data management and visualization with tableau - libqual · pdf filedata management and...
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Data Management and Visualization with Tableau
Jeremy Buhler, University of
British Columbia
March 10, 2015
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Webcast Series
• March 3, 2015: Sarah Anne Murphy, Ohio State University
• March 10, 2015: Jeremy Buhler, University of British Columbia
• March 17, 2015: Rachel Lewellen, University of Massachusetts Amherst
• April 21, 2015: Discussion and Q&A
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Tableau at UBC Library
Jeremy Buhler Assessment Librarian University of British Columbia Library [email protected]
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What’s Tableau? A visual data analysis and presentation layer that connects to multiple data sources (e.g. databases, spreadsheets)
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Why visual analysis? • To explore and understand our data • To communicate findings
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“By thinking about visualization as a process instead of an outcome, we arm ourselves with an incredibly powerful thinking tool.” Jer Thorp, former NYT Data Artist in Residence https://hbr.org/2013/04/visualization-as-process/
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Attentive processing
Preattentive processing
From Stephen Few, Tapping the Power of Visual Perception http://www.perceptualedge.com/articles/ie/visual_perception.pdf
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From Stephen Few, Tapping the Power of Visual Perception http://www.perceptualedge.com/articles/ie/visual_perception.pdf
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LibQUAL: visualizing results
LibQUAL service levels
desired perceived minimum
orange band is the range between minimum (6.8) and desired (8.2) service levels
blue dot shows perception of the service UBC Library provides
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LibQUAL: seeing change over time The printed library materials I need for my work
Health Sciences Humanities Science/Math Social Sciences
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ARL investment index rank Top quartile of public academic institutions
Canadian UBC US peers
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ARL statistics Median expenditures per full time student and faculty
Canadian UBC US peers
Showing top quartile of public academic institutions by Investment Index ranking All figures in USD
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UBC Library Tableau ‘proof of concept’ project • document Tableau’s strengths and limitations
as a report creation and publication platform
• help determine whether it’s a good investment for UBC Library
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ILS circulation report SQL query to Voyager (Oracle db)
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ILS circulation report SQL query to Voyager (Oracle db)
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ILS circulation report SQL query to Voyager (Oracle db)
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Strengths of Tableau in UBC Library context
• Alignment with campus partners • Publishing and authentication options • Automatic updating of reports • Interoperability (connect to multiple data
types)
…but effective implementation requires a service ‘owner,’ measurable objectives, and a commitment to staff training and development
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Tableau report creation workflow at UBC
Oracle MySQL
etc.
Access Excel CSV
Tableau Desktop
Tableau Server
Tableau Desktop Tableau Desktop Tableau Desktop
Browser
data source report creation publishing end user
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Tableau report creation workflow (free/public)
Oracle MySQL etc.
Access Excel CSV
Tableau Desktop
Tableau Public Server
Tableau Public Tableau Public Tableau Public
Browser
data source report creation publishing end user
cannot save work on local drive
size limit; data stored on public
server
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This is all new to me… where to start? Free trial version of Tableau desktop to test report building interface Browse Tableau Public dashboards for ideas and inspiration
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Questions
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If you are using Tableau or other data analytics platforms, please join and post your examples in
ARL-ASSESS Google group
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