DATA VISUALISATION & ANALYTICS WITH TABLEAU

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Agenda

What is Tableau?

Why use Tableau for Data Analytics & Visualisation

Getting insights from your data quickly: 7 steps

Connect with data sources

Data Management

Create Visualisations (aka vizzes)

Interactive Dashboards

Sharing Visualisations

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60 shades of blue... 3

Gramvousa

Beach

Chanea

Crete

Greece

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About me

Maria Koumandraki

From Chania, Crete/Greece

Studies-Work: UK, Belgium, Greece

Campaign Manager @GTB

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Data Analytics & Data Visualisation

Data analytics is the process of examining data to identify the patterns. It is the discovery, interpretation, and communication of meaningful information to draw conclusions and inform business decisions usually with the help of specialized software.

“Data visualization is the presentation of data in a pictorial or graphical format. It enables decision makers to see analytics presented visually, so they can grasp difficult concepts or identify new patterns.” Simon Samuel

Communication-Presentation

Analytics Identify new patterns

Business decisions

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Why is data visualization important?

We are visual creatures

We are 90% visual beings

We can understand visual information in an instant

We remember visually

Charts or graphs can be processed by the human brain easier than spread sheets or reports.

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Is Data Visualisation a new thing?

The concept of using pictures to understand data is not new

It has been around for centuries, from maps and graphs in the

17th century

The pie chart was invented in the early 1800s

One of the most cited examples of statistical graphics dates

back in 1869 when the Parisian engineer Charles Minard

mapped Napoleon’s invasion of Russia

Minard’s viz is considered one of the most influential data

visualisations and one of the world’s best infographics

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Napoleon’s March on Moscow - C. Minard 9

Viz shows the size of the army and path

of Napoleon’s retreat from Moscow.

Maps in 2 dimensions 6 types of data:

Number of troops, Distance,

Temperature, Latitude, Longitude

direction of travel and location relative

to specific dates.

Using simple temperature line below the

viz shows how cold ultimately defeated

Napoleon’s army.

Still relevant and very inspirational

Static

Created manually

Time & effort to collect the data

Time to design and perfect it

Skill

Napoleon’s March on Moscow - C. Minard 10

Data landscape

Variety of data sources - stored at different

platforms or created by different software

Big data- the amount of data being created each

year grows

Web and/or mobile apps

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Business needs

Appealing Visuals

Manipulate and interact

directly & easily with the data

Dynamic visuals that can

update automatically

Facilitate data analytics &

data discovery

Identify trends & patterns

Act on emerging trends fast

Inform business decisions

Businesses realize that

a visual can

communicate more

information than a

table and in a much

smaller place

Data visualisation

leads to better

understanding and

allows for better

business decisions

accurately and

quickly.

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Tableau word

Source: Collins online dictionary

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What is Tableau?

A business intelligence software focused on data

visualisation and data analytics.

It can analyse and transform data into visually interactive visualisations in a few seconds or minutes!

American computer software company founded in January, 2003 by Chris Stolte.

Tableau queries a range of data including relational databases, OLAP cubes, cloud databases, and spread sheets to generate a number of graph types.

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Ticks all the boxes?

Visual Analysis

Any Data Source

Big Data Insights

Fast Performance

Business Integration

Easy to learn Web & Mobile

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Tableau vs. other BI vendors

Source: https://www.tableau.com/asset/gartner-magic-quadrant-2016

https://www.tableau.com/about/press-releases/2017/tableau-recognized-leader-2017-gartner-magic-quadrant-business

Tableau is an industry

leader in Business

Intelligence and Analytics

Tableau is recognized as

a Leader in Gartner Magic

Quadrant for Business

Intelligence and Analytics

Platforms for Fifth

Consecutive Year

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Data Analytics using Tableau

7 steps

Step 1

• Connect to the data source

Step 2

• Data Management

• Rename fields, change data type, hide, add new fields etc.)

Step 3

• Select the fields/variables and click on Show me the required viz

• OR drag and drop them in the row/column shelves

Step 4

• Edit your viz - add colours, labels, names, hide fields, sort, group, add data labels, name your worksheet

• Add a filter

Step 5

• Create more vizzes to get more insights from the data

Step 6

• Create a dashboard to show your insights

Step7

• Save your viz on Tableau Desktop OR share it with Tableau Server/ Tableau Online

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Let’s get started

Topic: Cell phone subscribers

Dataset Name: WHS9_CS cell phone subscriberscsvlist

Data file: .csv

Description: Number of cell phone subscribers (per 100

population) recorded by Region and Country.

Period: 2010-2013

Coverage: 6 regions and 184 countries

Collection: World Health Organisation

Available: Public

Source: http://apps.who.int/gho/data/node.main.CELL107?lang=en

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Step 1: Connect to the data source

Tableau can connect natively with a wide range of data sources:

Flat files (excel, text, csv)

Relational databases (e.g., SQL Server, )

Online data sources (Adobe, Google analytics)

And many others (olap cubes)

Choose to Connect to:

- New data

- Saved data sources/connections

- Recently opened workbooks

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Step 2: Data Cleaning, Management

Rename the data connection

Hide field(s)

Rename field(s)

Assign a geographical role to a field

Create hierarchies for drill down capability

Create folders

Group fields

Change the data type (convert a numerical field to discrete and can add it to dimensions) or vice versa

Create extra fields

Split a field (that has different parts) into separate variables

Use the data interpreter

Pivot

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Step 3: Create your first viz

You don’t know how you can best visualise the data.

Tableau provides a simple tool called “Show Me”

Show Me contains a list of common chart types that can help

you start your analysis

Select different dimensions and measures while holding down

the control key.

If you know how you want to view the data

Simply drag and drop fields from the data window into the

canvas directly, or onto the Columns and row shelf

Or type into the Columns or Rows shelf if you know the name

of the field you want to use

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Step 4: Edit your viz

Colours

Data labels

Sort

Format

Edit aliases

Add extra fields

Add a filter

So much more

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Step 5:

Analyze data & get more insights Create more vizzes

Maps, bar charts, tree maps, area charts, bubble charts,

line charts, heat maps, histograms, etc.

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Step 6: Create an Interactive Dashboard

Want to show your insights to

your team and/or Manager?

Drag views into the dashboard

Adjust graphs to fit more cleanly.

Right-click on the dashboard’s tab and name it

Add a title

Add an interactive filter

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Step 7: Share your vizzes & findings

Workbooks can be shared in

any number of ways

Most effective way to share a

workbook is to publish it with

Tableau Server or Tableau

online.

Published workbooks are up-to-date, secure, fully interactive,

and viewable by web browser

or on a mobile device.

Tableau Reader can view and

interact with workbooks

.

.

.

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Step 1

Connect to the data

Step 2

Data Management

Step 3

Use Show me or drag/drop to create viz

Step 4

Edit your viz

Step 5

Create more vizzes to get more insights from the data

Step 6

Place selected

vizzes in the interactive dashboard

Step7

Save your viz and share it

Tableau offers a quick & easy way to convey insights and data trends in just 7 steps!

What we’ve learnt so far 26

Spread sheet

Static dashboards

Can be made dynamic, but time consuming to create & update

Visual

Interactive- dynamic

visualisations

Fast & easy to update data

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Want to learn more?

Data Visualisation using Tableau:

Learn to Create Interactive Dashboards

Tuesday 9th May

Organiser: Outreach Digital

Venue: Innovation Warehouse, 1 East Poultry Avenue , #1st Floor, London EC1A 9PT

Looking forward to seeing you all there!

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Want to experience Tableau?

Benefits for Participants

Get the opportunity to work with a public available dataset to create your own vizzes!

Gain practical data visualisation skills which you can apply on your own data.

Use the latest public version of Tableau 10.2 (free to download)

Learn how to import data into Tableau, familiarise with the interface, manipulate data, create views and interactive Dashboards.

Requirements

No prior knowledge or practice with Tableau is needed.

Just bring your laptop!

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Tableau sources

Free Online Tableau sources

tableau.com

http://onlinehelp.tableau.com/

https://www.tableau.com/learn/starter-kits

http://onlinehelp.tableau.com/current/guid

es/get-started-tutorial/en-us/get-started-tutorial-connect.html

Tableau Public:

https://public.tableau.com/en-us/s/download

Free trial version of Tableau Desktop: https://www.tableau.com/products/trial

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“The greatest value of a picture

is when it forces us to notice

what we never expected to

see.”

John Tukey, 1977

Thank you 31