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Presented by: Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics Recovery Decision Science and Unifund Adjunct Professor, University of Cincinnati @ HighVizAbility

Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

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Page 1: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Presented by:

Tableau Training

Jeffrey A. Shaffer

Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

@HighVizAbility

Page 2: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Profile – Jeffrey A. ShafferVice President, I.T. and AnalyticsUnifund/Recovery Decision Science

• Executive in Financial Services

• Lead Information Technology

• Programmers, Database, Network

• Lead Data Science and BI

Adjunct Professor, Data Visualization

University of Cincinnati

Contact Information:[email protected]

(513) 615-0001

Twitter: @HighVizAbility

LinkedIN: www.linkedin.com/in/jeffreyshaffer

Blog: www.DataPlusScience.com

Page 3: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 4: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 5: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

www.BigBookofDashboards.com

Page 6: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

“In God we trust, all others bring data.”- W. Edwards Deming

Page 7: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Business Intelligence

Transforms beyond the dataData

Information

Plans that

guide the

organization

or SBU

Knowledge

Page 8: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Facts and statistics collected together for reference or analysis.

Data

Information

Knowledge

Facts provided or learned about something or someone.

Information and skills acquired

through experience or education; the

theoretical or practical understanding of a subject.

StrategyA plan of action or policy designed to achieve a major or overall goal.

Page 9: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Business IntelligenceMoving from data to action…

Data

Information

Plan to guide actions or key

decisions

KnowledgeHow many…?How much…?What are…?

Why are…?

How do we…?What can we…?

Page 10: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Analytics: A New Path to Value – MIT 2010

Page 11: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

What is Data Visualization?And Why is it important?

Page 12: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 13: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 14: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 15: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6

How many times does the digit 7 appear?

Created by Jeffrey A. Shaffer

Page 16: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 17: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 18: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

5 2 8 3 6 1 9 3 6 2 5 3 7 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 7 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 7 0 3 7 3 5 4 7 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 7 5 2 8 3 6 1 6 2 9 3 8 3 8 5 7 4 8 2 0 3 7 3 5 4 7 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 7 3 4 5 3 2 7 5 2 8 3 6 1 6 2 4 6 2 7 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 19: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

56789

56789 color

56789 size

56 89 orientation

56 89 texture

Page 20: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Preattentive attributes of visual perception and use of color

Page 21: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Precise Quantitative Comparisons

Length or Width 2D Position

Page 22: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7

5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 23: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7

5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 24: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

# of times digit 7 appears: 17

7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7

5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 25: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

# of times digit 7 appears: 17

7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7

5 2 8 3 6 1 9 3 6 2 5 3 4 3 8 3 8 5 8 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 8 4 2 0 3 3 5 4 1 8 2 0 1 9 6 2 1 4 4 3 9 3 6 5 2 4 9 1 0 2 5 2 8 3 6 1 6 2 9 3 8 3 8 5 4 8 2 0 3 3 5 4 1 8 2 0 1 2 5 3 6 4 3 9 1 0 8 9 5 3 4 5 3 2 5 2 8 3 6 1 6 2 4 6 2 5 9 1 5 2 6 3 6

Created by Jeffrey A. Shaffer

Page 26: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Using Color

Page 27: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

From Juice Analytics White Paper: Part 3 Information Design

Page 28: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 29: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Tableau

Page 30: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Tableau Software on Google TrendsCompany Names

Page 31: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Tableau Software on Google TrendsSearch Terms

Page 32: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Authoring software

$2k per license

Read/Write Tableau files (and publish)

Database connections

Play control for animation

Desktop

Tableau Software Products

Authoring software

FREE

Save Tableau Files to Tableau Public Server

Excel/CSV

Web Data Connector (WDC)

Public

Hosted Sever

$10k up to hundreds of thousands

Save Tableau Files to Private Tableau Server

Authentication

Server

Page 33: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Hosted Sever

$500 per user per year

Save Tableau Files to Hosted Tableau Server

Authentication

Online

Tableau Software Products

FREE

Reads Tableau Files

Interact with Tableau filesReader

Tableau for Teaching (FREE)

Full-time students (FREE)

Tableau Foundation for Non-Profits (FREE)

Education&

Non-Profit

Page 34: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Tableau Workbook File

XML file with visualization

Does NOT contain data

Can’t open without data files

TWB

Tableau File Types

Tableau Packaged Workbook

ZIP file

Contains TWB file

Contains the data

TWBX

Tableau Data Extract

Compressed data sourcesTDE

Page 35: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 36: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization
Page 37: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Geocoding

Page 38: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Longitude and Latitude

Credit: Illinois State University

Source: http://www.learner.org/jnorth/tm/LongitudeIntro.html

Page 39: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Longitude and Latitude

Example Notation:

N 38° 41’ 7.8351” degrees, minutes, seconds decimal

N 38° 41.130586’ degrees, minutes decimal

38.68551° degrees decimal (use this # without ° for Tableau)

Source:

http://www.findlatitudeandlongitude.com/

Page 40: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Batch Geocoding

http://www.gpsvisualizer.com/geocoder/

https://www.geocod.io/2,500 free per day ($0.50 per 1,000)

https://geocoding.geo.census.gov1,000 free per day

Page 41: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

https://www.geocod.io/

Page 42: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

=ACOS(COS(RADIANS(90-Lat1)) *COS(RADIANS(90-Lat2)) +SIN(RADIANS(90-Lat1)) *SIN(RADIANS(90-Lat2)) *COS(RADIANS(Long1-Long2))) *6371

To calculate distances in miles, substitute R (6371) with 3958.756 (and for

nautical miles, use 3440.065)

Calculate Distance between two lat/long points(the problem - the world is not flat)

source: http://bluemm.blogspot.com/2007/01/excel-formula-to-calculate-distance.html

Page 43: Tableau Training - Science · 2017-09-23 · Tableau Training Jeffrey A. Shaffer Vice President, IT and Analytics ... • Lead Data Science and BI Adjunct Professor, Data Visualization

Presented by:

Jeffrey A. Shaffer

Vice President, IT and Analytics

Recovery Decision Science and Unifund

Adjunct Professor, University of Cincinnati

[email protected]