Release Year and Type | ||
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The second worksheet will contain a line graph displaying how many Movies and TV shows were released in the available years. | ||
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1. Drag and drop the `Release Year` pill into the columns shelf. | ||
1. Add the `Show Id` pill into the rows shelf and convert it to a measure of `Count`. | ||
1. Add the `Type` pill as a `Color` within the `Marks` card to display both Movies and TV Shows, and when how many of each were released per year. | ||
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### Sheet 3: Popular Genres | ||
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The third and final worksheet that you will create for your dashboard is going to display popular genres among the Movies and TV Shows. | ||
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1. Drag and drop the `Show Id` pill into the Marks card as a `Color`. | ||
1. Add another `Show Id` pill into the Marks card as a `Size`. | ||
1. Add the `Listed In` pill into the Marks card as a `Label`. | ||
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This is a bit too granular for a dashboard as there are many boxes that do not display a label for the associated genre. Let's apply some minor conditional filtering to the `Listed In` pill. | ||
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4. Right click on the `Listed In` pill | ||
- Click on filter | ||
- Click on the *Condition* section | ||
- Click *By Field* | ||
- Under the *Comparison* section select the `>=` option and add `128` as the *Value*. | ||
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{{% notice blue Note "rocket" %}} | ||
You will learn more about filtering in the next Tableau lesson, but this serves a brief introduction! | ||
{{% /notice %}} | ||
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### Create a Dashboard | ||
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We are introducing dashboards to you now so that you can easily publish your work, but you should know that there are best practices for dashboards that you will cover in a later chapter. | ||
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Click on the `Dashboard` tab at the top of your workbook and click `New Dashboard` or click on the `New Dashboard` button on the bottom of your workspace. | ||
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1. Drag and drop your existing `Sheets` into the dashboard view. | ||
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{{% notice blue Note "rocket" %}} | ||
Feel free to customize this any way you like! | ||
{{% /notice %}} | ||
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## End Result | ||
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Your dashboard will most likely look similar to the following image: | ||
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![Completed dashboard for intro to tableau exercises](pictures/dashboard-example.png?classes=border) | ||
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## Submitting Your Work | ||
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When finished make sure to save and publish your work to your Tableau Public account. Copy the URL to your published Tableau project and paste it into the submission box in Canvas for **Exercises: Visualization with Tableau Part 1** and click *Submit*. |
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title = "Next Steps" | ||
date = 2021-10-01T09:28:27-05:00 | ||
draft = false | ||
weight = 4 | ||
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You are now ready to learn more about data preparation with Tableau. If you would like some additional resources on this section, here are a few of our favorites: | ||
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1. [The Tableau Workspace](https://help.tableau.com/current/pro/desktop/en-us/environment_workspace.htm) | ||
1. [Tableau docs: Structure Data for Analysis](https://help.tableau.com/current/pro/desktop/en-us/data_structure_for_analysis.htm) | ||
1. [Tableau Data Types](https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles_datatypes.htm) | ||
1. [Tableau docs: Dimensions and Measures](https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles.htm) |
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title = "Reading" | ||
date = 2024-03-12T15:04:03-05:00 | ||
draft = false | ||
weight = 1 | ||
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## Reading Content | ||
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{{% children %}} |
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title = "Build a Chart" | ||
date = 2024-03-12T15:04:03-05:00 | ||
draft = false | ||
weight = 5 | ||
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Now that we have covered some of the basics we will create a chart with our imported data. | ||
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{{% notice blue Note "rocket" %}} | ||
If you have closed out the data connection to the `netflix_titles.csv` file, reopen the connection! | ||
{{% /notice %}} | ||
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Using the `netflix_titles.csv` data, we will create a bar chart that shows the `Type` (Movie or TV Show), the `Date Added` (What year the Movie or TV show was added to Netflix), and we will use the `Show Id` as a unique identifier to provide a `CNT` measure. The result will be a bar chart that displays how many `Movies` and `TV Shows` were added to Netflix and in what year they were added. | ||
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## Creating the Chart | ||
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1. Let's first start out by adding the `Type` pill to the `Columns` shelf. | ||
1. Next, add the `Show Id` pill to the `Rows` shelf. | ||
- Right-click on the `Show Id` pill and change from a dimension to a measure, selecting the `count` as the measure. | ||
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![Visual of a tableau workbook with the Type as a column, and Show Id as a measure of count as a row](pictures/type-show-id-checkpoint.png?classes=border) | ||
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1. Now we can add `Date Added` pill to the `Columns` shelf. | ||
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![Visual of tableau workbook with the Type and Date Added as columns, and Show ID as a measure of count as a row](pictures/date-added-checkpoint.png?classes=border) | ||
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{{% notice blue Note "rocket" %}} | ||
In the above image, we changed the sheet name to `netflix_titles`. You can also do this if you would like! Right-click on either the `Sheet 1` name within the view or the tab in the bottom left corner to change the name. | ||
{{% /notice %}} |
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