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Tableau for Data Analysis_Part 2

This document provides an introduction to data visualization using Tableau, covering various chart types such as crosstabs, highlight tables, bar charts, line charts, and scatter plots. It emphasizes the importance of effective data representation, simplifying complexity, and enhancing storytelling through visualizations. Additionally, it includes practical activities for hands-on experience in creating visualizations and understanding data relationships.

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Akash Aggarwal
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
4 views

Tableau for Data Analysis_Part 2

This document provides an introduction to data visualization using Tableau, covering various chart types such as crosstabs, highlight tables, bar charts, line charts, and scatter plots. It emphasizes the importance of effective data representation, simplifying complexity, and enhancing storytelling through visualizations. Additionally, it includes practical activities for hands-on experience in creating visualizations and understanding data relationships.

Uploaded by

Akash Aggarwal
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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INTRODUCTION TO DATA

VISUALIZATION USING TABLEAU


PART 2
Hiruthiga
LESSON 4
• Create diverse visualizations: Crosstabs, Highlight Tables, Heat Maps, Column
Charts, Horizontal Bar Charts, Stacked Column Charts, Stacked Horizontal Bar
Charts, Bar in Bar Charts, Line Charts, and Dual/Blended Axis Charts.
• Choose appropriate chart types for different data
• scenarios.
• Understand data representation in line charts with discrete and continuous data.
• Enhance data storytelling through compelling visualizations.
• Optimize visualization quality using best practices.
• Apply knowledge in hands-on Tableau practice.
QUIZ
Basic Data Visualization
INTRODUCTION TO BASIC DATA
VISUALIZATION

• Data visualization is the graphical representation of data to communicate


information and insights effectively. It is a powerful tool that transforms
complex datasets into visual elements such as charts, graphs, and maps,
making data more accessible, understandable, and actionable for decision-
makers.
KEY ASPECTS OF DATA
VISUALIZATION
• Visual Representation: Data visualization uses visual elements like bars,
lines, and pie charts to represent data points, making it easier to
identify patterns, trends, and relationships within the data.
• Simplifying Complexity: It simplifies complex datasets by condensing
large amounts of information into visually appealing and digestible
formats, enabling users to grasp the key takeaways quickly.
• Data Exploration: Data visualization allows users to explore data
interactively, enabling them to filter, drill down, and uncover insights in real
time, promoting a deeper understanding of the data.
KEY ASPECTS OF DATA
VISUALIZATION
• Effective Communication: Visualizations help communicate complex
data-driven insights to diverse audiences, making it an essential tool for
data-driven decision-making across industries.
• Identifying Anomalies: Visual representation of data aids in identifying
outliers and
• anomalies in datasets, facilitating data quality assessment and error
detection.
• Storytelling with Data: Data visualization empowers data analysts and
storytellers to present compelling narratives supported by data,
enhancing the impact and persuasion of their messages.
Crosstabs/Text Table
INTRODUCTION TO CROSSTABS/TEXT
TABLE
• Crosstabs, also known as Text Tables in
Tableau, are a fundamental data
visualization technique used to present
summarized data in a tabular format. They
provide a concise view of data, organizing
information in rows and columns, making it
easy to compare and analyze values across
different dimensions.
USE CASE OF CROSSTABS/TEXT TABLE
• Sales Analysis: Crosstabs can be used to analyze sales data by regions or product
categories, comparing sales revenue and quantities.

• Survey Results: Crosstabs are ideal for presenting survey responses, displaying frequencies
and percentages of each answer.

• Financial Reporting: Crosstabs can summarize financial data, showcasing monthly


• expenses or revenue across different departments.

• Population Demographics: Crosstabs can be used to analyze demographic data, comparing


• population distribution by age groups and genders.
Demo - Crosstabs/Text
Table
QUIZ
Crosstabs with Multiple
Measures
CROSSTAB WITH MULTIPLE MEASURES
• A Crosstab with Multiple Measures in Tableau is a data visualization technique that
presents summarized data in a tabular format while simultaneously displaying multiple
measures across different dimensions. It allows users to efficiently compare and analyze
various measures side by side, providing valuable insights into their relationships and trends.
• Key Features:
• Tabular Representation: Crosstab with Multiple Measures displays data in a
table format with rows representing one dimension and columns representing
another dimension.
• Multi-Measure Display: It accommodates multiple measures, such as sales revenue,
profit, and quantity, in individual columns for a comprehensive analysis.
• Aggregation and Summarization: The Crosstab can aggregate and summarize data
based on the selected dimensions and measures.
• Interactivity: Users can interact with the Crosstab, filtering, sorting, and drilling down
into specific data points for deeper exploration.
Demo - Crosstabs with
Multiple Measures
CROSSTAB WITH MULTIPLE MEASURES
• A Crosstab with Multiple Measures in Tableau is a data visualization technique that
presents summarized data in a tabular format while simultaneously displaying multiple
measures across different dimensions. It allows users to efficiently compare and analyze
various measures side by side, providing valuable insights into their relationships and trends.
• Key Features:
• Tabular Representation: Crosstab with Multiple Measures displays data in a
table format with rows representing one dimension and columns representing
another dimension.
• Multi-Measure Display: It accommodates multiple measures, such as sales revenue,
profit, and quantity, in individual columns for a comprehensive analysis.
• Aggregation and Summarization: The Crosstab can aggregate and summarize data
based on the selected dimensions and measures.
• Interactivity: Users can interact with the Crosstab, filtering, sorting, and drilling down
into specific data points for deeper exploration.
Demo - Crosstabs with
Multiple Measures
Introduction to Highlight
Tables and Heat Maps
PURPOSE OF HIGHLIGHT TABLES AND
HEATMAPS
• Purpose of Highlight Tables:
• Highlight Tables in Tableau serve the purpose of emphasizing specific data points
or patterns within a tabular visualization. They are designed to highlight cells with
distinctive colors based on pre-defined conditions or criteria. This enables users to
quickly identify significant values, outliers, or trends within the data, promoting
efficient data analysis and decision-making.
• Use Cases:
• Sales Analysis: Use Highlight Tables to identify top-selling products, high revenue
regions, or significant sales trends.
• Financial Reporting: Highlight Tables can be used to emphasize key financial
metrics like profit margins, expenses, or revenue growth.
• Customer Segmentation: Identify customer groups with high customer
satisfaction scores or revenue contributions using color-coded Highlight Tables.
PURPOSE OF HIGHLIGHT TABLES AND
HEATMAPS
• Purpose of Heatmaps:
• Heatmaps in Tableau are visual representations that use colors to convey the density or
intensity of data points within a matrix or cross-tabulation. They help reveal patterns,
correlations, and areas of interest in the data.
• Heatmaps are particularly useful when dealing with large datasets, allowing users to
discern trends and relationships that may not be apparent in traditional tabular formats.
• Use Cases:
• Geospatial Analysis: Use Heatmaps to visualize the density of points on a map, revealing areas
of high activity or concentration.
• Web Analytics: Heatmaps are valuable in analyzing website user behavior, showing where
users click or spend
• more time.
• Healthcare Data: Visualize patient outcomes or disease prevalence in different regions
using color-coded Heatmaps.
Demo – Creating Highlight
Tables and Heat Maps
QUIZ
Introduction to Vertical Bar
Chart and Horizontal Bar
Chart
INTRODUCTION TO VERTICAL BAR
CHART
• A Vertical Bar Chart is a fundamental data visualization tool that represents data using
vertical bars of varying lengths. Each bar corresponds to a specific category or data point, and
the height of the bar represents the magnitude of the associated value.
• Vertical Bar Charts are commonly used to compare discrete data values or categories and
showcase frequency distributions.
• Key Features:
• Vertical Bars: Data values are represented by vertical bars, making it easy to compare values
across different categories.
• Axis Labels: The vertical axis (y-axis) typically represents the measured values, while
• the horizontal axis (x-axis) displays the categories.
• Data Comparison: Vertical Bar Charts facilitate quick visual comparison of data points,
identifying variations and trends.
INTRODUCTION TO HORIZONTAL BAR
CHART
• A Horizontal Bar Chart is similar to a Vertical Bar Chart but displays data with horizontal
bars instead of vertical ones. The length of the bars represents the data value, and the
categories are shown on the vertical axis. Horizontal Bar Charts are useful when the
category names are long or space is limited, as they allow for a clearer presentation of data.
• Key Features:
• Horizontal Bars: Data values are represented by horizontal bars, suitable for long
• category labels.
• Axis Labels: The horizontal axis (x-axis) typically represents the measured values, while
the vertical axis (y-axis) displays the categories.
• Data Comparison: Horizontal Bar Charts facilitate easy comparison of data points,
• especially when dealing with long category names.
Demo – Vertical Bar Chart
and Horizontal Bar Chart
QUIZ
Introduction to Bar-in-Bar
Chart
INTRODUCTION TO BAR IN BAR
CHART
• The Bar-in-Bar Chart is a powerful and innovative data visualization technique in Tableau
that allows for the simultaneous comparison of two sets of data using nested bars. It is an
extension of the traditional bar chart and is particularly useful when presenting hierarchical
or multi-level data comparisons.
• Key Features:
• Nested Bars: The Bar-in-Bar Chart consists of two sets of bars, with one set nested
within the other, representing two different measures or metrics.
• Hierarchical Comparison: It enables the comparison of data at two levels of
• hierarchy, providing a more detailed view of the data relationships.
• Data Emphasis: The nested bars draw attention to the relationships between the
primary and secondary measures, highlighting the interplay between the two.
Demo – Bar-in-Bar Chart
QUIZ
Introduction to Line
Chart
INTRODUCTION TO LINE CHART
• The Line Chart is a fundamental and widely used data visualization tool that represents
data points using connected lines. It is especially useful for displaying trends and patterns
over time or continuous data. Line Charts are valuable in revealing the trajectory of data,
identifying changes, and visualizing data relationships.
• Key Features:
• Connected Data Points: The Line Chart connects data points with straight lines,
providing a continuous view of data trends.
• Time Series Analysis: It is ideal for visualizing data that varies over time,
• making it easy to observe trends and seasonality.
• Continuous Data Visualization: Line Charts can display the continuous flow of data,
such as temperature, distance, or speed.
Demo – Line Chart
Introduction to Dual Axis
Charts
INTRODUCTION TO DUAL AXIS
CHARTS
• The Dual Axis Chart in Tableau is a sophisticated data visualization technique that allows
the simultaneous display of two measures with different scales on a single chart. It involves
plotting two distinct axes on either side of the visualization to represent the measures
independently, enabling users to compare and analyze two different data series effectively.
• Key Features:
• Multiple Measures: The Dual Axis Chart accommodates two measures on separate
axes, offering a comprehensive view of their individual trends.
• Independent Scaling: Each measure can have its own scale on the respective axis,
preventing data with vastly different magnitudes from being distorted.
• Combining Chart Types: Dual Axis Charts support different chart types for each
measure, enhancing the flexibility of data representation.
Demo – Creating Dual
Axis Charts
Introduction to Blended
Axis Charts
INTRODUCTION TO BLENDED AXIS
CHARTS
• The Blended Axis Chart is an advanced data visualization technique in Tableau that allows
users to blend or combine two different measures with varying scales into a single chart.
Unlike the Dual Axis Chart, where measures have separate axes, Blended Axis Charts
merge data points with different units or scales on a shared axis, facilitating a holistic view
of the data relationship.
• Key Features:
• Shared Axis: Blended Axis Charts share a common axis for both measures, ensuring a
unified representation of data.
• Blending Measures: It combines two distinct measures within the same
visualization, enabling comparison and correlation analysis.
• Consolidated Insights: The chart helps users understand how measures with
• different magnitudes interact and influence each other.
Demo – Creating
Blended Axis Charts
ACTIVITY 1
• Pre-requisites:
• Basic understanding of Tableau interface and data connection.
• Familiarity with importing and preparing datasets in Tableau.
• Understanding of heat maps.
• Scenario:
• You are a Data Analyst working for a weather forecasting agency. The
agency wants to analyze temperature variations across different cities over
the past month. They need a clear visualization to identify temperature
hotspots and cold regions for further analysis.
ACTIVITY 1
• Expected Outcome:
• Create a Tableau workbook that includes a heat map representing temperature variations
for
• each city over the past month.
• Steps:
• Data Preparation
• Create the Heat Map
• Customize the Heat Map
• Add Data Labels
• Finalize the Visualization
• Save and Export
ACTIVITY 2
• Pre-requisites:
• Basic understanding of Tableau interface and data connection.
• Familiarity with importing and preparing datasets in Tableau.
• Understanding of bar charts and line charts.
• Scenario:
• You are a Data Analyst working for a retail company. The company wants to
compare the sales revenue and profit margins for different product categories over
the past year. They need a clear visualization to understand the relationship
between revenue and profit margins and identify areas of improvement.
ACTIVITY 2
• Expected Outcome:
• Create a Tableau workbook that includes a dual-axis chart with bars representing sales
revenue
• and a line representing profit margins for each product category.
• Steps:
• Data Preparation
• Create the Bar Chart
• Create the Line Chart
• Combine the Charts
• Finalize the Visualization
• Save and Export
ADVANCED DATA
VISUALIZATION USING
TABLEAU
QUIZ
Introduction to Scatter
Plot
INTRODUCTION TO SCATTER PLOTS
• Scatter Plots are graphical representations that display the relationship between
two numerical variables.
• Each data point is represented by a dot on a two-dimensional coordinate
system, revealing patterns and correlations between the variables.
• They are valuable tools for data analysis and decision-making, allowing us to
identify
• trends, outliers, and data distributions.
• Interpreting Scatter Plots involves understanding the direction and strength of
the relationship, making them essential for gaining insights from data in a
visually intuitive manner.
Demo – Creating Scatter
Plots
Introduction to Pie
Charts
INTRODUCTION TO PIE CHARTS
• Pie charts are a popular data visualization tool used in Tableau to represent
parts of a whole. They are effective in displaying the proportion of
individual data points relative to the total dataset. In a pie chart, each data
point is represented as a slice of the pie, with the size of the slice
indicating its percentage contribution to the whole.
INTRODUCTION TO PIE CHARTS
• Best Practices:
• Avoid Overcrowding: Limit the number of categories to keep the chart clear and easily
interpretable.
• Ordering Slices: Arrange the slices in descending order based on their percentage
contribution for better comparison.
• Explode Slices: Optionally, explode one or more slices to emphasize specific categories,
but use this sparingly to prevent clutter.
• Use Data Labels: Add data labels to display the exact percentage or values for each slice
for precision.
• Legend and Colors: Utilize a clear legend and distinctive colors to aid in identifying each
• category.
Demo – Creating Pie
Charts
QUIZ
Introduction to Tree
Maps
INTRODUCTION TO TREE MAPS
• Tree maps are a powerful data visualization technique used in Tableau to
represent hierarchical data in a hierarchical manner. They display data as
nested rectangles, with each rectangle's size proportional to the data it
represents. Tree maps are effective in showcasing the hierarchical structure
of data and visualizing the distribution of values within each category.
INTRODUCTION TO TREE MAPS
• Key Features and Use Cases:
• Hierarchical Data Representation: Tree maps are designed to represent
hierarchical data structures, making them ideal for showcasing parent-child
relationships.
• Data Hierarchy Visualization: They help users understand the composition of
categories and subcategories within a dataset.
• Proportional Comparison: Tree maps visually emphasize the proportionality
of data values, making it easier to compare different categories and their
subcategories.
• Space Utilization: The efficient use of space allows for the display of a large
amount of hierarchical data without overwhelming the viewer.
Demo – Creating Tree
Maps
Introduction to Packed
Bubble Chart
INTRODUCTION TO PACKED BUBBLE
CHART
• The Packed Bubble Chart is a unique and visually engaging data visualization
• technique used in Tableau to represent hierarchical and quantitative data. It displays data as a series of
circles, with each circle's size proportional to the data it represents. Packed bubble charts are effective in
visualizing the hierarchical relationship between data categories and the distribution of quantitative values
within each category.
• Key Features and Use Cases:
• Hierarchical Data Representation: Packed bubble charts excel at displaying hierarchical data structures,
making them suitable for showcasing parent-child relationships.
• Quantitative Comparison: They provide a clear visual representation of the relative sizes and values of
data categories and subcategories.
• Space Utilization: Packed bubble charts efficiently use space, allowing for the display of a large amount
of hierarchical data in a compact and visually appealing manner.
• Interactive Exploration: Users can interact with packed bubble charts to explore data further, revealing
details about each circle's data upon hovering or clicking.
Demo – Creating Packed Bubble
Chart
Introduction to Word
Cloud
INTRODUCTION TO WORD CLOUD
• The Word Cloud is a captivating and intuitive data visualization technique used in Tableau to represent
textual data. It displays words in a visual arrangement, where the size of each word corresponds to its
frequency or importance within the dataset. Word clouds are powerful tools for gaining insights into text-
based data, identifying key themes, and showcasing word frequency patterns in a visually appealing
manner.
• Key Features and Use Cases:
• Textual Data Visualization: Word clouds are designed to represent and visualize textual data, making
them ideal for analyzing and displaying word frequency.
• Word Frequency Analysis: They help users quickly identify the most frequent words or keywords within
• a text corpus.
• Key Themes Identification: Word clouds provide an intuitive way to identify the dominant themes or
topics in a large body of text.
• Attractiveness and Engagement: Word clouds are visually engaging, making them ideal for
• presentations and reports, capturing the audience's attention.
Demo – Creating Word
Cloud
Introduction to Symbol
Maps
INTRODUCTION TO SYMBOL MAPS
• Symbol maps are a powerful data visualization technique used in Tableau to display geographical or location-based
data. They represent data points using symbols or markers placed on a map, where the size, shape, and color of the
symbols can be customized to convey additional information. Symbol maps allow users to quickly identify patterns,
trends, and spatial relationships within the data, making them an essential tool for geographic analysis.

• Key Features and Use Cases:


• Geospatial Data Visualization: Symbol maps are designed to visualize data with geographical or location-based
attributes, such as latitude and longitude.
• Spatial Patterns Identification: They help users identify spatial patterns and trends, such as
• concentration, dispersion, or clusters of data points.
• Data Comparison Across Regions: Symbol maps allow for the comparison of data values across different geographic
regions.
• Symbol Customization: Users can customize symbols based on data attributes, enabling the
• representation of multiple dimensions (e.g., size, shape, color) on the map.
Demo – Creating Symbol
Maps
QUIZ
Introduction to Filled
Maps
INTRODUCTION TO FILLED MAPS
• Filled maps are a compelling data visualization technique used in Tableau to display geographical or location-based data
on a map. Unlike symbol maps that use markers or symbols, filled maps represent data by coloring geographic regions
based on their data values. Filled maps are highly effective in conveying spatial patterns, distribution, and regional
variations within the data.

• Key Features and Use Cases:


• Geospatial Data Representation: Filled maps are designed to visualize data with geographical attributes, such as
countries, states, cities, or postal codes.
• Spatial Patterns and Trends: They help users identify spatial patterns, trends, and disparities across
• different geographic regions.
• Data Comparison Across Regions: Filled maps allow easy comparison of data values across different regions,
highlighting variations and regional differences.
• Color Gradation: Users can utilize color gradients to represent data values, emphasizing higher or
• lower values on the map.
Demo – Creating Filled
Maps
Introduction to
Histograms
INTRODUCTION TO HISTOGRAMS
• Histograms are a powerful data visualization technique used in Tableau to display the distribution of
continuous data. They divide the data into equal intervals, or "bins," and represent the frequency or count
of data points falling within each bin using bars. Histograms are an effective tool for understanding the
shape, central tendency, and spread of data, allowing users to identify patterns and outliers within the
dataset.

• Key Features and Use Cases:


• Continuous Data Distribution: Histograms are designed to visualize the distribution of continuous
data, such as age, income, or test scores.
• Data Distribution Patterns: They help users quickly identify the shape of the data distribution, such as
normal, skewed, or bimodal.
• Central Tendency and Spread: Histograms provide insights into the central tendency (mean, median)
and spread (variance, standard deviation) of the data.
• Outlier Detection: Users can spot outliers or unusual data points that fall far from the bulk of the data.
Demo – Creating
Histograms
QUIZ
Introduction to Area
Chart
INTRODUCTION TO AREA CHART
• Area charts are a versatile data visualization technique used in Tableau to display the trend and distribution of
data over time or across different categories. They represent data points using connected data lines and fill the
area between the lines and the horizontal axis, creating a visually appealing depiction of the data's magnitude and
variation.

• Key Features and Use Cases:

• Trend Visualization: Area charts are designed to showcase trends and patterns in data over time or across
categories.

• Cumulative Data Representation: They are effective in illustrating cumulative data values, such as
• total sales or revenue.

• Data Comparison: Area charts enable easy comparison between multiple data series, providing insights into relative
performance.

• Data Variation: Users can identify data variations and fluctuations by observing the area's width between the data
lines.
Demo – Creating Area
Chart
QUIZ
ACTIVITY
• Pre-requisites:
• Basic understanding of Tableau's interface.
• A sample dataset with at least one categorical variable and one numerical variable.

• Scenario:
• As an aspiring data analyst, you are tasked with creating a simple bar chart using Tableau to visualize the number of sales for different products. The dataset
contains information about various products and the corresponding sales quantities.

• Expected Outcome:
• The final result of the activity should be a bar chart displaying the number of sales for each product. The chart should
• have clear labels, axis titles, and an appropriate color scheme for easy understanding.

• Steps:
• Connect Data
• Drag Data to Workspace
• Choose Chart Type
• Customize Chart
• Save and Share
THANK YOU

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