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Introduction to basics of Tableau graphs and charts how to combine graphs and charts on a dashboard or a story tableau Prep Primer

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Business Data Visualization and Reporting

Tableau HW 2

In this homework, we are going to cover basic graphs and charts (Refer to http://www.tableau.com/learn/training which has good sources for learning individual topics). Objectives of this HW is as follows:

  • Introduction to basics of Tableau graphs and charts

  • How to combine graphs and charts on a dashboard or a story

  • Tableau Prep Primer

Part I. Basic Charts and Graphs (without using calculation and parameter)

  1. Open superstore data on Tableau Connect page. Link orders, peoples, and returns. Draw a simplified star schema below by identifying dimensions and measures from Sample-Superstore data from Data Connect page.

  2. For your analysis in this assignment, select at least three measures and five dimensions in this assignment and fill out the table below.

Background Information

Workspace area

 

A. Workbook name. A workbook contains sheets. A sheet can be a worksheet, a dashboard, or a story. For more information, see Workbooks and Sheets.

B. Cards and shelves - Drag fields to the cards and shelves in the workspace to add data to your view.

C. Toolbar - Use the toolbar to access commands and analysis and navigation tools.

D. View - This is the workspace where you create your data visualizations.

E. Click this icon to go to the Start page, where you can connect to data. For more information, see Start Page.

F. Side Bar - In a worksheet, the side bar area contains the Data pane and the Analytics pane.

G. Click this tab to go to the Data Source page and view your data. For more information, see Data Source Page.

H. Status bar - Displays information about the current view.

I. Sheet tabs - Tabs represent each sheet in your workbook. This can include worksheets, dashboards, and stories. For more information, see Workbooks and Sheets.

(reference: https://onlinehelp.tableau.com/current/pro/desktop/en-us/environment_workspace.htm)

 

Marks card

The Marks card is a key element for visual analysis in Tableau. As you drag fields to different properties in the Marks card, you add context and detail to the marks in the view.

You use the Marks card to set the mark type (see Change the Type of Mark in the View), and to encode your data with color, size, shape, text, and detail. To change the mark settings, see Control the Appearance of Marks in the View.

 

In this example, three different fields have been dragged to different properties in the Marks card. Segment is on Color, Region is on Shape, and Quantity is on Size.

After you add a field to the Marks card, you can click the icon next to the field to change the property it is using. You can also click the property buttons in the Marks card to change those settings.

 

Many properties can have multiple fields. For example, you can add multiple fields to Label, Detail, Tooltip, and Color. Size and Shape can only have one field at a time. For more details, see Control the Appearance of Marks in the View.

(reference: https://onlinehelp.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm)

  1. With your research question in mind, let’s create Tableau visualization that support your overarching research question.

  2. Text table answers what are the characteristics of ‘measure 1’ by ‘dimension 1’ and ‘dimension 2.’ To answer this, simply put your ‘dimension 1’ variable into the Rows shelf and put your ‘dimension 2’ variable into the Columns shelf. Then put your ‘measure1’ into “Text” in your marks card. Then you will see a cross-tab or pivot table that look similar to excel table.

 Write a sub-question with your selection of dimensions and measure in your own words and Insert your text table here. Bar graph answers what are the difference in your ‘measure’ across categories in ‘dimension.’ Put your ‘dimension’ into the Columns shelf and ‘measure’ in the Rows shelf. If you put ‘dimension’ in The Rows shelf and ‘measure’ in The Columns shelf, Tableau will create a flipped chart for you. The length of each mark indicates the aggregate value of the ‘measure.’ If you add another ‘dimension’ into Color marks in here, you will see how ‘dimension2’ has contributed to your ‘measure’ across ‘dimension 1.’ If you add ‘dimesion3’ to The Rows shelf, then you can produce multiple axis for your measure by ‘dimension3.’

 Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here.

  1. Line chart answers how your ‘measure’ changes over time (in other words, trends over time).

Drag time dimension into the Columns shelf and drag your ‘measure 1’ and ‘measure2’ into the Rows shelf. Then drag your ‘measure2’ to the axis for ‘measure 1’ and release your mouse button on it.

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here.  

  1. Area Chart presents the area between the line and the axis are shaded with color, which can be useful for answering accumulated totals over time in stacked lines. From the results from C, go to Marks card and change marks from line to area. Drag another ‘dimension’ to Color in the Marks Card.

 Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here. 

  1. Scatter Plot helps answer questions like what are the relationship between ‘measure 1’ and ‘measure2’. The initial view produces a single mark, showing the sum for all values for the two measures. There are various ways to add detail to a basic scatterplot: 1) you can use dimensions to add detail, 2) you can add additional measures and/or dimensions to the Rows shelf and the Columns shelf shelves to create multiple one-mark scatter plots in the view, or 3) you can disaggregate the data.

Write a sub-question with your selection of measures in your own words and Insert your visualization here. 

  1. Box and Whisker shows the distribution of the values along an axis. As we all know, it is one of the methods for identifying potential outliers in your measures. Drag your ‘dimension’ to The Columns shelf and drag your ‘measure’ into the Rows shelf and check box-and-whisker plot in the Show Me panel. You can add more dimension to the Rows shelf and swap the axes for better view.

 

Write a sub-question with your selection of measure in your own words and Insert your visualization here. 

 

  1. Histogram is a graphical representation (or estimate of the probability) of the distribution of measure. Drag your ‘measure’ into the Rows shelf and click histogram in the Show Me panel.

Write a sub-question with your selection of measure in your own words and Insert your visualization here. 

  1. Geographic map answer regional variation in your measure. Double click one geocoded variable and select one of the map view in Show Me panel. Then add measure in The Rows shelf and add one dimension into Color in the Marks card. By doing this, you will be able to visualize regional difference in your measure more effectively.

 

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here. 

 

Your answer:

 

  1. Heat map represents to compare categorical data using color. Place one or more dimensions on the Columns shelf and one or more dimensions on the Rows shelf. Then select square as the mark type and place your measure on the color shelf in the Marks card.

 

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here. 

  1. Tree map shows hierarchical data as a proportion to the whole. Simply put one dimension on a Columns shelf and one measure on a Rows shelf and click Treemap from “Show Me panel.”

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here. 

  1. Bubble chart presents a cluster of circles. Dimensions define the individual bubbles, and measures define the size and color of the individual circles (reference: https://help.tableau.com/current/pro/desktop/en-gb/buildexamples_bubbles.htm)

Select one dimension and measure from the data. Click Show Me on the toolbar, then select the packed bubbles chart type.

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here. 

 

  1. The bullet chart copares the performance of a primary measure to one or more other measures. You need to select at least two measures and one dimension for a bullet chart. Hold down Shift on your keyboard and then, on the Data pane, under Measures, select your choice of two measures. In the upper-right corner of the application, click Show Me and select the Bullet Graph image. Then from the Data pane, under Dimensions, drag one dimension to the Rows shelf.

 

Write a sub-question with your selection of dimensions and measure in your own words and Insert your visualization here

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