Module #3: Tableau

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

Dashboards and Embedding Tableau Public in WordPress

Maps in Tableau

Tableau Download and License

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.

Introduction to Tableau

Tableau Tutorial: Do This on Your Own

getting_started_transcript

Video
http://www.tableau.com/learn/tutorials/on-demand/getting-started

Dataset for the Tutorial:
global-superstore-orders-2016

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.

More on Tableau, Basic Excel Skills: FBI Data

More Tableau and Excel skills training: FBI Data

https://profrobwells.github.io/ArkPressWomen/FBICrime_2019.html

Tableau Calculations

Calculations sample workbook
Calculations video
Introduction to Calculations Transcript
  Table Calculation: Add a new column that adds 
 
Table Calculation: Add a new column divides graduate debt into enrollment
–In Measures Data Tab, Left Click on GRAD_DEBT_MDN, Create Calculated Field
–Put in this formula: sum[GRAD_DEBT_MDN]/[UGDS]
–Rename This as: Grad Debt Per Capita Enrollment
Drag INSTNM to Rows
#Grad Debt Per Capita Enrollment to Columns
Format with a Title, add appropriate annotations.
Color the graphic, include labels.


Showing Context – Total In Tableau
https://onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_totals_grandtotal_turnon.htm#Agg
DL-by-Delinquency-Location-2gms0o8

Format Numbers in Tableau
https://help.tableau.com/current/pro/desktop/en-us/formatting_specific_numbers.htm

How to Tweak A Filter to Display Properly

Additional Tableau Tutorials

Dashboards and Embedding Tableau Public in WordPress

Maps in Tableau –

Dual Axis

Tableau Dual Axis chart
http://kb.tableau.com/articles/howto/dual-axis-bar-chart-multiple-measures


https://twitter.com/ArkansasCovid/status/1354572963962626048

Use this data source
https://wordpressua.uark.edu/datareporting/files/2021/02/active-cases-jan-27.xlsx


Example:
https://prod-useast-a.online.tableau.com/t/datareportinguofa/views/01272021datagraphic-GG_16117891922660/Sheet1?:showAppBanner=false&:display_count=n&:showVizHome=n&:origin=viz_share_link


Date to Columns
Active Cases Total to Rows
Confirmed Active Cases to Rows
Select Confirmed Active Cases "Green Pill", down arrow: Dual Axis Chart 

Change to Lines
Marks Card
SUM(Active Cases) to Line (down arrow from Automatic)

Change to Circles
SUM(Confirmed Cases) to Line (down arrow from Automatic)

Colors
Marks Card
SUM(Confirmed Cases)
Remove Active cases from color and drag Confirmed cases to color. 
Change color to purple

Align the Y axes:
(You have to do this in Tableau Desktop)
Left click, synchronize axis

More documentation

http://kb.tableau.com/articles/howto/dual-axis-bar-chart-multiple-measures

Your Turn:
Build a dual axis chart with the vaccine data: All_Doses_Received and All_Doses_Given
https://github.com/Arkansascovid/Main/blob/master/vaccine.csv

By Wednesday's class.