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Intro to data visualization with Intro to data visualization with Tableau Tableau UBC Library Research Commons UBC Library Research Commons Jeremy Buhler, Sarah Parker, [email protected] [email protected] http://bit.ly/ubc-intro-data-viz

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Page 1: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Intro to data visualization withIntro to data visualization withTableauTableau

UBC Library Research CommonsUBC Library Research Commons

Jeremy Buhler, Sarah Parker,

[email protected]@ubc.ca

http://bit.ly/ubc-intro-data-viz

Page 2: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Pre-workshop setupPre-workshop setup

1. Install Tableau Public or Tableau Desktop2. Download 3. Create (optional)

Labour Force Survey sample datasetTableau Public account

Page 3: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

The Vancouver Campus is located on the traditional,ancestral, and unceded territory of the xʷməθkʷəy̓əm

(Musqueam) people. Map: https://native-land.ca/

Page 4: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Learning objectivesLearning objectives

1. Recognize the characteristics of an effectivevisualization

2. Format data for visualization3. Create a simple visualization using Tableau

Page 5: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Tableau PublicTableau PublicLimitations of the free version

Visualizations cannot be saved locallyDataset limit of 1M recordsCannot connect databases

Page 6: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Participating onlineParticipating online

Page 7: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Participating onlineParticipating online

Page 8: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

OutlineOutline0:10

0:25

0:30

0:45 Break

0:50

1:20

Visualization basics

Preparing your data

Introducing the Tableau interface

Creating graphs

Saving your work

Page 9: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Source dataSource data

Page 10: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Sample map outputSample map output

Page 11: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

“Data visualization is the graphical display of abstractinformation for two purposes: sense-making (also

called data analysis) and communication.”

-Stephen Few, What is Data Visualization

Page 12: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Preattentive processingPreattentive processingThe eye and brain’s ability to process certain visual

properties almost instantly, without conscious effort.

Page 13: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis
Page 14: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis
Page 15: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Figures on this and the next slide from Stephen Few, “Tapping the Power of Visual Perception”http://www.perceptualedge.com/articles/ie/visual_perception.pdf

Page 16: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis
Page 17: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Encoding quantities: length and size

Page 18: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Encoding quantities: length and size

Page 19: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Encoding quantities: length and size

Page 20: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Remove unnecessary content to focus the viewer

Page 21: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Remove unnecessary content to focus the viewer

Page 22: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Remove unnecessary content to focus the viewer

Page 23: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Source: Jeffrey Shaffer, https://www.tableau.com/about/blog/2016/4/examining-data-viz-rules-dont-use-red-green-together-53463

Page 24: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Use colors intentionally to encode information

Page 25: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Use colors intentionally to encode information

Page 26: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Use colors intentionally to encode information

Page 27: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Some guiding principlesSome guiding principles1. Choose clarity over variety2. Reduce burden on the reader3. Present data with integrity

Page 28: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Preparing your dataPreparing your data

Page 29: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Each measure in one columnEach measure in one column

Page 30: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Each measure in one columnEach measure in one column

Page 31: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Know your datasetKnow your dataset

Page 32: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Know your datasetKnow your dataset

How is it formatted?How many records are there?What are the variable labels?Is there a user guide or data dictionary?

Page 33: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis
Page 34: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Checking your workChecking your work

Statistics Canada table , Labour force characteristics by province, monthly,

unadjusted for seasonality.14-10-0017-02

Page 35: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Checking your workChecking your work

Statistics Canada table , Labour force characteristics by province, monthly,

unadjusted for seasonality.14-10-0017-02

Page 36: Ta b l ea u I n t ro to d a ta v i s u a l i za t i o n w i t h · 2021. 6. 30. · F ig u res o n th is a nd th e nex t s l ide fro m S teph en Few, “Ta pping th e Power o f Vis

Hands-on practiceHands-on practice