claw 2017 tableau slides (buhler, magnus) (read-only) · outline •...

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Purposeful Data Visualization with Tableau Jeremy Buhler, Assessment Librarian, UBC | [email protected] Ebony Magnus, Assessment & User Experience Librarian, SAIT | [email protected] Workshop material and data files at http://bit.ly/clawtableau Please download copy of Excel files

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Page 1: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Purposeful  Data  Visualization  with  Tableau

Jeremy  Buhler,  Assessment  Librarian,  UBC  |  [email protected]

Ebony  Magnus,  Assessment  &  User  Experience  Librarian,  SAIT  |  [email protected]  

Workshop  material  and  data  files  athttp://bit.ly/claw-­‐tableau

Please  download  copy  of  Excel  files

Page 2: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Outline

• what  we  mean  by  “purposeful”• preparing  your  data• introducing  the  Tableau  interface• exercise/practice

break,  10:30-­‐11:00

• creating  dashboards• exercise/practice• refining  the  visual  presentation• exercise/practice

Page 3: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Goals

• not  intimidated  by  the  software• curious  about  what  more  it  can  do• prepared  to  tackle  your  own  datasets

Page 4: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice
Page 5: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

data  visualization

“all  types  of  visual  representation  that  support  the  exploration,  examination,  and  

communication  of  data”  (Few,  2009)

Page 6: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

objects

pointslinesbars

relationships

time-­‐seriesnominal  comparisonrankingpart-­‐to-­‐wholedeviationcorrelationgeospatial

Page 7: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

pre-­‐attentive  processing

the  perception  of  basic  attributes  “prior  to  and  without  the  need  for  conscious  awareness”  (Few,  2009)

Page 8: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Attentive  processing

Preattentive  processing

From  Stephen  Few,  Tapping  the  Power  of  Visual  Perceptionhttp://www.perceptualedge.com/articles/ie/visual_perception.pdf

Page 9: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

form

length width orientation

shape

size

blurcurvature enclosure

Page 10: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

colour position motion

hue

intensity

2-­‐D  position direction  of  motion

spatial  grouping

Page 11: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

data  cleaning  &  prep

Page 12: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

more polished =more true?

Page 13: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

more polished =more true?

faster  = better?

Page 14: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

more polished =more true?

faster  = better?

understand  your  data,  understand  your  tools

Page 15: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Choosing  and  preparing  your  data

• level  of  detail  or  aggregation• format• privacy• description• quality

Page 16: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Choosing  and  preparing  your  data

• choose  raw over  aggregated  data• normalize cross-­‐tabulated  datasets

Page 17: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Choosing  and  preparing  your  data

• choose  raw over  aggregated  data• normalize cross-­‐tabulated  datasets

Related  resource:  Preparing  Excel  files  for  analysis  [in  Tableau].  http://kb.tableau.com/articles/knowledgebase/preparing-­‐excel-­‐files-­‐analysis

Tall data,  not  wide

Page 18: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

raw vs aggregated  data

Page 19: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

raw vs aggregated  data

Page 20: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

tall vs cross-­‐tabulated  (wide)  data

Page 21: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

tall vs cross-­‐tabulated  (wide)  data

Page 22: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

tall vs cross-­‐tabulated  (wide)  data

Like  with  like,  in  the  same  column

Page 23: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

<software  demo  and  hands-­‐on  practice>

Page 24: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Junk  drawer,  tickle  trunkTry  to  break  your  viz.    Throw  everything  at  it,  try  things  you  don’t  understand,  create  a  mess  and  see  what  you  find.  

Page 25: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

<software  demo  and  hands-­‐on  practice>

Participants  encouraged  to  share  examples  athttps://public.tableau.com/profile/claw.2017

Page 26: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Explore your  chosen  data  set.  Try  to  identify  one  pattern,  one  outlier,  and  one  relationship.    Consider  how  this  changes  your  initial  assumptions  about  the  service  or  product  represented  in  the  data  set.

Page 27: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

<software  demo  and  hands-­‐on  practice>

Page 28: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

Communicate something  of  import  about  your  data  set.  Consider  who you’re  speaking  to  and  what  you  hope  to  accomplish.  Use  Tableau’s  features  strategically  to  highlight  aspects  of  your  data  that  are  most  important  to  your  message.

Page 29: CLAW 2017 Tableau slides (Buhler, Magnus) (Read-Only) · Outline • whatwe*mean*by*“purposeful” • preparingyourdata • introducing*the*Tableau*interface • exercise/practice

<hands-­‐on  practice>