–Import the countyonlytoday.csv data as text into Tableau –Check the geographic role of county is assigned to county. –Go to Sheet 1: a) drag Longitude to columns b) Latitude to rows c) County Name to the pane –A map of Arkansas appears. d) In top Menu: MAP | Edit Locations | State / Province | Fixed – Select the great state of Arkansas –The map now has all counties represented as dots e) In Marks card: Change Automatic to Map f) drag Positive to the pane – you now have a map of positive rates by county. Video below with all of these steps:
New sheet, begin map: Drag counties to map Fix the missing counties: Map | Edit Locations | Fixed | Arkansas Marks Card | Map Drag Deaths map
Here’s where it is tricky:
Click on Longitude pill in Columns. Press Command key. Drag to Right. Release mouse –Creates two Longitude pills and two maps –Marks Card Now Has Controls for Two Maps
Marks Card Has Two Maps. Lower Map, Drag off color pill. Marks Card, switch to Circle. Drag Deaths to Size. Enlarge the Circles Drag Deaths to Labels.
In Columns, Select Down Arrow on Longitude | Dual Axis –Maps are combined
This module addresses: –Downloading instructions for Tableau –Getting started tutorial with video –Building a basic COVID data chart with video and transcript –Using filters and calculations with video and transcript –Tutorial on Tableau calculations with video –Proper formatting of a filter bar in Tableau, video Links to additional Tableau Tutorials
Instructions for downloading Tableau Desktop
Download the latest version of Tableau Desktop and Tableau Prep Builder here
Click on the link above and select “Download Tableau Desktop” and “Download Tableau Prep Builder”. On the form, enter your school email address for Business E-mail and enter the name of your school for Organization.
Activate with your product key: TC7L-F1E2-1BB0-33F3-5B82
The download is for your personal computer. You will need to free up hard drive space and have sufficient memory.
In my experience, you need at least 15 gb free hard drive space and 4 gb ram – it will be slow but it will run with that.
Already have a copy of Tableau Desktop installed? Update your license in the application: Help menu → Manage Product Keys
Are your students new to Tableau? Share our free Data Analytics for University Students guide to help them get started.
Students can continue using Tableau after the class is over by individually requesting their own one-year license through the Tableau for Students program here.
Need help? Find answers to frequently asked questions here.
Build Your First Tableau Chart – Deaths by Counties
Build a basic Covid chart.
Covid Data to Jan 7
1) Use the master_file_jan7.csv
2) Create a folder on your computer for the semester: Data_Spring21.
Put all of your class assignments and data in that folder.
Piut master_file_jan7.csv in that folder
3) Tableau: Connect | To A File | Text file | master_file_jan7.csv
--this loads master_file_jan7.csv into Tableau
4) Data Interpreter (top left column, under "Files")
5) Check the file formats.
--Are Words as ABC?
--Are the Numbers as #?
6) New Worksheet. Click Sheet 1 (bottom left)
6) Drag County Nam to rows.
7) Drag Deaths to columns. Check that measure is SUM
8) Deaths to colors.
--Click colors. Green-Red diverging. Reverse colors
9) Drag total deaths to labels
10) Filter for a date in time
--Date to Filter. Individual date. Pick Jan. 7, 2021
--Total now should read 3,926 deaths for Arkansas_all_counties
11) Sort Descending. See toolbar, sorting icon, down arrow
12) Formatting.
--Headline: Click "Sheet 1". Write a headline Your end product should look like the chart below:
13) Export a jpg version of your chart
--Worksheet | Export | Image
14) Engage in excessive self-congratulatory behavior.
This chart was filtered to show counties with deaths 25 and greater
Formatting a Graphic
Filters and Calculations
Using Filters:
1) Drag County Nam to Filters, click OK
2) On the County Filter, click down arrow, show filter. It will appear on the right column as a list of county names
3) On the right column, down arrow, select Multiple Dropdown
4) Edit Title and Type some instructions to your readers:
"Select Your County
1) Select All to clear
2) Select your county"
Add a calculation rate: Deaths Per 10,000
1) Duplicate Sheet 1
--Left Click on the tab, duplicate
--This copies your whole work to a new sheet
2) Calculate a Deaths Per 10,000
--Click on Total Deaths - down arrow | Create | Calculated Field
--Name the Calculation "Deaths Per 10,000"
Divide Total Deaths into Population:
--Add a Division Symbol after ([Deaths]/[Population])*10000
3) Drag Deaths Per 10,000 to Columns.
--Remove Total Deaths
--Sort
4) Check your colors and labels.
--Drag Deaths Per 10,000 to Colors
--Drag Deaths Per 10,000 to labels
4) Headline, Format Legends, Export jpg
Your Turn
Create calculated fields and make the following charts:
--Tested/population percentage for the most recent five days.
--Active cases per 10,000 residents
--A stacked bar chart with Ever on a Vent and Ever Hospitalized
Post on a Google Doc, include link in your weekly memo.
–Post on WordPress. Create a new post Use Divi Builder, the Purple box above the formatting bar Insert columns, pick a full row Insert module, pick </> Code Paste your Tableau Public embed code in the Content box Scroll down, change the Admin Label to My Mind-Blowing Tableau Graphic (or something more humble). Save and Exit Change Page Layout (upper right corner) to Fullwidth. Publish Revel in your nerd powers
Interactive Graphics
Tableau Interactive Graphics
Dashboards with Poverty Data.
Sizing and Formatting. Navigation from Dashboard to Actual Graphic.
Simplicity in Design for Dashboard,
Space for Central Element.
Filters: Basic Filters and Filter as Sheet
Basic Filter: Applies to One Worksheet
–Click upper righthand menu on graphic, see Filters, select the appropriate data source. Here it would be total incomes under $25,000.
–Filter is created and placed at the bottom of graphic. You can format and move the filter.
–Drag by tab in upper center of filter object. Move it to the top of the filtered graphic.
“Super Filter”: Add a Filter to Control All Cities on Worksheet
Filters on Dashboards
When we click through a filter, we see that by default, it only applies to the view it came
out with. We can make this filter apply to the entire dashboard.
–Click on the filter (down triangle icon), open the menu.
–Apply to Worksheets, select “all related data sources”
Now when we make a selection, it applies to the whole dashboard
Similarly, we can make a view act as a filter for the dashboard. Click on the view to bring
up the header bar, and click the filter icon. Now if we select a header such as Second
Class, all the relevant views are filtered.
Exercise: Format Workbook for A Phone
A majority of our readers will view these stories on their phones. For the Fall 2017 Veterans Health Care project, some 70 percent of the readership was on a mobile device. Schleuss said the Los Angeles Times receives about 55 percent of its traffic on mobile devices.
Let’s format this workbook for mobile. The design choices will be radically different.
–Duplicate your workbook
–Design it with the mobile template on the left: See Upper Left Tab: Dashboard: Device Preview. Switch to Phone
–Before doing any radical surgery to your graphics, consider duplicating them and bringing in the new versions into the mobile template.
Dashboard Design Concepts
DashBoard Design
Version 1
Created by ravindra kumar on May 10, 2013 10:35 AM. Last modified by ravindra kumar on May 10, 2013 10:41 AM.
Role :- 1)Strategic 2)Analytical 3)Operational
1.Dashboards for strategic purposes
The primary use of dashboards today is for strategic purposes. The popular “executive dashboard,” and
most of the dashboards that support managers at any level in an organization, are strategic in nature. They
provide the quick overview that decision makers need to monitor the health and opportunities of the
business.
Dashboards of this type focus on high‐level measures of performance, including forecasts to light
the path into the future. Although these measures can benefit from contextual information to clarify the
meaning, such as comparisons to targets and brief histories, along with simple evaluators of performance
(for example, good and bad), too much information of this type or too many subtle gradations can distract
from the primary and immediate goals of the strategic decision maker.
2. Dashboards for analytical purposes
Dashboards that support data analysis require a different design approach. In these cases the information
often demands greater context, such as rich comparisons, more extensive history, and subtler performance
evaluators. Like strategic dashboards, analytical dashboards also benefit from static snapshots of data that
are not constantly changing from one moment to the next. However, more sophisticated display media are
often useful for the analyst who must examine complex data and relationships and is willing to invest the
time needed to learn how they work. Analytical dashboards should support interactions with the data, such
as drilling down into the underlying details, to enable the exploration needed to make sense of itthat is, not
just to see what is going on but to examine the causes. For example, it isn’t enough to see that sales are
decreasing; when your purpose is analysis, you must be made aware of such patterns so that you can then
explore them to discover what is causing the decrease and how it might be corrected. The dashboard itself,
as a monitoring device that tells the analyst what to investigate, need not support all the subsequent
interactions directly, but it should link as seamlessly as possible to the means to analyze the data.
3.Dashboards for operational purposes
When dashboards are used to monitor operations, they must be designed differently from those that
support strategic decision making or data analysis. The characteristic of operations that uniquely influences
the design of dashboards most is their dynamic and immediate nature. When you monitor operations, you
must maintain awareness of activities and events that are constantly changing and might require attention
and response at a moment’s notice. If the robotic arm on the manufacturing assembly line that attaches
the car door to the chassis runs out of bolts, you can’t wait until the next day to become aware of the
problem and take action. Likewise, if traffic on your web site suddenly drops to half its normal level, you
want to be notified immediately.
As with strategic dashboards, the display media on operational dashboards must be very simple. In the
stressful event of an emergency that requires an immediate response, the meaning of the situation and the
appropriate responses must be extremely clear and simple, or mistakes will be made. In contrast to
strategic dashboards, operational dashboards must have the means to grab your attention immediately if
an operation falls outside the acceptable threshold of performance. Also, the information that appears on
operational dashboards is often more specific, providing a deeper level of detail. If a critical shipment is at
risk of missing its deadline, a high‐level statistic won’t do; you need to know the order number, who’s
handling it, and where it is in the warehouse. Details like these might appear automatically on an
operational dashboard, or they might be accessed by drilling down on or hovering the mouse over higher‐
level data, so interactivity is often useful.
The ways that dashboard design must take different forms in response to different roles are clearly worth
your attention. We’ll examine some of these differences in more detail in Chapter 8, Putting It All Together,
when we review several examples of what works and what doesn’t for various purposes.
https://public.tableau.com/profile/ravi2917#!/vizhome/LorealDemo/StrategicDashboard
Tableau Expert Megan Putney
Megan Putney, head of Northwest Arkansas Tableau Users Group and an executive at Mikes Hard Lemonade
https://www.linkedin.com/in/megan-putney-21432839/https://community.tableau.com/groups/northwest-arkansas
Good to hear from you! It was a busy week for me too - Walmart mod season, EMBA project work, EMBA finals, and the Tableau meeting!
Luckily Tableau has been recording and posting all of our meetings to Youtube. You didn’t miss much last week. I ended up presenting some materials from a couple of years ago since I had presenters bail at the last minute.
Last week’s meeting is here.
September meeting is here
That is so cool that your class is running the COVID site! I’ve seen a few people posting a similar snapshot to what you have there on the first page.
And yes, I’d love to catch up. Let me know, and we can schedule a virtual coffee & chat!
Megan
