five things i wish i knew the first day i used tableau
TRANSCRIPT
Five Things I Wish I Knew theFirst Day I Used Tableau
Presented by:Ryan SleeperDirector, Data VisualizationEvolytics
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What to Expect
• Introduction
• Purpose
• Audience
• Five Things
• Q&A
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Ryan SleeperDirector, Data VisualizationEvolytics
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My Learning Curve
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If I had only known…
1. Tableau Licenses
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Tableau Licenses
Which Tableau license is best for me?(and why is this so confusing?!)
Your choice depends on:(1) Connectivity(2) Distribution(3) Automation
(4) Security
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Tableau Public
Connectivity• TDE, Access, Excel, Text File
Distribution• Cloud
Automation• Not available
Security• None – your data is accessible by anyone on the Internet
Price: Free
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Tableau Public
Best for• Journalists• Sharing publicly available data (and Tableau know-how) with
the world• Practicing Tableau for free• Trying the software
Tableau Desktop: Personal
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Connectivity• TDE, Access, Excel, Text File
Distribution• Offline or Tableau Public
Automation• Not available
Security• As good as your personal computer / server’s security
Price: $1000 for year one; $200 for year two+
Tableau Desktop: Personal
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Best for• Those that only need to connect to flat data files• Those that need the most cost-effective version that will keep
their data private
Tableau Desktop: Professional
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Connectivity• All possible connections in Tableau
Distribution• Offline, Tableau Server, or Tableau Public (all possible
distribution options in Tableau)
Automation• Not available
Security• As good as your personal computer / server’s security
Price: $2000 for year one; $400 for year two+
Tableau Desktop: Professional
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Best for• Those that need to connect to data in databases• Those that need the capability to publish to Tableau Server
Tableau Server (Interactor)
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Connectivity• Workbooks that have been published to Tableau Server and
that you have been granted access to
Distribution• Tableau Server (cloud)
Automation• Available on schedules or intervals
Security• As good as your hosting provider’s
Price: $1000 for year one; $200 for year two+; 10 license minimum
Tableau Server (Interactor)
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Best for• Those that need to access / distribute workbooks in the cloud• Those that want to automate workbook refreshes• Those that want to edit workbooks in the cloud (limited
capability)
2. Shaping Data
Shaping Data
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Sweet Excel Table
Q1 Q2 Q3 Q4 Total
Sales $ $ $ $ $$$
Profit $ $ $ $ $$$
Orders # # # # ###
Common Data Layout
Shaping Data
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Google: “Preparing Excel Files for Analysis”
Quarter Sales Profit Orders
Q1 $ $ #
Q2 $ $ #
Q3 $ $ #
Q4 $ $ #
Ideal Data Layout
Shaping Data
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Date Quarter Sales Profit Orders
1/1/2014 Q1 $ $ #
4/1/2014 Q2 $ $ #
7/1/2014 Q3 $ $ #
10/1/2014 Q4 $ $ #
Ideal Data Layout
Google: “Preparing Excel Files for Analysis”
3. Dimension vs. Measure
Dimension vs. Measure
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Measure: A measure is a field that is a dependent variable; that is, its value is a function of one or more dimensions.
Tableau treats any field containing numeric (quantitative) information as a measure.
Sales
Source: Tableau Knowledge Base
Dimension vs. Measure
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Dimension: A dimension is a field that can be considered an independent variable.
By default, Tableau treats any field containing qualitative, categorical information as a dimension.
Sales
Source: Tableau Knowledge Base
4. Discrete vs. Continuous
Discrete vs. Continuous
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Discrete vs. Continuous
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Discrete draws headers.
Continuous draws axes.
Discrete vs. Continuous
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Sales by Month: Discrete
Discrete vs. Continuous
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Sales by Month: Continuous
5. Corporate Chart Types
Sparklines
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Small Multiples
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Bullet Graphs
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Thank You and Q&A
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Slides:Evolytics.com/5Things
Resources:Evolytics.com/Tableau201Google: “Tableau 201”
Ryan Sleeper@[email protected]